Top 38 Investment associate Jobs in San Diego, Ca

Tax Planner Associate
Pure Financial Advisors, LLC —San Diego, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Senior Emerging Companies & Venture Capital (ECVC) Associate
Wicker Hamilton —California
- $250,000 - $400,000 a year
- Full-time
- Remote
- US work authorization
- Senior level
- Commercial
- Health savings account
- Health insurance
Quick Apply
8d
Associate Underwriter Earthquake
Howden Group Holdings —San Diego, CA
- $65,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
12d
Central Operations Associate
Concurrent Investment Advisors —San Diego, CA
- $60,000 - $90,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Brand Strategist Associate - Financial Services
Dunham & Associates Investment Counsel, Inc. —San Diego, CA
- $28.85 - $36.05 an hour
- Full-time
- Hybrid work
- Marketing
- Research
- Mid-level
- AD&D insurance
- Paid holidays
5d
Investment Real Estate - Dispositions Associate
Vertigo Real Estate Ventures —San Diego, CA
- $100,000 - $200,000 a year
- Full-time
- Mid-level
- Business development
- Driver's License
- Opportunities for advancement
Operations Associate, Retirement Plan Services
Concurrent Investment Advisors —San Diego, CA
- $60,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Venture Services Associate
Neon Redwood —San Diego, CA
- Full-time
- Mid-level
- Office
- Finance
Investment Services Operations Associate
San Diego County Credit Union —San Diego, CA
- Full-time
- Office
- Finance
- Administrative experience
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)
Portfolio Analyst/Associate - SMA/Municipals
PIMCO —San Diego, CA
- $90,000 - $105,000 a year
- Online Application
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Health insurance
Associate Director, Strategic Procurement
Travere Therapeutics —San Diego, CA
- $150,000 - $195,000 a year
- Online Application
- Finance
- Bachelor's degree
- Travel
- Health insurance
- Paid time off
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
Tax Planner Associate
Pure Financial Advisors, Inc. —San Diego, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Associate, Project Finance
Avantus —San Diego, CA
- $118,097 - $138,938 a year
- Hybrid work
- Data analysis skills
- Mid-level
- Analysis skills
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
Bakery Associate - Cashier/Barista National City
WINPIN 85 INVESTMENTS LLC —National City, CA
- $20.00 - $20.50 an hour
- Part-time
- 18 years or older
- ServSafe
- English
- Referral program
Quick Apply
Wealth Management Client Associate
Bank of America —San Diego, CA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
12d
Associate Program Manager - Invest
Axos Invest, Inc. —San Diego, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Pass drug screening
- Office
- 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
4h

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investment associate jobs near san diego, ca

Tax Planner Associate

Pure Financial Advisors, LLC
San Diego, CA

Quick Apply

Job Details

Full-time
$70,000 - $80,000 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
Life insurance
Referral program

Qualifications

Financial planning
Wealth management
Research
Bloomberg
Bachelor's degree
Forecasting

Full Job Description

Pure Financial Advisors, LLC is a fee-only registered investment advisor (RIA) located in San Diego, CA. We are seeking an experienced tax professional to join the Tax Planning department in our San Diego office.

This position’s primary focus will be to review tax returns and prepare tax projections as part of our comprehensive financial planning process for clients.

This position will also interact with our Planning Department and Financial Advisors.

Responsibilities:

· Review and understand tax documents, related tax information, and applicable financial planning data with an ability to identify anomalies, errors, and opportunities.

· Analyze data & provide projections of future tax outcomes based on current financial information and tax-optimized recommendations for active and prospective clients.

· Research tax information and pending legislation and translate it to understandable, actionable information for relevant departments and clients.

· Ensure that all workload and responses are completed in a timely fashion.

· Follow-up with Planners and Advisors as needed to ensure that necessary data inputs are clear and complete.

· Draft written explanations of tax information directed to clients.

· Participate in internal tax-related meetings/training, as needed.

Qualifications:

· Bachelor’s degree preferred. JD, EA, CFP, CPA or similar is helpful.

· Recent experience in the individual income tax industry

· Basic understanding of individual income tax returns is required. Additionally, expertise in at least one additional area: pass-through entities, trusts & estates, plan administration, multi-state, or foreign reporting requirements is preferred.

· Familiarity with retirement plan types and retirement and investment planning concepts is preferred.

· Excellent written and verbal communication skills are required.

· Ability to think logically and strategically is required.

Salary & Benefits:

· This is a full-time, non-exempt position.

· Salary Range: $70,000-80,000 DOE

· Benefit 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. Hybrid/Remote considered.

Pay: $70,000.00 - $80,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

investment associate jobs in san diego, ca

Tax Planner Associate

Senior Emerging Companies & Venture Capital (ECVC) Associate

Associate Underwriter Earthquake

Central Operations Associate

Brand Strategist Associate - Financial Services

Investment Real Estate - Dispositions Associate

Operations Associate, Retirement Plan Services

Venture Services Associate

Investment Services Operations Associate

Registered Client Service Associate

Portfolio Analyst/Associate - SMA/Municipals

Associate Director, Strategic Procurement

Portfolio Associate

Tax Planner Associate

Associate, Project Finance

Associate Advisor

Bakery Associate - Cashier/Barista National City

Wealth Management Client Associate

Associate Program Manager - Invest

Bakery Associate - Cashier/Barista UTC

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