Top 31384 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
Customs and Border Protection Officer - Entry Level
Customs and Border Protection —San Ysidro, CA
- $41,863 - $112,415 a year
- Online Application
- Military
- Bachelor's degree
- Military encouraged
- Dental insurance
- 401(k)
Production Planner/Scheduler
Confidential —Chula Vista, CA
- $35 - $40 an hour
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Customs and Border Protection Officer - Entry Level
Customs and Border Protection —Otay Mesa, CA
- $41,863 - $112,415 a year
- Online Application
- Military
- Bachelor's degree
- Military encouraged
- Dental insurance
- 401(k)
Content Creator - Must Live in San Diego
Social Agent —San Diego, CA
- $30 - $50 an hour
- Choose your own hours
- Background check
- Smartphone
- In-person
Quick Apply
Stocker
Costco Wholesale Corporation —San Diego, CA
- Merchandising
- Warehouse
- Entry level
- AD&D insurance
- Employee stock purchase plan
Legal Administrative Assistant
Taylor|Anderson, LLP —San Diego, CA
- From $65,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Inpatient Coder / Outpatient Coder - AI Trainer
DataAnnotation —California
- From $20 an hour
- Overtime
- Remote
- Medicine
- Writing skills
- English
Quick Apply
Data Science Consultant - AI Trainer
DataAnnotation —San Diego, CA
- $40 - $60 an hour
- Part-time
- Remote
- Computer Science
- English
- Mid-level
- Flexible schedule
Quick Apply
Part-Time Bookkeeper (Contractor)
PartsEdge, Inc. —San Diego, CA
- $35 - $40 an hour
- Part-time
- Background check
- Microsoft Excel
- Pass drug screening
- 401(k)
Quick Apply
2 BATH Reps Wanted $125,000-250,000 Lots of Leads (Metro)
Confidential —San Diego County, CA
- $125,000 - $250,000 a year
- Full-time
- Background check
- Entry level
- Paid training
- Health insurance
Quick Apply
Delivery Driver/ Route Driver
Specialty Textile Services —San Diego, CA
- $57,200 - $62,200 a year
- Part-time
- Bilingual
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Dispatch/ Admin Flight School
Sling Pilot Academy —El Cajon, CA
- $20 - $25 an hour
- Part-time
- Sales
- Customer service
- Windows
- Paid time off
Quick Apply
Pastry Cook
Starlite —San Diego, CA
- $20 - $22 an hour
- Part-time
- In-person
- Entry level
- Health insurance
- Employee discount
Quick Apply
Administrative Assistant
St. David's Episcopal Church —San Diego, CA
- $17.75 - $22.00 an hour
- Part-time
- Background check
- Google Workspace
- Microsoft Outlook
Quick Apply
Delivery Driver - Starting at $22.25 - $25.00 per hour
Final Mile Deliverables —Chula Vista, CA
- From $22.25 an hour
- 8 hour shift
- Background check
- Clean driving record
- Pass drug screening
- Paid training
- Health insurance
Quick Apply
Special Agent - $40,000 Recruitment Incentive
United States Secret Service —California
- $47,562 - $115,079 a year
- Full-time
- Background check
- Pass drug screening
- Driver's License
- Health insurance
- Paid time off
Prep Cook
By The Sea —Coronado, CA
- $18 - $21 an hour
- Part-time
- Ability to lift 50 pounds
- Organizational skills
- In-person
Quick Apply
3rd Shift/Overnight Dispatchers
Western Towing —San Diego, CA
- $18 - $19 an hour
- 8 hour shift
- In person
- Microsoft Outlook
- Customer service
- High school diploma or GED
- COVID-19 protective measures
- Health insurance
Quick Apply
Operations Research Analyst - AI Trainer
DataAnnotation —Chula Vista, CA
- $40 - $60 an hour
- Part-time
- Remote
- Computer Science
- English
- Mid-level
- Flexible schedule
Quick Apply

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Jobs 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
Scanning
Bachelor's degree
Financial services
Business

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.

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 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?

Work Location: In person

Quick Apply

Refine Your Search

jobs in san diego, ca

Financial Planning Administrative Support

Customs and Border Protection Officer - Entry Level

Production Planner/Scheduler

Customs and Border Protection Officer - Entry Level

Content Creator - Must Live in San Diego

Stocker

Legal Administrative Assistant

Inpatient Coder / Outpatient Coder - AI Trainer

Data Science Consultant - AI Trainer

Part-Time Bookkeeper (Contractor)

2 BATH Reps Wanted $125,000-250,000 Lots of Leads (Metro)

Delivery Driver/ Route Driver

Dispatch/ Admin Flight School

Pastry Cook

Administrative Assistant

Delivery Driver - Starting at $22.25 - $25.00 per hour

Special Agent - $40,000 Recruitment Incentive

Prep Cook

3rd Shift/Overnight Dispatchers

Operations Research Analyst - AI Trainer

I want to receive the latest job alert for jobs in san diego, ca

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