Financial Advisor Jobs in Newport Beach, CA (688)
Financial Consultant - Irvine, CA
Fidelity Investments
Irvine, CA
New
Education
Parental Leave
$55k - $75k / year
Financial Advisor
Sagient
🌎 Remote
New
Remote
Health Insurance
Commercial Relationship Manager
BMO Financial
Newport Beach, CA
New
Part-Time
Health Insurance
Education
$87k - $161.4k / year
Financial Advisor - Hybrid
Jobot
🌎 Remote
New
Remote
Hybrid
Dental Insurance
$120k - $150k / year
Associate Wealth Managment Advisor
US Bank
Laguna Niguel, California
$65k - $78k / year
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab
Irvine, CA
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Functional Consultant - Financial, Managed Services
Shelby American
Laguna Niguel, California
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
‌
Client Service Associate
Beacon Pointe Advisors
Newport Beach, California
‌
Financial Advisor
Pure Financial Advisors
Irvine, CA
New
Dental Insurance
Vision Insurance
‌
Financial Advisor
Eagle Strategies
Newport Beach, CA
New
Dental Insurance
Vision Insurance
$117.4k / year
‌
Financial Advisor
BML Wealth Management
Irvine, CA
401(k)
PTO
Dental Insurance
Vision Insurance
$5,000 - $10k / month
‌
Sr. Financial Advisor
Capstone Partners Financial and Insurance Services
Newport Beach, CA
‌
Financial Advisor
Thrivent
Orange County, CA
New
Health Insurance
Dental Insurance
Vision Insurance
‌
Financial Advisor
Northwestern Mutual
Long Beach, CA
Dental Insurance
Vision Insurance
$22 / hour
‌
Financial Aid Advisor
University Of California Irvine
Irvine, CA
Hourly
Health Insurance
$28.07 / hour
‌
Financial Aid Advisor
West Coast University
Anaheim, CA
Entry-Level
$27.70 / hour
‌
Wealth Management Advisor
Knightsbridge Wealth Management
🌎 Remote
New
Remote
401(k)
Health Insurance
$80 / hour
‌
Private Wealth Advisor
Northwestern Mutual
Orange County, CA
$70k - $75k / year
‌
Wealth Management Advisor
Northwestern Mutual
Corona, CA
‌
Private Wealth Advisor Director
BMO Financial Group
Newport Beach, CA
Part-Time
Health Insurance
Education
$110k - $204.1k / year
‌
Family Office Private Wealth Advisor Director
BMO Financial Group
Newport Beach, CA
New
Part-Time
Health Insurance
Education
$110k - $204.1k / year
‌
Client Services Coordinator
Tax & Financial Group
Newport Beach, CA
Health Insurance
$52k - $70k / year
‌
Financial Aid Counselor
Concordia University
Irvine, CA
New
Hourly
Dental Insurance
Vision Insurance
$23 - $25 / hour
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
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
‌
Financial Planning Advisor
Northwestern Mutual
Anaheim, CA
Entry-Level
‌
Client Success Advisor - Financial Services
The Fadil Group
Irvine, CA
New
$50k / year
‌
Senior Financial Advisor Health Services
PHP Financial Services
Corona, CA
‌
Business Solutions Advisor - Rowland Heights Financial Center - Bilingual Mandarin Required
Bank of America
Rowland Heights, CA
Hourly
Diversity Leader
Eco-Friendly
$26 - $32.89 / hour
‌
Senior Wealth Advisor - Fullerton/Placentia
Citigroup
Fullerton, CA
Dental Insurance
$70k / year
‌
Commercial Relationship Manager
BMO Financial
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 688 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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