Financial Advisor Jobs in Santa Ana, CA (511)
Financial Advisor
Edward Jones
Seal Beach, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
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 Advisors
Newport Beach, California
Financial Sales Consultant
Frontline Financial
Costa Mesa, California
Part-Time
‌
Client Service Associate
Beacon Pointe
Newport Beach, California
‌
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
‌
Life Insurance Financial Consultant Specialist
Bighornlaw
Corona, California
Education
$96.4k - $187.5k / year
‌
Head of Alternative Sales
PIMCO
Newport Beach, California
‌
Financial Advisor
OM Internships
🌎 Remote
Remote
Dental Insurance
Vision Insurance
‌
Senior Financial Service Advisor
Running Point Capital Advisors
🌎 Remote
Remote
Hybrid
‌
Client Service Coordinator - Wealth Advisory - Shared Services Center
CliftonLarsonAllen
Irvine, CA
Hourly
401(k)
PTO
Dental Insurance
Vision Insurance
Parental Leave
$21.30 - $31.30 / hour
‌
Investment Support Representative
SchoolsFirst Federal Credit Union
Santa Ana, CA
New
$26.62 - $38.60 / week
‌
Client Services Coordinator
Tax & Financial Group
Newport Beach, CA
New
PTO
$52k - $70k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$85k - $130k / year
‌
Registered Wealth Management Client Associate
Jobleads-US
Newport Beach, CA
New
Hourly
$26 - $40.50 / hour
‌
Wealth Management Summer Analyst Program - Merrill Wealth Management 2026
Bank of America
Pomona, CA
Part-Time
Diversity Leader
Eco-Friendly
‌
VP, Financial Consultant- Seal Beach, CA
Charles Schwab
Seal Beach, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Merrill Experienced Financial Advisor
Bank of America
Newport Beach, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - Los Angeles Market
Bank of America
Seal Beach, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Solutions Advisor - Consumer Investments - Lampson-Valley View Financial Center
Bank of America
Garden Grove, CA
Diversity Leader
Eco-Friendly
$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
$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
$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
‌
Financial Professional
Equitable Advisors
Montebello, CA
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
‌
Sr. VP, Financial Consultant- Newport Beach, CA
Charles Schwab
Newport Beach, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
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
‌
Automotive Customer Service Advisor
Pep Boys
Santa Ana, CA
$16 - $18 / hour
Financial Advisor Salary in Santa Ana
Financial Advisors working in Santa Ana, CA make an average annual salary of $75K and a maximum annual salary of around $157K.
Job Description
Working as a Financial Advisor in Santa Ana, CA
There are 511 Financial Advisor opportunities available in Santa Ana, 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 Santa Ana, CA
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