NewDirector of Financial Planning & Analysis (FP&A) Vaco LLCDirector of Financial Planning & Analysis (FP&A)San Diego, CA$180,000–$220,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. The finance organization plays a critical role in driving strategic decision making, enterprise reporting, and analytics, with continued investment focused on elevating FP&A as a technology enabled, strategic function.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesSan Diego, CA$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Tax Managing Director, Core Tax Services - Real Estate Focus bdo consultingTax Managing Director, Core Tax Services - Real Estate FocusSan Diego, CA$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
NewAssociate Attorney - Civil Defense JobotAssociate Attorney - Civil DefenseSan Diego, CARemote$105,000–$200,000 / yearOur practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. 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.
NewPayments Fraud Analyst (Banking) JobotPayments Fraud Analyst (Banking)San Marcos, CA$65,000–$75,000 / 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. This role monitors transactions, analyzes data to identify fraud patterns, works closely with management to escalate incidents, and provides quarterly statistical metrics based on system performance and results.
Insurance Unit Manager/Supervisor GEICOInsurance Unit Manager/SupervisorPoway, CA$77,900–$133,250Bachelor's or Associate's degree with 2+ years of supervisory experience or a minimum of 4 years of supervisory experience in lieu of a degree (high school diploma or equivalent required). Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate’s work experience, education and training, the work location as well as market and business considerations.
NewClient Engagement Specialist (Estate Planning & Probate) Shoup Legal. A Professional Law CoClient Engagement Specialist (Estate Planning & Probate)San Diego, CA$65,000–$150,000 / yearWe are a fast-growing estate planning, probate, and trust administration law firm dedicated to helping families protect their loved ones, preserve their assets, and gain peace of mind. We are seeking a Client Engagement Advisor to meet with prospective clients, understand their goals, educate them about available solutions, and help them confidently move forward with our firm.
Financial Services Associate San Joaquin Valley College, Inc.Financial Services AssociateTemecula, CA$20–$28 / hourPart timeCustomer Focus: Personally demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to them in a timely and effective manner; anticipates and prevents delays or other things that can adversely affect the customer; keeps customers informed about the status of pending actions and inquires about customer satisfaction with products or services. Integrity & Ethics – Demonstrates personal integrity; serves as a positive example of why others should trust the motives of the organization; views self as a reflection of the organization by following through on commitments and accepting ownership of mistakes; treats people with respect; keeps commitments; inspires the trust of others and upholds organizational values. .
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.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerSan Diego, CA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerSan Diego, CA$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Financial Services Representative – State Farm Agent Team Member Jake Cesare - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberEncinitas, CAAs a State Farm team member for Jake Cesare - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Financial Services Representative - State Farm Agent Team Member Giovanni Monaco - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Diego, CAROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Giovanni Monaco - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Banking & Financial Services Attorney - Am 200 - Multiple Locations GD ResourcesBanking & Financial Services Attorney - Am 200 - Multiple LocationsSan Diego, CAFull timeResponsibilities include supporting federal and state regulatory investigations and supervisory matters; reviewing and enhancing compliance management systems, policies, and risk management frameworks; analyzing complex financial services statutes and regulations; and assisting with regulatory due diligence in financial services M&A transactions. Candidates should also have an interest in contributing to the firms broader practice development efforts, including preparing client alerts, participating in industry presentations and conferences, and building relationships within the financial services sector.
Senior Director, Revenue Cycle - Patient Financial Services Scripps HealthSenior Director, Revenue Cycle - Patient Financial ServicesSan Diego, CAThe Senior Director, Revenue Cycle provides strategic and operational leadership for revenue cycle functions across Scripps Health, driving enterprise-wide initiatives that enhance financial performance, improve the patient financial experience, and support organizational growth. They will lead efforts to optimize centralized business office operations, streamline workflows, reduce denials, minimize billing errors, improve collections, and lower administrative costs while maintaining a high level of service for patients and providers.
Tax Director - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Director - Financial Services State and Local Tax (SALT)CAMultistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
Senior Manager of Financial Accounting Services & Systems TalentCORE, Inc.Senior Manager of Financial Accounting Services & SystemsPoway, CAOversee cash management and forecasting, including inventory, receivables, payables, and borrowings, in partnership with Treasury, FP&A, Supply Chain, Contracts, and Program Finance leadership. Must have comprehensive finance/accounting management and leadership skills including organizing, planning, scheduling, and coordinating workloads to meet established deadlines or milestones.
Reimbursement Specialist I - Home Care - Patient Financial Services Rady Children's HospitalReimbursement Specialist I - Home Care - Patient Financial ServicesSan Diego, CA$21–$28.88 / hourJOB SUMMARY: Under the direction of PFS Leadership, the Reimbursement Specialist I is responsible for billing and collections of outstanding account balances for commercial, government, and managed care payors as assigned. We demonstrate this commitment by conducting regular market reviews to remain competitive with organizations of similar size in the nonprofit, healthcare sector.
Cal Coast Student Financial Center - Trainee (Student Services Professional I/A) CSU CareersCal Coast Student Financial Center - Trainee (Student Services Professional I/A)San Diego, CaliforniaEnrollment Services is comprised of Undergraduate and Graduate Admissions, Office of the Registrar, Office of Evaluations, Prospective Student Services, Out-of-State Recruitment and Strategic Partnerships, International Recruitment, Class Schedule, Communications, Financial Aid, Scholarships, and the Cal Coast Student Financial Center. The CCSFC maximizes the efficiency and effectiveness of the Financial Aid Office, the Scholarship Office and the University Bursar’s Office by providing a scalable, “one stop” shop approach to providing assistance with issues related to financial aid, scholarships and student billing regardless of where the students and staff physically are located.
Cal Coast Student Financial Center - Trainee (Student Services Professional I/A) San Diego State UniversityCal Coast Student Financial Center - Trainee (Student Services Professional I/A)San Diego, CaliforniaEnrollment Services is comprised of Undergraduate and Graduate Admissions, Office of the Registrar, Office of Evaluations, Prospective Student Services, Out-of-State Recruitment and Strategic Partnerships, International Recruitment, Class Schedule, Communications, Financial Aid, Scholarships, and the Cal Coast Student Financial Center. The CCSFC maximizes the efficiency and effectiveness of the Financial Aid Office, the Scholarship Office and the University Bursar’s Office by providing a scalable, “one stop” shop approach to providing assistance with issues related to financial aid, scholarships and student billing regardless of where the students and staff physically are located.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalSan Diego, CaliforniaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
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 AdvisorCarlsbad, 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 & 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.
Advisor Development Program - Financial Solutions Advisor Trainee: Midway and Kemper Financial Center Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee: Midway and Kemper Financial CenterSan Diego, CaliforniaOur 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. 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.
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.
NewMerrill Advisor Development Program - Financial Advisor (Partially Licensed): San Diego Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor (Partially Licensed): San Diego MarketCarlsbad, CA$36.06–$40.87 / hourThe 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 FINRA.Shift: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.
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 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.
NewSenior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsOceanside, 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 Advisor Northwestern MutualFinancial AdvisorCarlsbad, 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.
NewSenior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsOceanside, 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 considerations-tailored to the unique needs of military families.
Client Services Specialist/Senior Client Services Specialist Aldrich CPAs + Advisors LLPClient Services Specialist/Senior Client Services SpecialistCarlsbad, CA$36.05–$45.67 / hourAldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a collaborative, high-performing environment. We are committed to fostering an environment where employees are supported in their professional growth, encouraged to contribute to continuous improvement, and valued for the expertise, professionalism, and care they bring to their work.
Senior Client Services Associate California Wealth TransitionsSenior Client Services AssociateSan Diego, CA$75,000–$90,000This role will act as a senior point of contact for clients, oversee account operations, support advisors, and mentor junior team members. We are seeking an experienced Senior Client Service Associate to support our growing client base and deliver an exceptional service experience.
Enrollment Services Associate San Joaquin Valley College, Inc.Enrollment Services AssociateTemecula, CA$25–$29 / hourPart timeThe Enrollment Services Associate will promptly schedule and conduct interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment. Conducts a high volume of outbound telephone calls and interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment.
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 - 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 - 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.
Operations Associate, Retirement Plan Services Concurrent Investment AdvisorsOperations Associate, Retirement Plan ServicesSan Diego, CA$60,000–$90,000 / yearWorking closely with team members across Retirement Plan Services as well as partners in Finance, Compliance, Operations, and Business Development, the Operations Associate helps ensure a seamless experience for plan sponsors, participants, and advisors. Client Operations & Scheduling Manage and coordinate client meeting scheduling, including tracking systems, plan consultant travel and time preferences, meeting buffers, and cyclical scheduling cadences.
NewOperations Associate, Retirement Plan Services ConcurrentOperations Associate, Retirement Plan ServicesSan Diego, CA$50,000–$70,000 / yearDepartment: Retirement Plan ServicesEmployment Type: Full TimeLocation: San Diego, CACompensation: $50,000 - $70,000 / yearClient Operations & SchedulingManage and coordinate client meeting scheduling, including tracking systems, plan consultant travel and time preferences, meeting buffers, and cyclical scheduling cadences. Reporting & SystemsAssist with the creation and distribution of quarterly FIR and Plan Review reports, including benchmarking processes using RPAG.Maintain accurate and up‑to‑date records in Practifi (CRM) and RPAG, including committee tracker updates and contact information.
Business Services Representative (Small Business Specialist) First Citizens BancShares IncBusiness Services Representative (Small Business Specialist)La Jolla, CA$71,400–$85,000 / yearRequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge retail and wealth solutions referred, Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Venture Services Associate Neon RedwoodVenture Services AssociateSan Diego, CaliforniaYou will play a key role in reviewing fund financials, coordinating with fund administrators and auditors, and helping ensure our clients' financial and investor reporting needs are met with accuracy and timeliness. Fund Accounting Knowledge: Understanding of fund structures, LP/GP/Management Company accounting, capital calls/distributions, and investment valuations.
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.
Risk Advisory Services Principal Baker Tilly Virchow KrauseLLPRisk Advisory Services PrincipalSan Diego, CAWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Account Manager - Financial Wellness Solutions PNC BankAccount Manager - Financial Wellness SolutionsSan 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. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
Business Development Manager - Financial Wellness Solutions PNC BankBusiness Development Manager - Financial Wellness SolutionsSan 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.
Business Services Representative (Small Business Specialist) First Citizens BankBusiness Services Representative (Small Business Specialist)La Jolla, California$71,400–$85,000 / yearFull timeRequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge retail and wealth solutions referred, Knowledge of business deposit and cash management solutions, Business development, Networking and building centers of influence. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
Associate Director (Financial Restructuring) J.S. Held LLCAssociate Director (Financial Restructuring)Solana Beach, CA$140,000–$160,000 / yearOur professionals serve as trusted advisors to organizations facing high-stakes events demanding urgent attention, staunch integrity, and clear-cut analysis. The firm provides a comprehensive suite of services enabling clients to navigate complex, contentious, and often catastrophic situations.
Manager - Transaction Advisory Services Baker Tilly Virchow KrauseLLPManager - Transaction Advisory ServicesCA$126,000–$182,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Job Description: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.