Financial Advisor Jobs in Newport Beach, CA (495)
Financial Advisor
Edward Jones
Costa Mesa, CA
New
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Financial Advisor
Zero Day Capital Enterprises
🌎 Remote
New
Remote
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Irvine, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
Solution Advisor Senior Specialist, Financial Business Processes (West)
SAP SE
Newport Beach, California
Functional Consultant - Financial, Managed Services
Shelby American
Laguna Niguel, California
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Client Service Associate
Beacon Pointe
Newport Beach, California
Chief Financial Officer, Orange County Community Foundation
ABFE
Irvine, California
$235k - $270k / year
Financial Sales Consultant
Frontline Financial
Costa Mesa, California
Part-Time
Tax Senior Manager, Private Client Services
BDO USA
Costa Mesa, California
Client Service Associate
Whittier Advisors
Newport Beach, California
CFO
Regal Executive Search
Newport Beach, California
Senior Tax Manager
Beacon Pointe
Newport Beach, California
Head of Alternative Sales
PIMCO
Newport Beach, California
Life Insurance Financial Consultant Specialist
Bighornlaw
Corona, California
Education
$96.4k - $187.5k / year
Vice President – Financial Products Tax Manager (Regulated Funds)
LGBT Great
Newport Beach, California
$150k - $225k / year
Sr. Relationship Manager - Global Commercial Banking (Middle Market)
Bank of America
Newport Beach, California
Diversity Leader
Eco-Friendly
$140k - $235k / year
Financial Advisor
OM Internships
🌎 Remote
New
Remote
Dental Insurance
Vision Insurance
Client Service Associate
Beacon Pointe Advisors
Newport Beach, CA
Client Service Coordinator - Wealth Advisory - Shared Services Center
CliftonLarsonAllen
Irvine, CA
New
Hourly
401(k)
PTO
Dental Insurance
Vision Insurance
Parental Leave
$21.30 - $31.30 / hour
Client Services Coordinator
Tax & Financial Group
Newport Beach, CA
New
PTO
$52k - $70k / year
Investment Support Representative
SchoolsFirst Federal Credit Union
Santa Ana, CA
New
$26.62 - $38.60 / week
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$85k - $130k / year
Merrill Experienced Financial Advisor
Bank of America
Newport Beach, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
Merrill Financial Solutions Advisor - Greater Orange County Market
Bank of America
Newport 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
Long Beach, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
Wealth Advisor
BankTalent HQ
Irvine, CA
New
$75k - $125k / year
Tax Manager, Investment Management, Private Wealth (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$85k - $193.4k / year
Sr. VP, Financial Consultant- Newport Beach, CA
Charles Schwab
Newport Beach, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
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
Wealth Management Client Associate
Bank of America
Irvine, CA
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
Client Services Coordinator
Tax & Financial Group
Newport Beach, CA
New
PTO
$52k - $70k / year
Job Description
Working as a Financial Advisor in Newport Beach, CA
There are 495 Financial Advisor opportunities available in Newport Beach, 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 Newport Beach, CA
Financial Advisors in Newport Beach, CA Resume Data
Average Experience for Financial Advisors in Newport Beach, CA
- More than 10 years: 51%
- 6-10 years: 29%
- 3-5 years: 16%
- Less than 1 year: 2%
- 1-2 years: 1%
Educational Background for Financial Advisors in Newport Beach, CA
- Bachelors: 60%
- Masters: 16%
- Diploma: 14%
- Associates: 8%
- Doctorate: 2%
Top Skill for Financial Advisors in Newport Beach, CA
- Sales skills: 22%
- Customer focus & orientation: 17%
- Attention to detail: 11%
- Work style: Reliability: 10%
- Spreadsheets with Microsoft Excel: 9%
- Customer service: 7%
- Inside sales: 7%
- Management & leadership skills: Planning & execution: 6%
- Management & leadership skills: Impact & influence: 5%
- Bookkeeping: 5%
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