84
financial consultant jobs in San Diego, CA
Premier Wealth Advisors —San Diego, CA
The ideal candidate will have a proven track record in the financial services industry, preferably possess a Certified Financial Planner (CFP) license, and…
$60,000 - $95,000 a year
Quick Apply
New York Life - San Diego —San Diego, CA
Duties: - Build and maintain relationships with clients, understanding their financial needs and goals - Provide personalized financial advice and…
$50,000 - $120,000 a year
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Northwestern Mutual- Scripps Ranch —San Diego, CA
Maintain flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational…
$80,000 - $225,000 a year
Quick Apply
Northwestern Mutual - Downtown San Diego —San Diego, CA
Understand their clients' goals and visions to develop a holistic financial roadmap using tools such as retirement planning, investment and insurance services,…
$80,000 - $250,000 a year
Quick Apply
6d
Charles Schwab —San Diego, CA
You will have the tools, resources, and support to succeed in a portfolio management environment. You will have the tools, resources and support to succeed in a…
$145,000 - $190,000 a year
Confidential —San Diego, CA
This role involves collaborating with experts and utilizing tools like eMoney to create detailed financial plans tailored specifically for high-net-worth…
Up to $100,000 a year
Quick Apply
3d
Northwestern Mutual —La Jolla, CA
Maintain flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational…
$80,000 - $200,000 a year
Quick Apply
PNC Financial Services Group —San Diego, CA
Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and…
Edward Jones —La Mesa, CA
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
Estimated: $72.9K - $92.3K a year
11d
Hariri Financial Partners —California
*Innovative Resources:* Leverage cutting-edge tools and marketing support to expand your client base and enhance service delivery.
$95,252 - $187,500 a year
Quick Apply
Equitable Advisors —San Diego, CA
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$45,000 - $150,000 a year
Quick Apply
Employee Benefits Group —California
Series 65/66 license (Preferred). Proficient with Technology (Including virtual meeting platforms, insurance software for client transactions, Microsoft Office-…
From $60,000 a year
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Charles Schwab —San Diego, CA
A valid and active FINRA Series 7 license required. If you currently have your securities license, enjoy working in a team setting, and share our passion for…
$68,000 - $95,000 a year
Northwestern Mutual - San Diego —San Diego, CA
Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools…
$90,000 - $200,000 a year
Quick Apply
8d
Ameriprise Financial —San Diego, CA
Perform case analysis and develop recommendations. Already have or be able to study for and pass exams for federal and state licenses and registrations for…
$50,000 - $100,000 a year
Quick Apply
3h
Sharp Healthcare —San Diego, CA
Works with the manager to determine other payment/discount options on a case-by-case basis. Provides patient tools and resources for prompt payment.
$23.75 - $35.20 an hour
HUB International —San Diego, CA
Must hold a valid Life Agent license or will obtain. Competence in reviewing financial models and building own models. Required Travel: Up to 25%.
$150,000 - $180,000 a year
Hamilton, Manor & Associates —La Jolla, CA
Competitive total compensation package based on a 40-hour work week. Assist with our financial planning services and tax preparation.
$57,000 - $75,000 a year
Quick Apply
13d
Concorde Career Colleges Inc —San Diego, CA
Proficiency in data entry and attention to detail are essential. An Associate degree (60 credit hours) OR a minimum of 1 year of experience in Financial Aid may…
$23.00 - $26.66 an hour
Quick Apply
LPL Financial —San Diego, CA
This Investment Product Consultant role is advisor facing and will be responsible for answering inbound calls and emails from advisors and assisting them with…
$29.79 - $44.68 an hour
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