Financial Advisor Jobs in Newport Beach, CA (520)
Financial Advisor
Edward Jones
Costa Mesa, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
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
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
‌
Financial Advisor
OM Internships
🌎 Remote
Remote
Dental Insurance
Vision Insurance
‌
Senior Financial Service Advisor
Running Point Capital Advisors
🌎 Remote
Remote
Hybrid
‌
Client Service Associate
Beacon Pointe Advisors
Newport Beach, CA
New
‌
Investment Support Representative
SchoolsFirst Federal Credit Union
Santa Ana, CA
New
$26.62 - $38.60 / week
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Registered Wealth Management Client Associate
Jobleads-US
Newport Beach, CA
New
Hourly
$26 - $40.50 / hour
‌
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
$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
‌
Wealth Management Specialist
Bank of America
Newport Beach, CA
Hourly
Diversity Leader
Eco-Friendly
$28.50 - $48.08 / hour
‌
Tax Senior, Investment Management - Private Wealth (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$63.4k - $144.3k / year
‌
Financial Planning Advisor
Northwestern Mutual
Anaheim, CA
Entry-Level
‌
Senior Wealth Advisor - Irvine, CA
Citigroup
Irvine, CA
Dental Insurance
$70k / year
‌
Business Solutions Advisor - Rowland Heights Financial Center - Bilingual Mandarin Required
Bank of America
Rowland Heights, CA
Hourly
Diversity Leader
Eco-Friendly
$26 - $32.89 / hour
‌
Private Wealth Advisor Director
BMO Financial Group
Newport Beach, CA
Part-Time
Health Insurance
Education
$110k - $204.1k / year
‌
Family Office Private Wealth Advisor Director
BMO Financial Group
Newport Beach, CA
Part-Time
Health Insurance
Education
$110k - $204.1k / year
‌
Luxury Client Advisor - Purchasing
Bob's Watches
Newport Beach, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Working as a Financial Advisor in Newport Beach, CA
There are 520 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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