Investment Executive (Financial Advisor) San Diego, CA Fifth Third BankInvestment Executive (Financial Advisor) San Diego, CASan Diego, CAConduct 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. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
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.
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.
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.
Real Estate Agent / Associate (Investment Sales) Greysteel Company LlcReal Estate Agent / Associate (Investment Sales)San Diego, CAYour 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.
AVP Investment Compliance Officer VOYA Financial Inc.AVP Investment Compliance OfficerSan Diego, CA$104,000–$130,000 / yearReview and interpret investment management agreements, prospectuses, offering documents, and client guideline materials to assess regulatory and contractual requirements and establish effective compliance monitoring methodologies, including automated rule coding. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives.
Investment Professional, Private Equity AksiaInvestment Professional, Private EquitySan Diego, New York$130,000–$160,000 / yearAksia is seeking a Vice President-level investment professional to join its Private Equity team to help lead client-focused teams working with sophisticated institutional investors on investment strategy, asset allocation, portfolio construction, and investment selection. Our business provides clients with investment management, advisory and research services across private equity, private credit, real assets, and hedge funds.
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.
Wealth Advisor Mercer AdvisorsWealth AdvisorSan Diego, California$85,000–$120,000 / yearThe 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.
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.
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.
VP/Wealth Advisor AllianceBernstein LPVP/Wealth AdvisorSan Diego, CaliforniaOur most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.
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.
Sr. Regional Advisor Consultant (San Diego, Orange County, Las Vegas) AmeripriseSr. Regional Advisor Consultant (San Diego, Orange County, Las Vegas)San Diego, CaliforniaOur clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. AMINV US Asset Management Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities.
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.
NewSport & Entertainment Group Wealth Advisor Associate Truist BankSport & Entertainment Group Wealth Advisor AssociateDel Mar, CaliforniaThe Sports & Entertainment Group (SEG) Wealth Advisor Associate is responsible for partnering with the SEG Wealth Advisors in growing the regional Sports & Entertainment team's revenues, expanding solutions to existing SEG clients, marketing new solutions, securing new clients and ensuring holistic risk management for the team. Establish and maintain deep, mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team.
Wealth Advisor - PNC Wealth Management PNC BankWealth Advisor - PNC Wealth ManagementSan Diego, CaliforniaIn 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. PNC 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.
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.