Financial Planner Jobs in Irvine, CA (3,358)
Senior Financial Planner - Irvine (Hybrid)
Financial Planner
Financial Planner
Financial Planner
Senior Financial Planner
Elite Financial Advisor & Portfolio Planner
Wealth Manager & Financial Planner (CFP Preferred)
Strategic IT Budget & Financial Planner
Senior Financial Planner Align Wealth with What Matters
Financial Advisor
Financial Advisor
Financial Adviser/Wealth Manager
Financial Advisor-Seattle
Remote Financial Advisor - Retirement Planner
Remote Financial Advisor & Retirement Planner
Certified Financial Planner
Financial Aid Planner
Financial Planner (Newport Beach, CA)
Senior Financial Planner: Wealth Strategy & Client Seminars
Financial Planner for High-Net-Worth Wealth Management
Financial Aid Planner: Help Students Build Careers
Financial Aid Planner: Empower Students' Healthcare Careers
Financial Advisor
Financial Advisor
CFP Financial Advisor - Growth & Full Benefits
Wealth Planner
Merrill Experienced Financial Advisor
Wealth Planner
Senior Financial Consultant & Wealth Advisor
Financial Solutions Advisor - OC West
Remote Financial Advisor: Retirement Planner
10756 - Budget & Financial Planner
Remote Financial Strategist & Planner
Financial Planner Salary in Irvine
Financial Planners working in Irvine, CA make an average annual salary of $73K and a maximum annual salary of around $124K.
Job Description
Working as a Financial Planner in Irvine, CA
There are 3,358 Financial Planner opportunities available in Irvine, CA all with unique requirements.
The financial planner has the responsibility of designing and implementing financial strategies for their clients. He or she helps clients build a complete financial plan: this is accomplished by setting objectives, drawing up, reviewing, and monitoring the financial plan. They produce resources that assist employers in choosing appropriate strategies and tools to meet the needs of businesses and individuals. A strong understanding of retirement planning, savings, investments, and taxation is necessary for this position.
Similar Jobs to Financial Planner
Financial Planner jobs near Irvine, CA
Financial Planners in Irvine, CA Resume Data
Average Experience for Financial Planners in Irvine, CA
- More than 10 years: 71%
- 6-10 years: 21%
- 3-5 years: 7%
- Less than 1 year: 1%
- 1-2 years: 1%
Educational Background for Financial Planners in Irvine, CA
- Bachelors: 55%
- Masters: 16%
- Diploma: 15%
- Associates: 12%
- Doctorate: 2%
Top Skill for Financial Planners in Irvine, CA
- Attention to detail: 17%
- Customer focus & orientation: 16%
- Sales skills: 11%
- Spreadsheets with Microsoft Excel: 10%
- Management & leadership skills: Planning & execution: 10%
- Verbal communication: 8%
- Work style: Reliability: 8%
- Management & leadership skills: Impact & influence: 7%
- Administrative assistant/receptionist: 7%
- Scheduling: 5%
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