Top 170 Financial services Jobs in Vista, Ca

Senior Financial Advisor
Blankinship & Foster —Solana Beach, CA
- Full-time
- Hybrid work
- Background check
- 7 years
- CPA
- Paid training
- Paid holidays
12d
Investment Services - Financial Advisor
MISSION FEDERAL CREDIT UNION —San Diego, CA
- $70,304 a year
- Full-time
- Spanish
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
3d
Financial Advisor/Sales (Career Changers Encouraged)
Northwestern Mutual - Carlsbad —Carlsbad, CA
- Up to $250,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Office
- Business development
- Health savings account
- Health insurance
Quick Apply
Private Banking Relationship Manager - San Diego, CA
California Bank & Trust —San Diego, CA
- $147,000 - $196,000 a year
- 6 years
- Word processing
- Office
- Profit sharing
- Paid training
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
8d
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
Part Time Associate Banker North County (30 hours)
JPMorganChase —Carlsbad, CA
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
13d
Financial Services Representative - San Diego, CA
Fidelity Investments —San Diego, CA
- $45,000 - $75,000 a year
- Full-time
- Office
- Financial services
- Entry level
- Paid training
- Loan repayment program
3d
Financial Services Professional
Omega Agency LLC —San Diego, CA
- $65,000 - $100,000 a year
- Part-time
- Hybrid work
- Background check
- 18 years or older
- Customer service
- Opportunities for advancement
- Flexible schedule
Quick Apply
4d
Floating Financial Service Representative I (North SD/Riverside)
San Diego County Credit Union —Vista, CA
- $23.25 - $28.50 an hour
- Full-time
- Microsoft Outlook
- Computer literacy
- Basic math
Quick Apply
Personal Financial Counselor, Camp Pendleton
Magellan Health —Camp Pendleton, CA
- $58,440 - $93,500 a year
- Full-time
- Spanish
- English
- Mid-level
Part- Time Universal Banker (20 Hours)- Escondido Branch
Citi —Escondido, CA
- $22.84 - $29.80 an hour
- Part-time
- Office
- High school diploma or GED
- 1 year
- Paid holidays
- Disability insurance
6d
Small Business Specialist 3 - Carlsbad, CA
U.S. Bank National Association —Carlsbad, CA
- $29.23 - $42.83 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
10d
Financial Consultant - Del Mar, CA
Fidelity Investments —San Diego, CA
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Health insurance
13d
Personal Banker (Universal Service Representative): Fire Mt.
Frontwave Credit Union —Oceanside, CA
- $21.94 - $32.91 an hour
- Full-time
- Office
- High school diploma or GED
- 1 year
- Paid holidays
- Health insurance
14d
Personal Banker (Universal Service Representative): Pacific Plaza
Frontwave Credit Union —Camp Pendleton, CA
- $21.94 - $32.91 an hour
- Full-time
- Office
- High school diploma or GED
- 1 year
- Paid holidays
- Health insurance
14d
Personal Banker SAFE Act, Escondido Branch, Officer
Citi —Escondido, CA
- $58,190 - $81,210 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
Small Business Specialist 3 - Oceanside, CA
U.S. Bank National Association —Oceanside, CA
- $29.23 - $42.83 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
12d
Sales Professional – Loan Officer Academy
Mutual of Omaha Mortgage —La Jolla, CA
- Full-time
- Microsoft Outlook
- Customer service
- Residential
- Paid holidays
- Health insurance
Quick Apply
Relationship Banker -Escondido-Oceanside Market
Bank of America —Oceanside, CA
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED

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financial services jobs near vista, ca

Senior Financial Advisor

Blankinship & Foster
Solana Beach, CA

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Job Details

Permanent | Full-time
12 days ago

Benefits

Paid training
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Professional development assistance

Qualifications

Financial planning
Estate planning needs analysis
Tax planning
Teamwork
CFP
Income tax planning
Business development
Bachelor's degree
Attention to detail
Insurance planning
Financial services
Estate planning
Retirement planning advisory services
Financial retirement planning

Full Job Description

Firm Description

Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach, CA, that provides integrated financial planning and investment management to individuals and families specializing in retirees and near-retirees. Our firm culture and core values are based on being thoughtful and caring, doing what is right, finding solutions, and constantly seeking to learn, grow, and improve. We pride ourselves on being a team of authentic, dependable, dedicated, and thoughtful individuals. We are currently seeking to add another member to our exceptional team.

Job Summary

The Senior Financial Advisor serves as the lead advisor for assigned clients, providing comprehensive financial planning and strategic guidance across retirement, tax, estate, investment, insurance, charitable and education planning. This role is responsible for managing client relationships, leading the planning process for assigned clients, coordinating planning and investment management implementation with clients and professional partners, and helping drive firm growth through mentorship, collaboration, and business development.

Duties and Responsibilities

Serve as the lead advisor and primary relationship manager for assigned clients.
Lead the financial planning process for clients, developing and implementing comprehensive strategies across retirement, tax, estate, insurance, education, charitable, and investment planning.
Conduct client meetings, communicate complex planning concepts clearly, and guide clients through recommendations and implementations.
Identify and address planning opportunities across retirement, tax, estate, insurance, education, charitable and investment planning
Coordinate with attorneys, tax preparers, insurance professionals, and other advisors to support implementation of client recommendations.
Contribute to firm growth through business development, process improvement, and participation in strategic initiatives.
Mentor Advisors and Associate Advisors through coaching, collaboration and knowledge sharing.

Requirements and Qualifications

Certified Financial Planner (CFP®) designation. CPA is a plus.
Bachelor's degree from an accredited college or university.
7+ years of experience in comprehensive financial planning in a wealth management or RIA environment.
Strong technical knowledge across retirement, tax, estate, insurance, charitable, and equity compensation planning.
Ability to work a hybrid schedule (remote and onsite in Solana Beach, CA)

Work Style

Client-focused, collaborative professional with strong relationship-building skills.
Excellent communication skills with the ability to simplify complex financial concepts.
Highly organized, analytical and detail oriented.
Ability to work effectively with colleagues, clients and external professional partners.

Salary and Benefits

Compensation will be commensurate with skills and experience
Bonus
15 days of paid vacation to start, plus sick time
Paid holidays
401(k) plan
Health insurance benefits
Continuing education and conference reimbursement
Dues and membership fees for approved professional organizations
Exempt position

Who Should Apply

Qualified candidates should have direct relevant experience in comprehensive financial planning within a wealth management or RIA environment. If you are thoughtful, detail-oriented, collaborative, service-oriented and passionate about delivering high quality financial planning advice, please submit your resume and cover letter.

No phone calls please.

For more information about our firm, please visit our website: www.bfadvisors.com

Blankinship & Foster, LLC is an Equal Opportunity Employer.

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Paid training
Professional development assistance
Vision insurance

Work Location: Hybrid remote in Solana Beach, CA 92075

Apply Now

Refine Your Search

financial services jobs in vista, ca

Senior Financial Advisor

Investment Services - Financial Advisor

Financial Advisor/Sales (Career Changers Encouraged)

Private Banking Relationship Manager - San Diego, CA

Financial Services Professional

Entry-Level Financial Representative

Part Time Associate Banker North County (30 hours)

Financial Services Representative - San Diego, CA

Financial Services Professional

Floating Financial Service Representative I (North SD/Riverside)

Personal Financial Counselor, Camp Pendleton

Part- Time Universal Banker (20 Hours)- Escondido Branch

Small Business Specialist 3 - Carlsbad, CA

Financial Consultant - Del Mar, CA

Personal Banker (Universal Service Representative): Fire Mt.

Personal Banker (Universal Service Representative): Pacific Plaza

Personal Banker SAFE Act, Escondido Branch, Officer

Small Business Specialist 3 - Oceanside, CA

Sales Professional – Loan Officer Academy

Relationship Banker -Escondido-Oceanside Market

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