Last updated: 2025-08-11
11 Wealth Management jobs in San Diego.
Citizens
Citizens is a leading financial institution committed to building a diverse, equitable, and inclusive world.
San Diego
- Skills: Wealth Management, Asset Management, Financial Advisor, Investment Assistant, Portfolio Management, Client Relationships, Financial Planning, Risk Management, Regulatory Compliance, Performance Analysis
- Level: mid
- 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. We are dedicated…
San Diego
- Skills: wealth management, client relationships, estate planning, trust services, bank regulations, business development, analytical skills, problem-solving skills, investments, networking
- Level: mid
- Type: full_time
Fidelity Investments
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a priva…
San Diego
- Skills: financial planning, investment solutions, client relationships, confidence building, regulatory licenses, customer experience, wealth management, personalized planning, tuition reimbursement, hybrid work model
- Level: mid
- Type: full_time
Citi
Working at Citi is far more than just a job. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
San Diego
- Skills: customer service, digital engagement, sales, banking, team leadership, risk control, client experience, financial transactions, compliance, branch operations
- Level: mid
- Type: full_time
Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investor…
San Diego
- Skills: Client Service, Financial Planning, Investment Advice, Client Relations, Administrative Support, Risk Awareness, Compliance, Investment Markets, Customer Service, Financial Services
- Level: mid
- Type: full_time
Northern Trust
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern…
San Diego
- Skills: investment management, portfolio strategy, wealth management, client service, risk management, financial analysis, sales, negotiation, market growth, team leadership
- Level: senior
- Type: full_time
ServiceNow
It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today …
San Diego
- Skills: financial services, consulting, AI integration, strategy development, pipeline generation, KPI design, executive presentations, business modeling, customer engagement, trusted advisor
- Level: senior
- Type: full_time
Fidelity Investments
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a priva…
San Diego
- Skills: customer service, financial planning, problem resolution, client support, communication skills, time management, investment needs, business development, high net worth, relationship management
- Level: mid
- Type: full_time
Umpqua Bank
Umpqua Bank is dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ow…
San Diego
- Skills: wealth management, financial planning, business development, client engagement, asset management, client relationships, financial advisor, investment strategies, compliance regulations, community bank
- Level: senior
- Type: full_time
Fidelity Investments
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a priva…
San Diego
- Skills: financial planning, investment strategies, client relationships, retirement goals, comprehensive solutions, customer experience, tuition reimbursement, investment solutions, financial expertise, coaching
- Level: mid
- Type: full_time
Merrill Wealth Management
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
San Diego
- Skills: financial services, investment strategies, relationship management, wealth management, client acquisition, portfolio management, sales performance, client experience, regulatory compliance, market developments
- Level: mid
- Type: full_time
Northern Trust
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern…
San Diego
- Skills: wealth management, trust accounts, fiduciary, client servicing, financial services, account administration, problem solving, business development, analytical skills, regulatory compliance
- Level: senior
- Type: full_time
Citi
Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from aro…
Chula Vista
- Skills: mortgage sales, client relationships, financial analysis, lending solutions, real estate, community clients, referral networks, loan application, risk management, consumer lending
- Level: mid
- Type: full_time