- Navy Federal Credit Union (San Diego, CA)
- …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
- JPMorgan Chase (Carlsbad, CA)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
- Atria Wealth Solutions (San Diego, CA)
- …+ Review consolidated statements for compliance with firm policy. + Review Investment Advisor Representative private securities transactions. + Review Retirement ... clients. Headquartered in New York City, Atria's broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial… more
- Edward Jones (San Diego, CA)
- …fee was required for consideration. + Edward Jones ranked Highest in Employee Advisor Satisfaction among Financial Investment Firms. + **2022 Highest in Employee ... Advisor Satisfaction among Financial Investment Firms in the JD Power US Financial Advisor Satisfaction Study** , published by JD Power July 2022, data as of… more
- Equitable (San Diego, CA)
- …products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor . Annuity and insurance products offered through Equitable ... Network, LLC. Equitable Advisors, LLC is an equal opportunity employer. GE- 5823023.1(7/23)(Exp.7/25) **Req ID:** 220000ZT more
- Bank of America (San Diego, CA)
- Merrill Financial Solutions Advisor - San Diego Market Carlsbad, California;San Diego, California; Rancho Santa Fe, California; La Jolla, California; San Diego, ... with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align… more
- Bank of America (San Diego, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Thrivent Financial (San Diego, CA)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor… more
- PNC (San Diego, CA)
- …and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Mira Mesa, CA. Senior Financial ... Accident Insurance are required **Job Description** + Consults on investment and insurance strategies, as well as the development...of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client… more
- Bank of America (San Diego, CA)
- Financial Solutions Advisor - Consumer Investments - Southern CA Region Buena Park, California;Yucaipa, California; Anaheim, California; Laguna Niguel, California; ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job… more
- Deloitte (San Diego, CA)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... The Team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Optiv (San Diego, CA)
- The Cybersecurity Advisor (SA) plays a critical role in serving as a trusted partner to Optiv's clients. By combining sales skills and broad security practitioner ... aligned business goals, budgetary spend, and metrics based on return of investment . + Maintain advisory relationships with key stakeholders at clients by… more
- Deloitte (San Diego, CA)
- …your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective analysis, solution ... The team As the global leader in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range… more
- Deloitte (San Diego, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and… more
- Deloitte (San Diego, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and… more
- Deloitte (San Diego, CA)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures… more
- JPMorgan Chase (San Diego, CA)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… more
- Deloitte (San Diego, CA)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- Bank of America (San Diego, CA)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client… more
- Bank of America (San Diego, CA)
- …and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the ... Undergraduate degree a plus + Product Knowledge: Foundational knowledge of investment and banking products **Shift:** 1st shift (United States of America)… more