7 Wealth Management jobs in Tijuana.

Hiring now: Private Wealth Management @ Citizens, External Wholesaler Retir @ Lincoln Fi, Associate Relationship Mg @ First Amer, Financial Advisor @ First Tech.Explore more at jobswithgpt.com.

🔥 Skills

Wealth Management (3) Asset Management (2) Financial Advisor (2) Portfolio Management (2) Client Relationships (2) Financial Planning (2) relationship management (2) compliance (2) Private Wealth Management (1) Transitions Operations (1)

đź“Ť Locations

San Diego (7)
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Citizens

Private Wealth Management, Transition Operations Specialist San Diego
Skills & Focus: Private Wealth Management, Transitions Operations, onboarding, client service, financial industry, team collaboration, account opening, data management, problem solving, communication
About the Company: Citizens Private Bank continues to accelerate its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth mark…
Experience: Minimum 3+ years of Financial Industry experience, preferably in Wealth Management/Brokerage Ops
Salary: $33.65 - $46.15 per hour, potential total compensation up to 100k
Type: Full Time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrang…
Private Wealth Management, Transition Operations Specialist San Diego
Skills & Focus: Wealth Management, Private Banking, Transition Operations, Customer Experience, Financial Institution, Diversity and Inclusion, Professional Development, Community Support, Career Growth, Team Collaboration
About the Company: Citizens is a leading financial institution dedicated to supporting its customers, colleagues, and communities.
Type: Full Time
Benefits: Citizens offers a range of benefits, resources, and programming to support wellness and work-life balance.
Wealth and Asset Management San Diego
Skills & Focus: Wealth Management, Asset Management, Financial Advisor, Investment Assistant, Portfolio Management, Client Relationships, Financial Planning, Risk Management, Regulatory Compliance, Performance Analysis
About the Company: Citizens is a leading financial institution committed to building a diverse, equitable, and inclusive world.
Type: Full Time

Lincoln Financial

External Wholesaler - Retirement Plan Services San Diego
Skills & Focus: sales, financial services, relationship management, retirement plans, market share, business plan, customer relations, sales targets, compliance, performance
About the Company: Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance an…
Experience: 3-5 years’ external sales experience in the financial services industry
Salary: $215,000- $480,000
Type: Remote
Benefits: Competitive 401K and employee benefits, PTO/parental leave, free financial counseling, health coaching and employee ass…

First American Financial Corporation

Associate Relationship Manager - Trust San Diego
Skills & Focus: trust accounts, investment management, relationship management, fiduciary products, financial consulting, estate planning, business development, client advisory, wealth management, probate code
About the Company: First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more tha…
Experience: Minimum of 3 years of related work experience including experience with client relations, legal documents, and/or financial planning.
Salary: $82,950.00 - $110,550.00
Type: Full Time
Benefits: Comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave, and employee stock purchas…

First Technology Federal Credit Union

Financial Advisor San Diego
Skills & Focus: financial advisor, investment products, financial plans, member service, compliance, FINRA, insurance, promotional campaigns, presentation skills, client relationships
About the Company: First Tech is a financial institution and credit union that focuses on providing investment and financial advisory services to its members.
Experience: Minimum of 5 years’ experience with the sale and delivery of personal investment products and services
Salary: $110,000 to $125,000
Type: Hybrid
Benefits: Traditional medical, dental, and vision coverage; 401K matching up to 5% per pay period; 17 days of Paid Time Off in th…