Financial Advisor Jobs in Brea, CA (277)
Locum Physician (MD/DO) - Gastroenterology in Corona, CA
LocumJobsOnline
Corona, CA
New
Financial Advisor - Paid Training Provided
Edward Jones
Covina, CA
New
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Solution Advisor Senior Specialist, Financial Business Processes (West)
SAP SE
Newport Beach, California
Group Director
Morgan Stanley &
Pasadena, California
CFO
Regal Executive Search
Newport Beach, California
Senior Tax Manager
Beacon Pointe
Newport Beach, California
Chief Human Resources Officer
Beacon Pointe
Newport Beach, California
Chief Human Resources Officer
Beacon Pointe Advisors
Newport Beach, California
Senior Private Equity Associate Blog Post
Allocator Jobs
Newport Beach, California
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$144.6k - $176.8k / year
Client Relationship Manager
Build My Great Team
Newport Beach, California
Hospitality
Senior Vice President - Tax (Regulated Funds)
PIMCO
Newport Beach, California
Private Wealth Management Portfolio Management Associate Director
MORGAN STANLEY &
Pasadena, CA
New
Managing Director of Wealth Planning
First Foundation
Irvine, CA
New
401(k)
Dental Insurance
Vision Insurance
$200k / year
Trade Execution Specialist II
Corient Private Wealth
Newport Coast, CA
New
Vision Insurance
Parental Leave
$10 / hour
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
Director of Corporate Mergers & Acquisitions
Boardwalk IG Management
Costa Mesa, CA
New
▷ Urgent Student Advisor
College Internship Program
Long Beach, CA
New
Part-Time
Hourly
Health Insurance
Dental Insurance
Vision Insurance
Education
$1,000 / week
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Analog Capital Partners
🌎 Remote
New
Remote
Financial Solutions Advisor - Consumer Investments - Southern CA Region
Bank of America
Brea, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
Merrill Experienced Financial Advisor
Bank of America
Newport Beach, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
Merrill Financial Solutions Advisor - Los Angeles Market
Bank of America
Seal Beach, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
Financial Solutions Advisor - Consumer Investments - Lampson-Valley View Financial Center
Bank of America
Garden Grove, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Cypress Financial Center
Bank of America
Cypress, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region
Bank of America
San Dimas, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
Tax Manager, Investment Management, Private Wealth (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$85k - $193.4k / year
Tax Senior, Investment Management - Private Wealth (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$63.4k - $144.3k / year
Wealth Management Specialist
Bank of America
Newport Beach, CA
New
Hourly
Diversity Leader
Eco-Friendly
$28.50 - $48.08 / hour
Wealth Management Client Associate
Bank of America
Irvine, CA
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
Sr. VP, Financial Consultant- Newport Beach, CA
Charles Schwab
Newport Beach, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Tax Manager - Investment Management - Private Equity Tax (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$85k - $193.4k / year
Wealth Relationship Manager - Cerritos, CA
Citigroup
Cerritos, CA
Dental Insurance
$83.9k - $125.9k / year
Tax Manager - Real Estate Tax (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$104.2k - $193.4k / year
Insurance Transformation, Guidewire Senior Consultant
Deloitte
Costa Mesa, CA
Diversity Leader
$125k - $208.3k / year
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
Financial Solutions Advisor - Consumer Investments - Southern CA Region
Bank of America
Brea, CA
New
Diversity Leader
Eco-Friendly
$70k - $80k / year
Job Description
Working as a Financial Advisor in Brea, CA
There are 277 Financial Advisor opportunities available in Brea, CA all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Brea, CA
Financial Advisors in Brea, CA Resume Data
Average Experience for Financial Advisors in Brea, CA
- More than 10 years: 50%
- 6-10 years: 30%
- 3-5 years: 15%
- 1-2 years: 3%
- Less than 1 year: 2%
Educational Background for Financial Advisors in Brea, CA
- Bachelors: 55%
- Masters: 17%
- Diploma: 16%
- Associates: 10%
- Doctorate: 2%
Top Skill for Financial Advisors in Brea, CA
- Sales skills: 19%
- Customer focus & orientation: 18%
- Attention to detail: 13%
- Customer service: 9%
- Spreadsheets with Microsoft Excel: 9%
- Work style: Reliability: 8%
- Administrative assistant/receptionist: 8%
- Written communication: 6%
- Management & leadership skills: Planning & execution: 6%
- Analyzing data: 5%
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