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Financial Advisor Jobs in San Clemente, CA (751)

Remote Lead Financial Analyst - AI Trainer ($50-$60 per hour)

Data Annotation
🌎 Remote
Part-Time
Remote
Hourly
Icon: salary
$50 - $60 / hour

Financial Advisor

Northwestern Mutual Life Insurance
Irvine, CA
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year

Financial Advisor

Northwestern Mutual
Irvine, CA
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year

Financial Advisor

Pure Financial Advisors
Irvine, CA
Dental Insurance
Vision Insurance
Icon: salary
$11 / hour

Financial Advisor

First Command
Oceanside, CA
Hourly

Financial Advisor

Unavailable
Irvine, CA
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Advisor

WizeHire
Newport Beach, CA
New
Icon: salary
$120 / hour
‌

Financial Advisor

Northern Trust
Newport Beach, CA
401(k)
Dental Insurance
Vision Insurance
Education
Icon: salary
$95k - $140k / year
‌

Financial Advisor

Goldbook-Financial
Costa Mesa, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$51k - $320k / year
‌

Financial Advisor

Tax & Financial Group
Newport Beach, CA
New
Health Insurance
‌

Merrill Experienced Financial Advisor

Bank of America
Newport Beach, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Senior Financial Advisor: Client Wealth & Strategy

Northern Trust
Newport Beach, CA
Icon: salary
$95k - $140k / year
‌

Associate Financial Advisor

Edward Jones
San Juan Capistrano, CA
New
401(k)
Dental Insurance
Vision Insurance
Education
‌

Financial Advisor

Capstone Partners
Newport Beach, CA
‌

Financial Aid Advisor

UCI
Irvine, CA
Hourly
Health Insurance
Icon: salary
$28.07 / hour
‌

Wealth Management Financial Advisor Grow Portfolios & Clients

Bank of America
Newport Beach, CA
New
Diversity Leader
Eco-Friendly
‌

Associate Financial Advisor

SkyKey Financial
Laguna Niguel, CA
New
Part-Time
Education
‌

EntryLevel Financial Advisor

True Path Financial
Irvine, CA
New
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
Icon: salary
$50k - $150k / year
‌

Financial Aid Advisor

University Of California Irvine
Irvine, CA
New
Hourly
Health Insurance
Icon: salary
$28.07 - $48.28 / hour
‌

Financial Aid Advisor

UC Irvine
Irvine, CA
New
Hourly
Health Insurance
Icon: salary
$28.07 / hour
‌

Strategic Financial Solutions Advisor

Bank of America
Irvine, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market

National Black MBA Association
Newport Beach, CA
Icon: salary
$80k - $90k / year
‌

Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market

Bank of America
Irvine, CA
Diversity Leader
Eco-Friendly
Icon: salary
$80k - $90k / year
‌

Financial Solutions Advisor Trainee: Path to Merrill Advisor

Bank of America
Laguna Woods, CA
New
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$28.85 - $33.65 / hour
‌

Team Based Financial Advisor - Mountain Financial Group - Irvine, CA

Thrivent Financial
Irvine, CA
New
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$70k - $90k / year
‌

Independent Financial Advisor High Earnings & Impact

Prudential Advisors
Irvine, CA
New
‌

Financial Solutions Advisor - Central OC

Bank of America
Irvine, CA
New
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Client Growth & Financial Solutions Advisor

Columbia Bank (WA, OR & ID)
Newport Beach, CA
New
‌

Trusted Financial Advisor & Relationship Builder

Columbia Banking System
Newport Beach, CA
‌

Independent Financial Advisor Training & Growth

Tax & Financial Group
Newport Beach, CA
‌

Financial Planning Advisor Build Impact & Growth

ProducifyX
Irvine, CA
New
‌

Investment Counselor (Financial Advisor Alternative)

Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$85k - $135k / year
‌

Investment Counselor (Financial Advisor Alternative)

myGwork - LGBTQ+ Business Community
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month
‌

Remote Financial Wealth Advisor Retirement Planner

The Variable Annuity Life Insurance
🌎 Remote
Remote
Health Insurance
Dental Insurance

Job Description

Working as a Financial Advisor in San Clemente, CA

There are 751 Financial Advisor opportunities available in San Clemente, 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 San Clemente, CA

  • San Diego, CA
  • Anaheim, CA
  • Irvine, CA

Financial Advisors in San Clemente, CA Resume Data

Average Experience for Financial Advisors in San Clemente, CA

  • More than 10 years: 54%
  • 6-10 years: 27%
  • 3-5 years: 15%
  • Less than 1 year: 2%
  • 1-2 years: 1%

Educational Background for Financial Advisors in San Clemente, CA

  • Bachelors: 62%
  • Masters: 16%
  • Diploma: 15%
  • Associates: 6%
  • Doctorate: 1%

Top Skill for Financial Advisors in San Clemente, CA

  • Sales skills: 22%
  • Customer focus & orientation: 15%
  • Attention to detail: 14%
  • Work style: Reliability: 9%
  • Spreadsheets with Microsoft Excel: 8%
  • Management & leadership skills: Impact & influence: 8%
  • Inside sales: 7%
  • Principles of accounting: 6%
  • Bookkeeping: 6%
  • Social media: 6%

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