U.S. Private Bank - Investment Specialist - Vice President or Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Investment Specialist - Vice President or Executive DirectorSan Diego, CAFull timeOur 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.
Product Analyst, Alternative Investments LPL FinancialProduct Analyst, Alternative InvestmentsSan Diego, CaliforniaAs 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. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesCAFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Investment Real Estate Agent Prophet HomesInvestment Real Estate AgentSan Diego, CaliforniaIndustry-Leading Resources - Structured onboarding, individualized training, and mentorship - Our managers have more knowledge and experience than anyone in the industry, and work closely with agents to help you start earning fast - Our team-centered approach promotes peer-to-peer learning and personal support to help you develop and progress quickly - Access to our proprietary training database, sales methods, investor marketplace, and technology systems . - Active California real estate license or willingness to obtain one (we guide you through the process) - Background in sales, real estate, acquisitions, wholesaling, business, or finance preferred - Strong communication, coachability, and relationship-building skills - Comfortable communicating with prospects via phone and email, using CRM systems and other technology tools - Self-motivated, goal-oriented, and comfortable in a commission-based environment .
Account Executive - Real Estate Investment Lending (Fix & Flip RLT) On Site, San Diego CA Lendsure Mortgage CorpAccount Executive - Real Estate Investment Lending (Fix & Flip RLT) On Site, San Diego CASan Diego, CAFull timeThis 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.
NewVenture Capital Investment Ops Analyst - Deal Execution Atlas SearchVenture Capital Investment Ops Analyst - Deal ExecutionSan Diego, CAThis role offers a unique opportunity to work closely with various teams and play a pivotal role in live deal execution across capital calls and allocations. A hybrid schedule provides a balance between work and personal life, making this an exciting role for those looking to grow in the private markets.#J-18808-Ljbffr.
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.
Controller - Investment Accounting & Reporting Fairfield ResidentialController - Investment Accounting & ReportingSan Diego, CaliforniaThis position partners closely with investment, portfolio management, and property accounting teams while leading accounting staff and managing external audit and investor relationships. Driven by Vision: We are a vertically integrated operator and investment manager in the multifamily sector with in-house development, construction, acquisition, and property and asset management services.
Investment Portfolio Associate (Carlsbad, CA) Raymond James Financial IncInvestment Portfolio Associate (Carlsbad, CA)Carlsbad, CA$70,304–$90,000 / 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). Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing investment-related research reports, and creating/ maintaining financial models.
Investment Real Estate Acquisitions Agent Prophet HomesInvestment Real Estate Acquisitions AgentSan Diego, CaliforniaOur company is built on community revitalization, affordable housing solutions, and providing agents with the tools they need to succeed in the competitive world of real estate investment. Prophet Homes is looking for ambitious, results-oriented individuals who are ready to build and continue a successful career as an Investment Real Estate Acquisitions Agent.
NewVenture Capital Investment Ops Analyst (Hybrid) Growth Equity Interview GuideVenture Capital Investment Ops Analyst (Hybrid)San Diego, CAPetra Funds Group is seeking an Investment Operations Analyst to join their Venture Capital team in San Diego. The ideal candidate will have 1-4 years of experience in investment operations, strong attention to detail, and the ability to manage multiple projects.
NewInvestment Advisor, Wealth & Retirement NFP CorpInvestment Advisor, Wealth & RetirementAliso Viejo, CA$70,000–$110,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. The primary mission of this position is twofold: pursue significant new wealth management and financial planning business opportunities developed while working with plan participants and provide group and individual educational services to retirement plan participants.
Investment Advisor, Wealth & Retirement Aon PlcInvestment Advisor, Wealth & RetirementAliso Viejo, CA$70,000–$110,000 / yearKnowledge, Skills, and/or Abilities: 3-5 years of experience working with individual's financial consulting, wealth management and/or retirement plans Bachelors' Degree in Finance or related field of study Series 65 license or equivalent (must be obtained within 90 days of employment) Experience working with Power Point Strong communication and presentation skills Keen attention to detail Ability to independently manage and prioritize multiple projects Strong client service attitude, positive team player and contributor Ability and willingness to go above and beyond to serve clients, contribute to the team and develop oneself Travel required to service existing clients (40-50% travel requirement, with some overnight) Education and/or Experience: CFP, AFC, ChFC, CPFA, CRPC, or similar credential. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
Investment Real Estate - Dispositions Associate. Vertigo Real Estate VenturesInvestment Real Estate - Dispositions Associate.San Diego, CaliforniaWe work directly with active real estate investors to identify opportunities, structure transactions, and close deals that generate value for buyers and sellers alike. This role is ideal for individuals early in their sales career who are looking to build expertise in real estate investment sales while operating in a competitive, fast paced and innovative environment.
Real Estate Agent / Associate (Investment Sales) Greysteel CompanyReal Estate Agent / Associate (Investment Sales)San Diego, CaliforniaYour 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.
Private Banker City National BankPrivate BankerLa Jolla, CaliforniaRemote$127,626–$237,014 / yearFull timePartner with City National Securities (CNS) Investment Officer (IO) to communicate with clients about current conditions in the financial markets, investment alternatives, asset allocation and review asset management and brokerage account statements with clients. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act.
U.S. Private Bank - Private Banker - Vice President or Executive Director JPMorgan Chase Bank, N.A.U.S. Private Bank - Private Banker - Vice President or Executive DirectorSan Diego, CAFull timeOur 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.