Financial Advisor Jobs in Carlsbad, CA (376)
Senior Wealth Advisor, Specialize working with the UHNW/HNW & well versed in Alts
Centura Wealth Advisory
San Diego, California
$150k / year
TAMP Platform Management, Sr. Analyst
Lpl Financial
San Diego, California
401(k)
Health Insurance
$79.1k - $131.9k / year
Director of Portfolio Solutions
Centura Wealth Advisory
San Diego, California
$175k / year
Senior Wealth Advisor
Job Juncture
San Diego, California
New
Dental Insurance
Vision Insurance
$142.8k - $178.5k / year
VP, Product Management
Lpl Financial
San Diego, California
Vision Insurance
$132k - $220k / year
Senior Vice President, W2 Business Line Owner
Lpl Financial
San Diego, California
401(k)
Health Insurance
$212.2k - $353.6k / year
AVP, RIA Strategy
Lpl Financial
San Diego, California
401(k)
Health Insurance
$114.5k - $190.8k / year
VP, Strategic Initiatives & Projects
Lpl Financial
San Diego, California
401(k)
Health Insurance
$141.2k - $235.3k / year
VP, Strategy
Lpl Financial
San Diego, California
401(k)
Health Insurance
AVP, Strategy
Lpl Financial
San Diego, California
401(k)
Health Insurance
AVP, Institution Business Line Strategy
Lpl Financial
San Diego, California
$114.5k - $190.8k / year
Senior Product Marketing Manager Cetera Financial Group $90k - $120k/year ⋅ San Diego, CA Inter[...]
Savvy
San Diego, California
PTO
Dental Insurance
Vision Insurance
Parental Leave
$90k - $120k / year
Retirement Plan Administration Consultant
Cetera Financial Group
San Diego, California
PTO
Dental Insurance
Vision Insurance
Parental Leave
$85k - $95k / year
Senior Analyst, Corporate Development
Lpl Financial
San Diego, California
401(k)
Health Insurance
$74.7k - $124.5k / year
Sr Analyst, Corporate Development
CFA Institute
San Diego, California
401(k)
Health Insurance
$82.2k - $137k / year
AVP, Product Owner - Advisors Communication Solutions
Lpl Financial
San Diego, California
401(k)
Health Insurance
$106.1k - $176.8k / year
Human Resources Business Partner
Cetera Financial Group
San Diego, California
PTO
Dental Insurance
Vision Insurance
Parental Leave
$110k - $130k / year
Merrill Financial Solutions Advisor - San Diego Market
Bank of America
Carlsbad, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
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
Financial Advisor
Cetera Investment Services
San Diego, CA
Health Insurance
Financial Advisor
Root Financial
San Diego, CA
PTO
Health Insurance
Dental Insurance
$120k / year
Financial Advisor
New York Life Insurance
San Diego, CA
Dental Insurance
Vision Insurance
$117.4k / year
Experienced Financial Advisor
GoldBook Financial - Southern CA
San Diego, CA
Hospitality
Financial Advisor (Sales Focused, Training Provided)
Northwestern Mutual
Carlsbad, CA
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Parental Leave
$80k - $200k / year
Wealth Advisor (S)
TalentLink Solutions
Carlsbad, CA
Hospitality
Health Insurance
Junior Financial Planner
D.M. Brenner & Associates
Solana Beach, CA
Part-Time
Flexible Schedule
Junior Financial Planner - Wealth Management
TalentLink Solutions
San Diego, CA
PTO
Health Insurance
Vision Insurance
$25 / hour
Financial Advisor
Masis Professional Group
🌎 Remote
Remote
Financial Advisor
State Farm
🌎 Remote
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
$80k - $140k / year
Financial Advisor
Mosaic Retirement Planning
🌎 Remote
Part-Time
Remote
Hourly
Merrill Financial Solutions Advisor - San Diego Market
Bank of America
Carlsbad, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
Job Description
Working as a Financial Advisor in Carlsbad, CA
There are 376 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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