Financial Advisor Jobs in Fullerton, CA (442)
Remote Financial Advisor
WFG
🌎 Remote
New
Remote
Flexible Schedule
Education
Solution Advisor Senior Specialist, Financial Business Processes (West)
SAP SE
Newport Beach, California
Senior Wealth Advisor
EisnerAmper LLP
Pasadena, California
New
Private Wealth Advisor Director
Bank Of Montreal
Alhambra, California
New
Part-Time
Health Insurance
Education
$110k - $204.1k / year
Chief Financial Officer, Orange County Community Foundation
ABFE
Irvine, California
New
$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
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Career Advisor (Student Services Professional II)
OPT FOR HEALTHY LIVING
Fullerton, CA
Part-Time
$5,083 - $5,619 / month
‌
Merrill Experienced Financial Advisor
Bank of America
Newport Beach, CA
New
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Merrill Financial Solutions Advisor - Los Angeles Market
Bank of America
Seal Beach, CA
New
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
New
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
‌
Financial Consultant - Newport Beach, CA
Fidelity Investments
Newport Beach, CA
New
Education
Parental Leave
$55k - $75k / year
‌
Wealth Planner - Pasadena, CA
Fidelity Investments
Pasadena, CA
New
Education
Parental Leave
$115k - $200k / year
‌
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
‌
Financial Advisor
Pure Financial Advisors
Brea, CA
New
Dental Insurance
Vision Insurance
‌
Financial Advisor
Manhattan West
Pomona, CA
New
PTO
Dental Insurance
Vision Insurance
$120k - $300k / year
‌
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
Orange, 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
‌
Wealth Management Advisor
Northwestern Mutual
Corona, CA
New
‌
Senior Wealth Advisor
EisnerAmper
Pasadena, CA
New
‌
Financial Professional
Equitable Advisors
Montebello, CA
New
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
‌
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
‌
Career Advisor (Student Services Professional II)
OPT FOR HEALTHY LIVING
Fullerton, CA
Part-Time
$5,083 - $5,619 / month
Job Description
Working as a Financial Advisor in Fullerton, CA
There are 442 Financial Advisor opportunities available in Fullerton, 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 Fullerton, CA
Financial Advisors in Fullerton, CA Resume Data
Average Experience for Financial Advisors in Fullerton, 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 Fullerton, CA
- Bachelors: 56%
- Masters: 17%
- Diploma: 16%
- Associates: 9%
- Doctorate: 1%
Top Skill for Financial Advisors in Fullerton, CA
- Sales skills: 19%
- Customer focus & orientation: 18%
- Attention to detail: 12%
- Work style: Reliability: 9%
- Spreadsheets with Microsoft Excel: 9%
- Customer service: 8%
- Administrative assistant/receptionist: 8%
- Inside sales: 6%
- Written communication: 6%
- Management & leadership skills: Planning & execution: 5%
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