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124 wealth jobs at 53 companies in Oceanside, CA

1w
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Wealth Associate
San Francisco or New York City or Dallas or Seattle or San Diego or Naples
$75k-$95k/yr OnsiteFull Time
BakerAvenue
BakerAvenue: Provides wealth management and investment advisory services to high-net-worth clients.
Bachelor's degree required; CFA or CFP preferred. Interest in wealth management, strong communication, organization, collaboration, problem-solving, prioritization, and client-service skills.
401k
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3mo
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Senior Wealth Advisor
San Diego, California, United States
$125k-$175k/yr FieldFull Time
Beacon Pointe Advisors
Beacon Pointe Advisors: Independent firm providing wealth management and investment advisory services.
5+ YOE5+ years as a financial/wealth advisor, proven client acquisition and asset growth, experience in wirehouse/BD/bank/RIA preferred, CFP/CFA preferred, bachelor’s in finance/business/economics preferred.
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3w
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Associate Wealth Advisor
Santa Ana, California, United States
$70k/yr HybridFull Time
Orange County's Credit Union
Orange County's Credit Union: Member-owned financial institution providing banking and lending services.
2+ YOE2+ years in sales/delivery of investment products or wealth management; FINRA Series 7 and Series 66 (or 63 & 65); California Life Agent with variable contracts; fluent English, Spanish helpful; residency within 50-mile commute of Santa Ana.
Guided Wealth Portfolios
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2mo
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Wealth Management Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$54k-$206k/yr OnsiteFull Time
Accenture
AccentureNYSE: ACN: Global provider of management consulting and technology services.
2+ YOE2+ years wealth management industry experience, bachelor’s degree required. Strong communication, ability to manage technology consulting projects, and knowledge of back/middle office operations or investment technology.
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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
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
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
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Private Wealth Manager
San Diego, California, United States
$108k-$117k/yr OnsiteFull Time
AllianceBernstein
AllianceBernsteinNYSE: AB: Provides investment management and research services for global investors.
3+ MgmtBachelor's degree, Series 7 license, and 3+ years of managerial experience required; knowledge of private wealth management preferred. Must obtain Series 9 and Series 10 licenses within six months.
www.bernstein.com, www.abglobal.com/careers
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1w
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Wealth Advisor - PNC Wealth Management
San Diego, California, United States
$77k-$128k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree and 3+ years of relevant industry experience typically required. Requires FINRA Series 7 and 66 or 63/65 licenses and Life and Health Insurance licensing.
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1mo
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Wealth Advisor, Schwab Wealth Advisory
Irvine, California, United States
$110k-$168k/yr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
Bachelor's degree and FINRA Series 7 and 66 (or obtainable within 120 days), CFP®/CFA® preferred. Strong client relationship, financial planning, time management, communication, and coachability skills.
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1mo
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PWA Private Wealth Advisor
San Diego, California, United States
$185k-$215k/yr HybridFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
10+ YOENMLS registration required; bachelor\u0002s degree or equivalent experience; 10+ years in high/ultra-high net worth wealth management; strong relationship management, business development, analytical, and communication skills; CFA/CFP preferred.
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3mo
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Wealth Advisor
San Diego, California, United States
$90k-$135k/yr OnsiteFull Time
Mariner Wealth Advisors
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
5+ YOEBachelor’s degree; 5+ years in financial planning or related field; Series 65, CFP or CFA required.
eMoney, MoneyGuide Pro
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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
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
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.
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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
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
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.
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Senior Associate - Wealth Management - EFO
Mountain View or San Francisco or Los Angeles or Irvine
$92k-$125k/yr HybridFull Time
Aspiriant
Aspiriant: Comprehensive wealth management and investment advisory for families.
2+ YOERequires a bachelor's degree, 2–4 years supporting wealth management clients or in tax and accounting, client communication experience, and Excel and Word proficiency. CPA and CFP preferred.
Microsoft Excel, Microsoft Word, eMoney
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3mo
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Vice President, Wealth Planner - San Diego (Rancho Bernardo)
San Diego, California, United States
$96k-$210k/yr OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOEWealth planning experience, CFP preferred, Series 7/66 licenses or ability to acquire, 5+ years in financial services; 3-5 years financial planning; bachelor’s degree preferred.
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1mo
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Associate Wealth Advisor
San Diego, California, United States
$80k-$156k/yr HybridFull Time
Corient
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
4+ YOEBachelor's degree, minimum 4 years experience, CFP/CFA/CPA/JD/MBA required, advanced financial planning knowledge, strong analytical and communication skills.
Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
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2w
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Sport & Entertainment Group Wealth Advisor Associate
Del Mar, California, United States
$90k-$125k/yr OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ YOEBachelor's degree and 5+ years banking/wealth experience, 3+ years complex credit experience, strong sales and relationship management, SAFE mortgage compliance within 30 days, FINRA licenses preferred.
Microsoft Office
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2w
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Vice President, Wealth Planner - San Diego (Rancho Bernardo)
San Diego, California, United States
$96k-$210k/yr OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
5+ YOERequires 5+ years in financial services or a related field, 3–5 years in financial planning, active Series 7 and 66 licenses or ability to obtain Series 66, and strong wealth planning, investment, and client relationship skills.
FINRA, Net Promoter Score
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2w
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Wealth Advisor (Orange County)
Newport Beach or Orange County
$85k-$150k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
5+ YOEBachelor's degree preferred in business, economics, accounting, or finance; CFP required; 5–25 years of related experience; advanced financial planning knowledge; proficiency with Microsoft Office; ability to travel up to 50%.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, Box, DocuSign, Microsoft Office
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Wealth strategy Associate
La Jolla, California, United States
$70k-$95k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
5+ YOERequires Series 7 and Series 66 licenses, a bachelor's degree or equivalent, strong communication and interpersonal skills, analytical ability, and ideally five years of finance-sector client service experience.
Artificial Intelligence (AI)
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3w
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Wealth Management Associate
Newport Beach, California, United States
$68k-$120k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
5+ YOE5+ years relevant experience, Series 7 and Series 66 or Series 63+65 required, four-year degree preferred, strong client service, leadership, MS Excel and platform proficiency, excellent communication and organizational skills.
MS Office, MS Excel, MS Online
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