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Financial Advisor Jobs in Brea, CA (6,635)

Investment Counselor (Financial Advisor Alternative)

Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month

Retail Sales Specialist (Bilingual Spanish)

Spectrum Financial Services
Brea, CA
New
Part-Time
Hourly
Flexible Schedule
Icon: salary
$18 - $31.75 / hour

Financial Advisor: Risk & Wealth Planner

Western & Southern Life
Ontario, CA

Financial Advisor, Wealth Management

Credit Union of Southern California
Fullerton, CA
Part-Time
Flexible Schedule
Icon: salary
$100k / year

Financial Advisor

Northwestern Mutual
Anaheim, CA
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year

Financial Advisor

MassMutual Pacific
Pasadena, CA
New
‌

Financial Advisor

Summitry
Pasadena, CA
New
‌

Financial Advisor

GoldBook Financial
Costa Mesa, CA
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$51k - $320k / year
‌

Financial Advisor

WizeHire
Newport Beach, CA
Icon: salary
$120 / hour
‌

Remote Financial Advisor & Investment Planner

Wescom Financial
🌎 Remote
New
Remote
‌

Financial Advisor & Wealth Planner

Wescom Financial
Pasadena, CA
New
‌

Senior Financial Consultant & Wealth Advisor

Fairygodboss
Brea, CA
‌

Strategic Financial Advisor & Investment Planner

BMO U.S
South Gate, CA
Icon: salary
$57.5k - $106.5k / year
‌

Strategic Financial Advisor & Wealth Planner

Jobtailor
Long Beach, CA
New
‌

Financial Solutions Advisor: Client Investment Planner

Bank of America
Walnut, CA
New
Diversity Leader
Eco-Friendly
‌

Financial Advisor

Northwestern Mutual Life Insurance
Anaheim, CA
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Advisor

FPA of Charlotte
Newport Beach, CA
New
Health Insurance
‌

Financial Advisor

Bank of America
Irvine, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$80k - $90k / year
‌

Financial Advisor

Cetera Wealth Services
West Covina, CA
New
Vision Insurance
Icon: salary
$227k - $284k / year
‌

Financial Planning & Investment Advisor

Peggy Langin - State Farm Agent
Diamond Bar, CA
New
‌

Financial Advisor

Edward Jones
Irvine, CA
New
401(k)
Dental Insurance
Vision Insurance
‌

Investment & Financial Planning Advisor

SchoolsFirst Federal Credit Union
West Covina, CA
New
‌

Financial Advisor

First Command
Garden Grove, CA
Hourly
‌

Financial Advisor

Unavailable
Anaheim, CA
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Advisor

First Command Financial Services
Garden Grove, CA
Hourly
‌

Financial Advisor

Sagient
Irvine, CA
Health Insurance
‌

Financial Advisor

Jobtailor
Brea, CA
‌

Financial Advisor

SchoolsFirst Federal Credit Union
West Covina, CA
New
‌

Strategic Financial Planner & Investments Advisor

Bank of America
Alhambra, CA
Diversity Leader
Eco-Friendly
‌

Financial Advisor

Kohr Financial and Insurance Services
Seal Beach, CA
New
‌

Financial Advisor

Northern Trust
Newport Beach, CA
401(k)
Dental Insurance
Vision Insurance
Education
Icon: salary
$95k - $140k / year
‌

Junior Financial Advisor

The Recruitment Council
Claremont, CA
‌

Financial Advisor

Thrivent Financial
Irvine, CA
New
Hospitality
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$19 / hour
‌

Investment Counselor (Financial Advisor Alternative)

myGwork - LGBTQ+ Business Community
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month

Job Description

Working as a Financial Advisor in Brea, CA

There are 6,635 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.

Similar Jobs to Financial Advisor

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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    Financial Advisor jobs near Brea, CA