UNKNOWN

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You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the economics work for their practice.

Clients Blackbox, Inc.

Financial Services Marketing Manager

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Acquisition Marketing Strategist

NOTE: Upper Compensation Range ($115K+) Candidates considered for the upper compensation range must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels. You'll own a portfolio of client accounts end to end - leading client conversations, managing Meta performance, writing direct-response copy and video sales letter scripts, developing testing strategies, and diagnosing where performance can improve across the funnel.

Paid Acquisition Lead

Acquisition Marketing Manager

Senior Paid Media Strategist

Meta Ads Strategist

Senior Meta Strategist

Performance Marketing Manager

Meta Media Buyer

Lead Media Buyer

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.

HOUR

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Cetera Financial Group

Senior Client Services Representative

IRecruitee

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Establish governance practices for Business Data Owners and Data Stewards, facilitate stewardship forums to prioritize requirements, resolve cross-domain ownership and accountability issues, and ensure governance, data quality, and master data management practices are aligned with enterprise priorities, strategic initiatives, and business value.

Cetera Financial Group Inc

Director, Data Trust

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Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Hands-on experience with industry data feeds is required, including sponsor and custodial feeds such as DST FAN Mail, BNY DAZL, DTCC / NSCC (NSCC IPS and Payment aXis), and clearing-firm files from Pershing, NFS/Fidelity, and Schwab, aggregated through Broadridge / IDM (Investigo) and Albridge.

Senior Data Supply Chain Analyst

Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. As a trusted advisor to both leadership and employees, you will foster collaboration, trust, compassion, and transparency across the organization, championing a culture where people thrive and business goals are achieved through aligned, purpose-driven performance.

YEAR

Centura Wealth Advisory

Director, People & Culture

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Eligible for an Annual Discretionary Cash Bonus Target: 15%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 15% These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets. As a key member of our leadership team, you will manage and develop a team of six Financial Consultants (FCs) currently overseeing $135 million in assets, with a strategic goal to triple AUM over the next two years.

Axos Bank

AVP, Financial Consulting

4+ year's financial services experience; working knowledge of broker dealer and RIA functions, working knowledge Invest products (ETF, MF, 529, Financial Planning tools) with emphasis on Managed Accounts. Sales activity: direct calling, appointment setting, networking activities, outbound phone calls, e-mail, trade conferences, appropriate social media marketing, virtual client meetings.

Financial Consultant - Invest

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Corient

Client Service Specialist II

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Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.

Regional Business Development Manager (West Region)

FULL_TIME

OTHER

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Investment Advisor Jobs in San Diego, CA

Financial Services Marketing Manager Clients Blackbox, Inc.

Acquisition Marketing Strategist Clients Blackbox, Inc.

Paid Acquisition Lead Clients Blackbox, Inc.

Acquisition Marketing Manager Clients Blackbox, Inc.

Senior Paid Media Strategist Clients Blackbox, Inc.

Meta Ads Strategist Clients Blackbox, Inc.

Senior Meta Strategist Clients Blackbox, Inc.

Performance Marketing Manager Clients Blackbox, Inc.

Meta Media Buyer Clients Blackbox, Inc.

Lead Media Buyer Clients Blackbox, Inc.

Senior Client Services Representative Cetera Financial Group

Director, Data Trust Cetera Financial Group Inc

Senior Data Supply Chain Analyst Cetera Financial Group Inc

Director, People & Culture Centura Wealth Advisory

AVP, Financial Consulting Axos Bank

Financial Consultant - Invest Axos Bank

Client Service Specialist II Corient

Regional Business Development Manager (West Region) Cetera Financial Group Inc

J.P. Morgan Wealth Management - Market Director of Wealth - North San Diego, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Market Director of Wealth - North San Diego, CA JPMorgan Chase & Co

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