Financial Advisor Jobs in Lake Forest, CA (2,701)
Remote Life Insurance Sales Agents Needed
Emergent Financial Group
🌎 Remote
New
Remote
$150k - $500k / year
Licensed Financial Planner & Investment Advisor
Dormont Manufacturing
Placentia, CA
New
$70k - $80k / year
Senior Financial Consultant & Wealth Advisor
Fairygodboss
Brea, CA
Financial Advisor
Pure Financial Advisors
Irvine, CA
New
Dental Insurance
Vision Insurance
$11 / hour
Financial Planning & Investment Advisor
Peggy Langin - State Farm Agent
Diamond Bar, CA
Financial Advisor
Unavailable
Irvine, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
First Command
Garden Grove, CA
Hourly
‌
Financial Advisor
First Command Financial Services
Garden Grove, CA
New
Hourly
‌
Financial Advisor
Northern Trust
Newport Beach, CA
New
401(k)
Dental Insurance
Vision Insurance
Education
$95k - $140k / year
‌
Financial Advisor
Tax & Financial Group
Newport Beach, CA
New
Health Insurance
‌
Financial Service Advisor
SchoolsFirst Federal Credit Union
Santa Ana, CA
New
‌
Financial Advisor
Thrivent Financial for Lutherans
Riverside, CA
New
‌
Financial Advisor-Seattle, WA
Rk-Partners
Irvine, CA
New
Dental Insurance
Vision Insurance
$11 / hour
‌
Financial Advisor - Fullerton CA
Navy Federal Credit Union
Fullerton, CA
New
Diversity Leader
Health Insurance
$70.3k - $75k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments Careers
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Financial Advisor, Wealth Management
Credit Union of Southern California
Fullerton, CA
Part-Time
Flexible Schedule
$100k / year
‌
Wealth & Financial Planning Advisor
Bank of America
Rancho Santa Margarita, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Financial Advisor
Northwestern Mutual Life Insurance
Irvine, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Northwestern Mutual
Irvine, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Elite Financial Advisor & Portfolio Planner
SchoolsFirst Federal Credit Union
Santa Ana, CA
New
‌
Remote Personal Financial Advisor (Private Wealth)
Micro1
🌎 Remote
Remote
Hourly
$80 - $110 / hour
‌
Financial Advisor
WizeHire
Newport Beach, CA
$120 / hour
‌
Financial Advisor
Goldbook-Financial
Costa Mesa, CA
New
Health Insurance
Dental Insurance
Vision Insurance
$51k - $320k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Newport Beach, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Senior Financial Advisor: Client Wealth & Strategy
Northern Trust
Newport Beach, CA
New
$95k - $140k / year
‌
Wealth Advisor - The Baldwin Group Financial Services
Dormont Manufacturing
Irvine, CA
New
Health Insurance
$80k / year
‌
Financial Advisor
Capstone Partners
Newport Beach, CA
‌
Associate Financial Advisor
Edward Jones
Irvine, CA
New
401(k)
Dental Insurance
Vision Insurance
Education
‌
Financial Advisor/Agent
Kohr Financial and Insurance Services
Seal Beach, CA
‌
Financial Aid Advisor
University-of-California,-Irvin
Irvine, CA
New
Hourly
Health Insurance
$28.07 / hour
‌
US Experienced Financial Advisor
Edward Jones
Riverside, CA
Health Insurance
Dental Insurance
Vision Insurance
Education
$50k / year
‌
Investment Counselor (Financial Advisor Alternative)
myGwork - LGBTQ+ Business Community
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Financial Advisor with Sales Background
The Fadil Group
Irvine, CA
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
$120k - $150k / year
Job Description
Working as a Financial Advisor in Lake Forest, CA
There are 2,701 Financial Advisor opportunities available in Lake Forest, 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 Lake Forest, CA
Financial Advisors in Lake Forest, CA Resume Data
Average Experience for Financial Advisors in Lake Forest, CA
- More than 10 years: 54%
- 6-10 years: 26%
- 3-5 years: 15%
- 1-2 years: 2%
- Less than 1 year: 2%
Educational Background for Financial Advisors in Lake Forest, CA
- Bachelors: 61%
- Masters: 15%
- Diploma: 14%
- Associates: 8%
- Doctorate: 1%
Top Skill for Financial Advisors in Lake Forest, CA
- Sales skills: 23%
- Customer focus & orientation: 16%
- Attention to detail: 11%
- Spreadsheets with Microsoft Excel: 10%
- Work style: Reliability: 10%
- Inside sales: 7%
- Bookkeeping: 6%
- Customer service: 5%
- Social media: 5%
- Verbal communication: 5%
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