Financial Advisor Jobs in Newport Beach, CA (360)
CFO
Regal Executive Search
Newport Beach, CA
Senior Tax Manager
Beacon Pointe
Newport Beach, CA
Chief Human Resources Officer
Beacon Pointe
Newport Beach, CA
Financial Advisor
Pure Financial Advisors
Irvine, CA
New
Dental Insurance
Vision Insurance
Sr. Financial Advisor
Capstone Partners Financial and Insurance Services
Newport Beach, CA
Financial Advisor
BML Wealth Management
Irvine, CA
401(k)
PTO
Dental Insurance
Vision Insurance
$5,000 - $10k / month
‌
Financial Advisor
Northwestern Mutual
Irvine, CA
New
‌
Financial Advisor
rekroot
Newport Beach, CA
New
Education
‌
Financial Advisor
Thrivent
Irvine, CA
New
Health Insurance
Dental Insurance
Vision Insurance
‌
Wealth Management Advisor
Northwestern Mutual
Corona, CA
New
‌
Private Wealth Associate
Wealth Coast Wealth Management
Irvine, CA
‌
Client Relationship Advisor
BML Wealth Management
Irvine, CA
401(k)
PTO
Dental Insurance
Vision Insurance
$70k - $100k / year
‌
Financial Services Professional
New York Life
Newport Beach, CA
‌
Wealth Advisor & Financial Planner
Elevation Wealth Partners
🌎 Remote
New
Part-Time
Remote
PTO
Dental Insurance
Flexible Schedule
$60 / hour
‌
Financial Advisor
Mosaic Retirement Planning
🌎 Remote
New
Part-Time
Remote
Hourly
‌
Financial Advisor
State Farm
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education
$48k - $60k / year
‌
Solution Advisor Senior Specialist, Financial Business Processes (West)
SAP SE
Newport Beach, California
‌
Solution Advisor Senior Specialist, Financial Business Processes (West)
SAP
Newport Beach, California
New
Part-Time
Diversity Leader
Flexible Schedule
‌
Client Services Coordinator
Tax & Financial Group
Newport Beach, CA
Health Insurance
$52k - $70k / year
‌
Wealth Management Associate
Equitable Advisors
Irvine, CA
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
‌
Wealth Consultant Partner - Ultra High Net Worth- (Orlando OR Newport Beach) locations
Charles Schwab
newport beach, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Merrill Market Client Relationship Manager
Bank of America
Newport Beach, CA
New
Diversity Leader
Eco-Friendly
401(k)
$110k - $155k / year
‌
Strategic Integration, Associate
Beacon Pointe Advisors
Newport Beach, CA
New
‌
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
Newport 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
‌
Wealth Management Specialist
Bank of America
Newport Beach, CA
Hourly
Diversity Leader
Eco-Friendly
$28.50 - $48.08 / hour
‌
Tax Manager, Investment Management, Private Wealth (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$85k - $193.4k / year
‌
Sr. VP, Financial Consultant- Newport Beach, CA
Charles Schwab
Newport Beach, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Tax Senior, Investment Management - Private Wealth (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$63.4k - $144.3k / year
‌
Financial Services - Guidewire - Technical Consultant - Senior - Open
EY
Irvine, CA
New
Hospitality
Dental Insurance
$101.5k - $186k / year
‌
Commercial Senior Lead Relationship Manager (Liquidity)
BMO Financial Group
Newport Beach, CA
New
Part-Time
Health Insurance
Education
$87k - $161.4k / year
Job Description
Working as a Financial Advisor in Newport Beach, CA
There are 360 Financial Advisor opportunities available in Newport Beach, 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.
Similar Jobs to Financial Advisor
Financial Advisor jobs near Newport Beach, CA
Financial Advisors in Newport Beach, CA Resume Data
Average Experience for Financial Advisors in Newport Beach, CA
- More than 10 years: 51%
- 6-10 years: 29%
- 3-5 years: 16%
- Less than 1 year: 2%
- 1-2 years: 1%
Educational Background for Financial Advisors in Newport Beach, CA
- Bachelors: 60%
- Masters: 16%
- Diploma: 14%
- Associates: 8%
- Doctorate: 2%
Top Skill for Financial Advisors in Newport Beach, CA
- Sales skills: 22%
- Customer focus & orientation: 17%
- Attention to detail: 11%
- Work style: Reliability: 10%
- Spreadsheets with Microsoft Excel: 9%
- Customer service: 7%
- Inside sales: 7%
- Management & leadership skills: Planning & execution: 6%
- Management & leadership skills: Impact & influence: 5%
- Bookkeeping: 5%
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