NewTrust & Estate Planning Attorney JobotTrust & Estate Planning AttorneySan Diego, CA$190,000–$265,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are seeking a Trust and Estate Planning Attorney to advise clients on estate planning, trust administration, wealth transfer planning, and related transactional matters.
NewEstate Planning Attorney Shoup Legal. A Professional Law CoEstate Planning AttorneySan Diego, CA$150,000–$225,000 / year3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the client’s objectives. We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms.
NewFinancial Advisor Northwestern MutualFinancial AdvisorSan Diego, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Advisor Development Program - Financial Solutions Advisor Trainee: Midway and Kemper Financial Center Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee: Midway and Kemper Financial CenterSan Diego, CA$28.85–$33.65 / hourRole Specifics:As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: San Diego & Associates MarketSan Diego, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorMurrieta, CA$45,000–$100,000 / yearEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e. Compensation: We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorSan Juan Capistrano, CAWith the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Merrill Advisor Development Program - Financial Advisor: San Diego Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: San Diego MarketSan Diego, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor GoldBook FinancialFinancial AdvisorSan Diego, CA$50,000–$150,000 / yearTotal Compensation : First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.
Financial Advisor Trainee (Carlsbad, CA) Raymond James Financial IncFinancial Advisor Trainee (Carlsbad, CA)Carlsbad, CA$70,304–$80,500 / years66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). Become trained and skilled to effectively and efficiently function in the Financial Advisor role: Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.
NewFinancial Solutions Advisor - Northern San Diego Area Bank of America CorpFinancial Solutions Advisor - Northern San Diego AreaSan Marcos, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
NewFinancial Solutions Advisor - Central San Diego Area Bank of America CorpFinancial Solutions Advisor - Central San Diego AreaSan Diego, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
NewFinancial Solutions Advisor - Southern San Diego Area Bank of America CorpFinancial Solutions Advisor - Southern San Diego AreaLemon Grove, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
NewSenior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsSan Diego, CAFull time2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC , FINRA ), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.
Advisor, Financial Planning and Analysis - Data and Analytics Cardinal Health IncAdvisor, Financial Planning and Analysis - Data and AnalyticsCarlsbad, CA$90,600–$129,400 / yearFinance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. The ideal candidate is highly detail-oriented, technically strong with data tools, and experienced in building scalable reporting, dashboards, and self-service tools that support decision-making across the organization.
Financial Solutions Advisor Registration Candidate - Southern San Diego Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Southern San Diego MarketLemon Grove, CAOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I you will typically progress into the next role Financial Solutions Advisor Stage II where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Acknowledge Job DescriptionThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position FDIC Safe Act Loan Originators FINRA.At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection.
J.P. Morgan Wealth Management - Private Client Advisor - South San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - South San Diego, CA (area)CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Northern San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Northern San Diego, CA (area)Encinitas, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CA (area)Murrieta, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - North Central San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North Central San Diego, CA (area)Ramona, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Central San Diego, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Central San Diego, CA (area)La Jolla, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Financial Planner Aldrich CPAs + Advisors LLPFinancial PlannerCarlsbad, CA$70,000–$90,000 / yearCollaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys. Contribute to a collaborative team environment by supporting continuous improvement initiatives, enhancing processes, and delivering high-quality, client-focused outcomes.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorSan Diego, CAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
J.P. Morgan Wealth Management - Private Client Advisor - Northern San Diego, CA (area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Northern San Diego, CA (area)Del Mar, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - South San Diego, CA (area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - South San Diego, CA (area)San Diego, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Central San Diego, CA (area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Central San Diego, CA (area)San Diego, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - North Central San Diego, CA (area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - North Central San Diego, CA (area)San Diego, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CA (area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CA (area)Temecula, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewSales Enablement Lead – Advisor Recruiting & Integration Wells Fargo BankSales Enablement Lead – Advisor Recruiting & IntegrationSan Diego, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Wells Fargo is seeking a Sales Enablement Lead – Advisor Recruiting & Integration to play a pivotal role in advancing advisor recruiting and onboarding integration by delivering tools, insights, reporting, and content that improve execution across the full recruiting lifecycle.
AVP, Financial Consulting Axos BankAVP, Financial ConsultingSan Diego, CAAs a key member of our leadership team, you will manage and develop a team of six Financial Consultants (FCs) currently overseeing $135 million in assets, with a strategic goal to triple AUM over the next two years. Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.
NewSenior Wealth Advisor Next Level Recruiting, LLCSenior Wealth AdvisorSan Diego, CAThis is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and potential equity . The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership.
Wealth Advisor - Greater San Diego Area California Bank & TrustWealth Advisor - Greater San Diego AreaLa Jolla, CA$75,000–$125,000 / yearPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Wealth Advisor, Guided Investing (San Diego, CA) Mercer AdvisorsWealth Advisor, Guided Investing (San Diego, CA)San Diego, CaliforniaThe Wealth Advisor, Guided Investing, focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.
Sales Manager - Financial Services GoldBook FinancialSales Manager - Financial ServicesSan Diego, CA$75,000–$200,000 / yearThis role’s focus and priority is to ensure sales growth by recruiting, developing, and leading a team of financial advisors to meet annual production targets from the sale of protection and investment products, financial planning and wealth management services. Locally, we are an award-winning firm comprised of industry-leading financial service professionals who excel at building long-lasting relationships with clients and serve as an advocate for their financial well-being.
Wealth Advisor - Greater San Diego Area Zions Bancorporation NAWealth Advisor - Greater San Diego AreaLa Jolla, CA$75,000–$125,000 / yearPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Financial Planning Manager - San Diego, CA (Hybrid) EP Wealth Advisors LLCFinancial Planning Manager - San Diego, CA (Hybrid)San Diego, CAThe Financial Planning Manager will work within a regionally-based team to deliver personalized financial services, fostering a collaborative and client-focused culture aligned with the firm's core values: Integrity, Entrepreneurial Spirit, Inclusion, and Connection. Employee Development: Conduct semi-annual and annual performance reviews for Associate Directors of Financial Planning, Financial Planning Managers, Senior Financial Planners, and Financial Planning Associates, providing constructive feedback and setting development goals.
Wealth Advisor EP Wealth Advisors LLCWealth AdvisorSan Diego, CA$60,000–$120,000 / yearLiaise with advisory team internal team members, including portfolio management, operations, and financial planning, on client meeting preparation and monitoring workflow associated with servicing clients. The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound-generated leads.
NewWealth Advisor - Custom Plans for High-Net-Worth Clients MarinerWealth Advisor - Custom Plans for High-Net-Worth ClientsSan Diego, CAThis role involves creating tailored financial plans, developing client relationships, and providing wealth management advice. Ideal candidates will have a Bachelor's degree, Series 65, CFP or CFA certification, and at least 5 years of experience in financial planning.
Financial Planning Department - Administrative Support Pure Financial Advisors IncFinancial Planning Department - Administrative SupportSan Diego, CA$45,000–$50,000 / yearThis is an Administrative Support position for the Financial Planning department, which provides essential support to the Planning Department by handling key administrative functions and assisting Financial Planners and Advisors, as needed. Responsibilities: • The primary responsibility is preparing new-business assessments and review-meeting packets for advisor meetings, ensuring all materials are compiled accurately and free of errors.
Senior Home Lending Advisor, Rancho Bernardo, San Diego, CA JPMorgan Chase & CoSenior Home Lending Advisor, Rancho Bernardo, San Diego, CASan Diego, CAJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Credit Solutions Advisor - 2nd and Peach Bank of AmericaCredit Solutions Advisor - 2nd and PeachEl Cajon, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerSan Diego, CA$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Investment Advisor Senior PNC BankInvestment Advisor SeniorSan Diego, CaliforniaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Military Benefits Advisor, Military Programs and Services - Hybrid Point Loma Nazarene UniversityMilitary Benefits Advisor, Military Programs and Services - HybridSan Diego, CA$22.64–$24.45 / hourAbility to counsel and advise military-connected students regarding the proper utilization of their benefits, and any administrative needs as they pertain to financial aid, student accounts, and academic credits. Familiarity or demonstrates the willingness to learn VA and DoD Education BenefitsKnowledge and respect for military and veteran culture, as well as the unique and often challenging circumstances related to military-connected students.
NewRemote-Eligible Institutional Client Advisor Voya FinancialRemote-Eligible Institutional Client AdvisorSan Diego, CARemote$100,000–$110,000 / yearThis is an opportunity to grow within the financial services industry while fostering relationships with institutional clients.#J-18808-Ljbffr. This role supports Client Advisors in driving sales and enhancing client relationships.
NewStrategic Wealth Advisor Grow Clients & Planning Goldbook-FinancialStrategic Wealth Advisor Grow Clients & PlanningSan Diego, CAGoldbook-Financial is looking for dedicated advisors in San Diego, CA, offering a role focused on building client relationships through tailored financial planning services. Benefits include health insurance, retirement plans, and professional development support to enhance your expertise.#J-18808-Ljbffr.
PERS & PROF DEV ADVISOR NF4 Marine Corps Community ServicesPERS & PROF DEV ADVISOR NF4San Diego, CAResponsible for coordinating with the program subject matter experts to assist in increasing student learning through contributing relevant and progressive instructional strategies to the USMC curriculum, designing and implementing effective learning strategies and environments, and delivering instruction of high quality. Coordinates with P&PD subject matter experts in contributing to the USMC curriculum by identifying competencies, establishing prioritized goal and objectives, developing instructional materials, and collaborating with other instructors and industry representatives to ensure relevance in programming.
NewAccounting Advisor Smith Chason CollegeAccounting AdvisorSan Marcos, CAJob Title Accounting AdvisorStatus Non-Exempt/HourlyType On-CampusOverall Job Responsibilities Maintain the accuracy of each individual student's accountPost quarterly tuition and fees in SIS for every studentCollect and process the Registration Fee for all incoming studentsCreate, review, and update monthly payment plans for current and new studentsPost student's private payments in SISProcess payment reminders and delinquency noticesPost late fees for student late paymentsProcess accounting holds (placing students on academic hold for delinquent payments)Coordinate accounting holds with IT departmentMonitor all past due payments and follow-up with current/previous students for collections via phone calls, text messages and emailsReview, audit, and prepare delinquent accounts to submit to designated collection agencies before referring account to Corporate OfficeProcess requests for living expenses, and credit balancesTimely response and meetings for student questions and concernsAccounting financial clearance for externship students and graduatesProcess bank depositsAdhere to all State and Accrediting Agencies regulationsAdditional duties as assigned by the Accounting Manager and/or Campus DirectorOverall Education/Qualifications/Competencies A minimum of two years progressive administrative experienceA minimum of one year accounting and/or collections experienceMust have strong technical and analytical skills to successfully navigate numerous computer applications, internet research, and database managementThe ability to prioritize, multi-task, and meet deadlines through strong time management skillsMust be able to work well under pressure while staying organized and can work flexible schedules as business needs dictateAbility to maintain the highly confidential nature of working with financial informationEssential qualities: positive attitude, strong desire to help others, self-driven nature, confidence, and results-orientedBe able to effectively collaborate with other team members to meet daily, weekly, monthly, and quarterly campus objectivesOther necessary character traits include being a team player and having the ability to communicate effectively both verbally and written,Always behave in a professional manner in way of appearance, demeanor, and attitudeConsistently display the highest levels of integrity in all that is donePhysical Requirements / Working Conditions Must be able to remain in a stationary position for prolonged periods of timeCan independently move objects up to 25 lbs. Sufficient hand, arm, and finger dexterity to operate a computer keyboard, other office machinery, and perform repetitive motionsMust have sufficient hearing and speaking ability to communicate in person or on the phone/computer with othersMust be able to occasionally function in activities that include walking, bending, squatting, and reachingCulture of Care AboutCulture of Care is our commitment to create a supportive environment in which every student can achieve their educational and career goals.
Investment Advisor, Wealth & Retirement NFP CorpInvestment Advisor, Wealth & RetirementAliso Viejo, California$70,000–$110,000 / yearFull timeWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. The primary mission of this position is twofold: pursue significant new wealth management and financial planning business opportunities developed while working with plan participants and provide group and individual educational services to retirement plan participants.
Investment Advisor, Wealth & Retirement Aon PlcInvestment Advisor, Wealth & RetirementAliso Viejo, CA$70,000–$110,000 / yearKnowledge, Skills, and/or Abilities: 3-5 years of experience working with individual's financial consulting, wealth management and/or retirement plans Bachelors' Degree in Finance or related field of study Series 65 license or equivalent (must be obtained within 90 days of employment) Experience working with Power Point Strong communication and presentation skills Keen attention to detail Ability to independently manage and prioritize multiple projects Strong client service attitude, positive team player and contributor Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself Travel required to service existing clients (40-50% travel requirement, with some overnight) Education and/or Experience: CFP, AFC, ChFC, CPFA, CRPC, or similar credential. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.