Financial Advisor Jobs in Fullerton, CA (2,059)
VP, Financial Consultant- Upland, CA
Charles Schwab
Upland, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Financial Consultant
Fame Financial | WFG
Glendora, CA
Part-Time
Flexible Schedule
$80k - $160k / year
Remote Financial Analyst - AI Trainer ($50-$60 per hour)
Data Annotation
🌎 Remote
Remote
Hourly
$50 - $60 / hour
Financial Service Advisor
SchoolsFirst Federal Credit Union
Santa Ana, CA
Marketing Manager
Itzen Bishop Financial
Ontario, CA
New
Senior Wealth Advisor
Beacon Pointe
Newport Beach, California
New
‌
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab Careers
Irvine, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
J.P. Morgan Wealth Management Private Client Advisor - Lakewood, CA
Chase
Anaheim, CA
New
Health Insurance
‌
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
Chase
Irvine, CA
$60 / hour
‌
Financial Services - Technology Consulting - Guidewire Digital - Technical Consultant - Manager
EY
Irvine, CA
New
Hospitality
Dental Insurance
$142.6k - $261.5k / year
‌
Senior Wealth Manager
Thorndale Partners
Costa Mesa, California
Hospitality
‌
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
New
Hourly
PTO
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
$26.44 - $30.96 / hour
‌
Remote Financial Consultant ($100/hr)
Turing
🌎 Remote
New
Part-Time
Remote
Hourly
$100 / hour
‌
Oracle Financial Technical Consultant
E-Pro
Orange, CA
Part-Time
Health Insurance
‌
Wealth Relationship Manager SAFE Act - FOUNTAIN VALLEY
Citigroup
Anaheim, CA
‌
Director of Family Finance
Lollipop Pediatric Dentistry & Orthodontics
Tustin, CA
‌
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
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Financial Advisor
Capstone Partners Financial and Insurance Services
🌎 Remote
Remote
‌
Sr. Manager, 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
Brea, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Wealth & Estate Planning Strategist
Amtec Staffing
Orange, California
$225k / year
‌
Financial Advisor
Commonwealth Financial Group
🌎 Remote
New
Remote
Dental Insurance
Vision Insurance
$104k / year
‌
Financial Advisor Assistant
Firefighters First Credit Union
Pasadena, CA
401(k)
PTO
Dental Insurance
Vision Insurance
$5,250 / month
‌
Financial Advisor with Sales Background
The Fadil Group
Irvine, CA
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
‌
Assistant to Financial Advisor
Cathay General Bancorp
San Gabriel, CA
New
Health Insurance
Dental Insurance
Vision Insurance
$20 / hour
‌
J.P. Morgan Wealth Management - Private Client Advisor - Cypress, CA
JPMorgan Chase Bank, N.A
Cypress, CA
Health Insurance
Education
$70.3k / year
‌
J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA
JPMorgan Chase
Westminster, CA
Eco-Friendly
Health Insurance
Education
‌
Client Service Associate
Beacon Pointe Advisors
Newport Beach, CA
‌
Account Manager, Alternatives Investment Specialist (West Region)
Pacific Investment Management Co
Newport Beach, CA
$205k - $240k / year
‌
Account Manager, Alternatives Investment Specialist (West Region)
PIMCO
Newport Beach, CA
‌
Wealth Management Ayco | Analyst | Newport Beach, CA
The Goldman Sachs Group
Newport Beach, CA
Part-Time
$70.4k - $125k / year
‌
Senior Tax Planner
Beacon Pointe Advisors
Newport Beach, CA
Job Description
Working as a Financial Advisor in Fullerton, CA
There are 2,059 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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