Financial advisor jobs in San Diego, California - Page 3Create job alerts

Job Description Overview Are you an accomplished Board Certified Orthopedic or Neurosurgeon Surgeon physician? Are you passionate about your work/life balance? We are seeking flexible and experienced physicians for our medical reviewstream division. This telecommute role provides the ability for you to customize your schedule and caseload within a Monday - Friday work week and within business hours. Create a flexible work schedule and be compensated on a per case basis as a 1099 independent contractor. Candidates must have a CA license. JOB SUMMARY: Relying on clinical background, reviews health claims providing medical interpretation and decisions about the appropriateness of services provided by other healthcare professionals in compliance with Concentra Physician Review policies, procedures, and performance standards and URAAC guidelines and state regulations Responsibilities MAJOR DUTIES AND RESPONSIBILITIES: • Reviews medical files and provides recommendations for utilization review, chart reviews, medical necessity, appropriateness of care and return to work, short and long-term disability, Family and Medical Leave Act (FMLA), Group health and workers’ compensation claims., • Meets (when required) with Concentra Physician Review Medical Director to discuss quality of care and credentialing and state licensure issues., • Maintain proper credentialing and state licenses and any special certifications or requirements necessary to perform the job., • Returns cases in a timely manner with clear concise and complete rationales and documented criteria., • Telephonically contacts providers and interacts with other health professionals in a professional manner. Discusses the appropriate disclaimers and appeal process with the providers., • Attends orientation and training, • Performs other duties as assigned including identifying and responding to quality assurance issues, complaints, regulatory issues, depositions, court appearances, or audits., • Identifies, critiques, and utilizes current criteria and resources such as national, state, and professional association guidelines and peer reviewed literature that support sound and objective decision making and rationales in reviews., • Provides copies of any criteria utilized in a review to a requesting provider in a timely manner Qualifications EDUCATION/CREDENTIALS: -Board certified MD, DO, with an excellent understanding of network services and managed care, appropriate utilization of services and credentialing, quality assurance and the development of policies that support these services. -Current, unrestricted clinical license(s) (or if the license is restricted, the organization has a process to ensure job functions do not violate the restrictions imposed by the State Board); -Board certification by American Board of Medical specialties or American Board of Osteopathic Specialties is required for MD or DO reviewer. -Must be in active medical practice to perform appeals JOB-RELATED EXPERIENCE: Post-graduate experience in direct patient care JOB-RELATED SKILLS/COMPETENCIES: -Demonstrated computer skills, telephonic skills -Demonstrated ability to perform review services. -Ability to work with various professionals including members of regulatory agencies, carriers, employers, nurses and health care professionals. -Medical direction shall also be provided consistent with the requirement that the physician advisor shall not have a financial conflict of interest -Must present evidence of current error and omissions liability coverage for job duties and activities performed -Managed care orientation -Knowledge of current practice standards in specialty -Good negotiation and communication skills WORKING CONDITIONS/PHYSICAL DEMANDS: -Phone accessability -Access to a computer to complete reviews -Ability to complete cases accompanied by a typed report in specified time frames -Telephonic conferences This job requires access to confidential and sensitive information, requiring ongoing discretion and secure information management. Concentra is an Equal Opportunity Employer M/F/Disability/Veteran Concentra's Data Protection Commitment • Concentra is committed to protect patient data and to ensure privacy of personal and medical information., • Every Concentra colleague has the responsibility to adhere to data protection principles., • If a colleague's role includes handling or processing sensitive data, role-specific policies and requirements apply to ensure the protection of patient information.

Job Description Position Title: Accounts Management Associate Reports to: Accounts Manager Department: Simplicity Investments Location: 11512 El Camino Real, Suite 100, San Diego, CA; in-office Classification: Full-time, NonExempt Summary / Job Objective: Client account onboarding is an important and instrumental part of our operations since it serves as one of the first opportunities to make an impression on our financial advisors. Our goal and mission is to ensure the very best customer experience through operational excellence and leveraging the abilities of our hard-working people on our service-oriented team. We work proactively in partnership with our Marketing, Compensation, and Compliance teams to ensure transparency around our processes and promote efficient and smooth end-to-end onboarding of client accounts Primary Responsibilities: · Primary focus on timely and accurate processing of submissions in the Accounts review queue · Answer financial advisor phone calls to the Accounts line · Support timely and accurate account processing by working closely within our Compliance team to resolve issues and open new accounts in accordance with our service levels · Support brokerage account opening and maintenance at NFS · Keep team management informed of processing issues and red flags · Perform tasks relating to account maintenance and new account operational processes · Manage and fulfill internal projects or other individual tasks as delegated · Embrace our culture of continuous improvement by identifying and participating in areas of opportunity for improvement in our account services process Qualifications: · Previous broker dealer/ RIA experience preferred · Securities licensing preferred or the ability to obtain with 180 days of employment · Demonstrated client relationship management and service · Intermediate Microsoft Office skills and familiarity with Windows · Salesforce experience preferred · Prior operational/back office, customer service or related experiences a plus Core Competencies: · Excellent verbal, written and interpersonal communication · Ability to multitask and be a proactive team player · Proven organizational and prioritization skills · Detail oriented with an ability to think beyond the scope of the task. · Willing and ready to communicate with reps via phone and email. · Must be determined, passionate and adaptable. Compensation & Benefits: Compensation (based on experience) • Annual Base Salary - $60,000 - $65,000, • This is a NonExempt position, • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off Location: 11512 El Camino Real, Suite 100, San Diego, CA; full-time, in-office Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position Title: Advisor Services Associate - Onboarding Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: San Diego, CA OR Bloomington, MN; In-office Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate – Onboarding is a specialized role within the Simplicity Wealth Advisor Services Team. This individual serves as the primary point of contact for new advisory firms, guiding them through the critical phase of transitioning their book of business. You will be responsible for the seamless migration of Assets Under Management (AUM), ensuring a high-touch, "white-glove" onboarding experience for both advisors and their clients. This position may require 5% travel to assist with Advisor Onboardings. Primary Responsibilities: · AUM Transition Management: Lead the end-to-end execution of asset transitions, including the preparation and processing of ACATS, non-protocol moves, and manual asset transfers. · Concierge Onboarding: Act as the primary project manager for newly affiliated advisors, guiding them through firm registration, system setup, and initial account funding. · Complex Account Opening: Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab, Fidelity, etc.) to minimize NIGO (Not In Good Order) rates. · Custodial Liaison: Serve as the expert interface between advisors and custodians to resolve complex transfer-of-asset (TOA) issues and expedite money movement. · Strategic Training: Conduct deep-dive training sessions for new advisory teams on proprietary technology, portfolio management tools, and Simplicity Wealth’s operational workflows. · Process Optimization: Continuously refine the "onboarding playbook" to reduce the time-to-revenue for new advisors and improve the client transition experience. Qualifications: · Education: Bachelor’s degree or equivalent professional experience. · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). Core Competencies: · Transition Precision: A meticulous eye for detail; you understand that a single error in a transition can delay a firm’s entire launch. · Project Leadership: Ability to manage multiple firm onboardings simultaneously while meeting strict deadlines. · High-Stakes Communication: Professional poise and clarity when communicating with high-net-worth advisors during the stressful "move" period. · Problem Solver: A "figure-it-out" mentality when faced with rejected transfers or complex asset classes. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $56,000 to $75,000 · Annual Performance Bonus Target: 10% · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 11512 El Camino Real, San Diego, CA 92130; or 3600 American Boulevard West, Bloomington, MN 55431; this is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. EQ2hSTnD6N

Responsibilities include analyzing and evaluating financial viability of students and families and providing advice and counsel regarding available financial aid opportunities, eligibility requirements, and the application process. Assesses financial needs of students and advises students and/or par

As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. At LPL Financial, we believe that everyone deserves objective financial

Job Description The Role: Relationship Manager The Location: San Diego, California Reports To: Market Leader Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make. We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you. Your Opportunity: Relationship Manager The Relationship Manager is responsible for developing, managing, and expanding relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. This role provides tailored credit and deposit solutions, oversees portfolio performance, identifies cross-sell opportunities, and acts as a strategic advisor to clients through a relationship-driven and consultative approach. The RM partners with credit, operations, and product specialists to ensure each client receives holistic, well-coordinated financial solutions that support their objectives. By driving new business development, deepening existing relationships, and maintaining strong credit quality, the Relationship Manager plays a direct and measurable role in advancing departmental and organizational growth. Their ability to build trust, cultivate long-term partnerships, and deliver customized financial guidance enhances revenue generation, strengthens market presence, and contributes to the Bank’s overall strategic goals. This role is central to shaping the client experience and ensuring CalPrivate remains a preferred partner for sophisticated clients seeking high-touch, relationship-focused banking services. What You’ll Do • Develop, deepen and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors through a proactive, consultative engagement model aligned with CalPrivate’s high-touch service standards, and Formula for Success., • Drive portfolio growth by identifying new business opportunities, expanding existing client relationships, and delivering tailored credit, deposit and treasury solutions that support client success and contribute to overall revenue goals., • Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding, ensuring compliance with internal policies and regulatory requirements while maintaining a strong, balanced portfolio., • Strengthen internal collaboration by partnering closely with Credit Administration, Operations, Client Services, Treasury, and Compliance to deliver seamless client experiences and ensure timely, coordinated execution of client needs., • Works with business development staff, lenders and underwriters to structure loans., • Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed. This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program. Who You Are Experience & Expertise • 5+ years of progressive experience in commercial banking, emphasizing business development, relationship management, portfolio management, and sales., • Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients., • Ability to close business., • Strong background in loan structuring, risk identification, cash flow analysis, collateral analysis, and problem loan resolution., • Strong analytical, organizational, and communication skills, with the ability to influence and align across markets and departments., • Proven success in reinforcing a disciplined, performance-driven credit culture., • You lead with accountability, integrity, and consistency., • You thrive in a collaborative environment where transparency and follow-through matter., • You model professionalism, calm under pressure, and a solutions-oriented mindset., • You embrace data-driven decision-making while maintaining a client-first perspective., • Requires 50% travel in order to support clients, cultivate business development opportunities and meeting with prospects., • Ability to sit or stand for extended periods of time., • Ability to physically use a keyboard/mouse, • Ability to walk to and from workstations, • Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds., • Specific vision abilities required by this job include close vision and ability to adjust focus Why CalPrivate Bank? This isn’t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don’t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we’re building a team of people who reflect those values in everything they do. If you’re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?

Job Description About Us Are you ready to take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated to pursue and build a career where you directly contribute to a clients’ financial future that transcends generations, business and communities? At GoldBook Financial, we redefine the financial services industry by combining cutting-edge technology, innovative strategies, and a commitment to advisor AND client success. What Sets Us Apart – the Cornerstones of Your Success • A diversified suite of investment and insurance products and services that drive entrepreneurial growth without proprietary restrictions., • Own your book of business – build something for yourself, not your company. Supported Independence in a Professional Partnership with your firm., • Comprehensive Support and Mentorship: We provide the tools, guidance, and resources to fast-track your career without the typical challenges of starting on your own., • Our Fast Start Marketing Program, helping new advisors drive regular activity and income as you build out your desired target market., • Joint work, collaborative culture: Work alongside experienced advisors who are committed to helping others grow, not just hit numbers., • World-Class Training: Access modern training programs that empower you to make informed decisions for yourself and your clients., • Career Development: Choose to build your financial planning practice or develop a team, with full experienced support., • In-House Marketing Resources: Gain access to branding tools and marketing strategies to grow your business and connect with clients., • Innovative technology for your digital practice. As a key contributor to the team, and to build your book of business, you will: • Build and nurture a robust network of clients seeking tailored financial planning services., • Expand your reach through effective strategies, including social media, networking events, referrals, and seminars., • Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions., • Collaborate with our expert planning and wealth management teams to deliver superior results and financial outcomes for clients., • Achieve necessary licensing to provide comprehensive financial support to clients., • 4 year degree or equivalent professional experience - students please apply to the internship program not to this position., • Preferred but not required: a minimum of 3+ years of professional experience in Financial Services, Insurance, or a related field., • For career changers, prior successful sales experience a plus., • Confidence in addressing client objections and navigating challenging conversations., • An entrepreneurial mindset with a passion for business development., • Proven ability to cultivate relationships., • Interest in team building and mentoring others., • Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer., • Advisor-First Approach: Enjoy unparalleled resources and support designed to help you thrive., • Financial Freedom: Unlock earning potential through commission and fee-based compensation, lucrative bonuses, recurring income and transition support for experienced advisors., • Flexibility and Independence: You own your practice; you own your time. This profession is all about results and you manage your schedule accordingly. If you’re an ambitious professional looking to build or elevate your career in financial services, GoldBook Financial is the place to achieve your goals. Join our dynamic team and be part of a firm dedicated to empowering both clients and advisors to succeed. Total Compensation: First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Benefits: • 401(k), • 401(k) matching - up to 10% company match, • Dental insurance, • Employee assistance program, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Professional development assistance, • Retirement plan, • Vision insurance #LI-GF1

Job Description Base salary of $70,304/annually plus monthly commissions based on production with no identified cap. 2025 total annual compensation range ranged from $38,655-$495,726 Position Summary: We are seeking a qualified and experienced financial advisor to join our team. The ideal candidate will provide comprehensive financial planning and advice with a focus on offering fee-based and suitable investment solutions to our credit union members. Your expertise will support a wide range of members, from those just starting to save to those with significant wealth with an emphasis on elite member service to deliver exceptional member experiences. Minimum Qualifications (Licenses, Education, Experience, Skills) • Bachelor’s degree in a related field, • 5+ years’ experience as a financial advisor, • FINRA Series 7 and combination of Series 63/65 or 66 license, • California life insurance license with the ability to transact variable contracts, • Clean CRD/U4 record, • CFP® designation (preferred) or intention to obtain CFP® designation within 2 years of employment, • Proven history and track record of successful, results-driven prospecting and referral follow-up of existing credit union members or bank customers in a credit union or bank environment., • Familiarity with Salesforce CRM and eMoney for client management and financial planning, • Excellent PC skills to include Microsoft Office software such as Outlook, Word, Excel, etc., • Strong communication and interpersonal skills, • Ability to work independently and as part of a team, • Detail-oriented and organized, • Ability to multitask and prioritize workload effectively, • Ability to travel to multiple branches within or outside assigned region(s) and administration locations based upon schedule. Essential Duties and Responsibilities • Propose suitable fee based and investment solutions to credit union members., • Work directly with SDCCU members to develop and implement customized financial plans tailored to meet the members individual needs., • Provide ongoing advice and service to guide members in pursuit of their financial goals., • Work with branch employees to train and coach them on investment related goals., • Maintain a high level of professionalism and ethics in all client interactions., • Stay up to date on industry trends and regulations., • Collaborate with a team of like-minded professionals to deliver financial solutions to members., • Complete in a timely manner all required training and continuing education required by SDCCU, regulatory entities, licensing entities, and vendors to include the credit union’s chosen third-party broker/dealer. Other Duties & Responsibilities The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday-Friday: 8:00am/5:00pm Full Time – 40 hours a week

Job Description Financial Advisor (Entry Level or Experienced) Training Provided As a Financial Advisor at True Path Financial, you'll have the chance to shape your own career while making a significant impact on the lives of others. You’ll build lasting relationships with clients, guiding them through various stages of their financial journeys with a suite of diverse and innovative financial solutions. Our mission is to provide families with stability and confidence, and you'll be at the forefront of this important work. We’re committed to your growth with comprehensive training and resources to help you succeed. Whether you're new to the field or have experience, you’ll find a supportive environment that encourages professional development and personal achievement. Join us to enjoy a career with structured support, potential for substantial earnings, and the satisfaction of helping clients meet their financial goals in an ever-evolving world. This position is not fully remote. • Job Types: Full-time, Contract, • Pay: $50,000 - $150,000 per year, • Compensation Package: Commission pay, • Ability to Commute: Los Angeles, CA, • Ability to Relocate: Los Angeles, CA: Relocate before starting work, • Work Location: Hybrid remote in Los Angeles, CA Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Health insurance, • Life insurance, • Professional development assistance, • Referral program, • Retirement plan Responsibilities: • Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives., • Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies., • Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients., • Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded., • Bachelor's Degree or equivalent in work experience., • Excellent communication and relationship-building skills., • Integrity and Strong Work Ethic., • Business-Minded Spirit., • Confidence and Resilience. Competitive Advantages: • Extensive professional development, training, and mentoring programs., • Industry leader with excellent financial strength and impeccable integrity., • Innovative market development tools., • State-of-the-art financial analysis software., • Flexibility to balance career and personal needs. At True Path Financial, we are proud to be Champions of Financial Freedom—helping individuals, families, and business owners build the confidence and security they need to pursue their financial goals. As an agency of National Life Group, we are part of a mission-driven organization with more than 176 years of experience helping families protect what matters most and plan for the future with confidence. Guided by National Life Group’s mission “To Do Good,” we are committed to making a positive impact in the communities we serve while helping our clients navigate life’s financial milestones. We’re looking for motivated professionals who are passionate about building a rewarding career in financial services while making a meaningful impact in the lives of others. If you value structured support, mentorship, and professional growth opportunities, we’d love to connect with you!

Job Description Financial Advisor - Newport Beach, CA Our client is a wealth management firm committed to helping clients achieve their goals of long-term financial security. They specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services. If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs. You’ll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry. We are seeking: • Ideally, 1-2+ years of sales or business development experience, • Strong prospecting ability (cold calling, networking, etc.), • History of success (can be in sales, sports, education, etc), • Energized by mentorship & collaboration, • Licensure: CA Life & Health, SIE, Series 7 & Series 66, • Build and maintain strong relationships with clients to understand their financial needs and objectives, • Provide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategies, • Stay up-to-date on market trends, economic conditions, and investment products, • Supplemental Salary, Commissions, Bonuses & Rewards programs, • Vast array of broker/dealer & investment advisory platforms, • Dedicated transition support & firm leadership opportunities, • Product specialists support & Practice management coaches, • Flexible scheduling, company-paid luncheons/events Expected Pay: $65,000.00 - $75,000.00 per year Benefits: • Flexible schedule, • Professional development assistance, • Bonus opportunities, • In-Office

Job DescriptionOutside Sales Professional Join a forward-thinking company dedicated to your growth and success. We believe that our greatest asset is our people. By being 100% invested in you, we create a supportive environment where you can thrive and capture your full potential. Key Benefits: 100% Investment in Your Growth: We prioritize your development and success. From our robust 6-month sales training program to mentorship opportunities, we provide the resources and support you need to excel in your role and achieve your career goals. Your success is our success! Control Your Income: Enjoy the freedom to shape your financial future. With our unique compensation structure, you can determine your income based on your efforts and achievements. Unlimited Opportunities: Your potential is only limited by your ambition. Uncapped commissions,lavish incentives trips, and career advancement are some of the ways. Role Responsibilities • This role is a combination of in-office and in-field activities, • Build a Clientele: Self generate and develop leads using the latest technology, prospecting and referral generation methods, • Schedule Appointments: Daily phone calling with self generated prospects/leads to schedule sales appointments to meet at their office or homes, • Sales Presentations: Prepare for and visit clients at their most convenient location to guide their buying decisions, • Measuring: Through training, learn to measure and fully fit custom garments, • Ensure Client Satisfaction: In cultivating a repeat client, develop a relationship where you are their constant advisor, ensuring a seamless experience.Role Qualifications, • Desire to build your own clientele from the ground up, • Time and schedule management; daily in-office and field time required, • A resilient and ambitious mindset to maximize our unlimited opportunity, • Ability to receive feedback and implement our proven business development practicesWhat We Offer, • Guaranteed Monthly Training Pay for the 1st two years while you develop your clientele. Uncapped, unlimited commission earnings – control your paycheck!, • World-class, company-paid comprehensive training that extends well beyond the 6-month training window at the start of your career, • Incredible net worth building opportunities through our Employee Ownership Stock program, 401(k) match, and profit-sharing programs, • Leadership career paths for those who desire to mentor and build, • An abundant and positive company culture, • Yearly and seasonal incentive trips, • Monthly bonuses, competitions, and personal clothing discounts, • Comprehensive benefits program and a W2 employment arrangement, • Working with a niche clientele who are recognized as some of the most successful people in your area

Job Description This role is located onsite in San Diego, California. Centura Weatlh Advisory is seeking a Paraplanner to serve as a key point of contact between clients, external professionals, and the advisory team. This role integrates financial analysis, tax compliance, estate administration and planning. By collaborating closely with CPAs, EPAs, and wealth advisor professionals, the Paraplanner facilitates the implementation of complex strategies within client estates while ensuring accuracy and alignment with client goals. Primary Responsibilities: Client Planning & Documentation • Analyze client data to support tailored financial, tax, and estate recommendations. Meeting Preparation & Support • Field and respond to client, CPA, and EPA inquiries with accurate and timely information, • Facilitate clear communication to ensure seamless implementation of planning strategies. Cross-Team Collaboration & Coordination Project & Process Ownership Knowledge, Skills and Abilities: • Exceptional written and verbal communication skills., • Advanced analytical and problem-solving abilities for data-driven recommendations., • Strong organizational skills with meticulous attention to detail., • Ability to collaborate effectively with both internal teams and external professionals. Minimum Qualifications: • Bachelor’s degree in Finance, Accounting, Business, or a related field., • Proficiency with CRM and financial planning software (Salesforce, Addepar, RightCapital)., • Working knowledge of tax, estate, and financial planning concepts. Competencies: • Accountability, • Communication, • Teamwork, • Initiative, • Relationship Building, • COS Proficient, • Solution Seeker Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth. We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients. At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer, and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status. Expected range for this position is $63,000 to $75,000 plus bonus.

Job Description About Us: Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies. We specialize in representing occupiers of real estate in lease negotiations and structuring, owner user acquisitions, construction and project management, portfolio management, lease auditing, lease administration, capital markets, and facility management. We are proud to be one of the most award-winning companies in the country, having been named the #1 Best Place to Work in the Nation by Fortune magazine, #2 Top Company Culture in the Nation by Entrepreneur, and the #1 Best Place to Work by local business journals in many of our office locations. For more information on Hughes Marino's dynamic culture, please visit our Hughes Marino blog, Instagram, Facebook, and Twitter. The Role: Whether you are considering a brokerage career in commercial real estate or are already deeply entrenched in the field, Hughes Marino has the tools, training, and infrastructure to supercharge your productivity and effectiveness. We are searching for extremely talented individuals to be valued members of our San Diego office. In this position, you will be a part of a world class team of seasoned industry experts that will help take your career to the next level. Our goal for all brokers is to master every aspect of being a high-performance corporate real estate advisor, including procuring their own clients and leading the advisory and execution portions of specific transactions, as well as managing relationships with portfolio clients who we represent on a national or global basis. Hughes Marino has an incredible training program for brokers of all levels, typically resulting in experienced advisors realizing a three times increase in their revenue within a few years of joining our team, with immediate results within the first 12 months, and newer brokers being able to achieve much earlier success in their careers. We provide all of our brokers with unprecedented levels of operations and subject matter area expert support from internal teams consisting of attorneys, financial analysts, construction experts, furniture consultants, and many other niche areas of specialization. Brokers receive their own private office within a beautiful office environment. Desired Skills and Expertise: • A California Department of Real Estate broker's or salesperson's license required to be in process or already obtained., • Commercial real estate experience is strongly preferred., • Bachelor's degree required., • We are looking for candidates with excellent interpersonal skills as well as extremely high levels of work ethic, determination, and motivation., • Candidates must have a warm personality and the ability to work well in a team environment. We respect your privacy and will always keep your identity 100% confidential. Job Posted by ApplicantPro

Job Description Position Title: Senior Financial Aid Counselor Department: Student Financial Aid Report To: Director of Financial Aid Job Type: Full-Time, Exempt Location: Onsite Only/ San Diego, CA Salary: $28 - $32 Per Hour The New School of Architecture & Design’s team seeks a qualified Senior Financial Aid Advisor. The Senior Financial Aid Counselor is an onsite position at our Downtown San Diego campus. The Senior Financial Aid Counselor supports the mission of the College and the Office of Student Financial Aid by ensuring the delivery of financial assistance for all students. We seek a candidate who can demonstrate knowledge of federal financial aid regulations experience, provide high-quality counseling services, and perform public speaking and outreach functions as needed; This position Performs daily operations for processing financial aid and special programs as assigned by the supervisor, awards, and makes decisions concerning student eligibility for assistance and other administrative services task and reports to the Director of Financial Aid. Responsibilities • Manage a dedicated caseload, providing students and their families with individualized counseling in all aspects of the financial aid process, including verification, alternative financing, and responsible debt management., • Provide regular outreach and follow-up to students on outstanding items such as incomplete or missing loan applications, financial aid forms, and other documents required for packaging., • Determine financial aid eligibility of students based on institutional, state, and federal regulations; prepare detailed financial aid packages and award letters and certify student loan applications., • Perform regular file reviews to ensure compliance with institutional, state, and federal regulations; adjust student aid packages and adjust funds based on changes to students' enrollment statuses., • Review all pertinent internal and external data and reports to ensure aid is being processed timely and accurately, including, but not limited to, registration reports, ISIRs, and transfer credit evaluations., • Exercise discretion and demonstrate strong professional judgment when making decisions in special or complex circumstances; seek assistance from the Director and, when appropriate, provide recommendations to best resolve these cases., • Remain current on all institutional, state, and federal regulations; participate in regular training and professional development on best practices to ensure compliance., • Represent the Office of Financial Aid Planning at college-wide events, including Open Houses, Accepted Students' Days, student registration events, and orientations., • Assist the Director with other projects as needed. Qualifications • Bachelor's degree required with a minimum of three years’ experience in higher education., • Two years’ experience working as a Financial Aid Counselor required., • Knowledge of financial aid management systems and/or student information systems., • Strong interpersonal skills, including the ability to cultivate and manage relationships with students and their families; also, must demonstrate strong verbal and written communication skills., • Must be detail-oriented, with the ability to self-manage multiple projects while working under deadlines during the year's peak times., • Bilingual language is a plus.

Our San Diego office in California is looking for an Associate Financial Advisor working as part of an advisory team, and on behalf of senior advisors, helps clients achieve their financial goals. Present financial advice or plan to client with the Financial Advisor. Analyze a client's financial dat

Job DescriptionClient Services Office Coordinator Location: Downtown San Diego (Onsite) Compensation: Up to $62K (may consider higher for strong candidates) A growing wealth management firm in downtown San Diego is seeking a Client Services Office Coordinator to support financial advisors and deliver high-touch service to clients. This role is ideal for someone with a background in wealth management, banking, or financial services who enjoys client interaction and administrative support. What You’ll Do Serve as the first point of contact for clients (phone, email, in person) Support financial advisors with client service and daily operations Assist with account openings, maintenance, transfers, and paperwork Coordinate client onboarding and ensure documentation is complete and compliant Prepare client meeting materials, reports, and follow-ups Manage calendars, schedule meetings, and coordinate logistics Maintain accurate client records in CRM and custodial systems Support general office operations and special projects as needed What We’re Looking For 2+ years experience in wealth management, financial services, or banking Client service or advisor support experience preferred Strong attention to detail and organizational skills Professional communication and client-first mindset Proficiency in Microsoft Office (Outlook, Excel, Word) Experience with CRM or custodial platforms is a plus Why Join Collaborative and supportive team Opportunity to grow within a respected wealth management firm Competitive compensation and benefits Meaningful role supporting clients and advisors Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: The pay transparency policy is available here: For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. #1041 Company DescriptionThis company offers growth and a great group of people to work with.This company offers growth and a great group of people to work with.

Job Description What you will do: You’ll use your strong communication and creative problem-solving skills to demonstrate the value of our innovative security and smart business solutions to small business customers while explaining our products and services in depth and recommending the right options for their needs. You’ll work in a dynamic, collaborative environment, partnering closely with business owners, decision-makers, and teammates. This role involves providing tailored solutions by visiting customers at their businesses. You will: • Listen and build trust: By showing up with integrity, empathy, and expertise, you’ll become a reliable advisor small business owners can count on throughout the sales process and beyond., • Customize each system to fit the business’s layout, operations, and security needs, combining security, automation, and life-safety technology in ways that support how they work., • Conduct post-installation follow-ups with customers to confirm commitments were fulfilled and strengthen long-term relationships and referrals., • Cultivate new business opportunities: identify and generate new small business We’re looking for self-motivated, tech-savvy individuals who are passionate about helping others and driven to succeed. If you thrive on connection, enjoy solving problems, and want to make a real impact while growing your career, you’ll fit right in. • High school diploma or equivalent., • Willing to travel within a designated territory using your own vehicle (mileage reimbursed)., • Valid driver’s license and clean driving record required; additional licensing may be needed based on location., • Comfortable using technology to stay organized, efficient, and accountable in a fast-paced sales environment., • Self-motivated and results-driven, with an entrepreneurial mindset; you thrive on uncovering new leads and closing deals that deliver real value., • Strong communicator and natural relationship builder, able to consult with customers, understand their needs, and guide them to the right solution., • Adaptable and flexible; you excel in dynamic environments and enjoy learning new systems and approaches. Compensation: Unlimited earning potential with uncapped commissions. Based upon performance, new sales advisors can expect to earn $85,000, while experienced sales advisors can earn over $150,000. Additional Pay: We equip you with specialized training and the tools you need to meet your financial goals. For your first 8 weeks of training, you’ll earn up to $4,000. Benefits: • Medical, dental, and vision insurance, • 401(k) with company match, • Tuition reimbursement, • Mileage reimbursement, • Short- and long-term disability, life insurance, and well-being programs, • Paid time off, • Culture of professional development and career growth opportunities., • Flexible work schedule to accommodate you and your customers’ needs, • Click here to view our full benefit offerings. Why you’ll love working here: • We boldly shape the future, embracing change, taking smart risks, and continuously improving to create the best experiences., • We lead by taking ownership, empowering you to make decisions, solve problems proactively, and support each other with empathy., • We elevate to serve a greater purpose, going above and beyond to earn trust, celebrate wins, and value every perspective.

Job DescriptionYou’ve Never Been Satisfied with "Good Enough." You want to make an impact, not just manage projects, but change how the world gets built. At Accenture Infrastructure & Capital Projects, you’ll do exactly that. You’ll help develop and deliver the factories, grids, transit systems, and public infrastructure that keep communities moving - and do it smarter, safer, and more sustainably than ever before. You’ll work alongside people who think big and act bold - project managers, engineers, technologists, and strategists who blend real-world experience with digital innovation and AI. Together, we’re transforming how capital projects are planned, managed, and executed, creating a better way to build for the future. Because “good enough” builds the past. You’re here to build what’s next, on a team that outperforms every norm. Visit us here to learn more about Accenture Infrastructure & Capital ProjectsAs Accenture continues to grow, you may see a variety of new career opportunities, and depending on the role and location you may be directed to apply through Accenture Infrastructure and Capital Projects LLP or one of our other legal entities - Accenture Infrastructure and Capital Projects, LLC or Accenture Infrastructure and Capital Projects Inc., with benefits varying by country and role, so please check with your recruiter for details.THE WORK: • You’ll act as an advisor and extension of staff for the airport while liaising and coordinating with airport staff, contractors, architects, engineers, inspectors, consultants, stakeholders, and other airport personnel., • You’ll assist airports in formulating and implementing their capital program by understanding the challenges and unique operational characteristics of the airport environment., • You’ll manage the coordination of multiple projects in both preconstruction and construction while overseeing all aspects of assigned construction projects and engaging stakeholders as required., • You’ll work proactively with the contractor, client, and program team—including other consultants—to identify construction interfaces, assess risks, and mitigate potential threats during project execution., • You’ll work closely with all airport stakeholders, including airlines, tenants, executives, and municipal officials., • You’ll assess contractors’ schedules, change orders, and requests for information in coordination with other consultants and the client., • You’ll adhere to client and Accenture delivery standards., • You’ll execute and deliver projects within both budget and schedule., • You’ll demonstrate excellent people‑management skills and communicate effectively with all levels of staff, including executives, through clear discussions and presentations., • You’ll build and maintain exceptional relationships at all levels within the organization and with clients., • You’ll lead and work effectively in a team environment or operate independently when needed., • You’ll lead others or self‑start as required to keep work moving forward., • You’ll take initiative and make sound, well‑reasoned decisions., • You’ll work successfully in a fast‑paced, dynamic environment and adapt quickly to changing needs., • You’ll perform other job‑related duties or projects as assigned., • Flexible: The work location for this role will include a mix of working remotely, onsite at a client or in an Accenture office or center. Candidates must be willing to travel monthly and potentially relocate to the west coast. HERE'S WHAT YOU'LL NEED:, • Bachelor’s Degree in Engineering, Construction Management, Architecture, or related field, • 10-15+ years of experience, • Preferred qualifications include PE license, PMP, CCM and/or AIA certification, • Experience in Airport terminal design and construction, • Fundamental knowledge of aviation, airport operations and airline management are required, • Experience in Construction Administration, Construction Management and Program/Project Management, • Possesses a thorough knowledge of architecture/engineering practice with emphasis on design, construction methods, value engineering, high-level planning, integration of systems, building costs/codes, commissioning, and advisory services., • Significant experience with Construction Manager at Risk delivery method, • Demonstrable establishment of collaborative relationships with stakeholders involved in planning, design, and the construction of airport facilities, • Comprehensive knowledge of various disciplines to be used during construction, as well as the methods and techniques to be utilized for installation an operation, • Ability to interpret and utilize schedule information, performance metrics, and financial data, • Demonstrated knowledge, ability and experience with Project Controls softwareCompensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in Illinois, Minnesota, California, Colorado, District of Columbia, Maryland, Massachusetts, New York, New Jersey, Ohio or Washington as set forth below. Accepting applications until June 1st, 2026. We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity and Affirmative Action Policy StatementAccenture is an EEO and Affirmative Action Employer of Females/Minorities/Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women.

A leading insurance agency in La Mesa, CA, is seeking motivated individuals to join their sales team.This opportunity offers significant earning potential, with top performers achieving six-figure incomes.No prior insurance experience or college degree is necessary to apply.The position emphasizes i

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