Table of contents
Achievable blue logo on white background

Finance jobs in
San Diego

Achievable blue logo on white background

Finance jobs in San Diego

Are you looking for the best finance jobs in San Diego? You're in the right place! Our team reviewed finance job boards in San Diego and collected open positions from the major financial firms with offices here. Working at these large, prestigious finance companies would be a strong point on any resume. Below, we list the major finance firms in San Diego and include a link to their website or careers page to help you see current openings.

Charles Schwab San Diego offices

Charles Schwab
Djkeddie / Wikimedia Commons / “Charles Schwab on Nassau Street” / CC by 4.0
Charles Schwab has offices in San Diego, located at:
  • 3570 Carmel Mountain Road, Suite 120, San Diego, CA 92130
  • 7510 Hazard Center Drive, Suite 407, San Diego, CA 92108
  • 10920 Via Frontera, Suite 100, San Diego, CA 92127
  • 7777 Fay Avenue, Suite 105, La Jolla, CA 92037
  • 12481 High Bluff Drive, Suite 100, San Diego, CA 92130
  • 5796 Armada Drive, Suite 100, Carlsbad, CA 92008
Charles Schwab is an American multi-national financial services company headquartered in Westlake, Texas. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. It primarily focuses on the United States and United Kingdom, and ranks tenth on the list of largest banks in the United States by assets. As of December 31, 2022, it had $7.05 trillion in client assets, 33.8 million active brokerage accounts, 2.4 million corporate retirement plan participants, and 1.7 million banking accounts according to its own filing. It also offers a donor advised fund for clients seeking to donate securities. The company was founded in 1971 and succeeded initially by capitalizing on the financial deregulation of the 1970s to pioneer discount sales of equity securities. It was the first bank to offer round-clock order entry and quotation. Charles Schwab was purchased by Bank of America in 1983 for $55 million, but three years later, the profitability of the bank's no-charge mutual funds prompted the founder to buy his company back for $280 million. It remains independent today.
We do our best to keep this post updated, but job openings constantly change. To see if Charles Schwab has updated finance jobs in San Diego, visit their job board.

Fidelity Investments San Diego offices

Fidelity Investments
Jules Verne Times Two / Wikimedia Commons / "Water reflection of Financial District seen from the opposite side of Fort Point Channel, Boston, Massachusetts, US (PPL1-Corrected)" / CC BY-SA 4.0
Fidelity Investments has offices in San Diego, located at:
  • 11943 El Camino Real, Suite 120, Del Mar, CA 92130
  • 7676 Hazard Center Drive, Suite 820, San Diego, CA 92108
Fidelity Investments (often referred to as Fidelity) is an American multi-national financial services corporation headquartered in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world, with over $3.9 trillion in assets under management. Fidelity's assets under administration amount to $10.3 trillion as of December 2022. Fidelity Investments operates a brokerage firm. For its activities, it manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, securities execution and clearance, asset custody, and life insurance.
We do our best to keep this post updated, but job openings constantly change. To see if Fidelity Investments has updated finance jobs in San Diego, visit their job board.

Merrill Lynch San Diego offices

Merrill Lynch
Hänsel und Gretel / Wikimedia Commons / "Merrill Lynch" / CC BY-SA 3.0
Merrill Lynch has offices in San Diego, located at:
  • 701 B Street, 24th Floor, San Diego, CA 92101
  • 11811 Bernardo Plaza Court, Rancho Bernardo, CA 92128
  • 12830 El Camino Real, Del Mar, CA 92130
Merrill, previously branded Merrill Lynch, is currently an American investment management and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities for Bank of America's clients. The firm is headquartered in New York City, employs over 14,000 financial advisors, and manages $2.8 trillion in client assets ($3.4 trillion for Global Wealth and Investment Management). Merrill Lynch & Co. agreed to be acquired by Bank of America on September 14, 2008, at the height of the financial crisis of 2007–2008. Merrill Lynch gained a reputation for the strength of its network of financial advisors that allowed it to place securities it underwrote directly. By contrast, many established Wall Street firms rely on groups of independent brokers for placement of the securities they underwrote.
We do our best to keep this post updated, but job openings constantly change. To see if Merrill Lynch has updated finance jobs in San Diego, visit their job board.

Northwestern Mutual San Diego office

Northwestern Mutual
Michael Barera / Wikimedia Commons / "The Northwestern Mutual Life Insurance Company Headquarters in Milwaukee, Wisconsin (United States)." / CC BY-SA 4.0
Northwestern Mutual has an office in San Diego, located at 600 W Broadway Suite 600 One America Plaza, San Diego, CA 92101.
Northwestern Mutual is an American financial services mutual organization headquartered in Milwaukee, Wisconsin. Northwestern Mutual provides its clients advice on wealth and asset income protection, education planning, retirement planning, investment advisory services, financial planning trust and private client services, estate planning and business planning. The products it sells include life insurance, permanent life insurance, disability income, and long-term care insurance; annuities; investments; and investment advisory products and services. Northwestern Mutual was ranked No. 90 on the 2021 Fortune 500 list of the largest United States corporations by total revenue and is in the top 30 by assets held.
We do our best to keep this post updated, but job openings constantly change. To see if Northwestern Mutual has updated finance jobs in San Diego, visit their job board.

PNC San Diego office

PNC
Dllu / Wikimedia Commons / "The Tower at PNC Plaza as seen in November 2015." / CC BY-SA 4.0
PNC has an office in San Diego, located at 402 W Broadway, San Diego, CA 92101.
PNC is an American bank holding company and financial services corporation headquartered in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 27 states and the District of Columbia, and is on the list of largest banks in the United States by assets and is one of the largest banks by number of branches, deposits, and number of ATMs. The financial services arm of PNC provides asset management, wealth management, estate planning, loan servicing, and information processing. PNC is one of the largest Small Business Administration lenders, one of the largest credit card issuers in the United States, and operates one of the largest treasury management businesses. It is also the second largest lead arranger of asset-based loan syndications in the United States. Harris Williams & Co., a subsidiary of the company, is one of the country's largest mergers and acquisitions advisory firms for middle-market companies. Midland Loan Services, a division of PNC Real Estate, is ranked by Mortgage Bankers Association as the 2nd largest master and primary servicer of commercial bank and savings institution loans.
We do our best to keep this post updated, but job openings constantly change. To see if PNC has updated finance jobs in San Diego, visit their job board.
Achievable blue logo on white background
Achievable SIE - $99
Pass the FINRA SIE on your first try with Achievable's interactive online exam preparation course. Includes everything you need: easy-to-understand online textbook, 2,000+ review quizzes, and 35+ full-length practice exams.
Easy-to-understand online textbook
2k+ chapter quizzes
35+ practice exams
32+ bonus videos
A textbook page from Achievable's FINRA exam prep course

Raymond James San Diego office

Raymond James
Trevor Birchett / Wikimedia Commons / "Raymond James Building" / CC BY-SA 4.0
Raymond James has an office in San Diego, located at 3111 Camino Del Rio North, Suite 400, San Diego, CA 92108.
Raymond James is an American multi-national independent investment bank and financial services company headquartered in St. Petersburg, Florida. It is considered one of the largest banking institutions in the United States. Raymond James provides financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management. Raymond James does not offer their own proprietary products, and instead sells the products of others. The company claims that this gives them the ability to provide more objective financial advice than other firms.
We do our best to keep this post updated, but job openings constantly change. To see if Raymond James has updated finance jobs in San Diego, visit their job board.

TIAA San Diego office

TIAA
Eden, Janine and Jim from New York City / Wikimedia Commons / "730 Third Avenue" / CC BY 2.0
TIAA has an office in San Diego, located at 3655 Nobel Drive, Suite 140, San Diego, CA 92122.
TIAA (short for Teachers Insurance and Annuity Association of America-College Retirement Equities Fund or TIAA-CREF, is a Fortune 100 financial services organization that is remarkable for being a non-profit organization. TIAA is the leading provider of financial services in the academic, research, medical, cultural and governmental fields. TIAA is headquartered in Manhattan, New York City, and has major offices in Denver, Colorado; Charlotte, North Carolina; and Dallas, Texas; as well as 70 local offices throughout the U.S. TIAA ranked 84th on Fortune's list of the 500 largest corporations in America in 2018. As of 2017, TIAA is the single largest global investor in agriculture, the second-largest grower of wine grapes in the United States (by acreage), and the third-largest commercial real estate manager in the world. TIAA serves over 5 million active and retired employees participating at more than 15,000 institutions and has $1 trillion in combined assets under management with holdings in more than 50 countries as of December 31, 2017. It was founded by Andrew Carnegie in 1917.
We do our best to keep this post updated, but job openings constantly change. To see if TIAA has updated finance jobs in San Diego, visit their job board.

UBS San Diego offices

UBS
Ank Kumar / Wikimedia Commons / “UBS Headquarters, Zurich” / CC by 4.0
UBS has offices in San Diego, located at:
  • 17180 Rancho Bernardo Center, San Diego, CA 92128
  • 12220 El Camino Real, San Diego, CA 92130
  • 600 West Broadway, San Diego, CA 92101
UBS is a multinational investment bank and financial services company founded and based in Switzerland. It is co-headquartered in the cities of Zürich and Basel, and maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world. UBS client services are known for their strict bank–client confidentiality and culture of banking secrecy. Perhaps for this reason, UBS manages the largest amount of private wealth in the world, counting approximately half of the world's billionaires among its clients. Apart from private banking, UBS provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients with international service. The bank also maintains numerous underground bank vaults, bunkers, and storage facilities for gold bars around the Swiss Alps and internationally. As of May 2022, UBS is the fifth largest bank in Europe with total assets worth over €1.5 trillion, and has CHF 3.2 trillion in assets under management (AUM).
We do our best to keep this post updated, but job openings constantly change. To see if UBS has updated finance jobs in San Diego, visit their job board.

Conclusion

There you have it, the largest and most reputable financial firms in San Diego! We hope this helps you find your dream job to launch your career in finance. If you're considering applying and want to improve your chances, read our post about taking the FINRA SIE exam before applying to finance jobs. Passing the SIE proves to employers that you understand key terms in the finance industry, and also - crucially - that you can pass FINRA licensing exams. Good luck with job hunting!

Want to see finance jobs available in other cities?

Achievable FINRA SIE dashboard
Pass the FINRA SIE. Guaranteed.
Achievable is the best SIE exam prep course: effective, personalized, and convenient. With Achievable, you'll spend less time studying and pass your exam the first time, or your money back.
Achievable logo
Have questions?
Earn 20% as an affiliate
Partner with Achievable to generate new revenue from your website and help people achieve their professional goals
Learn more