2032 Corte Del Nogal
Suite 100
Carlsbad, CA 92011

(760) 433-4632
(800) 649-1665
(760) 433-1817
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Career Opportunities

Seaside Financial & Insurance Services is a boutique investment advisory firm with a substantial insurance practice.  Founded in 1994, Seaside is dedicated to providing outstanding service to our clients. Seaside provides investment advice and financial planning to individuals and businesses, by utilizing customized solutions and independent research.

We are looking to expand our team by adding two positions, a Senior Wealth Manager and a Financial Advisor.  This is a unique opportunity for financial services professionals with a blend of sales, investment research and servicing skills.  We are looking for someone to cultivate existing relationships and develop new ones.  Applicants must have strong communication and analytical skills to service our clients, whose needs range from asset management, 401(k) and all retirement platforms to life and health insurance needs.

Job Requirements:

Senior Wealth Manager

  • Over 5 years experience in a production role
  • Existing book of business
  • Series 6 or 7, 63 & 65 Licenses
  • Life & Health Insurance License

Financial Advisor

  • Strong relationship building skills to establish long term clients
  • Communication skills
  • Organizational skills
  • Attention to detail
  • Ability to work independently as well as part of a team
  • Previous experience in financial services or insurance
  • Securities and Insurance Licenses a plus
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