Top 1216 Support advisor Jobs in San Diego, Ca

Senior Financial Advisor
Blankinship & Foster —Solana Beach, CA
- Full-time
- Hybrid work
- Background check
- 7 years
- CPA
- Paid training
- Paid holidays
Director, Mechanical Engineering, NA
Vantage Data Centers Management Company LLC —California
- $230,000 - $250,000 a year
- Full-time
- Hybrid work
- Writing skills
- Data analysis skills
- Ability to climb stairs
- AD&D insurance
- Disability insurance
Quick Apply
(RD) Registered Dietitian - Inpatient
UC San Diego Health —San Diego, CA
- $44.84 - $59.19 an hour
- 8 hour shift
- Management
- Pass drug screening
- Inpatient
Financial Advisor
Brian D. Lowder Inc —San Diego, CA
- $150,000 - $200,000 a year
- Full-time
- Background check
- Customer service
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Director of Recruiting
Northwestern Mutual - Downtown San Diego —San Diego, CA
- $85,000 - $110,000 a year
- Full-time
- Background check
- Sales
- Office
- Health savings account
- Paid holidays
Quick Apply
CARMEN JOURNEYMEN - 90395752 - San Diego
Amtrak —San Diego, CA
- $30.95 - $41.26 an hour
- Background check
- Computer literacy
- Pass drug screening
- Commuter assistance
- Health insurance
Saddle Expert/ Sales Representative - Southern California (Albion)
LIM USA INC —San Diego, CA
- $40,000 - $60,000 a year
- Full-time
- Clean driving record
- Mid-level
- Organizational skills
- Fuel card
- Health insurance
Quick Apply
Sales Engineer
DS Fibertech Corporation —Santee, CA
- From $73,000 a year
- Full-time
- Schematics
- Engineering
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Human Resources Manager
Bestop Aluminess LLC —Santee, CA
- $75,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
SSDS Tactical Action Officer Trainer, San Diego, CA.
General Dynamics Information Technology —San Diego, CA
- $97,750 - $132,250 a year
- Laboratory
- Classroom
- Bachelor's degree
- Paid holidays
- 401(k) matching
Product Owner Cymer Finance Systems
ASML —San Diego, CA
- $75,750 - $126,250 a year
- Full-time
- Hybrid work
- Oracle
- Writing skills
- English
- Paid holidays
- Health insurance
4d
Customs Affairs Manager
ASML —San Diego, CA
- $110,250 - $183,750 a year
- Full-time
- Writing skills
- Office
- Finance
- Paid holidays
- Health insurance
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
Manager - Treasury M&A and Transformation
Deloitte —San Diego, CA
- $141,200 - $278,300 a year
- Full-time
- 6 years
- CPA
- Bachelor of Science
Family Physician Assistant
Loyal Source Government Services —San Diego, CA
- $191,000 - $202,000 a year
- Full-time
- Background check
- Microsoft Outlook
- BLS Certification
Quick Apply
Family Physician Assistant
Loyal Source Government Services —Chula Vista, CA
- $191,000 - $202,000 a year
- Full-time
- Background check
- Microsoft Outlook
- BLS Certification
Quick Apply
Sales Executive - Patient Monitoring
Draeger, Inc. —San Diego, CA
- $90,000 a year
- Remote
- Hospital
- Mid-level
- Bachelor's degree
- Free parking
- Paid holidays
Mortgage - Lending Compliance Officer
MISSION FEDERAL CREDIT UNION —San Diego, CA
- $78,000 - $98,000 a year
- Full-time
- Hybrid work
- Office
- Senior level
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
Provider(NP)-San Ysidro POE
Loyal Source Government Services —San Ysidro, CA
- $75 an hour
- Full-time
- Background check
- Microsoft Outlook
- BLS Certification
Quick Apply
Financial Sales Advisor
Northwestern Mutual - Downtown, San Diego —San Diego, CA
- Up to $180,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Paid training
- Health savings account
Quick Apply

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support advisor jobs near san diego, ca

Senior Financial Advisor

Blankinship & Foster
Solana Beach, CA

Apply Now

Job Details

Permanent | Full-time

Benefits

Paid training
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Professional development assistance

Qualifications

Financial planning
Estate planning needs analysis
Tax planning
Teamwork
CFP
Income tax planning
Business development
Bachelor's degree
Attention to detail
Insurance planning
Financial services
Estate planning
Retirement planning advisory services
Financial retirement planning

Full Job Description

Firm Description

Blankinship & Foster, LLC is an independent, fee-only wealth management firm in Solana Beach, CA, that provides integrated financial planning and investment management to individuals and families specializing in retirees and near-retirees. Our firm culture and core values are based on being thoughtful and caring, doing what is right, finding solutions, and constantly seeking to learn, grow, and improve. We pride ourselves on being a team of authentic, dependable, dedicated, and thoughtful individuals. We are currently seeking to add another member to our exceptional team.

Job Summary

The Senior Financial Advisor serves as the lead advisor for assigned clients, providing comprehensive financial planning and strategic guidance across retirement, tax, estate, investment, insurance, charitable and education planning. This role is responsible for managing client relationships, leading the planning process for assigned clients, coordinating planning and investment management implementation with clients and professional partners, and helping drive firm growth through mentorship, collaboration, and business development.

Duties and Responsibilities

Serve as the lead advisor and primary relationship manager for assigned clients.
Lead the financial planning process for clients, developing and implementing comprehensive strategies across retirement, tax, estate, insurance, education, charitable, and investment planning.
Conduct client meetings, communicate complex planning concepts clearly, and guide clients through recommendations and implementations.
Identify and address planning opportunities across retirement, tax, estate, insurance, education, charitable and investment planning
Coordinate with attorneys, tax preparers, insurance professionals, and other advisors to support implementation of client recommendations.
Contribute to firm growth through business development, process improvement, and participation in strategic initiatives.
Mentor Advisors and Associate Advisors through coaching, collaboration and knowledge sharing.

Requirements and Qualifications

Certified Financial Planner (CFP®) designation. CPA is a plus.
Bachelor's degree from an accredited college or university.
7+ years of experience in comprehensive financial planning in a wealth management or RIA environment.
Strong technical knowledge across retirement, tax, estate, insurance, charitable, and equity compensation planning.
Ability to work a hybrid schedule (remote and onsite in Solana Beach, CA)

Work Style

Client-focused, collaborative professional with strong relationship-building skills.
Excellent communication skills with the ability to simplify complex financial concepts.
Highly organized, analytical and detail oriented.
Ability to work effectively with colleagues, clients and external professional partners.

Salary and Benefits

Compensation will be commensurate with skills and experience
Bonus
15 days of paid vacation to start, plus sick time
Paid holidays
401(k) plan
Health insurance benefits
Continuing education and conference reimbursement
Dues and membership fees for approved professional organizations
Exempt position

Who Should Apply

Qualified candidates should have direct relevant experience in comprehensive financial planning within a wealth management or RIA environment. If you are thoughtful, detail-oriented, collaborative, service-oriented and passionate about delivering high quality financial planning advice, please submit your resume and cover letter.

No phone calls please.

For more information about our firm, please visit our website: www.bfadvisors.com

Blankinship & Foster, LLC is an Equal Opportunity Employer.

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Paid training
Professional development assistance
Vision insurance

Work Location: Hybrid remote in Solana Beach, CA 92075

Apply Now

Refine Your Search

support advisor jobs in san diego, ca

Senior Financial Advisor

Director, Mechanical Engineering, NA

(RD) Registered Dietitian - Inpatient

Financial Advisor

Director of Recruiting

CARMEN JOURNEYMEN - 90395752 - San Diego

Saddle Expert/ Sales Representative - Southern California (Albion)

Sales Engineer

Human Resources Manager

SSDS Tactical Action Officer Trainer, San Diego, CA.

Product Owner Cymer Finance Systems

Customs Affairs Manager

Financial Planning Administrative Support

Manager - Treasury M&A and Transformation

Family Physician Assistant

Family Physician Assistant

Sales Executive - Patient Monitoring

Mortgage - Lending Compliance Officer

Provider(NP)-San Ysidro POE

Financial Sales Advisor

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