Top 35 Investment associate Jobs in San Diego Ca

Wealth Management Associate
Equitable Advisors —San Diego, CA
- $37,275 - $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Employee stock purchase plan
Quick Apply
Investment Operations Associate
Northwestern Mutual Portland —San Diego, CA
- $65,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Paid time off
Quick Apply
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
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
8d
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
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
1d
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)
Associate Advisor
Centura Wealth Advisory —San Diego, CA
- $65,000 - $95,000 a year
- Full-time
- Mid-level
- 3 years
- Presentation skills
Quick Apply
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
J.P. Morgan Wealth Management - Private Client Investment Associate- Del Mar, CA
JPMorganChase —Del Mar, CA
- $28.85 - $39.90 an hour
- Full-time
- Office
- Senior level
- Marketing
- Health insurance
- Tuition reimbursement
9d
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
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
Financial Associate
Bering-Alaka`ina Holdings, LLC —San Diego, CA
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Paid holidays
- Disability insurance
Wealth Management Client Associate
Bank of America —San Diego, CA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
8d
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
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
Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market
Bank of America —San Diego, CA
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Venture Services Associate
Neon Redwood —San Diego, CA
- Full-time
- Mid-level
- Office
- Finance
Associate Banker
BMO Financial Group —San Diego, CA
- $41,714 - $50,500 a year
- Full-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement

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investment associate jobs near san diego ca

Wealth Management Associate

Equitable Advisors -
San Diego, CA

Quick Apply

Job Details

Full-time
$37,275 - $100,000 a year

Benefits

Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Matching gift program
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Customer communication
Wealth management
Investment management advisory services
Financial goal setting advisory services
Insurance planning
Experience practicing in the securities industry
Retirement planning advisory services

Full Job Description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

· Location: In-office presence required

Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

· FINRA Sponsorship: provided for required FINRA licensing

· Preliminary Employment Period (PEP): comprehensive 120-day hands-on training

Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition

· Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

· Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.

· Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $37,275 annually.

· Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.

Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Pay: $37,275.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Matching gift program
Retirement plan

Location:

San Diego, CA 92122 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

investment associate jobs in san diego ca

Wealth Management Associate

Investment Operations Associate

Investment Real Estate - Dispositions Associate.

Associate Underwriter Earthquake

Portfolio Analyst/Associate - SMA/Municipals

Brand Strategist Associate - Financial Services

Investment Services Operations Associate

Registered Client Service Associate

Associate Advisor

Central Operations Associate

J.P. Morgan Wealth Management - Private Client Investment Associate- Del Mar, CA

Operations Associate, Retirement Plan Services

Tax Planner Associate

Financial Associate

Wealth Management Client Associate

Tax Planner Associate

Portfolio Associate

Merrill Advisor Development Program- Financial Advisor: San Diego & Associates Market

Venture Services Associate

Associate Banker

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