Financial Advisor Jobs in Brea, CA (1,798)
VP, Financial Consultant- Upland, CA
Charles Schwab
Upland, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Remote Senior Financial Analyst - AI Trainer ($50-$60 per hour)
Data Annotation
🌎 Remote
Part-Time
Remote
Hourly
$50 - $60 / hour
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab Careers
Irvine, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
VP, Financial Consultant- Brea, CA
Charles Schwab Careers
Brea, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Investment Counselor (Financial Advisor Alternative)
Fisher Investments Careers
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Financial Service Advisor
SchoolsFirst Federal Credit Union
Santa Ana, CA
‌
Marketing Manager
Itzen Bishop Financial
Ontario, CA
‌
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$80k - $130k / year
‌
Financial Advisor
WizeHire
Newport Beach, CA
New
$120 / hour
‌
Financial Advisor - Fullerton CA
Navy Federal Credit Union
Fullerton, CA
Diversity Leader
Health Insurance
$70.3k - $75k / year
‌
Financial Advisor Assistant
Firefighters First Credit Union
Pasadena, CA
401(k)
PTO
Dental Insurance
Vision Insurance
$5,250 / month
‌
Assistant to Financial Advisor
Cathay General Bancorp
San Gabriel, CA
Health Insurance
Dental Insurance
Vision Insurance
$20 / hour
‌
Wealth Advisor
SteelPeak Wealth
Newport Beach, CA
New
Dental Insurance
Vision Insurance
‌
Senior Wealth Advisor SAFE Act
Citigroup
Chino Hills, CA
New
‌
J.P. Morgan Wealth Management Private Client Advisor - Lakewood, CA
Chase
Anaheim, CA
New
Health Insurance
‌
Wealth Advisor: Client Planner
SteelPeak Wealth
Newport Beach, CA
New
‌
Financial Planning Project Coordinator PartTime
Beacon Pointe Advisors
Newport Beach, CA
Part-Time
‌
Registered Client Service Associate**
Morgan Stanley
Pasadena, CA
New
$34.3k - $90k / year
‌
Financial Services - Technology Consulting - Guidewire - Technical Consultant - Senior
EY
Irvine, CA
New
Hospitality
Dental Insurance
$102.5k - $187.9k / year
‌
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
Chase
Irvine, CA
$60 / hour
‌
Registered Client Service Associate - Newport Beach, CA
LPL Financial
Newport Coast, CA
Hourly
401(k)
Health Insurance
$28.47 - $47.44 / hour
‌
Relationship & Operations Associate
Carson Group Holdings
Irvine, CA
New
Hourly
PTO
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
$26.44 - $30.96 / hour
‌
Relationship & Operations Associate
Carson Group
Irvine, CA
Hourly
PTO
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
$26.44 - $30.96 / hour
‌
Client Service Associate
Vodia Ventures
Pasadena, CA
$70k - $90k / year
‌
VP, Financial Consultant- Brea, CA
Charles Schwab
Brea, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Consultant Associate
East West Bank
Irvine, CA
New
Hourly
$20 / hour
‌
Oracle Financial Technical Consultant
E-Pro
Orange, CA
Part-Time
Health Insurance
‌
Financial Advisor with Sales Background
The Fadil Group
Irvine, CA
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
‌
J.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area)
JPMorgan Chase
Walnut, CA
Eco-Friendly
Health Insurance
Education
‌
J.P. Morgan Wealth Management - Private Client Advisor - Cypress, CA
JPMorgan Chase Bank, N.A
Cypress, CA
Health Insurance
Education
$70.3k / year
‌
Wealth & Estate Planning Strategist
Amtec Staffing
Orange, CA
New
$225k / year
‌
Account Manager, Alternatives Investment Specialist (West Region)
Pacific Investment Management Co
Newport Beach, CA
$205k - $240k / year
‌
Senior Wealth Manager
THORNDALE PARTNERS
Costa Mesa, CA
New
Hospitality
Job Description
Working as a Financial Advisor in Brea, CA
There are 1,798 Financial Advisor opportunities available in Brea, 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 Brea, CA
Financial Advisors in Brea, CA Resume Data
Average Experience for Financial Advisors in Brea, 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 Brea, CA
- Bachelors: 55%
- Masters: 17%
- Diploma: 16%
- Associates: 10%
- Doctorate: 2%
Top Skill for Financial Advisors in Brea, CA
- Sales skills: 19%
- Customer focus & orientation: 18%
- Attention to detail: 13%
- Customer service: 9%
- Spreadsheets with Microsoft Excel: 9%
- Work style: Reliability: 8%
- Administrative assistant/receptionist: 8%
- Written communication: 6%
- Management & leadership skills: Planning & execution: 6%
- Analyzing data: 5%
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