Financial Advisor Jobs in Newport Beach, CA (3,845)
Financial Systems Analyst
Vaco
Newport Beach, CA
New
Dental Insurance
Vision Insurance
Financial Advisor
Edward Jones Investments
Orange, CA
New
Education
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
Financial Advisor
Boutique Recruiting
🌎 Remote
New
Remote
Hybrid
Dental Insurance
Vision Insurance
Financial Advisor
Sagient
Irvine, CA
New
Health Insurance
Financial Advisor
Edward Jones
Fountain Valley, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
‌
Financial Advisor
First Command Financial Services
Garden Grove, CA
New
Hourly
‌
Financial Advisor
Bank of Montreal
Long Beach, CA
Part-Time
Health Insurance
Education
$55k - $120k / year
‌
Financial Advisor
BMO Financial Group
Santa Fe Springs, CA
Part-Time
Health Insurance
Education
$55k - $120k / year
‌
Senior/Financial Advisor
Northern Trust
Newport Beach, CA
401(k)
Dental Insurance
Vision Insurance
Education
$110k - $185k / year
‌
Financial Advisor
Northwestern Mutual Life Insurance
Irvine, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Northwestern Mutual
Irvine, CA
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Associate Financial Advisor
Edward Jones
Irvine, CA
401(k)
Dental Insurance
Vision Insurance
‌
Financial Advisor Irvine
Sagient
Irvine, CA
New
Health Insurance
‌
Financial Advisor
Bmo
Long Beach, CA
Part-Time
Health Insurance
Education
$63.3k - $117.2k / year
‌
Financial Advisor/Agent
Kohr Financial and Insurance Services
Irvine, CA
New
‌
Strategic Financial Advisor & Investment Planner
KOHR Financial & Insurance Services
Mission Viejo, CA
‌
Senior Financial Consultant & Wealth Advisor
Fairygodboss
Brea, CA
New
‌
Financial Advisor
Unavailable
Huntington Beach, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Planning & Investment Advisor
Bank of America
Garden Grove, CA
New
Diversity Leader
Eco-Friendly
‌
Strategic Financial & Investment Advisor
KOHR Financial & Insurance Services
Seal Beach, CA
‌
Financial Planning & Investment Advisor
Merrill
Cypress, CA
New
‌
Financial Advisor
First Command
Garden Grove, CA
New
Hourly
‌
Financial Advisor
Northern Trust
Newport Beach, CA
New
401(k)
Dental Insurance
Vision Insurance
Education
$95k - $140k / year
‌
Senior Financial Advisor: Client Wealth & Strategy
Northern Trust
Newport Beach, CA
$95k - $140k / year
‌
Financial Advisor
Synovus
Long Beach, CA
‌
Financial Advisor
Capstone Partners
Newport Beach, CA
‌
Wealth Advisor & Financial Planning Specialist
BMO U.S
Long Beach, CA
Health Insurance
‌
Wealth Advisor & Financial Planning Specialist
Koitecc Solutions
Long Beach, CA
‌
Financial Advisor
BMO U.S
Long Beach, CA
Health Insurance
Education
$63.3k - $117.2k / year
‌
Financial Advisor
Koitecc Solutions
Long Beach, CA
Part-Time
Health Insurance
Education
$63.3k - $117.2k / year
‌
Associate Financial Advisor
Thrivent Financial
Lakewood, CA
New
Health Insurance
$80k - $110k / year
‌
Investment Counselor (Financial Advisor Alternative)
myGwork - LGBTQ+ Business Community
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Remote Financial Advisor & Investment Planner
Wescom Financial
🌎 Remote
Remote
Job Description
Working as a Financial Advisor in Newport Beach, CA
There are 3,845 Financial Advisor opportunities available in Newport Beach, 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 Newport Beach, CA
Financial Advisors in Newport Beach, CA Resume Data
Average Experience for Financial Advisors in Newport Beach, CA
- More than 10 years: 51%
- 6-10 years: 29%
- 3-5 years: 16%
- Less than 1 year: 2%
- 1-2 years: 1%
Educational Background for Financial Advisors in Newport Beach, CA
- Bachelors: 60%
- Masters: 16%
- Diploma: 14%
- Associates: 8%
- Doctorate: 2%
Top Skill for Financial Advisors in Newport Beach, CA
- Sales skills: 22%
- Customer focus & orientation: 17%
- Attention to detail: 11%
- Work style: Reliability: 10%
- Spreadsheets with Microsoft Excel: 9%
- Customer service: 7%
- Inside sales: 7%
- Management & leadership skills: Planning & execution: 6%
- Management & leadership skills: Impact & influence: 5%
- Bookkeeping: 5%
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