Top 218 Financial services Jobs in San Diego, Ca

Manager, Client Relationship Support- North San Diego, CA
Charles Schwab —San Diego, CA
- $40.10 - $72.16 an hour
- Office
- Supervising experience
- Mentoring
- Paid parental leave
- Employee stock purchase plan
10d
Senior Financial Advisor
Blankinship & Foster —Solana Beach, CA
- Full-time
- Hybrid work
- Background check
- 7 years
- CPA
- Paid training
- Paid holidays
12d
Mortgage Loan Officer
Global Equity Finance, Inc. —San Diego, CA
- $50,000 - $350,000 a year
- 8 hour shift
- Sales
- Customer service
- Mid-level
- Paid training
- Health insurance
Quick Apply
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
CNO Financial Advisor - Hybrid Remote (CA)
CNO Financial Group, Inc. —San Diego, CA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Financial Advisor
Edward Jones —San Diego, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Area Sales Manager – Non-Prime Auto Finance
Strike Acceptance —San Diego, CA
- $70,000 - $100,000 a year
- Full-time
- Dealership
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Consumer Lending Operations - Senior Consumer Loan Officer
MISSION FEDERAL CREDIT UNION —San Diego, CA
- $34 - $41 an hour
- Full-time
- Office
- 3 years
- Mentoring
- Paid holidays
- Health insurance
Quick Apply
13d
Financial Advisor
Edward Jones —Santee, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Loan Officer
Growthwise Search Partners —California
- $85,000 - $350,000 a year
- Full-time
- Remote
- Mid-level
- Presentation skills
- Leadership
- Health insurance
- 401(k)
Quick Apply
Rancho Bernardo - Universal Banker
MISSION FEDERAL CREDIT UNION —San Diego, CA
- $22 - $25 an hour
- Full-time
- Office
- Mentoring
- Entry level
- Paid holidays
- Health insurance
Quick Apply
10d
Financial Advisor - San Diego, CA
North Star Resource Group —San Diego, CA
- $40,000 - $120,000 a year
- Full-time
- Sales
- In-person
- 1 year
Quick Apply
Financial Advisor
Edward Jones —San Diego, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
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 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
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
Banking Representative- San Diego, CA
California Bank & Trust —San Diego, CA
- $5,250 a month
- Office
- High school diploma or GED
- Analysis skills
- Profit sharing
- Paid training
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
Relationship Manager
Citizens Business Bank —San Diego, CA
- $127,475 - $184,838 a year
- Full-time
- Sales
- Customer service
- 5 years
Financial Advisor
Lucia Capital Group (LCG) —San Diego, CA
- Customer service
- Mid-level
- Office
- Life insurance

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financial services jobs near san diego, ca

Manager, Client Relationship Support- North San Diego, CA

Charles Schwab -
San Diego, CA

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Job Details

$40.10 - $72.16 an hour
10 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer communication
Employee relationship building
Series 7
FINRA License
Series 63

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial
futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your
skills, and contribute to a client-first culture that drives innovation.

As a Client Relationship Manager, you are a key branch leader responsible for delivering a consistent,
high-quality client experience in a direct client facing capacity. You coordinate across teams, partner
with branch leadership, and ensure operational accuracy, workflow efficiency, and successful execution
of firm and regulatory initiatives.

You strengthen client relationships by resolving complex needs with empathy and professionalism,
while using emotional intelligence to navigate escalations and support team collaboration. You also
drive branch performance by coaching team members, reinforcing service excellence, and promoting
accountability. This role offers the opportunity to expand your leadership impact while building
expertise in client relationship management, operations, and performance in a fast-paced
environment.

Why you’re set up for success
You’ll operate in a highly collaborative branch environment where strong partnerships and shared
accountability drive results. With direct exposure to both client interactions and operational leadership,
you’ll build a well-rounded skill set that strengthens your ability to influence client outcomes, optimize
processes, and support team performance.

Schwab Training and Development

Completes Schwab’s corporate training program focused on supervision, employee evaluation,
and leadership to build foundational management and coaching capabilities.
Your individualized development continues through hands-on training and mentorship within
your branch. You’ll collaborate closely with your branch leaders, experienced peers, and
dedicated mentors who provide guidance tailored to your unique background and career goals.

Career Pathing

The Client Relationship Manager role provides a strong foundation for career growth at
Schwab. Our “choose your own adventure” approach empowers you to explore paths
aligned to your strengths. Through ongoing development, mentorship, and exposure to both
client and operational excellence, you’ll have the flexibility to shape a career path that reflects
your skills, interests, and long-term goals.

Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to
performance.

What you have

The expertise you bring:

A valid and active FINRA Series 7 and 63 license required
Currently hold or obtain the FINRA Series 9 and 10 license as it will be required during your

tenure on the job

Relevant financial services or client-facing experience with 2+ years in a management or

supervisory role preferred

The skills you bring:

Client Relationship Management

Ability to build and deepen trusted client relationships through proactive communication,
responsiveness, and a focus on delivering consistent, high-quality experiences
Demonstrated experience resolving client concerns with professionalism, sound judgment, and
a strong focus on outcomes

Attention to Detail

Strong attention to detail with the ability to manage workflows, ensure accuracy, and uphold
operational and regulatory standards
Ability to prioritize competing demands and execute with precision in a fast-paced
environment

Communication

Effective written and verbal communication skills, with the ability to adapt style to different
audiences and situations
Emotional intelligence to navigate complex client interactions, support team collaboration, and
foster a positive branch environment

Managing Performance

Ability to coach, mentor, and support team members to drive performance and elevate client
service delivery
Strong collaboration skills with the ability to build cross-enterprise partnerships and contribute
to shared branch success

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

financial services jobs in san diego, ca

Manager, Client Relationship Support- North San Diego, CA

Senior Financial Advisor

Mortgage Loan Officer

Financial Services Professional

CNO Financial Advisor - Hybrid Remote (CA)

Financial Advisor

Area Sales Manager – Non-Prime Auto Finance

Consumer Lending Operations - Senior Consumer Loan Officer

Financial Advisor

Loan Officer

Rancho Bernardo - Universal Banker

Financial Advisor - San Diego, CA

Financial Advisor

Financial Services Representative - San Diego, CA

Financial Consultant - Del Mar, CA

Entry-Level Financial Representative

Banking Representative- San Diego, CA

Private Banking Relationship Manager - San Diego, CA

Relationship Manager

Financial Advisor

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