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Careers and Internships
Full Time Job Positions American Money Management LLC (AMM) ( www.amminvest.com ,) a Rancho Santa Fe portfolio management firm serving clients in 31 states. AMM manages retirement and investment accounts of all kinds, as well as two public no-load mutual funds. The firm's mission is to help clients increase their wealth and/or increase income thru proper diversification and risk management. AMM now handles over 1000 client relationships nationwide from it's Rancho Santa Fe offices. We are looking to hire a full time "Personal Portfolio Manager," and a "Relationship Manager." The candidate(s) will be responsible for between 100 and 200 client accounts. Our firm receives a large number of inquiries from prospects every month, so strong sales and people skills are essential. Incentive fees and management fees are generally shared on accounts the candidate brings to AMM. Duties include portfolio management and client relationship management, including retirement and financial planning. Compensation includes a monthly guarantee, profit sharing, and health coverage. The CFP or other professional designation is a plus, but not required. To apply for this position please send your resume to gwisdom@amminvest.com or call 858-755-0909.
Northwestern Mutual Financial Network is currently recruiting for our Spring 2009 and Summer 2009 internship classes! Our ideal candidate is one who is looking for challenge, growth, and long-term career potential. The candidate must possess strong interpersonal skills, be self-motivated and enthusiastic. The internship program provides 13 weeks of paid training and extensive mentoring resources. In addition to the comprehensive training program, the internship provides paid, transferable licensing, various stipends and sales commission. Financial Representatives and Advisors within the Northwestern Mutual Financial Network provide their clients with guidance and innovative solutions for individuals and businesses in the areas of retirement planning, business planning, employee benefits, insurance and investment services, estate planning and education funding. College Financial Representatives and Advisors develop their own practices, supported by our staff and network of specialists who provide expertise in all product areas. For the third year in a row, Business Week named us among the "50 Best Companies to Launch a Career" and our internship has been named among America's “Top Ten Internships” by the Princeton Review for 12 consecutive years as well as “Top 5 Internships for Real Work" by Money Magazine. If you’re a leader who desires to make an impact in a fast-paced, highly productive and values-driven environment, email your resume to Margie.Johnson@nmfn.com or call 619-230-8044. For more info, visit our web site at www.nmfn.com or www.nminternships.com.
Snider Retirement Strategies is an independent financial planning firm specializing in fee based asset management. We focus on high net worth individuals and business owners. As a holistic planning firm, we often communicate with other professional advisors such as CPAs and/or attorneys. As an additional service, we offer life, disability, and a host of other insurance coverage through affiliated specialists.
The candidate will be required to move to the area surrounding Bellevue, WA. 35k-45k salary depending upon previous experience. Company also offers: 401(k) with match and potential profit sharing, Bonus incentives- individual and team, Generous vacation policy, Medical/dental insurance assistance, relocation reimbursement, face to face interview traveling expenses (if out of state) will be paid for by the firm, and educational reimbursement.
This position will entail assisting financial advisors with paperwork, investment research, client case preparation, and being responsible for the organization of our optical storage drive. This position is the beginning of a 2 to 4 year trek into being a financial advisor servicing your own clients. Your speed in this trek will be determined by advancement in the necessary security and insurance exams, intimate knowledge of the office and compliance processes, interpersonal skills, and sales skills. To qualify for this position you must be a highly organized individual with exceptional computer skills. The job entails a great deal of computer work and could involve phone interaction with various companies and eventually with clients. Attention to detail is a must as this person will be in charge of managing our online optical system, which can be excessive at times. Office management experience and securities and/or insurance knowledge is a plus. We are looking for someone who would be happy in this type of position for at least 2 years. Candidates must have completed the CFP program in their undergraduate work and be ready to sit for the CFP exam within one year of their hire date. They must also be intimately familiar with the Microsoft office suite and must be a quick learner.Experience with Adobe Acrobat is a plus. To apply this position please send your resumt to Dave Denniston at dave@sniderrs.com Financial Advisor Snider Retirement Strategies, Inc. (425) 453-7080
LPL Financial is a national independent brokerage firm with corporate headquarters in Boston, San Diego and Charlotte and offices in other field locations across the country. As LPL Financial employees, we are passionate about what we do and we are proud of the quality service we deliver to our customers. We are driven by quality and committed to service. LPL Financial employees are professional, goal - oriented, and enthusiastic. Our employees describe our culture as dynamic, challenging, and fast - paced. If you share these qualities and interests, we want to know more about you. The Financial Planning Specialist is responsible for supporting LPL Financial Advisor inquiries related to LPL Financial's financial planning platforms, financial planning systems, and technical financial planning issues. This individual will be part of a planning specialist team within the Financial Planning Group responsible for providing timely, accurate and actionable guidance to LPL Financial's Advisors on all areas of financial planning and planning practice support. This individual will be responsible for managing multiple priorities and tasks simultaneously and for interacting with LPL Financial's Advisors over the telephone and in-person. The Financial Planning Specialist position is available in our San Diego office. A Bachelor's degree in accounting, finance, economics or a related field is required; a CFP is required as well. We offer an excellent salary and benefits package (this is a salaried position.) Qualifications: Please APPLY online at: click here. Pretorius and Purvis, a comprehensive financial planning franchise of Ameriprise Financial, has been serving clients in the San Diego area for over 8 years. Throughout this time, Jan Pretorius and Karen Purvis, CFP have established a devoted client base and a business built upon the principles of honesty, integrity, and compassion. We are committed to improving the lives of our clients. We are looking for a paraplanner to join our rapidly expanding financial planning firm. The ideal candidate has strong administrative, organizational, and interpersonal skills, is motivated by the opportunity to learn, and is committed to expanding their financial planning knowledge. The responsibilities of this position include assisting 2 advisors in the daily management of a growing practice through a high level of client contact, both in person and via phone. Support to the advisors will include: assisting with comprehensive financial plan writing, portfolio rebalancing, scheduling appointments, meeting preparation, and client service. Series 7 license, or the desire to obtain, is preferred. This is a full-time position, however we would consider starting off as part-time, if needed. Your salary will be determined based on your qualifications and experience. All applicants must call 858-490-4288 x7 and submit a resume with salary history to Karen.m.purvis@ampf.com. We will review all applications and contact each qualified candidate for a phone interview.
PURE Financial Advisors, INC. is a financial planning start-up Registered Investment Advisory firm located in San Diego. Our Planners are salaried employees of the firm, not product salespeople and are never compensated by asset management fees or product sales commissions. This is a great opportunity for the person who has a passionate desire to always do what is best for the client. We have eliminated the sales pressure, ethical dilemmas and conflict of interest issues generally associated with traditional independent financial planners. Our new business model will benefit our planning clients and your professional image. You will be the client’s most trusted advisor. We are looking for high quality personal financial planners who has great relationship skills, positive attitude with a commitment to long term professional growth and a strong desire to do what is right, to help people. Four year degree, preferably finance related. Duties for this position includes preparing, implementing and monitoring comprehensive personal financial plans. Also coordinate tax, legal, insurance and investment professionals. You should passionately represent our firm, our principals, our strategic vision and your professional commitment. Also develop and manage client relationships. 5+ years of financial industry experience. CFP® designation required, other designations a plus Clean compliance and credit history .Salary - 50K-200k. To apply for this position send your resume to michael.fenison@purefinancial.com
Wade Financial Advisory, Inc. (www.wadefa.com) is a well established financial advisory firm that is expanding. We offer a great team environment, a reputation for excellence, established clients and excellent growth potential to help you reach your personal and career goals. Our employees are as important as our clients, and we work to provide both with a great atmosphere and learning environment. We value our employees and we take pride in recognizing their outstanding talents and efforts. We are committed to the delivery of superior quality of services based on a foundation of honesty, integrity and ethical treatment. Candidate should possess either CPA, EA or MS Tax credential. CFP or FP Certificate a plus. Minimum of 3 years experience in financial services industry. Personal qualities would include exceptional communication skills, client service orientation, integrity, resourcefulness, and ability to function as a team player. This team member will assist in the formulation, maintenance and implementation of financial planning and investment strategies for firm clients. Duties will also include income tax planning as well as tax preparation work on complex individual returns, and simple returns for partnerships, trusts, and closely held corporations. Compensation and benefits commensurate with experience. Potential advancement to Senior Advisor and/or Partner. Send resume and cover letter to admin@wadefa.com or fax to 408-369-0607 We are an equal opportunity employer. Selected candidate may be required to pass a background check.
New England Financial of the Southwest is a subsidiary of the MetLife Enterprise. We are full service financial services firm offering both premier insurance and investment products. Our San Diego office has approximately 25 active agents. Our agents work primarily with individuals and small to medium size business owners. We offer the right candidates an exciting opportunity to learn the financial services business as a financial representative. Eligible candidates will be expected to be an active participant in assisting senior producers with marketing, data gathering, case preparation, and product research. Candidates will receive “classroom” type training on insurance and investment products as well as hands-on training through one-on-one mentorship with a senior producer. Our office is conveniently located in Mission Valley. Eligible candidates will be required to work between 5-10 hours per week. New England Financial is an Equal Opportunity Employer. If you are interested please contact Erin Bundy at ebundy@pfc.nef.com
Or 619-683-6256CD 200605570 Exp: 06/30/2007
Dean Consulting & Associates is located in the Rancho Bernardo area of San Diego and has been in business for over 25 years. The owner is a five time listed top financial advisor by “Worth Magazine.” We offer “fee only” financial planning and investment management. We receive no compensation from any source other than directly from the client. We encourage learning and developing planners in a congenial, positive environment. Learning will be rewarded with further responsibilities and opportunities within the firm. Client appreciation is more important than client numbers. A focus on quality rather than size will hopefully benefit our clients, employees, and firm. We are looking for bright candidates from a Financial Planning Masters Program. Job responsibilities include preparation of retirement projections, research and/or a number of unique planning projects. A willingness to learn, accept challenges, and a strong work ethic are important. Tax and investment experience are pluses. Candidates should be client-centered, appreciate an attention to detail and enjoy pinpointing client problems or opportunities before they arise. Starting compensation varies depending on qualifications and experience. To apply for this position please send your resume to Mary Dean at mkdean@pacbell.net or call on (858) 485-8547.
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