Last updated: 2025-05-16

10 Wealth Management jobs in San Diego.

Hiring now: Private Banker Pbo @ Citizens, Private Client Advisor @ Umpqua Ban, Associate External Wholes @ Lincoln Fi, Financial Advisor Eta Chi @ Gamma Phi .Explore more at at kaamvaam.com

🔥 Skills

Wealth Management (5) client relationships (3) compliance (3) business development (3) Portfolio Management (3) Private Banking (2) Customer Service (2) Business Development (2) Asset Management (2) Teamwork (2)

📍 Locations

San Diego (9) San Marcos (1)
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Citizens

Private Banker, PBO San Diego
Skills & Focus: Private Banking, Wealth Management, Client Experience, Sales Management, Customer Service, Operational Integrity, Leadership, Business Development, High Net-Worth, Deposit Growth
About the Company: Citizens Private Bank is opening a Private Bank Office in San Diego as part of its strategy to build out Wealth Management, scale Business Banking, and expand …
Experience: 4+ years in private bank office or high net worth banking role
Salary: $120,000 - $140,000 per year plus an opportunity to earn additional incentive earnings.
Type: Full Time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrang…
PB Digital Banking Sr Advisor San Diego
Skills & Focus: Wealth Management, Digital Banking, Client Advisor, Financial Services, Risk Management, Customer Experience, Asset Management, Technology, Operations, Teamwork
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture.
Type: Full-time
Benefits: Comprehensive benefits, resources and programming to promote healthy habits and support well-being.

Umpqua Bank

Private Client Advisor San Diego
Skills & Focus: client relationships, wealth management, banking, estate planning, investment, compliance, relationship management, business development, collaborative, financial solutions
About the Company: 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 to support…
Experience: 5-10 years in banking and wealth management
Salary: $89,000.00 to $180,000.00
Type: Full-time
Benefits: Comprehensive healthcare, 401(k) with employer match, life and disability insurance, tuition assistance, paid vacation …

Citizens

Financial Advisor San Diego
Skills & Focus: Wealth Management, Private Banking, Portfolio Management, Client Management, Investment Strategies, Financial Planning, Risk Assessment, Market Research, Regulatory Compliance, Relationship Building
About the Company: Citizens is a financial institution committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Experience: Professional
Type: Full-time

Umpqua Bank

Trust Portfolio Manager San Diego
Skills & Focus: trust management, investment relationships, fiduciary objectives, financial analysis, portfolio management, compliance regulations, accounting principles, team collaboration, business development, communication skills
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: 5 years of industry work experience
Salary: $102,000.00 to $200,000.00
Type: Full-time
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits including healthcare cover…
Private Client Advisor San Diego
Skills & Focus: wealth management, client relationships, banking, investments, estate planning, trust services, business development, networking, compliance, analytical skills
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: 5-10 years of experience in banking and wealth management, required
Salary: $89,000.00 to $180,000.00
Type: Full-time
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits.

Citizens

Financial Advisor San Diego
Skills & Focus: Financial Advisor, Wealth Management, Asset Management, Client Relationships, Investment Strategies, Financial Planning, Portfolio Management, Risk Assessment, Customer Service, Financial Analysis
About the Company: Citizens is a leading financial institution that focuses on community support, innovation in banking solutions, and a commitment to diversity and inclusion.
Experience: Professional Level
Type: Full-time
Benefits: Citizens offers a variety of benefits including wellness programs, professional growth opportunities, and community sup…

Umpqua Bank

Healthcare Relationship Manager San Diego
Skills & Focus: Healthcare, Relationship Manager, Wealth Management, Client Relationships, Business Development, Compliance, Credit Management, Portfolio Management, Training, Teamwork
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
Experience: 7 years of experience in healthcare and lending, required
Salary: $113,000.00 to $200,000.00
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits.

Lincoln Financial

Associate External Wholesaler - MoneyGuard - Specialty Life Partners San Diego
Skills & Focus: sales, financial services, business relationships, products, sales targets, market share, client relationships, sales plans, compliance, communication
About the Company: Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial secu…
Experience: 3-5 years’ external sales experience in the financial services industry
Salary: $160,000 - $285,000
Type: Hybrid
Benefits: Clearly defined career tracks, Leadership development, PTO/parental leave, Competitive 401K and employee benefits, Tuit…

Gamma Phi Beta

Financial Advisor - Eta Chi San Marcos
Skills & Focus: financial wellness, budget creation, financial management, mentorship, leadership, chapter operations, financial practices, communication, training, accountability
Type: Volunteer