Top 24 Finance associate Jobs in Carlsbad Ca

Part Time Associate Banker Del Mar Surrounding Areas (30 Hours)
JPMorganChase —Del Mar, CA
- $25.00 - $30.48 an hour
- Part-time
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
Paraplanner (Associate Advisor) in Carlsbad, CA
ValueBase Consulting —Carlsbad, CA
- $30 an hour
- Full-time
- Mid-level
- Office
- Finance
Personal Banker Associate I - Carlsbad/El Camino and Hops
Fifth Third Bank —Carlsbad, CA
- $43,680 - $69,900 a year
- Full-time
- Office
- Math
- Travel
13d
Part Time Associate Banker North Central San Diego (30 hours)
JPMorganChase —San Diego, CA
- $25.00 - $30.48 an hour
- Part-time
- Office
- High school diploma or GED
- Entry level
- Health insurance
- Tuition reimbursement
1d
Associate Financial Advisor
Edward Jones —Carlsbad, CA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Paid training
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)
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
1d
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
Wealth Management Associate
Equitable Advisors —San Diego, CA
- $38,550 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Gift & Estate Valuation Associate
WithumSmith+Brown —Carlsbad, CA
- $65,000 - $90,000 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Mid-level
Quick Apply
6d
Financial Services Associate
San Joaquin Valley College —Temecula, CA
- $20 - $28 an hour
- Background check
- Mid-level
- Office
Quick Apply
Registered Client Service Associate (Carlsbad, CA)
Raymond James Financial, Inc. —Carlsbad, CA
- $45,000 - $85,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
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
Watch Sales Associate
Estate Buyers —Del Mar, CA
- $20 - $30 an hour
- 8 hour shift
- No experience needed
- In-person
- Entry level
Quick Apply
Associate Advisor
Centura Wealth Advisory —San Diego, CA
- $65,000 - $95,000 a year
- Full-time
- Mid-level
- 3 years
- Presentation skills
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
2d
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
Associate Director (Financial Restructuring)
J.S. Held LLC —Solana Beach, CA
- $110,000 - $130,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CPA
- 5 years
- Commuter assistance
- Health insurance
Quick Apply
Sr. Commercial Onboarding Associate
Axos Bank —San Diego, CA
- $70,304 - $86,000 a year
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Health savings account
- Health insurance

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Financial Advisor/ Sales (Career Changers Encouraged)
Northwestern Mutual - Downtown, San Diego —San Diego, CA
Control of your own calendar and office cadence. Robust development bonuses in the first year to aid as you launch your business.
$80,000 - $200,000 a year
Quick Apply
Financial Advisor - (Sales Role, Training provided)
Northwestern Mutual La Jolla —La Jolla, CA
Maintain flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational…
$100,000 - $250,000 a year
Quick Apply

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ENTRY-LEVEL COMMERCIAL FINANCE ASSOCIATE
Frost Brown Todd LLP —Columbus, OH
FBT GIBBONS At FBT Gibbons, we strongly believe that diversity enriches the creativity of our team, which in turn leads to innovative ways of troubleshooting…
COMMERCIAL FINANCE ASSOCIATE
Frost Brown Todd LLP —Columbus, OH
FBT GIBBONS At FBT Gibbons, we strongly believe that diversity enriches the creativity of our team, which in turn leads to innovative ways of troubleshooting…

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finance associate jobs near carlsbad ca

Part Time Associate Banker Del Mar Surrounding Areas (30 Hours)

JPMorganChase -
Del Mar, CA

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Job Details

Part-time
$25.00 - $30.48 an hour

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Customer communication
Customer relationship building
High school diploma or GED
Managing clients in a customer support role
Customer engagement

Full Job Description

JOB DESCRIPTION

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions – helping clients achieve their financial goals.

Job Responsibilities

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – partnering with other branch team members to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.

Required Qualifications, Capabilities, and Skills

Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.

Preferred Qualifications, Capabilities, and Skills

Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Apply Now

Refine Your Search

finance associate jobs in carlsbad ca

Part Time Associate Banker Del Mar Surrounding Areas (30 Hours)

Paraplanner (Associate Advisor) in Carlsbad, CA

Personal Banker Associate I - Carlsbad/El Camino and Hops

Part Time Associate Banker North Central San Diego (30 hours)

Associate Financial Advisor

Registered Client Service Associate

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

Portfolio Associate

Wealth Management Associate

Gift & Estate Valuation Associate

Financial Services Associate

Registered Client Service Associate (Carlsbad, CA)

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

Watch Sales Associate

Associate Advisor

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

Senior Associate - Wealth Planning Specialist

Associate Director (Financial Restructuring)

Sr. Commercial Onboarding Associate

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