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 aid advisor Jobs in San Diego, CA
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Financial aid advisor • san diego ca
Last updated: 3 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 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
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
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
In-Home Care Aid
Safe Harbor Home CareSan Diego, CA, USFull-time
Hiring for all regions in San Diego Immediately!.Shifts throughout San Diego county.In-Home Care Aide-Caregivers provide non-medical service and assistance to a client in their home and communities... Show more
Caregiver Home Care Aid MUST be HCA registered
Home HelpersSan Diego, CA, United StatesFull-time
Now Seeking Caregiver Applicants.Home Helpers Home Care is seeking a caring, compassionate Caregiver to provide service for a client in your local area.We recognize our direct care staff as our gre... Show more
Caregiver Home Care Aid MUST be HCA registered
Home Helpers of Mission ValleySan Diego, CA, US$19.00 hourly
Full-time +1
Home Helpers Home Care offices are highly rated when it comes to employee satisfaction – an honor that means a lot to us.We take our commitment to families seriously, and we’re proud of our talente... 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 Aid Advisor (experience required)
Paul Mitchell SchoolsSan Diego, CA, United StatesFull-time
Financial Aid Advisor (Experience Required).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 ... Show more
Service Sales Representative - First Aid and Safety
CintasSan Diego, CA, United States$45,000.00 yearly
Full-time
Service Sales Representative - First Aid and Safety.Location: San Diego, CA, US, 92111.Cintas is seeking a Service Sales Representative - First Aid and Safety to sell and service customers in a man... 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 Analyst
MillenniumSoft IncSan Diego, CA, United StatesFull-time
Eligibilities and Qualifications. Show more
Director of Financial Aid
Success Education CollegesSan Diego, CA, United StatesFull-time
Success Education Colleges (SEC) is a family of institutions comprised of North-West College, Glendale Career College, and Nevada Career Institute.SEC is a leader in allied health education, and ha... 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
Advisor Development Program - Financial Solutions Advisor Trainee: Midway and Kemper Financial
Bank of AmericaSan Diego, CA, United States$28.85 hourly
Full-time
Advisor Development Program Financial Solutions Advisor Stage I.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individua... Show more
- 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)
The average salary range is between $ 39,171 and $ 56,579 year , with the average salary hovering around $ 44,888 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.