Financial Advisor
TradeJobsWorkforce92176 San Diego, CA, USFull-time
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financi... Show more
Financial advisor Jobs in Chula Vista, CA
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Financial advisor • chula vista ca
Last updated: 6 days ago
Financial Advisor - San Diego, CA
North Star Resource GroupSan Diego, CA, United States$20,000.00 yearly
Full-time
Financial Advisor - San Diego, CA.San Diego, California, United States.North Star Resource Group is looking to find a candidate for a financial consultant position in San Diego, CA.We are looking f... Show more
Financial Advisor - Temecula and Surrounding Areas
Thrivent Financial for LutheransSan Diego, CA, United StatesFull-time
Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more
Financial Associate
Alakaina Family of CompaniesSan Diego, CA, United StatesFull-time
Bering-Alaka`ina Holdings (BAH) is looking for a Financial Associate to support our government customer located in San Diego, California.Description Of Responsibilities:.Act as the primary financia... Show more
Service Advisor
Honor GMCNational City, CA, USA$34,320.00 yearly
Full-time
Quick Apply
Hourly Rate + Commission + Benefits.If you thrive in a fast-paced environment, have excellent customer service skills, and are passionate about the automotive industry, we want to hear from you!.Gr... Show more
Financial Advisor
GoldBook FinancialSan Diego, CA, US$51,000.00 yearly
Full-time
About Us Are you ready to take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated to pursue and build a career where y... Show more
Financial Advisor
First Command Financial Services, Inc.San Diego, CA, US$115,740.00 yearly
Full-time
Financial Advisor Jobs at First Command:.Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reputati... Show more
Financial Advisor
San Diego County Credit UnionSan Diego, CA, United States$70,304.00 yearly
Full-time
Base salary of $70,304/annually plus monthly commissions based on production with no identified cap.We are seeking a qualified and experienced financial advisor to join our team.The ideal candidate... Show more
Financial Aid Advisor (experience required)
Paul Mitchell SchoolsSan Diego, CA, USA$21.00 hourly
Full-time
Quick Apply
We are seeking a qualified Financial Aid team member to join our family!.This position supports students and parents in creating financial game plans to help pay for school, prepares paperwork pert... Show more
Financial Analyst
Encore Capital GroupSan Diego, CA, United States$78,800.00 yearly
Full-time
Applicants must have current authorization to work in the United States on a full-time basis.The Financial Analyst responsibilities include financial planning and analysis, budgeting, forecasting a... Show more
Financial Investigator
Cherokee FederalSan Diego, CA, United States$85,000.00 yearly
Full-time
A Financial Investigator provides support in various financial tasks, such as budgeting, financial analysis, and reporting, to ensure the smooth operation of financial activities within an organiza... Show more
Financial Analyst/Senior Financial Analyst
Ignite Human CapitalSan Diego, CA, United StatesFull-time
Real Estate Analyst / Senior Analyst.Exciting opportunity in Real Estate with a life science industry organization.This role is a key contributor to how senior management, the Board, and investors ... Show more
Financial Counselor
Pacer GroupSan Diego, CA, United StatesFull-time
Location: San Diego, CA (92123) Assignment Duration: 13 Weeks.Sunday: 07:00 15:30 Note: Schedule may vary based on department needs and will be discussed at the time of hire.The Financial Counseli... Show more
Financial Specialist
Department of JusticeSan Diego, CA, United StatesFull-time
As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include:.Overseeing the District financial management program.Analyzing the District's financial oblig... Show more
Financial Analyst
MillenniumSoft IncSan Diego, CA, United StatesFull-time
Eligibilities and Qualifications. Show more
Financial Analyst
TradeJobsWorkForce92132 San Diego, CA, USFull-time
Financial Analyst Job Duties: Reviewing and analyzing tax returns and financial statements.Imput... Show more
Financial Advisor
Northwestern Mutual Life Insurance CompanySan Diego, CA, United States$61,000.00 yearly
Full-time
Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more
Wealth Financial Advisor
CAPTRUSTSan Diego, CA, United States$90,000.00 yearly
Full-time
Join Our Team as a Financial Advisor at CAPTRUST!.Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a hol... Show more
Financial Advisor - Training Provided
True Path FinancialSan Diego, CA, US$150,000.00 yearly
Full-time
A Career Filled With Possibilities.Have you ever considered a career where you help others prepare for life and unexpected moments?.One that helps clients reach their financial goals so their child... Show more
- live in nanny (from $ 19,500 to $ 292,500 year)
- psychiatrist (from $ 25,000 to $ 242,000 year)
- product owner (from $ 101,500 to $ 238,000 year)
- records manager (from $ 85,208 to $ 232,000 year)
- machine learning (from $ 174,990 to $ 229,500 year)
- technical product manager (from $ 130,000 to $ 218,116 year)
- energy (from $ 50,700 to $ 215,000 year)
- energy analyst (from $ 179,000 to $ 215,000 year)
- renewable energy (from $ 90,000 to $ 215,000 year)
- infrastructure engineer (from $ 125,000 to $ 200,000 year)
- Boston, MA (from $ 81,000 to $ 200,000 year)
- Chicago, IL (from $ 70,000 to $ 183,956 year)
- Atlanta, GA (from $ 67,500 to $ 175,000 year)
- Tampa, FL (from $ 65,000 to $ 175,000 year)
- Philadelphia, PA (from $ 67,500 to $ 160,800 year)
- Columbus, OH (from $ 58,050 to $ 159,000 year)
- San Diego, CA (from $ 64,480 to $ 155,000 year)
- Birmingham, AL (from $ 79,625 to $ 152,500 year)
- San Francisco, CA (from $ 65,000 to $ 152,500 year)
- San Jose, CA (from $ 63,646 to $ 152,500 year)
The average salary range is between $ 57,311 and $ 133,538 year , with the average salary hovering around $ 79,743 year .
Financial Advisor
TradeJobsWorkforce92176 San Diego, CA, US30+ days ago
Job type
- Full-time
Job description
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.