Remote accounting jobs in San Diego, California - Page 2Create job alerts

MRI Property and Fund Accounting Specialist/h2pLocation: Remote with some travel to San Diego, CA or Boston, MA/ppDuration: 3+ Months/ppContract Description: MRI Configuration Optimization: Assess and redesign MRI configurations, including entity structures and fund setups, to enhance reporting capa

Our client is a fast-growing wealth management firm and they are currently seeking an Associate Financial Advisor to join their San Diego–based team. This is a client-facing role offering the opportunity to work closely with clients while delivering holistic financial planning and investment solutions. The ideal candidate thrives in a dynamic environment, values relationship-building, and is motivated by business development and long-term career growth. Associate Financial Advisor Key Responsibilities: • Develop and maintain comprehensive, customized financial plans, • Prepare for and participate in client meetings, including follow-ups and planning presentations, • Analyze investment portfolios and support investment recommendations, • Bachelor’s degree in Finance, Accounting, Economics, or a related field, • CFP or Series 66., • Performance-based bonuses and growth incentives, • 100% employer-paid medical insurance, • 401(k) with employer match, • Hybrid work flexibility with designated remote days each week, • Generous paid time off and paid holidays, • Education reimbursement and ongoing professional development