Private Wealth Advisor
$100 per hourTuring
A leading AI research accelerator is seeking Finance Professionals with Private Equity expertise to help train AI systems for investment decisions. This fully remote consulting role requires 2+ years of Private Equity experience and offers $100/hr compensation. Responsibilities include assessing AI performance and evaluating investment scenarios. Preferred qualifications include CFA, CA/CPA, or an MBA in Finance. If you have strong knowledge of deal evaluation and risk assessment, we invite you to apply. J-18808-Ljbffr
Vacancy posted 3 hours ago
Similar jobs that could be interesting for youBased on the Private Wealth Advisor in San Diego, CA vacancy
$185k - $215k
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires...PrivateWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$185k - $215k
...around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. This position requires...PrivateFull timeWork experience placementLocal area3 days per week$100k - $150k
Your Future TeamCrest Capital Advisors, a member of the Hightower community, based in San Diego... ...Capital has flipped the traditional wealth management model on its head by putting service... ...Monday-Friday.We are looking for a Private Wealth Associate who is a multi-tasker with...PrivatePermanent employmentLocal areaMonday to Friday- ...an entrepreneurial environment—empowering advisors to focus on clients, growth, and... ...leadership. They are seeking experienced Senior Wealth Advisors to join their team in key... ...designations a plus Background in RIA, private bank, or wirehouse environments Strong relationship...PrivateWork at officeLocal areaRemote work
$310k - $365k
...should have a minimum of four years of lender-side representation for commercial finance matters. Experience representing banks and/or private credit funds on loans to technology, life sciences and/or middle market companies is preferred. Candidates must be admitted or to...PrivateFull timeWork at officeRelocationRelocation package$69.8k - $132k
...developing and improving internal control systemsStrong technical and functional accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on support and research to solve technical accounting matters with AJE...PrivateFull timeWork experience placementInternshipLocal areaFlexible hours$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth... ...capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services....PrivateRemote workCity National Bank
La Jolla, CA2 days ago- ...HYBRID OF COUNSEL - EMENIT DOMAIN We serve government agencies, private businesses, and mission driven organizations on regulatory, transactional, and litigation matters. Our attorneys are consistently recognized by leading legal directories and industry publications...Private
Meyers Nave
San Diego, CA5 days ago - ...institutional investors globally. Our business provides clients with advisory, investment management, and research services across private credit, private equity, real assets, and hedge funds. As of October 31st, 2025, Aksia advises on over $326bn and manages $34bn of client...PrivateFull timeWork at officeRemote work
Aksia Overview Aksia
San Diego, CA1 day ago $91.62k - $111.98k
...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionThe Wealth Connect Advisor provides personalized financial education and investment advice to clients through secure virtual meetings, phone calls, and...Full timeWork at officeLocal area- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private Equity...Private
- ...President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform.... ...alternative investment platform, specifically targeting private wealth clients. This role involves managing asset-raising campaigns for...Private
$70.4k - $84k
...there’s nowhere like RSM. Responsibilities: Working with high net worth families, closely held businesses, estates, trusts and private foundations Developing strong working relationships with clients built on understanding their needs and challenges Completing...PrivateWork experience placementLocal areaRSM
San Diego, CA2 days ago- Milton Hershey School, a cost-free private residential school for pre-K through 12th grade, is seeking dedicated House Parents to join our Education, Training & E-Learning team. House Parents live in student homes and provide a safe, structured, and nurturing environment...PrivateLive in
Milton Hershey School
Chula Vista, CA3 days ago - ...EisnerAmper Private Client Services Team At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and... ...includes Closely Held, Private Business Services, and Personal Wealth Advisory services. About EisnerAmper EisnerAmper is one of...PrivateTemporary workInternshipLive inWork at officeLocal areaMonday to Friday
EisnerAmper
La Jolla, CA1 day ago $72k - $77k
...Bernstein Private Wealth Management Associate Bernstein Private Wealth Management is a premier investment management firm advising high... ...-building skills, and who, in collaboration with Financial Advisors, help propel the growth of our Private Wealth Management Platform...PrivateFlexible hoursAllianceBernstein
San Diego, CA1 day ago$135k - $160k
...delivering infrastructure improvement, heavy civil construction, and site development services for government, state agencies, and private enterprises across the United States. They specialize in a wide range of heavy civil projects including highways, bridges, DOT...PrivateTemporary workImmediate startOnlyHire.Me
San Diego, CAmore than 2 months ago$213k - $266k
...optimization.Develop and maintain relationships with municipal and private-sector water clients; identify emerging client needs, strategic... ...the water sector.Proven ability to serve as a trusted client advisor, guide project teams in delivering exceptional client...PrivateWork at officeWork from home2 days per week$90k - $100k
...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We Looking For?Are you passionate about helping... ...seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...Temporary workLocal areaFlexible hoursCAPTRUST
San Diego, CA5 days ago- ...relationshipsAdd value through complex transaction analyses including IPOs, M&A, Divestitures, SPACs/Reverse Mergers, and Debt/Equity private placementsUnderstand technical accounting background, FASB and SEC rules and regulations, client deadlines and deliverables,...PrivateFull timeWork at officeRemote work
- ...California. This hybrid role can be based out of AECOM’s San Diego, Orange or Los Angeles, CA offices.Our EPP team serves numerous private industry and public utility energy clients, on a variety of energy projects including transmission, grid modernization, and renewable...PrivateLocal areaWorldwideFlexible hours
- ...resources, stormwater, infrastructure, environmental planning and permitting, and program management. BC serves both municipal and private sector clients throughout the US.BC is seeking a Program Management Director to help lead large, high-profile capital programs nationwide...PrivateFull timeTemporary workWork experience placement
- ...therapist ensures compliance with state, federal, and payer-specific documentation and billing standards for both public (DMC-ODS) and private/commercial insurance clients. This role functions as a Licensed Practitioner of the Healing Arts (LPHA) under DMC-ODS and DHCS...PrivateFull timeTraineeship
APEX RECOVERY
San Diego, CA27 days ago $120k
...DSCR loans, fix & flip funding, 0% interest business credit, and private lending tailored to client goals. Through the InvestWithKey... ...Estate Capital acts as a strategic partner in building long-term wealth and independence through real estate. Role Description The Associate...PrivateFull timeRemote work$260k - $310k
...supported by in-house experts in other areas of the firm including Private Client & Tax, Trust Litigation, Corporate and Employment. They... ...events/conferences and building networks with private wealth contacts/intermediaries including global and peer firms and counsel...PrivateContract workWork at officeLocal areaWithers Worldwide
San Diego, CA2 days ago- EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance...Temporary workWork at officeImmediate startFlexible hours
$75k - $125k
California Bank & Trust, a division of Zions Bancorporation, is seeking a Wealth Advisor to join its San Diego wealth management team. You will build long-term relationships with affluent clients, deliver tailored financial plans and investment strategies, and collaborate...$260k - $310k
...supported by in-house experts in other areas of the firm including Private Client & Tax, Trust Litigation, Corporate and Employment. They... ...events/conferences and building networks with private wealth contacts/intermediaries including global and peer firms and counsel...PrivateContract workWork at officeLocal areaWithers LLP
San Diego, CA3 days ago$180k - $200k
...ll do: Transactional Expertise: Lead and oversee complex securities transactions, including investment adviser, broker-dealer and private fund regulatory counsel, RIA, BD and private fund formations, and other investment-related agreements. Regulatory Compliance: Advise...PrivateRemote workRelocation$85k - $100k
...you? Who you are: Bachelor's in Finance, Accounting, Economics, or a related field 1-3 years of experience in investment banking, private equity or strategic finance Strong financial modeling skills and comfort working with large, complex data sets Experience with...Private
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Advisor. Be the first to apply!
Related searches
- senior wealth advisor San Diego, CA
- associate corporate finance San Diego, CA
- financial advisor development program San Diego, CA
- associate leveraged finance San Diego, CA
- financial planning assistant San Diego, CA
- jde finance consultant San Diego, CA
- senior financial advisor San Diego, CA
- financial advisor training program San Diego, CA
- financial counselor San Diego, CA
- financial planning administrator San Diego, CA