NewReverse Mortgage Inside Sales Loan Officer Mutual of Omaha MortgageReverse Mortgage Inside Sales Loan OfficerSan Diego, CAAt 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.
Financial Advisor Northwestern MutualFinancial AdvisorLa Jolla, 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.
Financial Advisor - Greater San Diego And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Greater San Diego And Surrounding AreasSan Diego, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Temecula And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Temecula And Surrounding AreasSan Diego, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
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 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 AmericaMerrill Advisor Development Program- Financial Advisor: San Diego & Associates 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 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.
Senior 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.
Investment Executive (Financial Advisor) San Diego, CA Fifth Third BankInvestment Executive (Financial Advisor) San Diego, CASan Diego, CaliforniaInvestment Executive (Financial Advisor) San Diego, CA At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Financial Solutions Advisor Registration Candidate - Southland Plaza Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Southland Plaza Financial CenterSan Diego, CaliforniaOnce 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 you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor - Central San Diego Area Bank of AmericaFinancial Solutions Advisor - Central San Diego AreaSan Diego, CaliforniaKey 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. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Southern San Diego Area Bank of AmericaFinancial Solutions Advisor - Southern San Diego AreaLemon Grove, CaliforniaKey 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. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Aid Advisor (experience required) Paul Mitchell SchoolsFinancial Aid Advisor (experience required)San Diego, CAFull timeSkills/Competencies Required:Bachelor's degree or equivalent experienceComputer and data entry skills requiredAbility to multitask and coach othersExcellent interpersonal, oral, and written communication skillsSolid work history with verifiable referencesPassion for the beauty industryHonesty and professionalismContracting experience preferred. What We Are Looking For:The ideal candidate will have exceptional customer service and decision making skills, enjoy working in a multi-tasking, fast paced position and is able to interpret, apply, and comply with federal, state, and institutional guidelines and regulations related to financial aid.
Senior Financial Planner LPL Financial ServicesSenior Financial PlannerSan Diego, CA$76,323–$127,205 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Senior Wealth Advisor Columbia Banking System, Inc.Senior Wealth AdvisorSan Diego, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Senior Financial Planning Consultant LPL Financial ServicesSenior Financial Planning ConsultantSan Diego, CA$76,323–$127,205 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Financial Services Representative - State Farm Agent Team Member Kristin Francy - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberPoway, CA$80,000–$100,000 / yearFull timeThe ideal candidate will have a passion for helping clients achieve their financial goals and will possess a strong understanding of financial products, investment strategies, and market trends. As a Financial Advisor, you will play a crucial role in building and maintaining client relationships, providing expert financial advice, and contributing to the growth of our firm.
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.
NewIT Systems Administrator - Financial Services Dunham & Associates Investment Counsel, Inc.IT Systems Administrator - Financial ServicesSan Diego, CA$121,598–$125,000 / yearDunham & Associates Investment Counsel is a San Diego-based asset management and trust services firm serving independent financial advisors and RIAs across the country, operating through three entities: Dunham, Dunham Trust, and Dunham Private Trust Company. Experience Required: Minimum of 6–10 years of progressively responsible and comprehensive experience in information technology, including computer and file server hardware, business applications, networking, and telecommunications systems.
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. We are an award-winning company comprised of industry-leading financial service professionals who excel at helping our clients attain financial security for themselves, their families, and their businesses.
NewWealth Advisor OneDigital Investment AdvisorsWealth AdvisorSan Diego, CaliforniaOneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. HR/Talent Management should provide oversight to ensure additional duties still reflect the primary intent of the role and reach out to the Financial Services Chief of Staff team when questions arise.