Last updated: 2025-06-02
13 Wealth Management jobs in San Diego.
Hiring now: Wealth And Asset Management @ Citizens, Healthcare Relationship Manager @ Umpqua Ban, Alternative Investment Sales Specialist @ Lincoln Fi, Credit Executive Global Wealth Investmen @ Bank Of Am, Job Description @ Iqeq. Explore more at at jobswithgpt.com
🔥 Skills
Wealth Management (6)
Asset Management (4)
Portfolio Management (4)
Financial Advisor (3)
Client Relationships (3)
Financial Planning (3)
Risk Management (3)
Teamwork (2)
Client Management (2)
Business Development (2)
📍 Locations
San Diego (10)
Citizens
Citizens is a leading financial institution committed to building a diverse, equitable, and inclusive world.
Wealth and Asset Management
San Diego
- Skills: Wealth Management, Asset Management, Financial Advisor, Investment Assistant, Portfolio Management, Client Relationships, Financial Planning, Risk Management, Regulatory Compliance, Performance Analysis
- Type: Full Time
Umpqua Bank
At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Healthcare Relationship Manager
San Diego
- Skills: Healthcare, Relationship Manager, Wealth Management, Client Relationships, Business Development, Compliance, Credit Management, Portfolio Management, Training, Teamwork
- Experience: 7 years of experience in healthcare and lending, required
- Salary: $113,000.00 to $200,000.00
Lincoln Financial
Lincoln Financial is a financial services company focusing on products like annuities, life insurance, and retirement plans, with a history of 120 years.
Alternative Investment Sales Specialist Account Executive
San Diego
- Skills: alternative investments, sales, wealth management, advisors, fund roadshows, client relationships, market share, cross sell, education, compliance
- Experience: 3-5+ years in alternatives distribution
- Type: Full-time
- Salary: $190,000 - $480,000
Bank of America
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Credit Executive, Global Wealth & Investment Management
San Diego
- Skills: Credit Executive, Wealth Management, Loan Structuring, Client Management, Advisors, Regulatory Requirements, Relationship Building, Portfolio Management, Business Development, Profitability Analysis
- Type: full_time
- Salary: {'min': 125000.0, 'max': 225000.0, 'period': 'annual', 'currency': 'USD'}
IQEQ
IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equit…
Job Description
San Diego
- Skills: private equity, client service, capital call, distributions, document processes, regulatory compliance, financial controls, operational support, team environment, attention to detail
- Type: other
- Salary: {'min': 65000.0, 'max': 90000.0, 'period': 'annual', 'currency': 'USD'}