Financial Advisor Jobs in Costa Mesa, CA (479)
Client Service Associate
Beacon Pointe Advisors
Newport Beach, California
New
Client Service Associate
Beacon Pointe
Newport Beach, California
New
Client Services & Marketing Associate
The Rand Group
Newport Beach, California
New
401(k)
PTO
Dental Insurance
Vision Insurance
$60k - $80k / year
CFO
Regal Executive Search
Newport Beach, California
Senior Tax Manager
Beacon Pointe
Newport Beach, California
Financial Assistant
C. J. Segerstrom and Sons
Costa Mesa, CA
New
Part-Time
‌
Private Wealth Analyst / Service Advisor
Northwestern Mutual
Irvine, CA
‌
Senior Manager, Wealth Advisor- Schwab Wealth Advisory
Charles Schwab
Newport Beach, CA
New
Dental Insurance
Vision Insurance
Parental Leave
‌
Client Relationship Specialist
Apella Wealth
Huntington Beach, CA
Part-Time
401(k)
Dental Insurance
Vision Insurance
‌
Client Services Lead - Financial Services
Chamberlain Group Financial Services
Irvine, CA
‌
Financial Advisor
Pure Financial Advisors
Irvine, CA
Dental Insurance
Vision Insurance
‌
Financial Advisor
BML Wealth Management
Irvine, CA
New
401(k)
PTO
Dental Insurance
Vision Insurance
$5,000 - $10k / month
‌
Financial Advisor
Northwestern Mutual
Irvine, CA
‌
Sr. Financial Advisor
Capstone Partners Financial and Insurance Services
Newport Beach, CA
New
‌
Financial Advisor
Thrivent
Orange County, CA
Health Insurance
Dental Insurance
Vision Insurance
‌
Entry Level Financial Advisor
HireAthletes
Irvine, CA
New
Entry-Level
‌
Wealth Management Advisor
Northwestern Mutual
Corona, CA
‌
Financial Planning Consultant
Bighornlaw
Corona, CA
$85k - $185k / year
‌
Private Wealth Associate
Wealth Coast Wealth Management
Irvine, CA
‌
Relationship Manager
Whittier Advisors
Newport Beach, CA
‌
Client Relationship Advisor
BML Wealth Management
Irvine, CA
401(k)
PTO
Dental Insurance
Vision Insurance
$70k - $100k / year
‌
Client Service Associate
Whittier Advisors
Newport Beach, CA
‌
Wealth Advisor & Financial Planner
Elevation Wealth Partners
🌎 Remote
New
Part-Time
Remote
PTO
Dental Insurance
Flexible Schedule
$60 / hour
‌
Financial Advisor
State Farm
🌎 Remote
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education
$48k - $60k / year
‌
Financial Advisor
Mosaic Retirement Planning
🌎 Remote
Part-Time
Remote
Hourly
‌
Merrill Experienced Financial Advisor
Bank of America
Newport Beach, CA
New
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - Los Angeles Market
Bank of America
Seal Beach, CA
New
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
New
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region
Bank of America
Long Beach, 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
Hourly
Diversity Leader
Eco-Friendly
$28.50 - $48.08 / hour
‌
Chief Financial Officer, Orange County Community Foundation
ABFE
Irvine, CA
New
$235k - $270k / year
‌
Financial Assistant
C. J. Segerstrom and Sons
Costa Mesa, CA
New
Part-Time
Job Description
Working as a Financial Advisor in Costa Mesa, CA
There are 479 Financial Advisor opportunities available in Costa Mesa, 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 Costa Mesa, CA
Financial Advisors in Costa Mesa, CA Resume Data
Average Experience for Financial Advisors in Costa Mesa, CA
- More than 10 years: 52%
- 6-10 years: 29%
- 3-5 years: 15%
- Less than 1 year: 2%
- 1-2 years: 2%
Educational Background for Financial Advisors in Costa Mesa, CA
- Bachelors: 60%
- Masters: 16%
- Diploma: 14%
- Associates: 8%
- Doctorate: 2%
Top Skill for Financial Advisors in Costa Mesa, CA
- Sales skills: 22%
- Customer focus & orientation: 18%
- Attention to detail: 11%
- Work style: Reliability: 10%
- Spreadsheets with Microsoft Excel: 9%
- Customer service: 8%
- Inside sales: 7%
- Management & leadership skills: Planning & execution: 6%
- Management & leadership skills: Impact & influence: 5%
- Bookkeeping: 5%
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