Financial Advisor Jobs in Newport Beach, CA (5,423)
Financial Systems Analyst
Vaco
Newport Beach, CA
New
Dental Insurance
Vision Insurance
Senior Financial Consultant & Wealth Advisor
Fairygodboss
Brea, CA
New
Remote Financial Planner & Wealth Strategy Advisor
TransGlobal Holdings
🌎 Remote
New
Remote
Financial Advisor
FPA of Charlotte
Newport Beach, CA
Health Insurance
Financial Advisor
Unavailable
Huntington Beach, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
Financial Advisor
Northwestern Mutual
Huntington Beach, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Strategic Financial & Investment Advisor
KOHR Financial & Insurance Services
Seal Beach, CA
New
‌
Financial Advisor
First Command
Garden Grove, CA
New
Hourly
‌
Financial Advisor
Sagient
Irvine, CA
New
Health Insurance
‌
Financial Advisor
Northern Trust
Newport Beach, CA
New
401(k)
Dental Insurance
Vision Insurance
Education
$95k - $140k / year
‌
Newport Beach - Financial Advisor
Cutler Investment Group
Newport Beach, CA
$105k - $135k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$80k - $135k / year
‌
Remote Financial Advisor & Investment Planner
Wescom Financial
🌎 Remote
Remote
‌
Financial Planner / Associate Wealth Advisor
The Clark Group Asset Management
Dana Point, CA
Health Insurance
$100k - $150k / year
‌
Strategic Financial Advisor & Investment Planner
KOHR Financial & Insurance Services
Mission Viejo, CA
New
‌
Financial Advisor
Northwestern Mutual Life Insurance
Irvine, CA
New
Dental Insurance
Vision Insurance
$61k - $119k / year
‌
Financial Advisor
Bank of America
Irvine, CA
Diversity Leader
Eco-Friendly
$80k - $90k / year
‌
Financial Advisor
Boutique Recruiting
🌎 Remote
New
Remote
Hybrid
Dental Insurance
Vision Insurance
‌
Financial Advisor
Edward Jones
Irvine, CA
401(k)
Dental Insurance
Vision Insurance
‌
Financial Planning & Investment Advisor
Bank of America
Garden Grove, CA
New
Diversity Leader
Eco-Friendly
‌
Financial Advisor
First Command Financial Services
Garden Grove, CA
New
Hourly
‌
Financial Advisor
Jobtailor
Newport Beach, CA
New
‌
Financial Advisor
Thrivent Financial
Lakewood, CA
Health Insurance
$80k - $110k / year
‌
Financial Advisor
Kohr Financial and Insurance Services
Seal Beach, CA
New
‌
Financial Advisor
Western Growers
Irvine, CA
‌
Senior Financial Advisor: Client Wealth & Strategy
Northern Trust
Newport Beach, CA
New
$95k - $140k / year
‌
Financial Advisor
Synovus
Long Beach, CA
New
‌
Financial Advisor
Capstone Partners
Newport Beach, CA
New
‌
Wealth Advisor & Financial Planning Specialist
BMO U.S
Long Beach, CA
New
Health Insurance
‌
Wealth Advisor & Financial Planning Specialist
Koitecc Solutions
Long Beach, CA
‌
Senior Financial Advisor
FPA of Charlotte
Newport Beach, CA
‌
Investment Counselor (Financial Advisor Alternative)
myGwork - LGBTQ+ Business Community
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
‌
Associate Financial Advisor
Edward Jones
Newport Beach, CA
New
401(k)
Dental Insurance
Vision Insurance
‌
Financial Planning & Investment Advisor
Merrill
Cypress, CA
New
Job Description
Working as a Financial Advisor in Newport Beach, CA
There are 5,423 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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