Financial Advisor Jobs in San Juan Capistrano, CA (397)
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
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 Advisors
Newport Beach, California
Chief Financial Officer, Orange County Community Foundation
ABFE
Irvine, California
$235k - $270k / year
‌
Client Service Associate
Beacon Pointe
Newport Beach, California
‌
Tax Senior Manager, Private Client Services
BDO USA
Costa Mesa, California
‌
Financial Sales Consultant
Frontline Financial
Costa Mesa, California
Part-Time
‌
Client Service Associate
Whittier Advisors
Newport Beach, California
‌
Research Analyst
Lpl Financial
Newport Beach, California
New
Hourly
401(k)
Health Insurance
$25.38 - $42.31 / hour
‌
CFO
Regal Executive Search
Newport Beach, California
‌
Senior Tax Manager
Premier Financial Search
Irvine, California
New
$150k / year
‌
Senior Tax Manager
Beacon Pointe
Newport Beach, California
‌
Head of Alternative Sales
PIMCO
Newport Beach, California
‌
US Global Wealth Management (GWM) Marketing Associate
LGBT Great
Newport Beach, California
New
$87k - $93k / year
‌
Financial Advisor
OM Internships
🌎 Remote
Remote
Dental Insurance
Vision Insurance
‌
Senior Financial Service Advisor
Running Point Capital Advisors
🌎 Remote
Remote
Hybrid
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
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
Irvine, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Solutions Advisor - Consumer Investments - Southern CA Region
Bank of America
Irvine, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - North Lake Elsinore Financial Center
Bank of America
Lake Elsinore, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Tax Manager, Investment Management, Private Wealth (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$85k - $193.4k / year
‌
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
‌
Sr. VP, Financial Consultant- Newport Beach, CA
Charles Schwab
Newport Beach, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Wealth Management Client Associate
Bank of America
Irvine, CA
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
‌
Client Success Advisor - Financial Services
The Fadil Group
Irvine, CA
New
$50k / year
‌
Senior Wealth Advisor - Irvine, CA
Citigroup
Irvine, CA
Dental Insurance
$70k / year
‌
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
‌
Office Administrator
Simplicity Group Holdings
Irvine, CA
New
Part-Time
Hourly
$18 - $22 / hour
‌
Customer Advisor - Mazda
Capistrano Mazda
San Juan Capistrano, CA
Hourly
Health Insurance
$16 / hour
Job Description
Working as a Financial Advisor in San Juan Capistrano, CA
There are 397 Financial Advisor opportunities available in San Juan Capistrano, 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 Juan Capistrano, CA
Financial Advisors in San Juan Capistrano, CA Resume Data
Average Experience for Financial Advisors in San Juan Capistrano, CA
- More than 10 years: 53%
- 6-10 years: 28%
- 3-5 years: 16%
- Less than 1 year: 2%
- 1-2 years: 1%
Educational Background for Financial Advisors in San Juan Capistrano, CA
- Bachelors: 63%
- Masters: 15%
- Diploma: 13%
- Associates: 7%
- Doctorate: 1%
Top Skill for Financial Advisors in San Juan Capistrano, CA
- Sales skills: 23%
- Customer focus & orientation: 15%
- Attention to detail: 13%
- Spreadsheets with Microsoft Excel: 10%
- Inside sales: 8%
- Work style: Reliability: 8%
- Bookkeeping: 7%
- Principles of accounting: 5%
- Social media: 5%
- Management & leadership skills: Impact & influence: 5%
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