Top 29 Private wealth management Jobs in San Diego, Ca

PWA Private Wealth Advisor
U.S. Bank National Association —San Diego, CA
- $159,970 - $215,000 a year
- Writing skills
- Office
- Business development experience
- Paid holidays
- Disability insurance
Account Specialist
Copley Financial Group, Inc. —San Diego, CA
- From $75,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health savings account
- Health insurance
Quick Apply
2d
Private Wealth Director
Northern Trust Corp. —San Diego, CA
- $236,555 - $414,115 a year
- Full-time
- CPA
- Finance
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Product Analyst, Alternative Investments
LPL Financial —San Diego, CA
- $76,632 - $127,720 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Paid time off
Quick Apply
10d
Private Banker
Sunflower Bank NA —San Diego, CA
- $132,500 - $205,000 a year
- Online Application
- Mid-level
- Office
- Finance
- Paid holidays
- Dental insurance
Quick Apply
Customer Service Representative (Travel Insurance)
Integrated Specialty Coverages, LLC —San Diego, CA
- $22 - $25 an hour
- Remote
- US work authorization
- Typing
- 1 year
- Health savings account
- AD&D insurance
Quick Apply
Senior Claims Specialist
Integrated Specialty Coverages, LLC —San Diego, CA
- $83,000 - $104,000 a year
- Remote
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- AD&D insurance
Quick Apply
2d
Registered Private Wealth Client Associate
Bank of America —La Jolla, CA
- $26.50 - $42.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
PWM Private Wealth Advisor
U.S. Bank National Association —San Diego, CA
- $139,230 - $190,000 a year
- Full-time
- Office
- 8 years
- Business development experience
- Paid holidays
- Disability insurance
WM Affluent Banker - San Diego, CA
U.S. Bank National Association —San Diego, CA
- $98,345 - $115,700 a year
- Full-time
- 5 years
- Writing skills
- Office
- Paid holidays
- Disability insurance
Senior Channel Specialist, Paid Search & Affiliate Marketing
Integrated Specialty Coverages, LLC —San Diego, CA
- $80,000 - $90,000 a year
- Remote
- US work authorization
- Organizational skills
- Senior level
- Health savings account
- AD&D insurance
Quick Apply
Ascent Director of Investments
U.S. Bank National Association —San Diego, CA
- $139,230 - $180,180 a year
- Full-time
- Office
- Business development experience
- Bachelor's degree
- Paid holidays
- Disability insurance
Private Banker
City National Bank —La Jolla, CA
- $127,626 - $237,014 a year
- Full-time
- Finance
- Business development experience
- Bachelor's degree
- Health insurance
- Dental insurance
Channel Manager, Paid Search & Affiliate Marketing
Integrated Specialty Coverages, LLC —San Diego, CA
- $100,000 - $110,000 a year
- Remote
- Analysis skills
- US work authorization
- Senior level
- Health savings account
- AD&D insurance
Quick Apply
Senior Manager, Marketing Analytics & Operations
Integrated Specialty Coverages, LLC —San Diego, CA
- $145,000 - $155,000 a year
- Remote
- SQL
- Presentation skills
- US work authorization
- Health savings account
- AD&D insurance
Quick Apply
Software Support Specialist
Independent Financial Group LLC —San Diego, CA
- $28 - $33 an hour
- Bachelor's degree
- Experience equivalent to degree accepted
- Communication skills
- Disability insurance
- Health insurance
4d
Temporary Production Designer, Crafted
HUB International —San Diego, CA
- $26 - $29 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- High school diploma or GED
- Health savings account
- Disability insurance
13d
Director, Insurance Consultant
Independent Financial Group LLC —San Diego, CA
- $150,000 - $225,000 a year
- Monday to Friday
- Office
- Presentation skills
- Travel
- Health insurance
- 401(k) matching
12d
Operations New Accounts Principal
Independent Financial Group LLC —San Diego, CA
- $70,000 - $80,000 a year
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Tax Manager - Private Wealth
Deloitte —San Diego, CA
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research

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private wealth management jobs near san diego, ca

PWA Private Wealth Advisor

U.S. Bank National Association -
San Diego, CA

Apply Now

Job Details

$159,970 - $215,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Flexible schedule
Life insurance

Qualifications

Wealth management
Managing banking or lending client portfolios

Full Job Description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment

Basic Qualifications

Bachelor's degree, or equivalent work experience
10 or more years of experience in high and ultra-high net worth client wealth management activities

Preferred Skills/Experience

Excellent relationship management, networking, and business development skills
Extraordinary talent for driving business
Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services
Ability to partner with colleagues to identify and service unique clients' needs
Well-developed analytical and problem-solving skills
Excellent writing, speaking, and presentation skills
Ability to make critical decisions independently
Professional designation such as CFA or CFP is preferred

Location

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

Base pay for this role usually falls within $185,000 to $215,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $159,970.00 - $188,200.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Apply Now

Refine Your Search

private wealth management jobs in san diego, ca

PWA Private Wealth Advisor

Account Specialist

Private Wealth Director

Product Analyst, Alternative Investments

Private Banker

Customer Service Representative (Travel Insurance)

Senior Claims Specialist

Registered Private Wealth Client Associate

PWM Private Wealth Advisor

WM Affluent Banker - San Diego, CA

Senior Channel Specialist, Paid Search & Affiliate Marketing

Ascent Director of Investments

Private Banker

Channel Manager, Paid Search & Affiliate Marketing

Senior Manager, Marketing Analytics & Operations

Software Support Specialist

Temporary Production Designer, Crafted

Director, Insurance Consultant

Operations New Accounts Principal

Tax Manager - Private Wealth

I want to receive the latest job alert for private wealth management in san diego, ca

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