33 Results for

Investment Advisor Jobs in Coronado, CA

Jobs

New!

San Diego, CA3 days ago

$130,000–$155,000 Per Year

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Del Mar, CA28 days ago

Full-time

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.

San Diego, CA30+ days ago

Full-time

San Diego, CA30+ days ago

Full-time

San Diego, CA28 days ago

Full-time

La Mesa, CA30+ days ago

San Diego, CA30+ days ago

San Diego, 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, 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, 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.

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

Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.

San Diego, CA30+ days ago

Full-time

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

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.

San Diego, CA7 days ago

This role is a great fit for people who have worked as: Sales Representatives, Real Estate Agents, Mortgage or Loan Officers, Property Managers, Insurance Advisors, Financial Consultants, or Business Development Specialists. Since our founding, LendSure has achieved significant success, growing the organization from a concept to one with sales teams nation-wide and operational centers in California, Rhode Island, and Georgia.

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.

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.

San Diego, CA15 days ago

As Centura’s Training Specialist, you will be instrumental in driving the firm’s long-term success by designing and delivering high-impact training programs that deepen technical mastery across advanced tax strategies, complex wealth transfer planning, alternative investments, consultative sales and more. Through collaboration with advisors, firm leadership, and internal and external experts, you will cultivate a scalable learning environment that equips our team members to deliver unparalleled service to our ultra-high-net-worth (UHNW) and high-net-worth (HNW) clients.

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, 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.

San Diego, CA30+ days ago

The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team.

San Diego, CA30+ days ago

You’ll drive the success of consulting engagements from pursuit through execution while leading cross-functional teams, managing client relationships, and delivering exceptional results. We are seeking a dynamic and experienced Energy & Utility Consulting Director to lead high-impact projects and client engagements in the utility and energy sector.

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.

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.

San Diego, CA30+ days ago

$130,000–$155,000
Full-time

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.

Solana Beach, California30 days ago

Remote

$65,296–$104,304 Per Year

Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism. Capture holistic view of client’s needs – draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit.

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.

san diego, CA12 days ago

Remote

The ideal candidate brings deep familiarity with the investor landscape, from venture capital and private equity to public markets and investment banking, and has a track record of preparing executives to perform at their best when capital, relationships, and reputation are on the line. This coach will serve as a trusted advisor and strategic partner, helping clients sharpen their narratives, strengthen their presence, and develop the confidence and fluency needed to succeed in pitch meetings, banker dialogues, roadshows, and investor relations engagements.

San Diego, CA30+ days ago

Full-time

Operating in a highly matrixed, global environment, the VP will partner across business units, R&D, commercial, legal, finance, and regional leadership to identify opportunities, assess strategic fit, and drive execution across the full transaction lifecycle, including integration and value realization. This role operates at the intersection of strategy, finance, and business leadership, driving disciplined capital allocation and portfolio evolution through acquisitions, divestitures, joint ventures, and strategic investments.

San Diego, CA30+ days ago

Full-time

Lead or coordinate financial diligence workstreams for potential transactions, partnering with Accounting, Tax, Treasury, Legal, M&A, Corporate Development, Commercial, R&D, Operations, and other stakeholders to evaluate risk, synergy assumptions, integration considerations, and financial implications. Lead enterprise-level financial support for inorganic and strategic growth initiatives, including mergers and acquisitions, minority investments, partnerships, alliances, joint ventures, divestitures, licensing arrangements, and new business or venture creation efforts.

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.

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.

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Investment Advisor Jobs in Coronado, CA

Jobs

Senior Cost AccountantJobot

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 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.

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

Financial AdvisorNorthwestern Mutual

Associate AdvisorCentura Wealth Advisory

Financial AdvisorFirst Command Financial Services, Inc.

Financial AdvisorCity National Bank

Real Estate Agent / Associate (Investment Sales)Greysteel Company Llc

U.S. Private Bank - Investment Specialist - Vice President or Executive DirectorJPMorgan Chase Bank, N.A.

Financial AdvisorGoldBook Financial

Account Executive - Real Estate Investment Lending (Fix & Flip RLT) On Site, San Diego CALendsure Mortgage Corp

Associate Advisor | Newport BeachRK Partners

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

Training SpecialistCentura Wealth Advisory

ParaplannerCentura Wealth Advisory

Sales Manager - Financial ServicesGoldBook Financial

Real Estate Agent / Associate (Capital Markets)Greysteel Company Llc

Consulting Director Energy & UtilityGables Search Group

Budgeting and Financial Reporting ManagerTaylor-Listug, Inc.

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

Finance ManagerJobot

Estate Planning AttorneyShoup Legal. A Professional Law Co

Relationship Manager ICity National Bank

Sr Wealth StrategistNorthern Trust

Executive Coach, Investor Relations & Pitch ReadinessIgnite Human Capital

Vice President, Mergers & AcquisitionsIllumina, Inc.

Director, Strategic Finance (San Diego/Foster City/Hybrid)Illumina, Inc.

Associate Director, R&D Financial Planning & AnalysisArrowhead Pharmaceuticals

College Financial Representative, Internship ProgramNorthwestern Mutual

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