• Fidelity TalentSource LLC (San Diego, CA)
    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless ... Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound… more
    JobGet (09/17/24)
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  • Financial Advisor

    Edward Jones (Oceanside, CA)
    **Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
    Edward Jones (09/12/24)
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  • Financial Advisor - Escondido, CA…

    Edward Jones (Escondido, CA)
    **Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
    Edward Jones (09/12/24)
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  • Financial Advisor - Greater San…

    Thrivent Financial (San Diego, CA)
    Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
    Thrivent Financial (07/17/24)
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  • US Experienced Financial Advisor

    Edward Jones (Carlsbad, CA)
    …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
    Edward Jones (08/29/24)
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  • Merrill Experienced Financial

    Bank of America (San Diego, CA)
    Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
    Bank of America (09/12/24)
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  • Merrill Financial Solutions Advisor

    Bank of America (Rancho Santa Fe, CA)
    …Banking, as well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
    Bank of America (09/12/24)
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  • Financial Solutions Advisor Stage…

    Bank of America (Carlsbad, CA)
    Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Palomar Airport Road Financial Center Carlsbad, California **Job ... individual who is passionate about helping clients reach their financial goals, join Bank of America's ** Advisor ...their financial goals, join Bank of America's ** Advisor Development Program** and become an investment specialist in… more
    Bank of America (09/12/24)
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  • Financial Solutions Advisor

    Bank of America (San Diego, CA)
    Financial Solutions Advisor - Consumer Investments - 4S Ranch Financial Center San Diego, California **Job Description:** The following laws or regulations ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
    Bank of America (09/17/24)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Carlsbad, CA)
    …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
    JPMorgan Chase (08/22/24)
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  • Registered Client Service Associate

    Morgan Stanley (Rancho Santa Fe, CA)
    …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client… more
    Morgan Stanley (08/15/24)
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  • Tax Senior - Nat'l Federal Tax Services…

    Deloitte (San Diego, CA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
    Deloitte (08/08/24)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (San Diego, CA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
    Deloitte (08/08/24)
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  • Tax Manager, Investment Management, Private Wealth…

    Deloitte (San Diego, CA)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
    Deloitte (09/15/24)
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  • Tax Manager - Investment Management - Private…

    Deloitte (San Diego, CA)
    …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
    Deloitte (09/15/24)
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  • Tax Manager - Sustainability, Climate & Equity…

    Deloitte (San Diego, CA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
    Deloitte (08/13/24)
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  • Tax Senior - Investment Management - Private…

    Deloitte (San Diego, CA)
    …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
    Deloitte (08/08/24)
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  • Tax Manager - Business Tax Services…

    Deloitte (San Diego, CA)
    …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging… more
    Deloitte (09/17/24)
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  • Tax Manager - Real Estate Tax (West Region Office…

    Deloitte (San Diego, CA)
    …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Demonstrated effective verbal and… more
    Deloitte (09/15/24)
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  • Tax Senior-Federal Tax Svcs-DART (Depreciation…

    Deloitte (San Diego, CA)
    …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST ... federal and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning, and cash-tax planning. Assisting… more
    Deloitte (09/14/24)
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