33 Investment Management job ads & opportunities in the Oceanside, California area

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Job listings, help wanted ads and employment postings (last updated on Thursday, March 26)



CA-carlsbad, INVESTMENT ADVISOR REPRESENTATIVE Job Description: We are looking for highly motivated, ambitious and disciplined individuals with a strong desire to assist individuals and families in their efforts to reduce debt, build wealth and pursue their financial goals and dreams. They must be committed to growth and share our vision of a firm in which professionals are extremely client-centered in order t … MORE INFO

Certified Financial Planner "CFP"


CA-Carlsbad, Job Description: This is a professional position that will report to the president, supporting and serving existing and potential new clients with the financial advisory process. You are expected to perform various tasks, including portfolio reviews and preparing financial projections using financial planning software and investment policy statement preparation. You must have the ability to utiliz … MORE INFO

Portfolio Manager Charted Financial Analyst "CFA"


CA-Carlsbad, PORTFOLIO MANAGER, CFA Job Description: The successful candidate will work closely with the senior management team in assisting with the investment research and analysis process and managing existing and new client relationships. The primary role is to assist with the investment research process and to service new and existing relationships on an ongoing basis. The firm’s Portfolio Managers conduc … MORE INFO

Paraplanner / Sales Assistant


CA-San Diego, Independent Registered Investment Advisor (RIA) firm based in the San Diego is looking for a licensed (FINRA Series 7, 66) Paraplanner / Sales Assistant with investment, financial planning and insurance experience & knowledge. JOB SUMMARY: The Paraplanner / Sales Assistant will support the firm in all aspects of the financial planning and investment process. This will include the design and implem … MORE INFO

Financial Services Representative


CA-La Jolla, Career changers: looking for a rewarding career? Are you looking for a career that will leverage your years of work experience, provide you an opportunity to build a business you can call your own, and deepen your connection within the community? As a Financial Services Representative, you will work directly with individuals, business people, and families to help them navigate through and secure t … MORE INFO

Financial Client Analyst


CA-Newport Beach, Leading wealth management firm in Newport Beach is looking to add a Client Analyst to their team. The firm provides comprehensive asset management and financial advisory services to high net worth individuals, families, foundations and endowments around the world. They take into consideration tax, trust, estate planning and philanthropic needs in developing customized asset allocation and investme … MORE INFO

Wealth Advisor / Financial Planner


CA-Newport Beach, Boutique Fee-Only Wealth Management Firm Position: Financial Planner / Wealth Advisor Location: Newport Beach, CA Overview Our nationally recognized firm is uniquely positioned, with fewer than 110 family clients, to provide customized financial planning and individualized wealth management services. The firm utilizes a true team approach with every client to provide comprehensive wealth and inves … MORE INFO

Investment Analyst


CA-Newport Beach, Job Summary We are a family office based in Newport Beach, CA that invests in public equity, private investments, and various alternative asset classes. We are seeking an investment analyst with experience in equity or credit research to join the investment team. Responsibilities will include researching, analyzing, and performing due diligence on potential equity and hedge fund investments. The i … MORE INFO

Shown below: Oceanside investment management area jobs provided by Indeed job search

Operations Specialist - Financial Planning Firm

McKenna Financial, Inc. – San Diego, CA – Indeed.com

Excellent organizational and time management skills. Interest in and knowledge of financial markets and investment securities. . . . … MORE INFO

Registered Client Associate - Rancho Santa Fe, CA

Bank of America – Rancho Santa Fe, CA – Indeed.com

Strong communication, time management and organizational skills are required. Knowledge of investment and banking products, policies & procedures is required. . . . … MORE INFO

Financial Analyst

CBRE – Carlsbad, CA – Indeed.com

The CBRE Senior Housing Group provides a range of services including property and portfolio sales, capital sourcing, debt placement, fund raising, asset. . . … MORE INFO

Junior Administrative Assistant

Hub International Limited – San Diego, CA – Indeed.com

HUB International Limited is an insurance brokerage providing an array of worldwide brokerage services including property, casualty, risk management, life and. . . … MORE INFO

Kashi Senior Manager, Trade Strategy

Kashi Company – La Jolla, CA – Indeed.com

Customer account management experience. Managing sustainable and effective investment models to supplement the budgeting process. . . . … MORE INFO

Assistant to the Principal Financial Planner

Fagan Financial Group – Encinitas, CA – Indeed.com

Strong understanding of investment business/products/services. Support management in assigned project work, including marketing and compliance. . . . … MORE INFO

Market Research Analyst

Nexus Dx, Inc. – San Diego, CA – Indeed.com

Experience with strategy, planning or management at a global pharmaceutical company desired. Experience as a research analyst in investment banking in the. . . … MORE INFO

Experienced Product Manager

Mitchell International, Inc. – San Diego, CA – Indeed.com

Typically requires a minimum of 3-5 years of product management or related experience. Provide overall product management by defining requirements, conveying. . . … MORE INFO

Research Analyst

Realty Income Corporation – San Diego, CA – Indeed.com

Present information to the Investment Committee. The Company is fully integrated with in-house legal, accounting, research, portfolio management and. . . … MORE INFO

Senior Financial Analyst

University of St Augustine – San Marcos, CA – Indeed.com

Communicate financial results to operations personnel and other levels of management in a clear manner. Support the decision-making process for investment. . . … MORE INFO

Senior Accountant Analyst

J. Craig Venter Institute – La Jolla, CA – Indeed.com

General cash management and treasury functions to maximize interest earned on investments. Management of revenue cycle from lab forecast to cash collection in. . . … MORE INFO

Product Manager - Consumer Products

LifeProof (Treefrog) – San Diego, CA – Indeed.com

Executive Management to develop clear forward-looking product strategies. Life cycle product management with responsibility for P&L of product line. . . . … MORE INFO

System/Software Department Manager

Kontron – Poway, CA – Indeed.com

Manages the team's budget and is involved in the major investments decisions. Software development encompasses end-user, system level, and data management. . . … MORE INFO

Leader, Client Service Operations

MWM 1835 LLC – La Jolla, CA – Indeed.com

Wealth Management Proposal Development. Wealth Management Client Service & Support. Wealth Management Client Enrollment and Funds Transfer. . . . … MORE INFO

Employee Benefits Operations Director

Hub International Limited – San Diego, CA – Indeed.com

Financial Management and Reporting: . HUB International Limited is an insurance brokerage providing an array of worldwide brokerage services including property,. . . … MORE INFO

Document Specialist

OfficeTeam – Carlsbad, CA – Indeed.com

Other responsibilities include providing administrative support to investment, operations, and systems staffs as needed as well as any other miscellaneous. . . … MORE INFO

Registered Client Associate-Laguna Niguel, CA

Bank of America – Laguna Niguel, CA – Indeed.com

If hired without licenses, candidate will need to acquire, Knowledge of investment and banking products, policies & procedures is required, Strong client. . . … MORE INFO

Research Analyst - Real Estate Valuations

Realty Income – San Diego, CA – Indeed.com

Present information to the Investment Committee. The Company is fully integrated with in—house legal, accounting, research, portfolio management and. . . … MORE INFO

COO, Temecula Valley Hospital

UHS of Delaware Inc. - Corporate Office – Temecula, CA – Indeed.com

Maximize return on investment and community reputation. Largest and most respected healthcare management companies, operating. . . . … MORE INFO

Sr Manager-Product Management

Verizon – San Diego, CA – Indeed.com

Refine and define product management team structure in a scaling environment. Where approriate, identify areas where additional investments are needed to. . . … MORE INFO

North San Diego Market - Relationship Banker – Fallbrook Financial Center - Fallbrook, CA

Bank of America – Fallbrook, CA – Indeed.com

Customer’s banking, small business, mortgage and investment needs). Bachelor’s or business relevant associate degree (example, business management, business. . . … MORE INFO

Immuno-Therapy Asset/Team Leader

Pfizer Inc – La Jolla, CA – Indeed.com

The A/TL is accountable for budget development and critical oversight and for recommending individual asset investment opportunities that will support. . . … MORE INFO

Director of Finance

San Diego Marriott La Jolla – La Jolla, CA – Indeed.com

In Accounting or Hotel Management. Coordinate the property's labor management system. Identify, screen and attract management candidates from outside the. . . … MORE INFO

Controller/CPA, Part-time

American Assets Inc – San Diego, CA – Indeed.com

American Assets, Inc. /American Assets Investment Management, LLC. Experience with an investment advisor or investment company a plus. . . . … MORE INFO

Commissions Accounting Manager

CUSO Financial Services, L.P. – San Diego, CA – Indeed.com

Customer Service Management. Management reporting to programs. Improves and implements changes to commission system with management approval. Contacts Managers. . . … MORE INFO

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