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Financial Advisor Jobs in San Juan Capistrano, CA (399)

Financial Advisor

Edward Jones
Costa Mesa, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$45k - $100k / year

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
Icon: salary
$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
Icon: salary
$25.38 - $42.31 / hour
‌

CFO

Regal Executive Search
Newport Beach, California
‌

Senior Tax Manager

Premier Financial Search
Irvine, California
New
Icon: salary
$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
Icon: salary
$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
New
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month
‌

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
Irvine, CA
Diversity Leader
Eco-Friendly
Icon: salary
$75k - $85k / year
‌

Financial Solutions Advisor - Consumer Investments - Southern CA Region

Bank of America
Irvine, CA
Diversity Leader
Eco-Friendly
Icon: salary
$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
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
‌

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
‌

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
Icon: salary
$25 - $37 / hour
‌

Client Success Advisor - Financial Services

The Fadil Group
Irvine, CA
New
Icon: salary
$50k / year
‌

Senior Wealth Advisor - Irvine, CA

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

Private Wealth Advisor Director

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

Family Office Private Wealth Advisor Director

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

Office Administrator

Simplicity Group Holdings
Irvine, CA
New
Part-Time
Hourly
Icon: salary
$18 - $22 / hour
‌

Customer Advisor - Mazda

Capistrano Mazda
San Juan Capistrano, CA
Hourly
Health Insurance
Icon: salary
$16 / hour

Job Description

Working as a Financial Advisor in San Juan Capistrano, CA

There are 399 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

  • Los Angeles, CA
  • San Diego, CA
  • Riverside, 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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