Financial Advisor Jobs in Brea, CA (379)
Solution Advisor Senior Specialist, Financial Business Processes (West)
SAP SE
Newport Beach, California
Senior Wealth Advisor
EisnerAmper LLP
Pasadena, California
Private Wealth Advisor Director
Bank Of Montreal
Alhambra, California
Part-Time
Health Insurance
Education
$110k - $204.1k / year
Chief Financial Officer, Orange County Community Foundation
ABFE
Irvine, California
$235k - $270k / year
CFO
Regal Executive Search
Newport Beach, California
Wealth Consultant Partner - Ultra High Net Worth- (Orlando OR Newport Beach) locations
CFA Institute
Newport Beach, California
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Client Service Associate
Cerity Partners
Irvine, CA
$80k - $95k / year
‌
Client Service Associate
Beacon Pointe Advisors
Newport Beach, CA
New
‌
Executive Client Service Associate
The Walt Disney
Anaheim, CA
$66.6k - $88.2k / year
‌
Client Advisor
International Search Consultants
South Pasadena, CA
New
‌
Client Service Associate
Whittier Advisors
Newport Beach, CA
New
‌
Client Services Specialist
International Search Consultants
Orange, CA
‌
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments- Southern CA Region
Bank of America
Brea, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
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
San Dimas, 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 Advisor
Pure Financial Advisors
Brea, CA
Dental Insurance
Vision Insurance
‌
Financial Advisor
Manhattan West
Pomona, CA
PTO
Dental Insurance
Vision Insurance
$120k - $300k / year
‌
Financial Advisor/Sales
Northwestern Mutual
Ontario, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
BML Wealth Management
Irvine, CA
401(k)
PTO
Dental Insurance
Vision Insurance
$5,000 - $10k / month
‌
Financial Advisor
Eagle Strategies
Newport Beach, CA
Dental Insurance
Vision Insurance
$117.4k / year
‌
Financial Advisor
Thrivent Financial
Orange, CA
Health Insurance
Dental Insurance
Vision Insurance
‌
Sr. Financial Advisor
Capstone Partners
Newport Beach, CA
‌
Financial Advisor
rekroot
Newport Beach, CA
Education
‌
Wealth Management Advisor
Northwestern Mutual
Corona, CA
‌
Financial Professional
Equitable Advisors
Montebello, CA
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
‌
Paraplanner (Growth Path to Advisor)
Magellan Financial & Insurance Services
Orange, CA
$60k - $72k / year
‌
Financial Advisor
Masis Professional Group
🌎 Remote
Remote
‌
Financial Advisor
State Farm
🌎 Remote
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
$80k - $140k / year
‌
Financial Advisor
Mosaic Retirement Planning
🌎 Remote
Part-Time
Remote
Hourly
‌
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments- Southern CA Region
Bank of America
Brea, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
Job Description
Working as a Financial Advisor in Brea, CA
There are 379 Financial Advisor opportunities available in Brea, 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 Brea, CA
Financial Advisors in Brea, CA Resume Data
Average Experience for Financial Advisors in Brea, CA
- More than 10 years: 50%
- 6-10 years: 30%
- 3-5 years: 15%
- 1-2 years: 3%
- Less than 1 year: 2%
Educational Background for Financial Advisors in Brea, CA
- Bachelors: 55%
- Masters: 17%
- Diploma: 16%
- Associates: 10%
- Doctorate: 2%
Top Skill for Financial Advisors in Brea, CA
- Sales skills: 19%
- Customer focus & orientation: 18%
- Attention to detail: 13%
- Customer service: 9%
- Spreadsheets with Microsoft Excel: 9%
- Work style: Reliability: 8%
- Administrative assistant/receptionist: 8%
- Written communication: 6%
- Management & leadership skills: Planning & execution: 6%
- Analyzing data: 5%
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