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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
Icon: salary
$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
Icon: salary
$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
Icon: salary
$96.4k - $187.5k / year

Vice President – Financial Products Tax Manager (Regulated Funds)

LGBT Great
Newport Beach, California
Icon: salary
$150k - $225k / year

Sr. Relationship Manager - Global Commercial Banking (Middle Market)

Bank of America
Newport Beach, California
Diversity Leader
Eco-Friendly
Icon: salary
$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
Icon: salary
$21.30 - $31.30 / hour

Client Services Coordinator

Tax & Financial Group
Newport Beach, CA
New
PTO
Icon: salary
$52k - $70k / year

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
New
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$85k - $130k / year

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
New
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

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

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

Wealth Management Specialist

Bank of America
Newport Beach, CA
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$28.50 - $48.08 / hour

Wealth Management Client Associate

Bank of America
Irvine, CA
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$25 - $37 / hour

Client Services Coordinator

Tax & Financial Group
Newport Beach, CA
New
PTO
Icon: salary
$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

  • 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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