Strategic Client Advisor

Job Overview: Comprehensive Advisor, a well-established and growing financial services firm in Carlsbad, is seeking a Planning Support Specialist to join their team. This role will involve working closely with advisors, prospects, and clients to gather necessary paperwork and information for analysis. The ideal candidate will possess excellent customer...

About Our Team: Comprehensive Advisor is a well-established and growing financial services firm based in Carlsbad, CA. Our team is dedicated to providing excellent service to our prospects and clients, and we are seeking a Planning Support Specialist to join our team.As a Planning Support Specialist, you will have the opportunity to work closely with our...

Key Responsibilities: As a member of our team, the Planning Support Specialist will be responsible for executing their individual focus on gathering all required paperwork and information necessary for analysis. This will involve working closely with advisors, prospects, and clients to ensure that all necessary information is collected and processed...

We are seeking a skilled Financial Services Coordinator to join our team at Comprehensive Advisor in Carlsbad, CA. This is a full-time position with an estimated annual salary of $60,000 - $80,000, depending on qualifications and experience.The ideal candidate will have 5 years of administrative office experience in a fast-paced environment and intermediate...

Job DescriptionJob DescriptionJob DescriptionAre you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely in a cooperative team environment, developing custom financial plans for prospects, constantly challenging yourself, and providing superior customer service and...

About the RoleWe are seeking a highly skilled Senior Financial Coordinator to join our team at Comprehensive Advisor in Carlsbad, CA.This is a full-time position that offers a competitive salary range of $60,000 - $80,000 per year, depending on qualifications and experience.The ideal candidate will possess excellent communication skills, both written and...

Customized Retirement Planning OpportunityComprehensive Advisor is seeking a Customized Retirement Planner to join our team in Carlsbad, CA.This is a unique opportunity to work with a well-established and growing financial services firm, offering a salary range of $70,000 - $90,000 per year, based on qualifications and experience.The ideal candidate will...

Job DescriptionWe are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Carlsbad, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior...

Job DescriptionWe are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Carlsbad, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior...

Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Carlsbad, CA office.  The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior...

Who we areBuild a brighter future while learning and growing with a Siemens company at the intersection of technology, community, and sustainability. Our global team of innovators is always looking to create meaningful solutions to some of the toughest challenges facing our world. Find out how far your passion can take you.About the JobBrightly provides...

We are a high-growth, dynamic financial planning and investment management firm providing services to individuals, families, and businesses. Our mission is to help clients create peace around the issue of money. We do this through proactive planning and building deep relationships with clients built on trust and integrity. We are a small, focused, highly...

We are a high-growth, dynamic financial planning and investment management firm providing services to individuals, families, and businesses. Our mission is to help clients create peace around the issue of money. We do this through proactive planning and building deep relationships with clients built on trust and integrity. We are a small, focused, highly...

We are looking for a Strategic SAP Program Manager to focus on one of our largest strategic accounts. 18-month contract at a minimum. Ideal candidate will have 15-20 years of experience managing enterprise wide, high-risk projects, stakeholders and delivery teams that span organizational and national boundaries including multiple business units and multiple...

We are a high-growth, dynamic financial planning and investment management firm providing services to individuals, families, and businesses. Our mission is to help clients create peace around the issue of money. We do this through proactive planning and building deep relationships with clients built on trust and integrity. We are a small, focused, highly...

We are a high-growth, dynamic financial planning and investment management firm providing services to individuals, families, and businesses. Our mission is to help clients create peace around the issue of money. We do this through proactive planning and building deep relationships with clients built on trust and integrity. We are a small, focused, highly...

Key ResponsibilitiesThis role requires active leadership on the selling floor, driving individual and team objectives and being accountable for sales results.Collaboration is key, working with peers to drive results and create a positive work environment through teamwork and collaboration.The Senior Client Advisor will also be responsible for capturing...

A boutique financial advisory firm is seeking an individual working toward their CFP for an opportunity to gain hands-on experience in the financial planning and investment industry. This full-time, permanent position is in-office and involves assisting the Operations Manager with administrative duties. Responsibilities: Maintain business processes to ensure...

Job DescriptionThe Senior Client Advisor plays a critical role in creating emotionally enriched relationships with clients, developing and nurturing meaningful and loyal client relationships through personal connections and CRM initiatives. This position requires excellent customer service skills, the ability to understand client desires and create a...

We are a high-growth, dynamic financial planning and investment management firm providing services to individuals, families, and businesses. Our mission is to help clients create peace around the issue of money. We do this through proactive planning and building deep relationships with clients built on trust and integrity. We are a small, focused, highly...