57 Results for

Financial Advisor Jobs in Carlsbad, CA

Jobs

San Diego, CA30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 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.

La Jolla, California7 days ago

$61,000–$250,000 Per Year

Northwestern 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.

San Diego, CA12 days ago

$50,000–$150,000 Per Year

Total 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.

Solana Beach, California30+ days ago

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.

San Diego, CA30+ days ago

$65,000–$95,000 Per Year

Additionally, this role contributes to the firm's growth by identifying and implementing process improvements, managing critical project elements, and actively mentoring and developing junior team members to maintain a high-performing advisory practice. Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives.

San Diego, CA13 days ago

$75,000–$200,000 Per Year

This 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.

Carlsbad, CA30+ days ago

Using 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.

La Mesa, CA30+ days ago

San Diego, CA30+ days ago

Temecula, CA30+ days ago

Del Mar, CA28 days ago

Full-time

Temecula, CA30+ days ago

Full-time

San Diego, CA30+ days ago

Full-time

San Diego, CA30+ days ago

Full-time

San Diego, CA28 days ago

Full-time

San Diego, CA30+ days ago

$65,000–$75,000 Per Year

They specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies.

San Diego, California30+ days ago

$103,400–$171,000 Per Year

Licenses and/or exams necessary for this position include: Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted. Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.

El Cajon, California30+ days ago

$135,566.50–$169,458.07 Per Year

Analytics - Excellent command of Tableau and SQL with a passion for making data-driven decisions and using both quantitative and qualitative data to continually monitor KPIs, analyze/interpret information, inform team thinking, identify opportunities/shortcomings, adjust strategy, and align tactics. Project Management –Proven ability to drive projects forward from concept to execution and deliver results, create project schedules/milestones, and work with a comfort for handling numerous projects and tight deadlines.

Carlsbad, CA30+ days ago

Full-time

Whether you're an experienced professional or just starting out, Legacy Harbor Advisors invites you to join us as a Sales Advisor under a 1099 contract. Products Offered: Indexed Universal Life (IUL), Annuities, Life Insurance, and other financial solutions.

San Diego, CA30+ days ago

Join 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.

El Cajon, CA25 days ago

Full-time

Join 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.

San Diego, CA25 days ago

Full-time

Join 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.

Murrieta, CA30+ days ago

Full-time

Join 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.

Carlsbad, CA30 days ago

Full-time

Join 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.

San Diego, CA30+ days ago

Full-time

Join 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.

San Diego, CA30+ days ago

Full-time

Join 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.

Carlsbad, CA15 days ago

$47,840–$52,000

Build and maintain referral-generating partnerships that support access to Enhanced Care Management, Community Supports, Behavioral Health, Street Medicine, and Case Health Worker services. Through in-person outreach and strong partnerships with community-based organizations, they help create reliable referral pathways across healthcare, behavioral health, housing, and other essential supports.

San Diego, CA8 days ago

Join 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.

SAN MARCOS, CA28 days ago

$19–$21 Per Hour

ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Best Buy in San Marcos, CA! Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony's innovative technology.

San Diego, California23 days ago

Advanced analytics and, where appropriate, AI/ML techniques (e.g., forecasting, anomaly detection, natural language processing of maintenance narratives) are used to identify readiness drivers and constraints, improve predictive analytics, and inform trade-space decisions that balance near-term readiness with longer-term capability objectives, including Fleet legacy platform/systems sustainment and modernization transitions. Fifteen (15) years of related experience and of that; twelve (12) years must be direct experience the following concentration area: CAT/CFO: Supports the PPB&E/POM cycle, Cost Performance Index (CPI), Schedule Performance Index (SPI) and Execution Index (EI), O&S/enabler cost accounts, and the Strategic Cost Management (SCM) tools and models in use by OPNAV N83.

Carlsbad, California30+ days ago

$121,000–$191,500 Per Year

For specific work locations within San Jose, the San Francisco Bay area and New York City metropolitan area, the base pay range for this role is $150,500.00- $225,500.00/ annually : At Viasat, we consider many factors when it comes to compensation, including the scope of the position as well as your background and experience. Additionally, you will drive operational excellence by applying Lean business principles and Continuous Improvement (CI) methodologies to enhance efficiency across the broader finance organization.

San Diego, CA30+ days ago

$170,000–$185,000 Per Year

Arrowhead is leading the field in bringing the promise of RNAi to address diseases outside of the liver, and our clinical pipeline includes disease targets in the liver and lung with a promising pipeline of preclinical candidates. Review, evaluate, and support negotiation of CRO and clinical vendor agreements, including study budgets, change orders, and contract amendments, to ensure cost efficiency, appropriate risk sharing, and alignment with development plans.

Carlsbad, California30+ days ago

$79,000–$124,000 Per Year

For specific work locations within San Jose, the San Francisco Bay area and New York City metropolitan area, the base pay range for this role is $97,500.00- $146,500.00/ annually : At Viasat, we consider many factors when it comes to compensation, including the scope of the position as well as your background and experience. By blending financial data with operational insights, you will create highly visual analytics that enable VGS leadership to optimize medium-term results and drive organizational efficiency across all functional areas.

Temecula, CA30+ days ago

This executive role requires expertise in business valuation, M&A, capital markets, and portfolio management while maintaining relationships with Pechanga Tribal Council and executive leadership. Minimum ten (10) years of progressive experience in corporate finance, risk management, or CFO roles with emphasis on complex transactions and capital markets.

La Jolla, California7 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

La Mesa, CA30+ days ago

Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT) .

La Mesa, CA30+ days ago

Named to Barron’s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine’s Fastest-Growing 50 Firms, and a recipient for San Diego’s Best Firms to Work For, an international Wealth Manager is looking for a CPA Tax Manager to join us in our San Diego office. The Tax Manager position is for those individuals with experience leading and managing multiple tax engagements, delivering superior tax services to high-net-worth clients.

San Diego, CA30+ days ago

Full-time

Bachelor's degree in business or equivalent education and relevant experience; Effective interpersonal and written communication skills; Ability to provide excellent customer service to both internal and external customers; Effective time management skills with the ability to prioritize and accomplish multiple tasks simultaneously; Capable of working independently as well as in a team environment; Experience with PC's in a Windows environment; Knowledge and experience in insurance products, case design, and advanced concepts; Excellent knowledge of sales process; Ability to build, manage and develop strong interpersonal relationships; Excellent prospecting, presentation, and conceptual selling skills; Ability to display maturity, competitiveness, and good work ethic; and . A BA/BS degree in business/finance/marketing desired or equivalent work experience; Prior success as a Sales Associate with proven proficiency in developing strategic sales plan and continually achieving or exceeding assigned quotas or experience in the financial services industry with proven proficiency in product and industry knowledge; Active state life and health insurance licenses, and FINRA Series 6 (and Series 63, depending on state and nature of practice) and/or the ability to attain within 90 days of beginning employment .

Del Mar, CA30+ days ago

Full-time

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. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.

Solana Beach, CA30+ days ago

You will partner with high-net-worth individuals, families, and their advisors to navigate complex individual income tax, fiduciary tax, gift tax, and estate tax matters, while providing leadership within a collaborative public accounting environment. This role blends advanced tax compliance, estate and trust planning, client relationship management, and team leadership, with meaningful exposure to multi-generational wealth strategies and business succession planning.

LA Jolla, CA7 days ago

$80,000–$180,000

The Manager builds strong relationships with lead sources, including aging communities, doctors, estate planners, financial advisors, geriatric and healthcare care managers, and more. Notice to Search Firms/Third-Party Recruitment Agencies: The Recruiting team manages the recruitment and employment process for Cheer Home Care Inc. or Cheer Health Care Inc. (“Cheer”).

LA Jolla, CA7 days ago

$80,000–$180,000

The Sales Manager creates strong relationships with lead sources, including assisted living, doctors, care managers, financial advisors, and so much more. Notice to Search Firms/Third-Party Recruitment Agencies: The Recruiting team manages the recruitment and employment process for Cheer Home Care Inc. or Cheer Health Care Inc. (“Cheer”).

San Diego, CA8 days ago

Demonstrates the ability to effectively communicate to various mechanical support groups to include but not limited to Labor Relations, Quality Assurance, Rolling Stock Engineering, Finance, Procurement, Human Resources, System Safety, and Environmental as well as other departments (Transportation, Engineering, CNOC, and Onboard Services). Our values of ‘Do the Right Thing, Excel Together and Put Customers First’ are at the heart of what matters most to us, and our Core Capabilities, ‘Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security’ are what every employee needs to know and do to be most impactful at Amtrak.

San Diego, CA30+ days ago

$63,000–$75,000 Per Year

By collaborating closely with CPAs, EPAs, and wealth advisor professionals, the Paraplanner facilitates the implementation of complex strategies within client estates while ensuring accuracy and alignment with client goals. • Review draft tax returns (personal, corporate, trust, and gift) and deliver findings to advisors, coordinating revisions with client CPAs as needed to ensure accuracy.

San Diego, CA29 days ago

Full-time

At Mutual of Omaha Reverse Mortgage, Loan Officers are trained to listen and build rapport, in addition to understanding and analyzing the full financial situations of our customers. The Home Equity Conversion Mortgage (HECM) was designed to utilize the equity in the home as a means to assist a peaceful and secure transition to one’s retirement years.

La Jolla, CA30+ days ago

$170,000–$260,000 Per Year

Partner with Chase Wealth Management advisors to understand their existing clients who have significant external assets, strategize on addressing clients' complex needs, and help uncover and consolidate clients' external assets. 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.

New!

San Diego, CAToday

$150,000–$225,000 Per Year

3+ 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.

San Diego, CA30+ days ago

$130,000–$155,000
Full-time

Information 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 pursue opportunities across equities, private equity, real estate, and direct business acquisitions, supported by a team of internal professionals and external advisors including investment bankers, accountants, and attorneys.

San Diego, CA14 days ago

$59,291.38–$91,000 Per Year

With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more.

San Diego, CA30+ days ago

Full-time

personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures and documentation, acquired through work experience is required to respond to the issues that arise during sales calls. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.

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Financial Advisor Jobs in Carlsbad, CA

Jobs

Financial AdvisorFirst Command Financial Services, Inc.

Financial AdvisorNorthwestern Mutual

Financial AdvisorGoldBook Financial

Financial AdvisorCity National Bank

Associate AdvisorCentura Wealth Advisory

Sales Manager - Financial ServicesGoldBook Financial

J.P. Morgan Wealth Management - Private Client Advisor - Carlsbad, CA (area)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - La Mesa, CA (area)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - South San Diego, CA (area)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - South Inland Empire, CAJPMorgan Chase

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 - South Inland Empire, CA (area)JPMorgan Chase Bank, N.A.

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 - Central San Diego, CA (area)JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - North Central San Diego, CA (area)JPMorgan Chase Bank, N.A.

Associate Advisor | Newport BeachRK Partners

Managing Director - Principal Financial Network (San Diego)Principal Financial Group

Budgeting and Financial Reporting ManagerTaylor-Listug, Inc.

Virtual Sales Advisor - Work from Anywhere, AnytimeLegacy Harbor Advisors

Senior Home Lending Advisor, Mission Valley, San Diego County, CAJPMorgan Chase

Senior Home Lending Advisor, El Cajon, CAJPMorgan Chase Bank, N.A.

Senior Home Lending Advisor, San Diego, CAJPMorgan Chase Bank, N.A.

Senior Home Lending Advisor, Murietta, CAJPMorgan Chase Bank, N.A.

Senior Home Lending Advisor, Carlsbad, CAJPMorgan Chase Bank, N.A.

Senior Home Lending Advisor - Encinitas, CAJPMorgan Chase Bank, N.A.

Senior Home Lending Advisor, Rancho Bernardo, San Diego, CAJPMorgan Chase Bank, N.A.

Street Outreach AdvisorPacific Health Group

Senior Home Lending Advisor, Rancho Bernardo, San Diego, CAJPMorganChase

Sales Advisor - SonyActionLink

Advisor, Senior (CAT/CFO)Sabre Systems LLC

Lead Financial AnalystViasat, Inc.

Associate Director, R&D Financial Planning & AnalysisArrowhead Pharmaceuticals

Financial AnalystViasat, Inc.

PDC Chief Financial Officer - Non-Gaming/InvestmentsPechanga Resort & Casino

College Financial Representative, Internship ProgramNorthwestern Mutual

Branch Office AdministratorEdward Jones

Tax Supervisor - Tax ManagerRegal Executive Search

Brokerage Manager, National SalesDynamique Group | MVP Financial Services

J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Del Mar, CAJPMorgan Chase Bank, N.A.

Tax Manager - High Net worthGTN Technical Staffing

Sales & Development Manager Home and Health CareCheer Home Care

Sales Manager Home and Health Care, RN, NP or PACheer Home Care

GENERAL FOREMAN I - 90257230 - San Diego (San Diego, CA, US, 92101)Amtrak

ParaplannerCentura Wealth Advisory

Reverse Mortgage Inside Sales Loan OfficerMutual of Omaha Mortgage

J.P. Morgan Wealth Management - Executive Director, Client SpecialistJPMorgan Chase

Estate Planning AttorneyShoup Legal. A Professional Law Co

Finance ManagerJobot

ParalegalState Farm

Sr Wealth StrategistNorthern Trust

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