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 San Diego, CA
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Financial advisor • san diego ca
Last updated: 7 days ago
Financial Advisor Managed Programs
Cetera Financial GroupSan Diego, CA, United States$70,000.00 yearly
Full-time
Financial Advisor - Managed Programs.Attention finance, insurance, and sales professionals - are you ready to take on a position that challenges your skills and rewards your performance? Cetera Fin... Show more
Remote Financial Analyst
Micro1San Diego, California, USRemote
Full-time +1
Investment Strategy & Advisory.Predictive Analytics & Visualization.Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform.AI lab... Show more
Financial Advisor
Northwestern MutualSan Diego, CA, United States$61,000.00 yearly
Full-time
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more
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
Licensed Financial Advisor
Falcon PGSan Diego, CA, US$250,000.00 yearly
Full-time
We’re looking for driven, forward-thinking professionals who want more than a traditional job—they’re ready to build a career, make a lasting impact on clients’ lives, and create long-term financia... Show more
Financial Aid Advisor
Success Education CollegesSan Diego, CA, United States$22.00 hourly
Full-time
San Diego - San Diego, CA 92115.Hourly Position Type Full-Time Job Shift Day Education Level High School Diploma.Success Education Colleges (SEC) is a family of institutions comprised of North-West... Show more
Remote Financial Analyst
Micro1Chula Vista, California, USRemote
Full-time +1
Investment Strategy & Advisory.Predictive Analytics & Visualization.Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform.AI lab... 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
Merrill Advisor Development Program - Financial Advisor: San Diego Market
Bank of AmericaSan Diego, CA, United States$80,000.00 yearly
Temporary
Merrill Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, comp... Show more
Wealth Financial Advisor - San Diego, CA
Corebridge FinancialSan Diego, CA, United StatesFull-time
At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi... Show more
Associate Financial Advisor
Wealth Enhancement GroupSan Diego, CA, United States$55,000.00 yearly
Full-time
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients.We continually seek to perfect our craft of personalized financial plannin... Show more
Senior Financial Analyst
Vaco by HighspringCoronado, California, United States$110,000.00 yearly
Permanent
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licens... Show more
Remote Financial Analyst
Micro1Bonita, California, USRemote
Full-time +1
Investment Strategy & Advisory.Predictive Analytics & Visualization.Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform.AI lab... Show more
Financial Advisor
Edward JonesSan Diego, CA, United States$45,000.00 yearly
Full-time
This job posting is anticipated to remain open for 30 days, from 29-Apr-2026.The posting may close early due to the volume of applicants.Join a financial services firm where your contributions are ... 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
Financial Advisor at CAPTRUST/h2pJoin Our Team as a Financial Advisor at CAPTRUST!/ppWho Are We Looking For?/ppAre you passionate about helping clients achieve their financial goals? CAPTRUST is se... Show more
The average salary range is between $ 64,480 and $ 155,000 year , with the average salary hovering around $ 91,000 year .
- american sign language interpreter (from $ 70,941 to $ 551,925 year)
- 911 operator (from $ 111,795 to $ 500,001 year)
- hospitalist (from $ 50,000 to $ 270,000 year)
- investment banker (from $ 144,400 to $ 249,600 year)
- cardiothoracic surgeon (from $ 174,600 to $ 248,150 year)
- radiologist (from $ 53,175 to $ 248,150 year)
- forensic pathologist (from $ 153,322 to $ 244,941 year)
- nursing home administrator (from $ 127,400 to $ 242,619 year)
- psychiatrist (from $ 52,115 to $ 241,671 year)
- in house counsel (from $ 131,875 to $ 240,000 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.