Mutual Fund Jobs in San Diego
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Search Results - Mutual Fund Jobs in San Diego
Vaco by Highspring-San Diego
Title: Tax Manager, Mutual Funds
Company: Investment Management / Asset Management
Compensation: $160K - $185K base salary
Location: San Diego, CA (Remote flexibility)
About the Role
Our client, a leading global investment management firm...
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Eiger Wealth Management, LLC-San Diego
on mutual funds, ETFs, and individual equities.
• Financial Plan Creation: Utilize financial planning software to build, update, and review comprehensive wealth management plans for clients.
• Client Advisory Support: Participate in client meetings, prepare...
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Artemis Consultants-San Diego
PREFERRED PROFILE:
• Bachelor’s Degree preferred.
• State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
• Knowledge of core investment products including fixed and variable annuities and mutual funds...
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Centura Wealth Advisory-San Diego
graduation year)
Hours: 15-20 hours/week during the school year and 40 hours/week during the summer
Primary Responsibilities:
• Perform research on ETFs, stocks, mutual funds, bonds, and other securities using various research services
• Maintain...
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BrokerHunter-San Diego
be an opportunity worth exploring.
Think Beyond AUM
The platform allows advisors to serve clients across a broad range of financial needs, including:
• Investment management — stocks, ETFs, mutual funds, options, and customized strategies
• Estate planning
• Tax...
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Deloitte-San Diego
hedge funds, private equity, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers. Learn more about Deloitte Business Tax Services.
Qualifications Required...
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New York Life-San Diego
Products & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities...
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