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Part Time Jobs Financial Designs, Ltd is a Registered Investment Advisor and Personal Financial Planning Firm. We are looking for an upper division, Financial Services student who is interested in gaining experience in the Financial Planning industry. The paid and part-time position entails providing assistance to CERTIFIED FINANCIAL PLANNERTM professionals in a small office environment. The position will include Administrative Support, Para-planning Assistance, Assisting with PowerPoint presentations and helping with our monthly workshops. We will train this position to become a Para-planner which entails helping us create financial plans, process trades, and provide client service. Overland & Shanahan Overland & Shanahan is a small financial planning firm affiliated with LPL Financial. We are located in Carmel Valley and specialize in comprehensive financial planning, wealth management and estate planning. The required hours will begin at approximately 4 hours per day for 3 days a week. This could evolve into a typical 8:00 am – 3:00 pm work day as the candidate gains more experience. These hours are somewhat flexible and we are willing to discuss other similar options. We also believe this opportunity would qualify for university credit but you must make sure to confirm this with a faculty member as we do not control whether credit is given or not. Pay will be determined by experience. Please call before coming to drop off resume. No emails.
Blankinship & Foster, LLC, a fee only Family Wealth Advisory firm in Solana Beach, is seeking a part time intern to assist in our financial planning department.
Ideal candidates will have excellent analytical and communication skills, be highly motivated, and have a strong desire to make personal financial advice their career.
Please email your resume to careers@bfadvisers.com. No phone calls, please.
Harrison – de Charon, LLC, an independent, fee-only, registered investment adviser, is looking for an experienced CFP® to join our team. The role will focus on developing investment portfolios, financial planning, client relationship management, and working closely with other staff members. This is a career position with tremendous growth opportunity. To be considered, the candidate should have at least a bachelor’s degree, completed the CFP® coursework, and have a minimum of one year industry experience. Must have excellent computer skills including Microsoft Word and Excel. Experience with Junxure, Portfolio Center, Morningstar Principia, and Money Tree is a big plus. Please contact Jeanni Harrison, CFP®, at 858.558.8707 and/or send resume to jharrison@hdcfp.com or fax to 858.228.1760. Crawford Capital Management, Inc. - A position is open for a student on a finance track who has a deep interest in learning every aspect of a portfolio management operation. We are a fee-only Registered Investment Advisor, not a commission based stock or insurance broker. The ideal candidate has time available between 7 and 12 noon, a consuming interest in the stock market, excellent computer skills and is comfortable with math. Our offices are located in the Mission Valley area, about a ten minute drive from the SDSU campus. Please send full particulars by email to me personally at lcrawfor4@cox.net. No phone calls until we have had an opportunity to review your resume’, please. Thank you for your interest. Pacific Divorce Management, LLC is seeking ambitious, detail oriented individual interested in learning the Financial Planning Process in a real world environment at a full service, independent financial advisory firm. The ideal candidate will be proficient in such Microsoft Windows application as Excel, Word and Outlook and willing to learn other applications (ACT, NaviPlan, Adobe Illustrator, etc.) Must have a bachelor’s degree or be in the process of completing one and be interested in pursuing future licensing and credentialing (i.e. the CERTIFID FINANCAIL PLANNER® designation). Although this is an entry level position, the successful applicant will not be limited to doing administrative and clerical work and will immediately begin assisting two CERTIFIED FINANCIAL PLANNER® practitioners in a busy and successful practice. Initial job duties will include immediate support of successful practice in the business of providing expert financial advice, guidance and consulting for Family Law cases, specifically divorce, in San Diego and immediately surrounding counties. This support role will include data and document gathering; file management, review of financial data and preliminary suggestions for attention item, report creation, meeting scheduling, creation and maintenance of marketing literature and prospect packets. Once proficient at the above items; responsibilities will include attendance at client meetings and direct consultation with clients for the correct individual. In addition the candidate will have the opportunity to and be expected to work in support of the Wealth Management practice. Duties would include, performance reporting, retirement distribution modeling, insurance needs analysis and any other financial planning applications they demonstrate proficiency in. Initially this part-time position will require a minimum of fifteen hours per week. Our expectation is that the right applicant would quickly move into a full time role. Our office is located in the Del Mar/Carmel Valley area. Consult our websites for additional information about our business. www.pacewealth.com, www.pacdivorce.com Please direct inquiries to Justin A. Reckers. CFP®, CDFATM at 858-509-2329. Email resumes to jreckers@pacdivorce.com Smith/Andreotti Wealth Management Group of Wachovia Securities is a wealth management group located in North County. The Wachovia Corporation is one of the nation's largest diversified financial services companies, providing 13.4 million household and business relationships with a broad range of banking, asset management, wealth management and corporate and investment brokerage products and services. We are looking for a part time employee or intern for 10-20 hours/week for $10/hour to provide assistance with a variety of aspects of our business. Responsibilities may include but are not limited to marketing projects, involvement in client seminars, some office duties, some clerical assistance, and facilitating any special projects of the business. This is a small Wealth Management team and is looking for someone who can work independently and who wants to gain experience in financial planning, investments, and dealing with retail investors through a broad range of responsibilities related to the securities industry. To apply for this position please contact Smith/Andreotti Wealth Management Group of Wachovia Securities at 800-387-8871. We are located in Rancho Bernardo in at 11545 West Bernardo Court Ste. 300, San Diego CA 92127. Pollakov Financial Group is financial planning firm (www.pollakovfinancialgroup.com. We have been located in the San Diego area for over 40 years. We are a leading firm with very high ratings by the major rating agencies. This position will require a multi tasker. You will be handling inbound client calls, setting annual reviews, scheduling and setting up seminars, organizing client files, data entry, marketing, and basic office issues.We are offering between 10 and 20 hours per week to one person. We will be starting the pay at $10 per hour with bonuses and additional hours available based on performance. This could lead to a permanent assistant position or a financial planning position upon graduation based on performance. This will be an excellent way to learn the industry and the products from a leading firm in town. And hopefully could lead to a financial planning position. To apply for this position send your resume to bridyc@aol.com or you can call on 619-307-0956. AMERICAN ASSET MANAGEMENT offers a comprehensive menu of product and services related to financial matters. The company is seeking a candidate who can work with an established CFP, assisting with administrative duties including file management, office organization, gathering information, and other activities allowing the CFP to spend more time with clients. CFP is branch manager of a large broker/dealer, which would allow the ideal candidate to get licensed and build his/her own practice. See advertisement in the Yellow Pages under “FINANCIAL PLANNERS”. Candidate will directly work with CFP in an office environment that is a “CLASS A” office building that has several attornies and support staff. American Asset Management is located in the heart of mission valley at the “Hazard Center”. Pay will be negotiable and the hours per week could range from 15 to 20+. To apply for this position please send your resume to rreynolds@aigfinancialadvisor.com Ameriprise Financial, formerly known as American Express Financial Advisors, is one of the Premier Financial Planning and Asset Management Firms in the United States. This company has a heritage of 110 years, manages over $400 billion in assets, and has a network of over 12,000 advisors nationwide. This internship is to work in a small branch office in UTC. This is an ideal job for someone who is looking to work in a small office, in a team environment, and is interested in gaining experience in the Financial Planning Industry.The position entails providing assistance to two Financial Planners who have a rapidly growing and successful Financial Planning Practice. There are three primary duties of this position: Office Management, Administrative Support, and Paraplanning Assistance. We will train this position to become a Paraplanner which entails helping us write financial plans, process trades, conduct research, and provide client service.This is a part time position starting at $8/hour. The hours will be flexible and will be approximately 4-8 hours a week. We are looking for someone that possesses strong Administrative Skills, Microsoft Office Skills, Organization, and Verbal Communication. **A student at the Junior level with at least 2 years of school remaining is preferred.
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Financial Planning Programs SDSU College of Business Administration |
