Top 142 Financial advisor Jobs in Solana Beach 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 Wealth Manager
Procisive —Del Mar, CA
- From $140,000 a year
- Full-time
- CPA
- Office
- 8 years
Quick Apply
9d
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
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
Managing Partner
Modern Woodmen of America —San Diego, CA
- From $75,000 a year
- Full-time
- Background check
- Mid-level
- Mentoring
- Health insurance
- Dental 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
3d
Financial Advisor
WestPac —San Diego, CA
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Financial Advisor - (Sales Role, Training provided)
Northwestern Mutual La Jolla —La Jolla, CA
- $100,000 - $250,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor of Science
- Mid-level
- Paid training
- Health savings account
Quick Apply
Financial Advisor/ Sales (Career Changers Encouraged)
Northwestern Mutual - Downtown, San Diego —San Diego, CA
- $80,000 - $200,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Paid training
- Health savings account
Quick Apply
Financial Representative
Modern Woodmen of America —San Diego, CA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Financial services
- Leadership
- Paid training
- Health insurance
Quick Apply
Tax Director
Vaco by Highspring —La Jolla, CA
- $180,000 - $220,000 a year
- CPA
- Master's degree
- Business development
Quick Apply
Wealth Advisor - Greater San Diego Area
Zions Bancorporation —San Diego, CA
- $75,000 - $125,000 a year
- Mid-level
- Analysis skills
- Bachelor's degree
- Profit sharing
- Paid training
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
Financial Advisor
Edward Jones —San Marcos, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —San Diego, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Wealth Advisor (San Diego)
EP Wealth Advisors, LLC —San Diego, CA
- $60,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
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
Advanced Wealth Strategist - Wealth Management
EP Wealth Advisors, LLC —San Diego, CA
- $160,000 - $183,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Financial Planner
Aldrich Wealth LP —Carlsbad, CA
- $80,000 - $105,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid parental leave
Quick Apply
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
11d

I want to receive the latest job alert for financial advisor in solana beach ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near solana beach 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

financial advisor jobs in solana beach ca

Tax Planner Associate

Senior Wealth Manager

Financial Planning Administrative Support

CNO Financial Advisor - Hybrid Remote (CA)

Managing Partner

Financial Services Professional

Financial Advisor

Financial Advisor - (Sales Role, Training provided)

Financial Advisor/ Sales (Career Changers Encouraged)

Financial Representative

Tax Director

Wealth Advisor - Greater San Diego Area

Wealth Management Associate

Financial Advisor

Financial Advisor

Wealth Advisor (San Diego)

Private Banker

Advanced Wealth Strategist - Wealth Management

Financial Planner

Entry-Level Financial Representative

I want to receive the latest job alert for financial advisor in solana beach ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected