- Jobleads-US (San Marcos, CA)
- …established by the Provost and Vice Provost. Work includes strategic financial modeling, events and special initiatives, project management, and guiding the ... funding, student fees, lottery, trust, funds, and donations. Serve as an advisor to the provost and vice provost on administrative and implementation issues.… more
- Jobleads-US (San Diego, CA)
- …relationship to the Associate Vice President for Academic Affairs and Financial Operations, you'll lead the full talent acquisition lifecycle, from strategic ... environment. What You'll Do Be a Strategic Partner: Act as a trusted advisor to hiring managers, providing expert guidance on recruitment strategies, market trends,… more
- Edward Jones (Carlsbad, CA)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Edward Jones (Carlsbad, CA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- JPMorgan Chase (San Clemente, CA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Bank of America (San Marcos, CA)
- Business Solutions Advisor - San Marcos Financial Center San Marcos, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Marcos/Business-Solutions- Advisor San-Marcos- Financial -Center\_25040934-1) **Job Description:** At Bank of… more
- Bank of America (San Marcos, CA)
- …Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of ... Credit Solutions Advisor - San Marcos - Spanish Language Preferred...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Edward Jones (Carlsbad, CA)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Bank of America (Carlsbad, CA)
- …focused and effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client ... process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring… more
- Citigroup (Poway, CA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Cardinal Health (Carlsbad, CA)
- …the local office 1-2 days a week! **Position Overview** The Accounting Advisor will be responsible for managing various accounting tasks, including maintaining ... accurate financial records, performing financial analysis, and handling...of accounting principles and excellent analytical skills. The Accounting Advisor will play a crucial role in ensuring the… more
- JPMorgan Chase (Carlsbad, CA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- US Bank (San Diego County, CA)
- …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 ... States, we're one of the country's most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world's… more
- Altium (San Diego County, CA)
- …#1 in the EDA industry **About the Role:** **As a Strategic Business Advisor , you'll be the trusted consultant for Altium's Enterprise customers, ensuring they ... scalable solutions.** **A Day in the Life of Our Strategic Business Advisor :** + Provide consulting services to Enterprise customers, identifying bottlenecks in… more
- H&R Block (Solana Beach, CA)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health… more
- H&R Block (Solana Beach, CA)
- …offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being ... programs including mental health support and coaching + 401k Retirement Savings Plan and Employee Stock Purchase Plan + Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you! + Other… more
- H&R Block (Solana Beach, CA)
- …offerings can help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health Advocate. + Wellbeing ... program, BetterYou, to help you build healthy habits. + Neurodiversity and caregiver support available to you and your family. + Various discounts on everyday items and services. + Benefits with additional eligibility requirements : Medical Coverage, 401k… more
- City National Bank (Solana Beach, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... needs - draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities...required. * Minimum 5 years of experience in a financial institution required. * Must be in good standing… more
- JPMorgan Chase (Del Mar, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management, you ... customers want. You will lead a team of a Financial Advisors who service a wide range of clients,...capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track… more
- CVS Health (San Diego County, CA)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer...and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to… more
