- Navy Federal Credit Union (San Diego, CA)
- …productsand services to achieve the financial client'sgoals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
- JPMorgan Chase (Carlsbad, CA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- Bank of America (Rancho Santa Fe, CA)
- Merrill Financial Solutions Advisor - San Diego & Associates Carlsbad, California;Rancho Santa Fe, California; San Diego, California; San Diego, California; Rancho ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Bank of America (El Cajon, CA)
- …passionate about helping clients reach their financial goals, join Bank of America's ** Advisor Development Program** and become an investment specialist in one ... Financial Solutions Advisor Stage I - Registration candidate - Consumer...will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will… more
- Raymond James Financial, Inc. (San Diego, CA)
- …learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ... a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance… more
- Bank of America (Vista, CA)
- Advisor Development Program - Financial Solutions Advisor Trainee: North County Square Financial Center Vista, California **Job Description:** Merrill Wealth ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- 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; ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Edward Jones (San Diego, CA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial… more
- 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 achieve their ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor… more
- Edward Jones (San Diego, CA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their… more
- Zions Bancorporation (San Diego, CA)
- …individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession ... in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the San Diego marketplace. At California… more
- Citigroup (Aliso Viejo, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… more
- PNC (San Diego, CA)
- …have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Fortis Advisor organization, you must be located within the ... transactions. The primary contact for a post-closing distribution, the Client Solution Advisor will manage M&A post-closing distributions from start to finish which… more
- Bank of America (San Diego, CA)
- Financial Solutions Advisor - Consumer Investments - Southern CA Region San Diego, California;Riverside, California; Irvine, California; El Cajon, California; Brea, ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- Wells Fargo (San Diego, CA)
- …It all begins with outstanding talent. It all begins with you. Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial ... and investment services. WIM provides a full range of personalized...**In this role, you will:** + Act as an advisor to leadership to develop or influence objectives, plans,… more
- Deloitte (San Diego, CA)
- Are you a strategic and creative Multistate Tax Investment Management professional who loves solving complex state and local tax issues? If you are ready to make a ... Do As a Senior Manager within the Multistate Tax Investment Management group, you will identify effective state tax...lines of service. + Acting as a trusted business advisor to clients on a variety of issues including… more
- BD (Becton, Dickinson and Company) (San Diego, CA)
- …of the solutions they purchase and demonstrate realized returns on investment . **Key Responsibilities:** + Establish a trusted/strategic advisor relationship ... and functional leaders, this role serves as a trusted advisor and partner to our customers. The CSE will...the solutions they purchase and demonstrate realized returns on investment . **Job Description** We are **the makers of possible**… more
- Morgan Stanley (Rancho Santa Fe, CA)
- …Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a daily ... the request of the client and/or FA/PWA/team * Answering general non- investment related questions concerning client accounts, including relaying stock positions, and… more
- City National Bank (San Diego County, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products ... 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los...DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client… more
- US Bank (Chula Vista, CA)
- …Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to ... (Bachelor's degree preferred) - Five or more years of investment industry experience preferred - **Active FINRA SIE, Series...met - Has a deep understanding of the Financial Advisor 's business model, needs and key drivers as well… more