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Financial Advisor Jobs in Newport Beach, CA (520)

Financial Advisor

Edward Jones
Costa Mesa, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$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
Icon: salary
$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
Icon: salary
$26.62 - $38.60 / week
‌

Investment Counselor (Financial Advisor Alternative)

Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month
‌

Registered Wealth Management Client Associate

Jobleads-US
Newport Beach, CA
New
Hourly
Icon: salary
$26 - $40.50 / hour
‌

Merrill Experienced Financial Advisor

Bank of America
Newport Beach, CA
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Merrill Financial Solutions Advisor - Greater Orange County Market

Bank of America
Newport Beach, CA
Diversity Leader
Eco-Friendly
Icon: salary
$75k - $85k / year
‌

Financial Solutions Advisor - Consumer Investments - Lampson-Valley View Financial Center

Bank of America
Garden Grove, CA
Diversity Leader
Eco-Friendly
Icon: salary
$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
Icon: salary
$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
Icon: salary
$28.85 - $33.65 / hour
‌

Wealth Advisor

BankTalent HQ
Irvine, CA
Icon: salary
$75k - $125k / year
‌

Tax Manager, Investment Management, Private Wealth (West Region Office Locations)

Deloitte
Costa Mesa, CA
Diversity Leader
Icon: salary
$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
Icon: salary
$28.50 - $48.08 / hour
‌

Tax Senior, Investment Management - Private Wealth (West Region Office Locations)

Deloitte
Costa Mesa, CA
Diversity Leader
Icon: salary
$63.4k - $144.3k / year
‌

Financial Planning Advisor

Northwestern Mutual
Anaheim, CA
Entry-Level
‌

Senior Wealth Advisor - Irvine, CA

Citigroup
Irvine, CA
Dental Insurance
Icon: salary
$70k / year
‌

Business Solutions Advisor - Rowland Heights Financial Center - Bilingual Mandarin Required

Bank of America
Rowland Heights, CA
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$26 - $32.89 / hour
‌

Private Wealth Advisor Director

BMO Financial Group
Newport Beach, CA
Part-Time
Health Insurance
Education
Icon: salary
$110k - $204.1k / year
‌

Family Office Private Wealth Advisor Director

BMO Financial Group
Newport Beach, CA
Part-Time
Health Insurance
Education
Icon: salary
$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

  • Los Angeles, CA
  • Riverside, CA
  • Irvine, 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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