Financial Advisor Jobs in Newport Beach, CA (392)
Financial Advisor - Career Change Opportunity
Edward Jones
Garden Grove, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Financial Consultant Partner- Seal Beach, CA
Charles Schwab
Seal Beach, CA
Dental Insurance
Vision Insurance
Education
Parental Leave
VP, Financial Consultant- Brea, CA
Charles Schwab
Brea, CA
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Senior Accountant, Financial Reporting | Up to $125k + Bonus & Equity
Vaco by Highspring
Newport Beach, CA
$125 / day
Merrill Associate Market Supervision Manager
Bank of America
Newport Beach, California
New
Diversity Leader
Eco-Friendly
$90k - $105k / year
Tax Senior Manager, Private Client Services
BDO USA
Costa Mesa, California
‌
CFO
Regal Executive Search
Newport Beach, California
‌
Senior Tax Manager
Beacon Pointe
Newport Beach, California
‌
Director of Business Development
Career Opportunities at Sagard
Newport Beach, California
New
$500 / week
‌
Chief Human Resources Officer
Beacon Pointe
Newport Beach, California
‌
Director, Client Strategist
BNY Mellon Capital Markets
Newport Beach, California
$128.2k - $250k / year
‌
Senior Private Equity Associate Blog Post
Allocator Jobs
Newport Beach, California
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$144.6k - $176.8k / year
‌
Director Fundamental Research
Pacific Life
Newport Beach, California
New
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$198.8k - $243k / year
‌
Director Fundamental Research
Pacific Life Insurance
Newport Beach, California
New
401(k)
Dental Insurance
Vision Insurance
Parental Leave
$198.8k - $243k / year
‌
Senior Vice President - Tax (Regulated Funds)
PIMCO
Newport Beach, California
‌
Head of Accounts Payable - US
Houlihan Lokey - Corporate
Cerritos, California
$125k - $160k / 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
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
‌
Tax Senior, Investment Management - Private Wealth (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$63.4k - $144.3k / year
‌
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
$25 - $37 / hour
‌
Tax Manager - Investment Management - Private Equity Tax (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$85k - $193.4k / year
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Financial Advisor - Career Changer with Training
The Fadil Group
Irvine, CA
New
$50k / year
‌
Financial Aid Advisor
North-West College
Anaheim, CA
New
Part-Time
Flexible Schedule
‌
Life Insurance Financial Consultant Specialist
Jobleads-US
Corona, CA
Education
$96.4k - $187.5k / year
‌
Chief Human Resources Officer
Jobleads-US
Newport Beach, CA
‌
Associate Financial Advisor
OakCrest Capital and OakCrest Tax & Accounting Group
🌎 Remote
New
Remote
Entry-Level
401(k)
Dental Insurance
Vision Insurance
Education
‌
100% Remote Financial Advisor
BK FC ADVISOR
🌎 Remote
New
Remote
‌
Senior Accountant, Financial Reporting | Up to $125k + Bonus & Equity
Vaco by Highspring
Newport Beach, CA
$125 / day
Job Description
Working as a Financial Advisor in Newport Beach, CA
There are 392 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.
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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