Financial Advisor Jobs in San Juan Capistrano, CA (337)
Registered Client Service Associate**
Morgan Stanley
Newport Beach, CA
New
$85k / year
Solution Advisor Senior Specialist, Financial Business Processes (West)
SAP SE
Newport Beach, California
Chief Financial Officer, Orange County Community Foundation
ABFE
Irvine, California
$235k - $270k / year
CFO
Regal Executive Search
Newport Beach, California
Senior Tax Manager
Beacon Pointe
Newport Beach, California
Vice President – Financial Products Tax Manager (Regulated Funds)
LGBT Great
Newport Beach, California
$150k - $225k / year
Sr. Relationship Manager - Global Commercial Banking (Middle Market)
Bank of America
Newport Beach, California
Diversity Leader
Eco-Friendly
$140k - $235k / year
Managing Director of Wealth Planning
MRISpokane
Irvine, California
401(k)
Dental Insurance
Vision Insurance
$200k - $250k / year
Chief Human Resources Officer
Beacon Pointe
Newport Beach, California
Quantitative Research Analyst
PIMCO
Newport Beach, California
Vice President - Financial Products Tax Manager (Regulated Funds)
CFA Institute
Newport Beach, California
New
$150k - $225k / year
Trade Execution Specialist II
Corient Private Wealth
Newport Beach, California
Vision Insurance
Parental Leave
$10 / hour
Chief Financial Officer
EverFence
Orange, California
Senior Private Equity Associate Blog Post
Allocator Jobs
Newport Beach, California
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$144.6k - $176.8k / year
Vice President of Accounting
The Hiring Advisors
Orange, California
$200k / year
ESOP Financial Valuation Director
Marshall & Stevens
Santa Ana, California
$180k - $200k / year
Capstone Financial Advisory Services Consultant - Analyst or Associate
Huntington Bancshares
🌎 Remote
Remote
Diversity Leader
Vice President, Controller
Confidential
Santa Ana, CA
Financial Consultant - Newport Beach, CA
Fidelity Investments
Newport Beach, CA
New
Education
Parental Leave
$55k - $75k / year
Remote Certified Financial Planner
TalentWealth
🌎 Remote
Remote
Wealth Advisor
BankTalent HQ
Irvine, CA
New
$75k - $125k / year
Sales Executive - Employee Benefits
World Insurance Associates
Irvine, CA
New
$80k - $200k / year
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
New
Diversity Leader
$85k - $193.4k / year
Tax Senior, Investment Management - Private Wealth (West Region Office Locations)
Deloitte
Costa Mesa, CA
New
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
Wealth Management Client Associate
Bank of America
Irvine, CA
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
Sr. VP, Financial Consultant- Newport Beach, CA
Charles Schwab
Newport Beach, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Tax Manager - Investment Management - Private Equity Tax (West Region Office Locations)
Deloitte
Costa Mesa, CA
New
Diversity Leader
$85k - $193.4k / year
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
Job Description
Working as a Financial Advisor in San Juan Capistrano, CA
There are 337 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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