Top 73 Entry level finance Jobs in San Diego, Ca

Financial Planning Administrative Support
Pure Financial Advisors, LLC —San Diego, CA
- $45,000 - $50,000 a year
- Full-time
- Microsoft Word
- Office
- Finance
- Health savings account
- AD&D insurance
Quick Apply
Financial Services Professional
New York Life —San Diego, CA
- $75,000 - $120,000 a year
- Full-time
- Hybrid work
- Office
- Leadership
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
2d
Financial Sales Advisor
Northwestern Mutual - Downtown, San Diego —San Diego, CA
- Up to $180,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Paid training
- Health savings account
Quick Apply
Rancho Bernardo - Relationship Banker
MISSION FEDERAL CREDIT UNION —San Diego, CA
- $23 - $26 an hour
- Full-time
- Computer literacy
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Underwriting Specialist OR Executive Underwriter - Large Contract Surety
Zurich Insurance Company Ltd. —California
- $75,000 - $165,000 a year
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- Business development
Entry-Level Financial Representative
Falcon PG —San Diego, CA
- $101,000 a year
- Hybrid work
- No experience needed
- US work authorization
- In-person
- Health insurance
- Dental insurance
Quick Apply
Middle Level Financial Clerk
San Diego Unified School District —San Diego, CA
- $24.31 - $29.55 an hour
- Part-time
- Bilingual
- Mid-level
- Driver's License
- Health insurance
4d
Business Analyst, Finance Systems
Arrowhead Pharmaceuticals —San Diego, CA
- $60,000 - $68,000 a year
- Office
- Finance
- Analysis skills
Quick Apply
Associate Underwriter Earthquake
Howden Group Holdings —San Diego, CA
- $65,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
Direct Consumer Lending Underwriter I
San Diego County Credit Union —San Diego, CA
- Full-time
- Computer literacy
- Data analysis skills
- Office
Associate Underwriter Flood
Howden Group Holdings —San Diego, CA
- $65,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
11d
Finance - Jr. Staff Accountant - Full-Time
San Diego American Indian Health Center —San Diego, CA
- $29 - $35 an hour
- Weekends as needed
- Current TB test
- Customer service
- BLS Certification
Quick Apply
9d
FINANCIAL TECHNICIAN
US Bureau of Naval Personnel —San Diego, CA
- $45,409 - $67,432 a year
- Full-time
- Hybrid work
- Background check
- Pass drug screening
- Mid-level
Construction Risk Analyst
Axos Bank —San Diego, CA
- $25 - $30 an hour
- Full-time
- Background check
- Civil engineering
- Microsoft Excel
- Health savings account
- Health insurance
Affordable Housing Acquisitions Analyst
Fairfield Residential —San Diego, CA
- $72,500 - $80,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Paid holidays
- Health insurance
Financial Aid Representative
SOUTHERN CALIFORNIA SEMINARY —El Cajon, CA
- Part-time
- Writing skills
- Office
- High school diploma or GED
Portfolio Analyst I
Axos Bank —San Diego, CA
- $22 - $28 an hour
- Full-time
- Background check
- Pass drug screening
- Office
- Health savings account
- Health insurance
Portfolio Analyst/Associate - SMA/Municipals
PIMCO —San Diego, CA
- $90,000 - $105,000 a year
- Online Application
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Health insurance
Trust Assistant (On-Site)
First American Financial Corporation —San Diego, CA
- Customer service
- Office
- Administrative experience
- Employee stock purchase plan
- Health insurance
Financial Service Representative I/Personal Banker (Kearny Mesa)
San Diego County Credit Union —San Diego, CA
- Extended hours
- Microsoft Outlook
- Computer literacy
- Basic math
5d

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entry level finance jobs near san diego, ca

Financial Planning Administrative Support

Pure Financial Advisors, LLC
San Diego, CA

Quick Apply

Job Details

Full-time
$45,000 - $50,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Referral program

Qualifications

Microsoft Word
Spreadsheets
Word embeddings
Bachelor's degree

Full Job Description

This is an Administrative Support position for the Financial Planning department, which provides essential support to the Planning Department by handling key administrative functions and assisting Financial Planners and Advisors, as needed.

This position requires that data is entered accurately, material is prepared correctly, and administrative workflows run smoothly. This requires strong attention to detail, comfort with repetitive tasks, and the ability to support both new business and existing client processes.

Responsibilities:

The primary responsibility is preparing new-business assessments and review-meeting packets for advisor meetings, ensuring all materials are compiled accurately and free of errors.

Additional responsibilities may include:

Support new business assessments (approximately 80–120 per week) and prepare investment overviews
Support existing business by creating review-meeting packets (approximately 350–500 per week)
Handle data entry, report preparation, and meeting materials
Scan, organize, and maintain client documents
Bridge administrative tasks with planner-facing support to keep workflows running smoothly
Support FPS team with new business preparation and tasks
Generating final plans for client presentation and implementation.

Qualifications:

Bachelor’s degree in business, finance, or similar field
Experience using Microsoft Excel and Word
Detailed Oriented
Ability to learn quickly, adapt, and multitask in a fast-paced environment

Preferred:

CFP® Designation is not required; however, obtaining this designation will be required (within 18 months) to move into another position within the Planning department.
1 year of industry-related experience (or Financial Services coursework).
Experience utilizing software applications such as eMoney and Salesforce CRM
Knowledge of financial planning concepts and strategies, including retirement planning, cash flow, risk management, estate planning, investments, and tax estimation and minimization.

Additional Details:

Salary Range: $45,000-$50,000 (annualized)

Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies.

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Professional development assistance
Referral program
Vision insurance

Application Question(s):

Do you have a bachelor’s degree in Finance, Financial Services or a related field?
Do you currently hold the CFP ® designation or are in the process of obtaining?
What interests you about working for a Registered Investment Advisor (RIA), and why does that appeal to you more than other areas of financial services?

Pay: $45,000.00 - $50,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Professional development assistance
Referral program
Vision insurance

Application Question(s):

Do you hold a bachelors degree in Financial Services?
Are you familiar with the CFP ® and/or do you hold the Designation? If not, please explain where you may be in the process of obtaining.
Please briefly describe the difference between a Registered Investment Advisor (RIA) as compared to a Broker-Dealer.
What interests you about working for a Registered Investment Advisor (RIA), and how does that correspond with your long-term career goals?

Work Location: In person

Quick Apply

Refine Your Search

entry level finance jobs in san diego, ca

Financial Planning Administrative Support

Financial Services Professional

Financial Sales Advisor

Rancho Bernardo - Relationship Banker

Underwriting Specialist OR Executive Underwriter - Large Contract Surety

Entry-Level Financial Representative

Middle Level Financial Clerk

Business Analyst, Finance Systems

Associate Underwriter Earthquake

Direct Consumer Lending Underwriter I

Associate Underwriter Flood

Finance - Jr. Staff Accountant - Full-Time

FINANCIAL TECHNICIAN

Construction Risk Analyst

Affordable Housing Acquisitions Analyst

Financial Aid Representative

Portfolio Analyst I

Portfolio Analyst/Associate - SMA/Municipals

Trust Assistant (On-Site)

Financial Service Representative I/Personal Banker (Kearny Mesa)

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