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Investment banker Jobs in Carlsbad, CA

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Investment banker • carlsbad ca

Last updated: 11 hours ago

Investment Consultant- Carlsbad, CA

Charles Schwab Inc.Carlsbad, CA, United States
Full-time

Investment Consultant Opportunity.In addition to the salary range, this role is also eligible for bonus or incentive opportunities.At Schwab, you're empowered to make an impact on your career.Here,... Show more

Relationship Banker - North San Diego District

WELLS FARGO BANKCARLSBAD, California, United States of America
$27.00–$41.00 hourly
Full-time +1

Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ... Show more

Business Relationship Manager Senior Deepening - Vice President

JPMorgan ChaseCarlsbad, CA, United States
Full-time

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.As a Business Relationship Manage... Show more

Client Relationship Consultant 4 (Banker) - East Encinitas, San Diego, CA

U.S. BancorpEncinitas, CA, United States
$30.90 hourly
Full-time

Bank Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities... Show more

Remote Investment Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationEncinitas, California
$50.00 hourly
Remote
Full-time

DataAnnotation is committed to creating high-quality AI.Enjoy the flexibility of remote work and the freedom to set your own schedule.This is an opportunity to work with us as an independent contra... Show more

 • Promoted

Personal Banker II- Vista-Melrose

Fifth Third BancorpCarlsbad, CA, United States
$44,300.00 yearly
Full-time

Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.The Personal Banker II positio... Show more

 • New!

Client Relationship Consultant 4 (Banker) - East Encinitas, San Diego, CA

U.S. BankEncinitas, CA, United States
$30.90 hourly
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

Executive Creative Director

Softbank Investment AdvisersCarlsbad, CA, United States
Full-time

Company Address: 2320 Faraday Ave, Suite 201, Carlsbad, California 92008, US.Vuori makes premium performance apparel inspired by the active Coastal California lifestyle; an integration of fitness, ... Show more

 • New!

Regional Advisor Consultant, Sales - West Region (Hybrid Wholesaler)

(DBA) American Beacon PartnersSF, CA, USA
$150,000.00 yearly
Full-time
Quick Apply

Regional Advisor Consultant - West Region (Hybrid Wholesaler).Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30... Show more

Oceanside - Senior Relationship Banker

Mission Fed Credit UnionOceanside, CA, United States
$26.00 hourly
Full-time

Have you decided that you want to take the next step in your financial institution career and get onto the management track? Are you ready to learn more operational duties while leveraging your cur... Show more

Entry Level Real Estate Agent - Coldwell Banker

Coldwell BankerOceanside, CA, US
$100,000.00 yearly
Full-time
Quick Apply

Searching for Real Estate Agents in Oceanside, California – New or Experienced!.We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Oceanside,... Show more

Client Relationship Consultant 4 (Banker) - East Encinitas, San Diego, CACategoryBranch BankingJob

US BankEncinitas, CA, United States
$30.90 hourly
Full-time

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s... Show more

Senior Commercial Banker or a Commercial Banker II

Tri Counties BankCarlsbad, CA, United States
Full-time

Senior Commercial Banker Or Commercial Banker II.Come join a company you can be proud to represent.The hiring range for this opportunity is $120,000 to $170,000 annual salary along with incentive o... Show more

Business Banker ( LO)

Wells FargoEncinitas, CA, United States
$30.77 hourly
Full-time

Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending.As a Business Banker (LO) you will be responsible for building, maintaining, and growing relationships with business ba... Show more

Relationship Banker - San Diego Coast

Bank of AmericaEncinitas, CA, United States
$25.00 hourly
Full-time

Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Gro... Show more

Travel MRI Tech - $3259.57 / Week

LancesoftEncinitas, CA, US
Full-time

Lancesoft is seeking an experienced MRI Tech for an exciting Travel Allied job in San Diego, CA.Shift: 5x8 hr days Start Date: ASAP Duration: 13 weeks Pay: $3259.LanceSoft’s mission is to establish... Show more

 • Promoted

Remote Investment Banking Expert - AI Trainer ($1750-$2150 per hour)

MercorCarlsbad, California, US
Remote
Part-time

Role Overview** Mercor is partnering with leading AI labs to engage experienced investment banking professionals to improve AI systems' reasoning around financial modeling, deal execution, valuatio... Show more

Electrocardiogram (ECG / EKG) Technician - Entry Level Training Program

Dreambound Inc.Encinitas, California, United States
Full-time

Note : This is an educational program, not a job.Successful completion of the program does not guarantee employment but will equip you with valuable skills for the healthcare job market.Looking to ... Show more

 • Promoted

Senior Research Analyst - Marketable Alternatives

Meketa Investment GroupCarlsbad, CA, United States
Full-time

Senior Research Analyst, Marketable Alternatives (MALTS).Join our dynamic team as a Senior Research Analyst specializing in Marketable Alternatives (MALTS), where your expertise will drive our inve... Show more

Remote Portfolio Manager (Buy-Side) - AI Trainer ($150-$150 per hour)

MercorOceanside, California, US
Remote
Full-time

We are hiring experienced Portfolio Managers to contribute their expertise in portfolio construction, risk management, and investment strategy toward building advanced AI systems for institutional ... Show more

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Investment Consultant- Carlsbad, CA

Investment Consultant- Carlsbad, CA

Charles Schwab Inc.Carlsbad, CA, United States
12 days ago
Job type
  • Full-time
Job description

Investment Consultant Opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.

What You Have

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:

  • Bachelor's degree or equivalent work-related experience
  • A valid and active Series 7 license required
  • A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
  • A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
  • Certified Financial Planner (CFP) certification is preferred
  • Minimum of two years of experience in the financial services industry (required)
  • Financial business development experience (highly preferred)
  • Knowledge of brokerage/banking products and services
  • Strong client relationship building experience

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process