Financial Advisor Jobs in Carlsbad, CA (496)
Financial Advisor - Career Change Opportunity
Edward Jones
San Diego, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Financial Counselor
Casa Palmera
Del Mar, CA
New
Hourly
$21 - $24 / hour
Merrill Financial Solutions Advisor - San Diego Market
Bank of America
Carlsbad, California
New
Diversity Leader
Eco-Friendly
$75k - $85k / year
Chief Financial Officer/Chief Operating Officer (CFOO)
Centura Wealth Advisory
San Diego, California
Dental Insurance
Vision Insurance
$200k / year
EVP, Strategy & Initiatives
Lpl Financial
San Diego, California
401(k)
Health Insurance
AVP, Assistant General Counsel
LPL Financial
San Diego, California
401(k)
Health Insurance
$141.8k - $236.4k / year
‌
Sr. Financial Analyst | FP&A
Enovis
Carlsbad, CA
New
Health Insurance
Dental Insurance
Vision Insurance
‌
Investment Advisor
Navy Federal Credit Union
San Diego, CA
New
Hybrid
Diversity Leader
Health Insurance
‌
Client Services Representative
Cetera Financial Group
San Diego, CA
New
Hybrid
PTO
Dental Insurance
Vision Insurance
Parental Leave
$49k - $52k / year
‌
Financial Advisor
Cetera Investment Services
San Diego, CA
New
Health Insurance
‌
Financial Advisor - (Sales Role, Training Provided)
Northwestern Mutual
San Diego, CA
New
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$80k - $200k / year
‌
Lead Advisor - Wealth Management
TalentLink Solutions
Carlsbad, CA
New
Hospitality
Health Insurance
‌
Supervision Auditor
Cetera Financial Group
San Diego, CA
New
Hybrid
PTO
Dental Insurance
Vision Insurance
Parental Leave
$55k - $95k / year
‌
Senior Investment Solutions Specialist
Cetera Financial Group
San Diego, CA
New
Hybrid
PTO
Dental Insurance
Vision Insurance
Parental Leave
$20 / hour
‌
Financial Planning Strategist
Pure Financial Advisors
San Diego, CA
New
‌
Wealth Advisor & Financial Planner
Elevation Wealth Partners
🌎 Remote
Part-Time
Remote
PTO
Dental Insurance
Flexible Schedule
$60 / hour
‌
Financial Advisor
State Farm
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education
$48k - $60k / year
‌
Financial Advisor
Mosaic Retirement Planning
🌎 Remote
New
Part-Time
Remote
Hourly
‌
Merrill Experienced Financial Advisor
Bank of America
San Diego, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Consultant, Engagement Financial Advisor/ GPS
Deloitte
San Diego, CA
Diversity Leader
$69.6k - $105k / year
‌
Financial Solutions Advisor - Consumer Investments - Southern CA Region
Bank of America
San Diego, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - 4S Ranch Financial Center
Bank of America
San Diego, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Wealth Management Client Associate
Bank of America
La Jolla, CA
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
‌
Oracle Cloud Financial Consultant
Accenture
San Diego, CA
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Wealth Advisor
California Bank & Trust
San Diego, CA
$65k - $125k / year
‌
Wealth Advisor
Zions Bancorporation
San Diego, CA
$65k - $125k / year
‌
J.P. Morgan Wealth Management - Private Client Advisor - La Jolla, CA
JPMorgan Chase
San Diego, CA
Eco-Friendly
Health Insurance
$66.6k / year
‌
Wealth Planner
AlphaCore Wealth Advisory
San Diego, CA
Health Insurance
$90k - $110k / year
‌
Wealth Management Associate - CA, San Diego (2267)
Equitable Advisors
San Diego, CA
Hourly
Health Insurance
Dental Insurance
Vision Insurance
$546 - $762 / week
‌
Financial Counselor - Financial Counseling
Rady Children's Hospital-San Diego
San Diego, CA
$24.26 - $33.36 / hour
‌
Personal Financial Counselor - Miramar, San Diego CA
My Secure Advantage
San Diego, CA
$85k - $95k / year
‌
Alternative Investments Product Management Blog Post
Allocator Jobs
San Diego, CA
401(k)
Health Insurance
$129.8k - $216.3k / year
‌
Financial Wellness Consultant
PNC Bank
San Diego, CA
Part-Time
Health Insurance
Vision Insurance
Parental Leave
$72k - $127.4k / year
‌
Senior Wealth Management Banking Specialist
Bank of America
San Diego, CA
New
Diversity Leader
Eco-Friendly
$100k - $125k / year
‌
Sr. Financial Analyst | FP&A
Enovis
Carlsbad, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Working as a Financial Advisor in Carlsbad, CA
There are 496 Financial Advisor opportunities available in Carlsbad, CA all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Carlsbad, CA
Financial Advisors in Carlsbad, CA Resume Data
Average Experience for Financial Advisors in Carlsbad, CA
- More than 10 years: 57%
- 6-10 years: 31%
- 3-5 years: 9%
- 1-2 years: 3%
Educational Background for Financial Advisors in Carlsbad, CA
- Bachelors: 60%
- Masters: 15%
- Diploma: 14%
- Associates: 8%
- Doctorate: 3%
Top Skill for Financial Advisors in Carlsbad, CA
- Sales skills: 18%
- Management & leadership skills: Impact & influence: 13%
- Attention to detail: 11%
- Customer focus & orientation: 9%
- Customer service: 9%
- Social media: 9%
- Project timeline management: 9%
- Work style: Reliability: 9%
- Business math: 7%
- Written communication: 7%
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