58 relationship advisor jobs at 30 companies in San Diego, CA
2mo
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Sr. Relationship Advisor
San Diego, California, United States
$189k-$331k/yr OnsiteFull Time
12+ YOEExtensive fiduciary and wealth management experience; 12+ years as a relationship manager or attorney in trust/estate administration or related fields; college degree or equivalent experience; JD strongly preferred; fiduciary, tax, investment, communication and leadership skills.
4w
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AVP, Insurance Solutions & Advisor Enablement
Fort Mill or Charlotte or San Diego
$107k-$178k/yr OnsiteFull Time
7+ YOE7+ years insurance sales/advisor support/wholesaling experience, 3+ years training/sales enablement, strong insurance planning knowledge, presentation and relationship skills, familiarity with advisor tech and CRM, preferred designations CLU/ChFC/CFP.
1mo
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AVP, Insurance Solutions & Advisor Enablement
Fort Mill or San Diego
$107k-$178k/yr OnsiteFull Time
7+ YOE7+ years in insurance sales/advisor support, 3+ years delivering training/enablement; strong insurance planning knowledge, presentation and relationship skills.
3mo
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Sales Advisor
National City, California, United States
OnsiteFull Time
Sell memberships, achieve sales targets, build relationships, and educate customers about promotions and products.
3d
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Service Advisor
Oceanside, California, United States
$60k-$140k/yr OnsiteFull Time
Sales and customer service experience or passion required; automotive knowledge is not required. Training is provided, with strong communication, relationship-building, and sales drive expected.
4d
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Beauty Advisor
Santee, California, United States
$17-$24/hr OnsitePart Time
1+ YOEOne year of relevant experience is preferred. Requires guest service and selling skills, basic technology proficiency, customer relationship skills, troubleshooting, and schedule flexibility.
Point of Sale system, Apple devices, Ulta Beauty app
1w
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Financial Advisor
La Jolla, California, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
proprietary planning software
1mo
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Wealth Advisor
Pasadena or San Diego or Portland or Phoenix or Palo Alto or Seattle or Bellevue
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience; Series 7, 63 and 65 (or 66) to be completed within 120 days of start; university degree preferred; client relationship, investment strategy, and sales experience.
1mo
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Wealth Advisor
Pasadena or Seattle or Palo Alto or San Diego or Portland or Phoenix or Bellevue
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience required; Series 7,63 and 65 (or 66) completed within 120 days of start; university degree preferred; experience with client relationship management and financial planning.
2w
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Financial Advisor
San Diego, California, United States
$45k-$100k/yr OnsiteFull Time
Interest in financial services, relationship-building, critical thinking, and business development. One qualifying background required; bachelor's degree preferred. SIE, Series 7, Series 66, state insurance licenses, and ongoing regulatory training required.
FINRA, SEC
4w
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Selling Advisor - Handbags
San Diego, California, United States
$17-$23/hr OnsiteFull Time
Proven sales ability, strong client relationship skills, product knowledge of fashion/handbags, consultative selling, goal driven, excellent communication and customer service.
2w
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Sr. Regional Advisor Consultant (San Diego, Orange County, Las Vegas)
San Diego or Orange County or Las Vegas
$100k/yr RemoteFull Time
Proven success in asset management sales or advisor relationship management, strong knowledge of investment products and capital markets, excellent communication and presentation skills; FINRA Series 7 and 63 preferred.
1mo
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Client Advisor - Fashion Valley
San Diego, California, United States
$24-$28/hr OnsiteFull Time
Retail sales experience preferred, strong commercial mindset, product knowledge, clienteling and customer relationship skills, excellent communication and curiosity to learn.
1mo
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Client Advisor - Fashion Valley
San Diego, California, United States
$24-$28/hr OnsiteFull Time
3+ YOEAt least 3 years of experience preferred, ideally in retail, luxury, or customer-centric environments; strong sales, product knowledge, relationship-building, and communication skills required.
clienteling tools and systems
6d
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Investment Services - Financial Advisor
San Diego, California, United States
$70k/yr OnsiteFull Time
3+ YOERequires 3+ years in financial advisory or related services, active FINRA Series 7 and Series 66, active life, health, and variable annuity insurance license, and client relationship development experience.
CCPA, CPRA
3mo
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
1mo
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Merrill Advisor Development Program - Financial Advisor (Partially Licensed): San Diego Market
Carlsbad or Indian Wells
$36-$41/hr OnsiteFull Time
4+ YOEHolds SIE,4+ years progressive professional or military experience,ability to obtain Series 7 and 66,strong relationship and sales skills,regulatory due diligence and client advisory competence.
1mo
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GUCCI Client Advisor - San Diego
San Diego, California, United States
$18-$18/hr OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, strong client relationship and communication skills, ability to work evenings/weekends/holidays, commercial awareness and product knowledge.
1mo
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Merrill Advisor Development Program - Financial Advisor (Partially Licensed): San Diego Market
Carlsbad or Indian Wells
$36-$41/hr OnsiteFull Time
4+ YOEHolds SIE, 4+ years professional experience (2+ in investments preferred), ability to obtain Series 7 and 66, strong relationship and sales skills, regulatory due diligence and SAFE Act registration required.
1mo
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GUCCI Client Advisor - San Diego
San Diego, California, United States
$18-$18/hr OnsiteFull Time
2+ YOE2+ years luxury sales experience, strong communication and commercial awareness, ability to build client relationships, flexible to work evenings/weekends/holidays, customer service and retail operations experience.
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