Top 40 Wealth manager Jobs in Oceanside, Ca

Wealth Management Associate
Equitable Advisors —San Diego, CA
- $37,275 - $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Advisor
Northwestern Mutual —San Diego, CA
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Senior Financial Advisor – Experienced Professionals
First Command Financial Services, Inc. —Oceanside, CA
- From $110,000 a year
- 5 years
- Military
- In-person
- Flexible schedule
Quick Apply
Vice President, Advisor (San Diego)
EP Wealth Advisors, LLC —San Diego, CA
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid parental leave
- Health savings account
Quick Apply
Financial Planning Manager - San Diego, CA (Hybrid)
EP Wealth Advisors, LLC —San Diego, CA
- $105,000 - $146,000 a year
- Full-time
- Hybrid work
- 7 years
- Mid-level
- Microsoft Office
- Paid parental leave
- Health savings account
Quick Apply
Regional Vice President of Sales (North Central)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Benefits Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- 3 years
- Finance
- Paid parental leave
- Paid holidays
1d

Discover related jobs

Based on your search for wealth manager jobs.

Senior Associate, Capital Markets - CA
Phoenix Energy One, LLC —Irvine, CA
The ideal candidate will quickly learn the business and be ready to discuss the offering with inbound leads generated through digital marketing efforts the…
$90,000 - $1,000,000 a year
Quick Apply
Entrepreneurial Financial Advisor
New York Life & NYLife Securities LLC —Newport Beach, CA
As a Financial & Insurance Advisor, you'll help clients develop personalized financial strategies by offering solutions such as: Job Type:* Hybrid/Full-Time.
$75,000 - $250,000 a year
Quick Apply
1d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
Quick Apply
Wealth Management Advisor
IsoTalent —Dublin, OH
This position plays a key role in delivering a high-quality client experience while driving new business and strengthening strategic partnerships.
$90,000 - $120,000 a year
Quick Apply
9d

Show more jobs in cities nearby

I want to receive the latest job alert for wealth manager in oceanside, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth manager jobs near oceanside, ca

Wealth Management Associate

Equitable Advisors -
San Diego, CA

Quick Apply

Job Details

Full-time
$37,275 - $100,000 a year

Benefits

Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Matching gift program
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Customer communication
Wealth management
Investment management advisory services
Financial goal setting advisory services
Insurance planning
Experience practicing in the securities industry
Retirement planning advisory services

Full Job Description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

· Location: In-office presence required

Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

· FINRA Sponsorship: provided for required FINRA licensing

· Preliminary Employment Period (PEP): comprehensive 120-day hands-on training

Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition

· Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

· Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.

· Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $37,275 annually.

· Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.

Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Pay: $37,275.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Matching gift program
Retirement plan

Location:

San Diego, CA 92122 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

wealth manager jobs in oceanside, ca

Wealth Management Associate

Financial Advisor

Senior Financial Advisor – Experienced Professionals

Vice President, Advisor (San Diego)

Financial Planning Manager - San Diego, CA (Hybrid)

Regional Vice President of Sales (North Central)

Benefits Planner

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for wealth manager in oceanside, ca

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected