Top 562 Financial planning manager Jobs in Carlsbad, Ca

Estate Planning Attorney — Entrepreneurial Attorney / Fast-Track Partnership
Confidential —Carlsbad, CA
- $96,000 - $120,000 a year
- Full-time
- Mid-level
- 3 years
- Business development
Quick Apply
7d
Senior Financial Advisor
Blankinship & Foster —Solana Beach, CA
- Full-time
- Hybrid work
- Background check
- 7 years
- CPA
- Paid training
- Paid holidays
14d
Dental Office Manager
ARD of La Jolla —San Diego, CA
- $35 - $40 an hour
- Full-time
- Dental office
- Mid-level
- Fair chance
- Health insurance
- 401(k)
Quick Apply
Property Manager
Confidential —Vista, CA
- From $35 an hour
- Full-time
- Microsoft Excel
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
Assistant Store Manager Sally Beauty 00601
Sally Beauty Supply LLC —Carlsbad, CA
- $18.70 - $22.00 an hour
- Full-time
- 18 years or older
- Cosmetology License
- Merchandising
Audit Senior
Next Level Resources —Carlsbad, CA
- $90,000 - $110,000 a year
- Email
- Hybrid work
- Management
- CPA
- Mid-level
- Opportunities for advancement
Quick Apply
Principal Test Engineer
Navy Federal Credit Union —San Diego, CA
- $96,900 - $141,600 a year
- Online Application
- 7 years
- Azure
- Computer Science
6d
VP, Data Product Manager
Ledgent Technology —San Diego, CA
- $120,000 - $140,000 a year
- Azure
- 5 years
- Office
Quick Apply
Part-Time Community Manager - Carlsbad, CA
USA Multifamily Management, Inc. —Carlsbad, CA
- $25 - $27 an hour
- Part-time
- Microsoft Word
- Mid-level
- Residential
- Referral program
Quick Apply
Senior Treasury Analyst
Eastridge Workforce Solutions —Carlsbad, CA
- $50 - $75 an hour
- Temporary
- Microsoft Excel
- Oracle
- Office
- Parental leave
Quick Apply
14d
Land Development - Civil Engineering Project Manager
PLSA —Cardiff-by-the-Sea, CA
- $120,000 - $140,000 a year
- Full-time
- Background check
- AutoCAD
- Civil engineering
- Health insurance
- Dental insurance
Quick Apply
Director of Dining Operations
UC San Diego —San Diego, CA
- $53.30 - $101.10 an hour
- Monday to Friday
- Background check
- Residential
- University
- Retirement plan
13d
Project Manager I
Employer's Leasing, a Corovan Corporation Affiliate —Poway, CA
- $25.00 - $27.82 an hour
- Overtime
- Clean driving record
- Inventory management
- English
Quick Apply
Project Manager - Mechanical & Plumbing
Everforth, Cybercoders —San Diego, CA
- $150,000 - $200,000 a year
- Full-time
- Construction site
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
Quick Apply
7d
HMO Nursing Case Manager (LVN or RN)
Vista Knoll Specialized Care Skilled Nursing —Vista, CA
- $35 - $45 an hour
- Weekends as needed
- LVN
- RN License
- Mid-level
- Continuing education credits
- Health savings account
Quick Apply
Financial Planning & Analytics Manager
Outerknown —Carlsbad, CA
- $135,000 - $160,000 a year
- Full-time
- Hybrid work
- Office
- Finance
- Bachelor's degree
Quick Apply
HR Business Partner
TaylorMade Golf Company —Carlsbad, CA
- $120,000 - $140,000 a year
- Extended hours
- 7 years
- Bachelor of Science
- English
- Paid holidays
- Health insurance
Sourcing Operations Manager
Callaway —Carlsbad, CA
- $90,000 - $134,900 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Office
Subscription Analytics & Planning Manager
Revelyst —Carlsbad, CA
- $125,000 - $135,000 a year
- Full-time
- CPA
- Office
- Finance
- Paid holidays
- Disability insurance
Program Manager
Callaway —Carlsbad, CA
- $104,700 - $157,100 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Customer service

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financial planning manager jobs near carlsbad, ca

Estate Planning Attorney — Entrepreneurial Attorney / Fast-Track Partnership

Confidential
Carlsbad, CA

Quick Apply

Job Details

Full-time
$96,000 - $120,000 a year
7 days ago

Qualifications

Interpersonal skills
Business development
Analysis skills
Analytical thinking
Bar

Full Job Description

Estate Planning Attorney — Entrepreneurial Attorney / Fast-Track Partnership

Location: Carlsbad, CA
Experience: 3–5 years
License: Active California Bar License
Employment: Full-Time

About the Opportunity

Boutique law firm in Carlsbad focused on estate planning, trusts, trust administration, and probate is seeking an experienced, entrepreneurial-minded California attorney to join our growing practice.

This is not a traditional associate position. We are looking for someone who wants to help build and grow a law firm and who has a genuine interest in becoming a partner.

The right candidate will have approximately 3–5 years of estate-planning experience, strong legal and drafting skills, excellent client-communication abilities, and an entrepreneurial mindset.

Accelerated Partnership Opportunity

We offer a fast-track path to partnership for the right attorney. While partnership may typically occur within 1–2 years, exceptional candidates may be considered for partnership in substantially less time.

We are looking for someone who wants to become a long-term member of the firm and ultimately have a meaningful role in its growth and direction.

Responsibilities

Draft and review trusts and comprehensive estate plans
Amend and update existing estate-planning documents
Advise clients regarding estate-planning strategies
Handle trust administration matters
Handle probate matters
Develop and maintain strong client relationships
Work with CPAs, financial advisors, wealth managers, and other professional advisors
Participate in networking and business-development activities
Help develop strategies to grow the firm's client base and referral network
Contribute ideas for improving the firm's systems, services, and client experience
Take an active role in the firm's long-term growth and development

Entrepreneurial Opportunity

We want an attorney who thinks beyond simply handling assigned matters.

The ideal candidate will be interested in developing business, building professional relationships, generating referrals, improving the practice, and identifying opportunities for growth.

You do not need to already have a large book of business. We are interested in someone with the initiative and ambition to build one.

Litigation Experience Is a Plus

Our practice currently focuses on estate planning, trusts, trust administration, and probate rather than litigation.

However, if you have trust, probate, estate, or related litigation experience and are interested in helping us develop a litigation component of the practice, we are open to that opportunity.

An attorney who wants to build a litigation practice within an established estate-planning and probate firm could have significant latitude to develop that area of the business.

Ideal Candidate

3–5 years of meaningful estate-planning experience
Active California Bar license in good standing
Strong drafting and analytical skills
Excellent client-service and communication skills
Experience with trusts and/or probate preferred
Litigation experience a plus
Entrepreneurial, ambitious, and self-motivated
Comfortable networking and developing professional relationships
Interested in business development and growing a client base
Interested in taking ownership and responsibility
Interested in a genuine path to partnership

Why Join Us?

This is an opportunity to join a specialized boutique practice where the right attorney can have a direct impact on the firm's future.

You will have the opportunity to develop sophisticated legal skills, work directly with clients, build referral relationships, participate in business development, help expand the practice, and potentially develop a practice area of your own.

If you are looking for more than another associate position and want the opportunity to help build something—and ultimately become a partner—we want to hear from you.

To Apply

Please submit your resume and a brief cover letter explaining your estate-planning experience and why an entrepreneurial, partnership-track opportunity interests you.

Pay: $96,000.00 - $120,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

financial planning manager jobs in carlsbad, ca

Estate Planning Attorney — Entrepreneurial Attorney / Fast-Track Partnership

Senior Financial Advisor

Dental Office Manager

Property Manager

Assistant Store Manager Sally Beauty 00601

Audit Senior

Principal Test Engineer

VP, Data Product Manager

Part-Time Community Manager - Carlsbad, CA

Senior Treasury Analyst

Land Development - Civil Engineering Project Manager

Director of Dining Operations

Project Manager I

Project Manager - Mechanical & Plumbing

HMO Nursing Case Manager (LVN or RN)

Financial Planning & Analytics Manager

HR Business Partner

Sourcing Operations Manager

Subscription Analytics & Planning Manager

Program Manager

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