Financial Advisor Jobs in Costa Mesa, CA (2,390)
Beauty Advisor - Dyson
Wealth Advisor: Client-Focused Financial Planner
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Merrill Experienced Financial Advisor
Financial Advisor
VP Financial Advisor: Strategic Wealth Growth
Merrill Experienced Financial Advisor
Wealth Advisor & Financial Planning Specialist
Financial Advisor
Senior Financial Advisor: Client Wealth & Strategy
Vice President, Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Wealth Advisor - The Baldwin Group Financial Services
Wealth Advisor - The Baldwin Group Financial Services
Investment Counselor (Financial Advisor Alternative)
Investment Counselor (Financial Advisor Alternative)
Investment Counselor (Financial Advisor Alternative)
Financial Service Advisor
Senior Financial Consultant & Wealth Advisor
Financial Advisor, Wealth Management
Financial Advisor
Financial Advisor with Sales Background
Financial Advisor
Financial Planning & Investment Advisor
Elite Financial Advisor & Portfolio Planner
Financial Advisor
Financial Advisor
Remote Personal Financial Advisor (Private Wealth)
Job Description
Working as a Financial Advisor in Costa Mesa, CA
There are 2,390 Financial Advisor opportunities available in Costa Mesa, 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.
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Financial Advisor jobs near Costa Mesa, CA
Financial Advisors in Costa Mesa, CA Resume Data
Average Experience for Financial Advisors in Costa Mesa, CA
- More than 10 years: 52%
- 6-10 years: 29%
- 3-5 years: 15%
- Less than 1 year: 2%
- 1-2 years: 2%
Educational Background for Financial Advisors in Costa Mesa, CA
- Bachelors: 60%
- Masters: 16%
- Diploma: 14%
- Associates: 8%
- Doctorate: 2%
Top Skill for Financial Advisors in Costa Mesa, CA
- Sales skills: 22%
- Customer focus & orientation: 18%
- Attention to detail: 11%
- Work style: Reliability: 10%
- Spreadsheets with Microsoft Excel: 9%
- Customer service: 8%
- Inside sales: 7%
- Management & leadership skills: Planning & execution: 6%
- Management & leadership skills: Impact & influence: 5%
- Bookkeeping: 5%
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