Financial Advisor Jobs in San Juan Capistrano, CA (291)
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
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
‌
Vice President - Tax (Regulated Funds) | Newport Beach, CA, USA
PIMCO
Newport Beach, California
New
$150k - $225k / year
‌
Client Service Associate
Cerity Partners
Irvine, CA
New
$80k - $95k / year
‌
Client Service Associate
Beacon Pointe Advisors
Newport Beach, CA
‌
Client Service Associate
Whittier Advisors
Newport Beach, CA
New
‌
Client Services Specialist
International Search Consultants
Orange, CA
New
‌
Client Service Associate - NR
Stifel
Irvine, CA
401(k)
Health Insurance
Dental Insurance
Vision Insurance
$50k / 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
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
‌
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
‌
Financial Advisor
Pure Financial Advisors
Irvine, CA
New
Dental Insurance
Vision Insurance
‌
Financial Advisor
BML Wealth Management
Irvine, CA
New
401(k)
PTO
Dental Insurance
Vision Insurance
$5,000 - $10k / month
‌
Financial Advisor
Eagle Strategies
Newport Beach, CA
New
Dental Insurance
Vision Insurance
$117.4k / year
‌
Financial Advisor
Northwestern Mutual
Irvine, CA
New
‌
Sr. Financial Advisor
Capstone Partners
Newport Beach, CA
New
‌
Financial Advisor
Thrivent Financial
Irvine, CA
New
Health Insurance
Dental Insurance
Vision Insurance
‌
Financial Advisor
rekroot
Newport Beach, CA
New
Education
‌
Wealth Advisor
BankTalent HQ
Irvine, CA
New
$75k - $125k / year
‌
Paraplanner (Growth Path to Advisor)
Magellan Financial & Insurance Services
Orange, CA
New
$60k - $72k / year
‌
Financial Advisor
Masis Professional Group
🌎 Remote
New
Remote
‌
Financial Advisor
State Farm
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
$80k - $140k / year
‌
Financial Advisor
Mosaic Retirement Planning
🌎 Remote
New
Part-Time
Remote
Hourly
‌
Automotive Technical Advisor/Mechanic - San Juan Capistrano, CA
MSX International
🌎 Remote
Remote
401(k)
Health Insurance
Dental Insurance
Vision Insurance
$75k - $100k / year
Job Description
Working as a Financial Advisor in San Juan Capistrano, CA
There are 291 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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