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 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.
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.
Senior 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.
Account Executive Military, Veterans and Diverse Job SeekersAccount ExecutiveSan Diego, CaliforniaWe are willing to train a candidate the possess the right set of attributes that are required to deliver the highest level of customer service. Monitor dealer error rates, active user list, and RIA/Dealer licenses to ensure compliance with DMV's regulations.
NewWealth 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.
Service Parts Advisor, San Diego Lucid MotorsService Parts Advisor, San DiegoSan Diego, CA$28–$38 / hourCompensation Range: The compensation range for this position is specific to the locations listed below and is the range Lucid reasonably and in good faith expects to pay for the position taking into account the wide variety of factors that are considered in making compensation decisions, including job-related knowledge; skillset; experience, education and training; certifications; and other relevant business and organizational factors. In Lucid Air and Lucid Gravity, we have designed and built vehicles that have redefined their segments, combining exceptional range, performance, design, and expansive space in a single experience.
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.
Associate Wealth Advisor CorientAssociate Wealth AdvisorSan Diego, CaliforniaCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
Private Client Advisor Columbia Banking System, Inc.Private Client AdvisorSan Diego, CA$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA's and Attorney's. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Benefits Manager Athletic Brewing CompanyBenefits ManagerSan Diego, CaliforniaEnsure accuracy for all pieces, including but not limited to: regular earnings (Including CA regular rate of pay), overtime, bonus, commissions, wage, garnishments, expense reimbursements, company fleet, meal breaks, split shifts, stipend programs, taxes, and deductions. Administer the carve-out pharmacy benefit program, working with the pharmacy benefit manager (PBM) to optimize formulary design and cost efficiency.
VP, Technology & Cybersecurity Governance LPL Financial ServicesVP, Technology & Cybersecurity GovernanceSan Diego, CA$147,393–$245,655 / yearThe 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. 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.
PWA Private Wealth Advisor US BankPWA Private Wealth AdvisorSan Diego, CA$159,970–$188,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
NewHomeowner Advisor - Hybrid Coleman ResearchHomeowner Advisor - HybridSan Diego, CACommunication skills that go beyond the basics, including active listening, understanding homeowner needs and responding appropriately, staying composed under pressure, and communicating with empathy. They set out to create a win-win product that could help those homeowners access their home equity but not make monthly payments like traditional financing options.
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.
Sr Wealth Advisor (Must Have Book Of Business) AgileTech ConsultingSr Wealth Advisor (Must Have Book Of Business)San Diego, CaliforniaWe are currently seeking a motivated and detail-oriented Senior Wealth Advisor to join our clients esteemed wealth advisory team in San Diego, CA. Required Skills: BonusPayStrategic ThinkingFinancial PlanningSalaryCompensationInsurancePlanningMicrosoft OfficeBusinessCommunicationManagement.
Private Client Advisor Columbia BankPrivate Client AdvisorSan Diego, California$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA’s and Attorney’s. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
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.
NewPortfolio Advisor Northern TrustPortfolio AdvisorSan Diego, CA$131,675–$223,905 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Consistently demonstrates proficiency with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management.
Homeowner Advisor - Hybrid SpliteroHomeowner Advisor - HybridSan Diego, CACommunication skills that go beyond the basics, including active listening, understanding homeowner needs and responding appropriately, staying composed under pressure, and communicating with empathy. They set out to create a win-win product that could help those homeowners access their home equity but not make monthly payments like traditional financing options.