28 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 Saturday, April 25)

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



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

Senior Analyst, Investments Platform/Product


CA-San Diego, JOB DESCRIPTION TITLE: Senior Analyst, Investments Platform/Product DEPARTMENT: Wealth Management Independent Financial Group, LLC (IFG) an independent broker-dealer in San Diego, California is currently seeking an experienced financial services professional to fill the role of Senior Analyst within the Wealth Management department. IFG, America’s Finest Broker-DealerTM, is an independent broker-d … MORE INFO

Receptionist/Admin Assistant


CA-San Diego, Job Purpose: The Front Desk Concierge is responsible for enhancing the experience of clients and guests visiting the office. This individual welcomes clients, associates, and visitors by greeting, and directing them appropriately; notifies company personnel of visitor arrival; maintains security and telecommunications system. As the concierge, you provide the first impression for all clients & vis … 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

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

Retirement Plan Sales

Barney & Barney LLC – San Diego, CA – Indeed.com

- Must support the maintenance of our Agency Management System. - Develop strong client / business relationships with the senior management of the client. . . . … MORE INFO

Private Bank Associate

Union Bank – La Jolla, CA – Indeed.com

Relationship and Portfolio Management: . Responsible for the management, growth and profitability of small portfolio in the unit. . . . … MORE INFO

Investor Relations Associate

ResMed – San Diego, CA – Indeed.com

This role provides broad exposure to different levels of the organization, including senior leadership and externally to the investment banking and investment. . . … MORE INFO

Registered Client Associate - La Jolla, CA

Bank of America – La Jolla, 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

Senior Analyst, Investments

Independent Financial Group – San Diego, CA – Indeed.com

Excellent general management, leadership, and project management skills. Comfortable working with all levels of management. . . . … MORE INFO

Director of Sales

Omni Hotels – Carlsbad, CA – Indeed.com

Budget management skills. Extensive experience with account management. Sales or national account management role. . . . … MORE INFO

Manager, Commercial Analytics

Prometheus Laboratories – San Diego, CA – Indeed.com

Strong organizational and project management skills are required. Experienced in the use of data management and presentation tools (Excel, Access, and Power. . . . … MORE INFO

Chief Financial Officer (CFO)

San Pasqual Band of Mission Indians – Valley Center, CA – Indeed.com

Provide timely, accurate, and relevant financial information to management.  Preferred three to five years of finance and/or accounting management experience. . . … MORE INFO

Leasing Sales Consultant - Hidden Cove

AIMCO – Escondido, CA – Indeed.com

Aimco is a real estate investment trust that is focused on the ownership and management of quality apartment communities located in the largest markets in the. . . … MORE INFO

Account Manager

Cerner Corporation – Carlsbad, CA – Indeed.com

Background in Account Management or Customer Service. The platform boasts customizable, flexible wellness solutions for health plans, healthcare providers,. . . … MORE INFO

Member Service Representative (Part-Time) - San Marcos

Navy Federal Credit Union – San Marcos, CA – Indeed.com

Receives moderate guidance and instructions from management and higher level (MSR’s). Typically receives guidance and instructions from management and higher. . . … MORE INFO

Associate Loan Originator

PrimeLending, A PlainsCapital Company – Temecula, CA – Indeed.com

Meets customer service standards as outlined by management. Collects and analyzes information regarding the customer’s income, assets, investments or debts. . . . … MORE INFO

The bank for a changing world

BNP Paribas – La Jolla, CA – Indeed.com

Works closely with centralized underwriting and portfolio management teams to ensure responsiveness to portfolio management needs and timeliness of reporting. . . … MORE INFO

Chief Financial Officer / CFO

Randstad Professionals – Murrieta, CA – Indeed.com

CPA(Certified Public Accountant) and, or CMA(Certified Management Accountant) preferred. Effectively communicate with all third party lending, legal, banking. . . … MORE INFO

Anticipated Private Client Advisor - Chase Wealth Management - Carlsbad, CA

JPMorgan Chase – Carlsbad, CA – Indeed.com

Chase Investment Services provides investment solutions to a broad range of Chase customers through Chase Investment Advisors. . . . … MORE INFO

Outside Sales Marketing Consultant

DEX Media – Temecula, CA – Indeed.com

At Dex Media, we pride ourselves on our reputation and the trust our clients place in our Media Consultants to help them maximize their marketing budgets by. . . … MORE INFO

Accounting Manager (Financial Management/CPA)

Vaco – Dana Point, CA – Indeed.com

Excellent communication, interpersonal, organizational and time management skills. Coordinating and directing the financial planning, budgeting, procurement, or. . . … MORE INFO

Financial Analyst II

USE Credit Union – San Diego, CA – Indeed.com

Strong organizational and time management skills. Assist in the operation and support of asset/liability management (ALM) software and in the preparation of. . . … MORE INFO

Rent Specialist

Realty Income – San Diego, CA – Indeed.com

The Company is fully integrated with in—house legal, accounting, research, portfolio management and acquisitions departments. . . . … MORE INFO

Sales Administrator / Marketing Assistant

Flux Power, Inc. – Vista, CA – Indeed.com

Effective time management and planning skills. Prepare standard sales reports for sales managers and executive management. . . . … MORE INFO

Business Banking Relationship Manager II

Bank of the West – La Jolla, CA – Indeed.com

Works closely with centralized underwriting and portfolio management teams to ensure responsiveness to portfolio management needs and timeliness of reporting. . . … MORE INFO

Real Estate and Development Director

Rubio's Fresh Mexican Grill – Carlsbad, CA – Indeed.com

Strong analytical and project management skills. 3 years or more of management of Direct Reports. Ability to effectively present information to all levels of. . . … MORE INFO

Member Service Representative (Part-Time) - Miramar

Navy Federal Credit Union – San Diego, CA – Indeed.com

Receives moderate guidance and instructions from management and higher level (MSR’s). Typically receives guidance and instructions from management and higher. . . … MORE INFO

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Employment information for Oceanside, CA

5 year unemployment rate for
San Diego, CA (includes San Diego, Carlsbad, and San Marcos metro areas) - continue for more info


Updated to reflect Oct 2014 unemployment rates