Top 25 Investment associate Jobs in Carlsbad, 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
J.P. Morgan Wealth Management - Private Client Investment Associate- San Diego, CA
JPMorganChase —San Diego, CA
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
21h
J.P. Morgan Wealth Management - Private Client Investment Associate- Del Mar, CA
JPMorganChase —Del Mar, CA
- $28.85 - $39.90 an hour
- Full-time
- Office
- Senior level
- Marketing
- Health insurance
- Tuition reimbursement
Investment Services Operations Associate
San Diego County Credit Union —San Diego, CA
- Full-time
- Office
- Finance
- Administrative experience
Paraplanner (Associate Advisor) in Carlsbad, CA
ValueBase Consulting —Carlsbad, CA
- $30 an hour
- Full-time
- Mid-level
- Office
- Finance
Operations Associate - Financial Services
Dunham & Associates Investment Counsel, Inc. —San Diego, CA
- $26.45 - $33.65 an hour
- Full-time
- Research
- Mid-level
- Office
- AD&D insurance
- Paid holidays
1d
Registered Client Service Associate
Ameriprise Financial —San Diego, CA
- $32.21 - $44.27 an hour
- Full-time
- Research
- Mid-level
- Office
- Dental insurance
- 401(k)
Wealth Management Client Associate
Bank of America —San Diego, CA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Bakery Associate - Baker/Cake Decorator Oceanside
WINPIN 85 INVESTMENTS LLC —Oceanside, CA
- $20.00 - $20.50 an hour
- Part-time
- English
- High school diploma or GED
- Assembly
- Employee discount
- Opportunities for advancement
Quick Apply
Associate Director, Strategic Finance (San Diego / Foster City)
Illumina —San Diego, CA
- $155,600 - $233,400 a year
- Full-time
- Hybrid work
- Background check
- 7 years
- Office
- Relocation assistance
- Dental insurance
Associate Advisor
Centura Wealth Advisory —San Diego, CA
- $65,000 - $95,000 a year
- Full-time
- Mid-level
- 3 years
- Presentation skills
Quick Apply
Sport & Entertainment Group Wealth Advisor Associate
Truist Bank —Del Mar, CA
- $90,000 - $125,000 a year
- Full-time
- Background check
- English
- Mid-level
- AD&D insurance
- Paid holidays
Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market
Bank of America —San Diego, CA
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Bakery Associate - Baker/Cake Decorator Mira Mesa.
WINPIN 85 INVESTMENTS LLC —San Diego, CA
- $20.00 - $20.50 an hour
- Part-time
- English
- High school diploma or GED
- Assembly
- Employee discount
- Opportunities for advancement
Quick Apply
Portfolio Associate
Axos Bank —San Diego, CA
- $75,000 - $100,000 a year
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Health savings account
- Health insurance
Bakery Associate - Cashier/Barista UTC
WINPIN 85 INVESTMENTS LLC —San Diego, CA
- $20.00 - $20.50 an hour
- Part-time
- Merchandising
- English
- High school diploma or GED
- Employee discount
- Opportunities for advancement
Quick Apply
Senior Associate - Wealth Planning Specialist
ASPIRIANT LLC —San Diego, CA
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Finance
- Health insurance
- 401(k) matching
Quick Apply

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J.P. Morgan Wealth Management - Private Client Investment Associate- San Diego, CA
JPMorganChase —San Diego, CA
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment. A valid and active Series 66 (63/65), and Life and…
$28.85 - $39.90 an hour
21h

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Investment Associate - AI Trainer
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You can work on your own schedule, on your own computer, from the comfort of your own home. Proficient in financial analysis, financial modeling, data analysis,…
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Senior Associate, Fund Accounting – Private Markets & Hedge Funds
SS&C Technologies —Dublin, OH
Strong academic foundation in financial accounting, i.e. journal entries, cash transactions and reconciliations, non-cash activity, investment activity.

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investment associate jobs near carlsbad, 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

investment associate jobs in carlsbad, ca

Wealth Management Associate

J.P. Morgan Wealth Management - Private Client Investment Associate- San Diego, CA

J.P. Morgan Wealth Management - Private Client Investment Associate- Del Mar, CA

Investment Services Operations Associate

Paraplanner (Associate Advisor) in Carlsbad, CA

Operations Associate - Financial Services

Registered Client Service Associate

Wealth Management Client Associate

Bakery Associate - Baker/Cake Decorator Oceanside

Associate Director, Strategic Finance (San Diego / Foster City)

Associate Advisor

Sport & Entertainment Group Wealth Advisor Associate

Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market

Bakery Associate - Baker/Cake Decorator Mira Mesa.

Portfolio Associate

Bakery Associate - Cashier/Barista UTC

Senior Associate - Wealth Planning Specialist

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