Financial Advisor Jobs in San Clemente, CA (279)
Registered Branch Associate
Edward Jones
Irvine, CA
401(k)
Dental Insurance
Vision Insurance
Education
$33.73 / hour
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
Irvine, CA
Dental Insurance
Vision Insurance
Education
Parental Leave
Relationship Manager - EGP
Bank of America
Newport Beach, California
Diversity Leader
Eco-Friendly
$49.9k - $100k / year
US Global Wealth Management (GWM) Marketing Senior Associate
PIMCO
Newport Beach, California
$75k - $125k / year
Lead Advisor - New Market
Brighton Jones
Newport Beach, California
Marketing Manager
AmeriLife
Newport Beach, California
Health Insurance
$65k - $80k / year
‌
Content Lead U.S. GWM Marketing
Amaalaska
Newport Beach, California
New
‌
Tax Senior Manager, Private Client Services
BDO USA
Costa Mesa, California
‌
Marketing Director (IVB)
Strikepoint
Laguna Beach, California
401(k)
PTO
Dental Insurance
Vision Insurance
$100k / year
‌
Operations Associate (Financial Services)
The Bahnsen Group
Newport Beach, California
Hospitality
Dental Insurance
Vision Insurance
‌
Financial Crime Technology Senior Consultant
Crowe
Costa Mesa, California
$84.7k - $168.9k / year
‌
CFO/Senior Level Controller
Private Family Office
Newport Beach, California
Health Insurance
$200k - $275k / year
‌
CFO
Regal Executive Search
Newport Beach, California
‌
Retirement Plan Consultant
SageView Advisory Group
Newport Beach, California
New
Dental Insurance
$100k - $160k / year
‌
Head of Alternative Sales
PIMCO Ltd. - Pacific Investment Management
Newport Beach, California
‌
Director Business Consulting, Retirement & Private Wealth
HUB International
Newport Beach, California
Dental Insurance
Vision Insurance
$100k - $160k / year
‌
Director of Business Development
Career Opportunities at Sagard
Newport Beach, California
$500 / week
‌
US Global Wealth Management (GWM) Marketing Senior Associate
PIMCO Ltd. - Pacific Investment Management
Newport Beach, California
‌
Chief Financial Officer/5x a week in office/Costa Mesa
Motion Recruitment
Costa Mesa, California
401(k)
Dental Insurance
Vision Insurance
$185k - $220k / year
‌
Associate Financial Advisor (Hybrid)
Wealth Enhancement Group
🌎 Remote
Remote
Hybrid
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$80k / year
‌
Financial Advisor - Career Change Opportunity
Edward Jones
Laguna Hills, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
‌
Financial Planning Specialist
Life By Design Investment Advisory Services
Dana Point, CA
Hospitality
PTO
Health Insurance
$75k - $90k / year
‌
Financial Advisor
Eagle Strategies
Newport Beach, CA
New
Dental Insurance
Vision Insurance
$117.4k / year
‌
Sales Executive
Northwestern Mutual
Irvine, CA
New
Dental Insurance
Vision Insurance
‌
Financial Advisor
Allied Wealth
🌎 Remote
New
Remote
‌
Client Services Lead/Manager - Financial Services
Chamberlain Group Financial Services
Irvine, CA
‌
Financial Advisor
Pure Financial Advisors
Irvine, CA
New
Dental Insurance
Vision Insurance
‌
Financial Advisor
Thrivent
Irvine, CA
New
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
$19 / hour
‌
Sr. Financial Advisor
Capstone Partners Financial and Insurance Services
Newport Beach, CA
New
‌
Client Services Manager
Northwestern Mutual
Irvine, CA
New
Health Insurance
Dental Insurance
Vision Insurance
$65k - $80k / year
‌
Financial Services Professional
New York Life
Newport Beach, CA
New
‌
Financial Advisor
State Farm
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$80k / year
‌
Senior Relationship Manager - West Coast Based
Northern Trust
Newport Beach, CA
401(k)
Dental Insurance
Vision Insurance
Job Description
Working as a Financial Advisor in San Clemente, CA
There are 279 Financial Advisor opportunities available in San Clemente, 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 San Clemente, CA
Financial Advisors in San Clemente, CA Resume Data
Average Experience for Financial Advisors in San Clemente, CA
- More than 10 years: 54%
- 6-10 years: 27%
- 3-5 years: 15%
- Less than 1 year: 2%
- 1-2 years: 1%
Educational Background for Financial Advisors in San Clemente, CA
- Bachelors: 62%
- Masters: 16%
- Diploma: 15%
- Associates: 6%
- Doctorate: 1%
Top Skill for Financial Advisors in San Clemente, CA
- Sales skills: 22%
- Customer focus & orientation: 15%
- Attention to detail: 14%
- Work style: Reliability: 9%
- Spreadsheets with Microsoft Excel: 8%
- Management & leadership skills: Impact & influence: 8%
- Inside sales: 7%
- Principles of accounting: 6%
- Bookkeeping: 6%
- Social media: 6%
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