San Diego, California, United States · On-site
$120k–$200k/yr
Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…
Skills: Insurance Distribution, Wealth Management, BGA Relationship Management, Strategic Partnerships, Revenue Growth
Roseville, California, United States · On-site
By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experi…
Skills: Communication, Empathy, Multi-tasking, Accountability, Structured Thinking
San Diego, California, United States · On-site
$61k–$250k/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financia…
Skills: Financial Planning, Client Acquisition, Relationship Building, Time Management, Critical Thinking
San Diego, California, United States · On-site
$61k–$250k/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financia…
Skills: Financial Planning, Client Acquisition, Relationship Building, Time Management, Critical Thinking
San Diego, California, United States · On-site
$105k–$158k/yr
Company:Qualcomm Incorporated Job Area:Human Resources Group, Human Resources Group > Compensation General Summary: Supports and leads the company’s annual review process, base pay, annual incentive plans, equity plans, …
Skills: Compensation Analysis, Base Pay Management, Annual Incentive Plans, Equity Plans, Market Benchmarking
San Diego, California, United States · On-site
$61k–$250k/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financia…
Skills: Financial Planning, Client Acquisition, Relationship Building, Time Management, Critical Thinking
San Diego, California, United States · On-site
$500/hr–$1k
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Ou…
Skills: Prospecting, Networking, Business Strategy, Financial Planning, Time Management
San Diego, California, United States · On-site
$100k–$108k/yr
Job DetailsJob Location: Administration Office - Mission Valley - San Diego, CA 92108Position Type: Full TimeSalary Range: $70,340.00 - $75,000.00 SalaryJob Shift: DayJob Category: AccountingTitle: Staff Accountant -Nonp…
Skills: General Ledger Management, Grant Accounting, Nonprofit Accounting, Financial Statement Preparation, Payroll Oversight
San Diego, California, United States · Remote Solely
We are seeking a detail-oriented and analytical Remote Business Intelligence (BI) Analyst to join our team. In this work-from-home role, you will collect, analyze, and interpret business data to provide actionable insigh…
Skills: Data Analysis, SQL, Microsoft Excel, Power BI, Tableau
Irvine, California, United States · Hybrid
$78k–$90k/yr
Overview Assurance, Experienced Associate (Governments) USA: Los Angeles, CA | Irvine, CA | San Diego, CA (Hybrid) At MGO (Macias, Gini and O’Connell LLP), we put people first, empowering our team to deliver exceptional …
Skills: Auditing, Assurance, Government Audit, GASB Standards, GAGAS Standards
San Diego, California, United States · On-site
$24/hr–$30/hr
SUMMARY The Customer Experience Specialist I will work closely with Billing, Sales and other Commercial personnel to support commercial and financial objectives through strategic and tactical activities, actively engagin…
Skills: Customer Service, Medical Billing, Insurance Claims, CRM, Conflict Resolution
San Diego, California, United States · On-site
$24/hr–$33/hr
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizin…
Skills: Technical Troubleshooting, Windows 7, Microsoft Active Directory, Google Apps Enterprise, AS400/Client Access
San Diego, California, United States · On-site
$21/hr–$27/hr
General Summary: The Member Services Representative – Member Engagement is responsible for receiving incoming calls in a prompt, professional, and polite manner, providing high quality service to California Credit …
Skills: Communication, Time-management, Analysis, Customer Service, Judgment
San Diego, California, United States · On-site
$80k–$95k/yr
Position Summary Odyssey is looking for an Acquisition Specialist to support the Naval Health Research Center (NHRC) in San Diego, CA. The NHRC develops and delivers operational biomedical research solutions that enhance…
Skills: Contract Modification Review, Contract Closeout, Invoice Review, COR Documentation, CPARS
San Diego, California, United States · On-site
Overview If you have a passion for organization and thrive in fast-paced environments, consider the position of Backup Administrative Coordinator at Sprouts Farmers Market. As one of the fastest growing natural foods ret…
Skills: Cash Handling, Bookkeeping, Financial Reporting, Microsoft Excel, Microsoft Word
San Diego, California, United States · On-site
$18/hr–$19/hr
$1,000 Signing Bonus $400 payable within 30 days after successful completion of 15-shift training. $600 payable within 30 days after successful completion of 90 days of employment. Must be in good standing and on active …
Skills: Sales, Customer Service, Cash Handling, Spanish Proficiency, Communication
San Diego, California, United States · On-site
Overview The Accounts Payable is responsible for supporting the organization’s financial and administrative functions to ensure accuracy, efficiency, and compliance in all related operations. Reporting to the Manag…
Skills: Accounts Payable Processing, Financial Record Keeping, Vendor Management, Bank Reconciliation, Microsoft Excel
San Diego, California, United States · Hybrid
Director of Acquisitions Digital Infrastructure | Telecommunications Real Estate Acquisitions 📍 San Diego (UTC / La Jolla) | Hybrid Eligible TowerPoint is one of the largest private owners of wireless real estate in the…
Skills: Deal Origination, Negotiation, Wireless Real Estate Acquisitions, Pipeline Management, Salesforce
San Diego, California, United States · Hybrid
$68k–$70k/yr
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless i…
Skills: Portfolio Reporting, Data Analytics, Financial Reconciliation, PowerBI, Excel
San Diego, California, United States · Hybrid
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless i…
Skills: SQL, Data Profiling, Data Modeling, ETL/ELT, Data Governance
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Drive the growth and execution of the firm's insurance business across the West Coast by leading strategic partnerships with BGAs and carriers. Develop distribution strategies and lead advisor engagement to expand insurance adoption within holistic wealth management frameworks.
Requires 7-10 years of experience in insurance distribution, wealth management, and BGA distribution models. Professional designations such as CLU, ChFC, or CFP are preferred.
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
The AVP, Insurance Strategy & Distribution is responsible for driving the growth, positioning, and execution of the firm’s insurance business across the West Coast. This role leads strategic partnerships with Broker General Agencies (BGAs) and carriers, develops distribution strategies, and expands insurance adoption across priority advisor segments.
This individual operates at the intersection of strategy, distribution, and partner management, ensuring the firm’s insurance platform is competitive, scalable, and aligned with holistic wealth management objectives.
Lead BGA relationship management, including governance, service oversight, and strategic alignment
Manage carrier relationships in coordination with BGA partners to influence product access and competitiveness
Negotiate economics, revenue sharing, and support agreements with BGAs and carriers
Establish and monitor service expectations, SLAs, and performance metrics
Identify opportunities to enhance the insurance platform and product shelf
Develop and execute regional insurance distribution strategies across West Coast markets
Drive adoption and revenue growth within priority advisor segments and affiliation models
Design and implement segmented growth strategies (e.g., top producers, HNW advisors, hybrid models)
Coordinate joint sales campaigns and wholesaler coverage models with BGA partners
Optimize distribution effectiveness through data-informed decision-making
Present insurance solutions at Home Office Visits (San Diego) and regional advisor events
Lead and participate in webinars, workshops, and field events across the West Coast
Position insurance solutions within holistic financial planning frameworks, including protection, estate, and tax strategies
Serve as a thought leader and advocate for insurance adoption across the advisor base
Drive collaboration with Success Managers, channel leaders, and internal stakeholders across affiliation models
Ensure alignment between insurance strategies and broader wealth management objectives
Partner with compliance, operations, and product teams to support scalable and compliant growth
Act as escalation point for partner, distribution, or service issues
Lead or support strategic initiatives to expand insurance offerings, tools, and capabilities
Identify and implement process and platform improvements to enhance advisor experience
Contribute to long-term insurance strategy and roadmap development
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
7–10 years of experience in insurance distribution, wealth management, or broker-dealer environments
7-10 years of experience in life insurance, annuities, and BGA distribution models
Proven experience managing external partnerships and driving revenue growth
Excellent communication, negotiation, and leadership skills
Strong understanding of advisor segmentation, distribution strategy, and sales campaigns
Professional designations such as CLU, ChFC, CFP, or other insurance and financial planning credentials are preferred.
Familiarity with advisor technology platforms, CRM systems, and sales analytics tools used to drive engagement and business growth.
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26
Empowering financial advisors to deliver personalized advice to all who need it.
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Offices: 4707 Executive Drive, San Diego, CA 92121-1968, US · 1055 LPL Way, Fort Mill, South Carolina 29715, US · 75 State St, 22nd Floor, Boston, Massachusetts 02109, US · 13620 N FM 620, Building C, Suite 200, Austin, Texas 78717, US
There are currently 992 open finance & accounting positions in San Diego, CA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include LPL Financial, Northrop Grumman, Axos Bank, Bank of America, Northrop Grumman Mission Systems, Inc., among others. Browse the listings above to see every active employer.
Yes — 314 of the 992 open finance & accounting positions offer remote or hybrid work (85 remote, 229 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
