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.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorSan Diego, CAEdward 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. 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.
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 Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: San Diego MarketSan Diego, CA$80,000–$90,000 / yearOur 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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
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 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.
Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsSan Diego, CA2025 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 considerationstailored to the unique needs of military families.
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.
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.
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.
Senior Wealth Advisor Columbia Banking System IncSenior 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 Lead Special Needs Trust Advisor Wells Fargo & CoSenior Lead Special Needs Trust AdvisorSan Diego, CA$191,000–$305,000 / yearIn this role, you will: Work with trust partners, attorneys, caseworkers, and other professionals to ensure that Special Needs Trusts are administered in conformity with trust provisions, bank policies, Social Security regulations, Medicaid regulations, and other legal requirements Advise leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex financial planning needs Lead the strategy and resolution of highly complex planning needs in collaboration with clients and partners Deliver solutions that require vision, creativity, innovation, advanced analytical and inductive thinking Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are large scale cross functional or companywide strategies Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal or external customers, Accountants and Attorneys Work a book of fiduciary relationships for highly complex high net worth and ultra-high net worth clients, including beneficiary distributions, account oversight and maintenance, and coordination with Portfolio Managers on investment allocation and implementation managing client relationships in accordance with sound fiduciary principles and the policies and procedures established by the firm Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts; lead team to achieve business objectives and drive execution Mentor and guide team members to maximize talent and potential; act as an escalation regarding client-related matters, including the resolution of client complaints and the approval of discretionary distributions This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. Required Qualifications: 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: CTFA, JD, L.L.M or CFP designation Extensive experience in administering complex special needs trust accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; in-depth knowledge of fiduciary income tax Demonstrated experience in growing fiduciary business and supporting financial advisors and private bankers to serve their clientele Job Expectations: Ability to travel up to 50% to join client and Financial Advisor meetings Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
Financial Planner Aldrich CPAs + Advisors LLPFinancial PlannerSan Diego, CA$80,000–$105,000 / 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.
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 - 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 Mesa, 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 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.
Financial Professional - CA, San Diego (5248) Equitable Financial Life Insurance CompanyFinancial Professional - CA, San Diego (5248)San Diego, CA$250–$1,000418324'',''true'',''418324'',''false'',''Submission for the position: Financial Professional - CA, San Diego (5248) - (Job Number: 260000B3)'',''false'',''418324'',''false'',''true'',''Financial Professional - CA, San Diego (5248)'',''260000B3'',''UNITED STATES-CA-San Diego'',''UNITED STATES-CA-San Diego'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
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 - 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 - 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 - 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 - 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.
Sales Enablement Lead - Advisor Recruiting & Integration Wells Fargo & CoSales Enablement Lead - Advisor Recruiting & IntegrationCA$185,000–$300,000 / yearThey 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.
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.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorSan Diego, CAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The 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.
NewRemote Lead Wealth Advisor Life Plan Architect Brighton Jones LLCRemote Lead Wealth Advisor Life Plan ArchitectSan Diego, CARemote$150,000–$350,000 / yearBrighton Jones LLC is expanding to San Diego and looking for a Lead Advisor with a CFP® designation. Competitive compensation includes base salary of $150K – $350K+, profit sharing, and comprehensive benefits.#J-18808-Ljbffr.
Investment Advisor Navy Federal Credit UnionInvestment AdvisorSan Diego, CALife & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tack Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures Desire to pursue designations e.g. FORTUNE 100 Best Companies to Work For 2025 Yello and WayUp Top 100 Internship Programs Computerworld Best Places to Work in IT Newsweek Most Loved Workplaces 2025 PEOPLE Companies That Care Newsweek Most Trustworthy Companies in America Military Times 2025 Best for Vets Employers Best Companies for Latinos to Work for 2025 Forbes 2025 America's Best Large Employers Forbes 2025 America''s Best Employers for New Grads Forbes 2025 America''s Best Employers for Tech Workers 2025 RippleMatch Campus Forward Award Winner for Overall Excellence Military.com
Wealth Advisor - Greater San Diego Area California Bank & TrustWealth Advisor - Greater San Diego AreaSan Diego, 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.
Senior Project Manager, Advisor Real Estate LPL Financial Holdings IncSenior Project Manager, Advisor Real EstateCA$84,872–$141,522 / yearManage a broad range of real estate project scope, which may include, but is not limited to, office transitions, refreshes, relocations, consolidations, new office setups, supplemental power and data needs, TV/AV additions, signage updates, furniture replacement or supplementation, and light interior refreshes (e.g., carpet, paint, or other finish updates). 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.
Associate Advisor Training Specialist Cetera Financial Group IncAssociate Advisor Training SpecialistSan Diego, CA$55,000–$86,000 / yearCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Wealth Advisor - Greater San Diego Area Zions Bancorporation NAWealth Advisor - Greater San Diego AreaSan Diego, 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.
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.
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.
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.
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.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorSan Diego, CA$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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.
NewLead SOX Risk Advisor Intuit CareersLead SOX Risk AdvisorSan Diego, CA$152,000–$206,000 / yearThe expected base pay range for this position is:Bay Area: 152,000-206,000San Diego: 142,000-192,500Qualifications* 7+ years of relevant work experience in Big 4 Public Accounting, risk consulting, and/or in SOX industry experience, Fintech or Software industry experience preferred.* In this high-impact role, reporting to the Senior Manager of SOX Risk Advisory, you'll drive strategic SOX readiness projects and provide risk advisory expertise across many process areas to ensure compliance with SOX while enabling process excellence.
Wealth Advisor MarinerWealth AdvisorSan Diego, CaliforniaAs a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates.
Advisor, Senior (CAT/CFO) Sabre Systems LLCAdvisor, Senior (CAT/CFO)San Diego, CaliforniaAdvanced 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.
NewSenior Advisor, RCT Precise SystemsSenior Advisor, RCTSan Diego, CAFull timeAdvanced 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. Required Experience: Fifteen (15) years of related experience and of that; twelve (12) years must be direct experience the following concentration area: RCT: Supports the systems engineering processes (Engineering), logistics and industrial repair processes (Maintenance), and supply chain management (Supply) leadership (NAVAIR Sustainment, NAVAIR Engineering, NAVSUP, DLA-R, COMFRC, and CNAF).
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.
Teaching Professor, Communication and Student Media Advisor DetailsTeaching Professor, Communication and Student Media AdvisorSan Diego, CaliforniaDepartment Description: The Communication Department at the University of San Diego, housed within the College of Arts and Sciences, offers a diverse curriculum that approaches communication as the primary social process that gives meaning to our lived experiences. The Student Media Advisor will demonstrate attention to detail, commitment to the University’s Catholic mission, excellent organizational and time management skills; ability to perform complex administrative functions independently with a minimum of supervision.
NewWealth Advisor Boutique RecruitingWealth AdvisorSan Diego, CA$150,000–$175,000 / yearPosition Title: Wealth AdvisorWealth Advisor role presents an opportunity to engage with ultra high-net-worth clients, requiring a proactive approach to business development and relationship building. This position necessitates a strong commitment to cultivating a personal book of business, with a focus on clients possessing investable assets ranging from $5 million to $150 million.