537 Results for

Financial Advisor Jobs in Costa Mesa, CA

Jobs

Irvine, CA

$125,000–$175,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.

1 day ago

Irvine, California

$61,000–$250,000 / year

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Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: 
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

19 days ago

Irvine, CA

$70,000–$90,000 / year

A diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:

Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).

30+ days ago

Irvine, CA

Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.

30+ days ago

San Gabriel, CA

If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Mickey Hsu, FVP Employee Relations Manager at 626-582-7370 or mickey.hsucathaybank.com. We welcome applications for employment from all qualified candidates regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth, and breastfeeding, reproductive health decision-making), sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status, or status as a protected veteran, or any other status protected by applicable law.

30+ days ago

Laguna Hills, California

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Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

4 days ago

Garden Grove, CA

p>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.

We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

30+ days ago

El Segundo, CA

Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e.

We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model.

30+ days ago

Newport Beach, CA

$80,000–$90,000 / year

li>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.

30+ days ago

Rolling Hills Estates, CA

$80,000–$90,000 / year

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Back to search results Merrill Advisor Development Program - Financial Advisor: Los Angeles Market Los Angeles, California; Rolling Hills Estates, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.

30+ days ago

San Juan Capistrano, CA

With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

30+ days ago

Newport Beach, CA

$85,330–$145,130 / year

The AFA will work with NTSI Capital Markets, Northern Trust Asset Management, and many Third-Party Asset Managers to develop expertise and knowledge to provide best in class execution and investment advice.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.

30+ days ago

Remote

$24.03–$26.44 / hour

p>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles.

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.

30+ days ago

Redondo Beach, CA

p>As an Associate Financial Advisor, youll be a resource for our financial advisors and provide support to the clients of South Bay Wealth Advisors, including:

Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction.
South Bay Wealth Advisors is an independent financial services practice of Thrivent and is a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts, but supporting lives.

30+ days ago

Rosemead, CA

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Maintains the performance and availability of applications and data systems including batch jobs, SQL Service Integration Services (SSIS), ETL (Extract, Transform, Load) jobs, and sync engines. In this role, you will lead the reliability, integrity, and integration of critical planning, budgeting, and reporting platforms-supporting core processes such as forecasting, month-end close, and enterprise financial reporting.

15 days ago

Costa Mesa, CA

$50,000–$150,000 / year

p>Total Compensation:

First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range).

Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.

10 days ago

Rancho Santa Margarita, CA

$70,000–$80,000 / year

Acknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

8 days ago

Upland, CA

$36,000–$50,000 / year

We are looking for a motivated, detail-oriented recent graduate who wants to begin a career in financial services and learn directly from experienced professionals in a growing firm. Zapata Private Wealth Group is a boutique financial planning firm dedicated to delivering exceptional client experiences and long-term financial guidance.

30+ days ago

El Segundo, CA

$100,000–$300,000 / year

As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team.

5 days ago

Irvine, California

Remote

$85,000–$100,000 / year

div>Serve as the trusted lead advisor for up to approximately 120 HNW client households — delivering clear, prioritized financial guidance, leading all client-facing engagements, and ensuring every client feels informed, supported, and confident in their financial direction. Operating within a structured pod model alongside a Client Service Associate, this individual will focus exclusively on advice, communication, and decision-marking - delivering a consistent, high-quality planning experience within a defined system and cadence.

30+ days ago

Torrance, CA

We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Guided by experienced leadership and a people-first approach, the team emphasizes mentorship, accountability, and continuous development while creating an environment where individuals are supported in building successful, purpose-driven careers.

30+ days ago

Pico Rivera, CA

$100,000–$140,000 / year

This employment opportunity at BMO Bank in Pico Rivera, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial.

This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.

30+ days ago

Santa Ana, California

This employment opportunity at Orange County's Credit Union in Santa Ana, CA would allow you to join the Investment Program at Orange County's Credit Union as a Centralized Financial Advisor associated with LPL Financial.

This exciting position will allow you to grow your career and business, helping the people and families that look to Orange County's Credit Union for financial solutions.

30+ days ago

Santa Ana, CA

This position will offer:

• The ability to service an existing book of business upon hire • The ability to build a strong client base with the credit unions exceptional referral system • The opportunity to find new clients via the credit unions member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit unions reputation and community standing. Your partnership includes:

• Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.

30+ days ago

Newport Beach, CA

$95,000–$140,000 / year

p>Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.

Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners around various strategies, particularly around concentrated positions.

30+ days ago

El Segundo, CA

$70,000–$80,000 / year

Back to search results Financial Solutions Advisor - West Hills Region Redondo Beach, California; Torrance, California; Redondo Beach, California; El Segundo, California; Torrance, California; Manhattan Beach, California; Inglewood, California; San Pedro, California; Long Beach, California; Montebello, California; Manhattan Beach, California; Long Beach, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.

3 days ago

Gardena, CA

$70,000–$80,000 / year

Back to search results Financial Solutions Advisor - Gateway Cities Region Los Angeles, California; Gardena, California; Los Angeles, California; Carson, California; Los Angeles, California; Palmdale, California; Culver City, California; Canyon Country, California; Los Angeles, California; Chatsworth, California; Bell, California; Walnut Park, California; Northridge, California; Palmdale, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.

3 days ago

Alhambra, CA

$70,000–$80,000 / year

Responsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

3 days ago

Culver City, CA

$70,000–$80,000 / year

Responsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listedShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

17 days ago

Los Alamitos, CA

$70,000–$80,000 / year

30+ days ago

Fullerton, CA

$70,304–$75,000 / year

Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client''s goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal''s Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.

30+ days ago

Fountain Valley, CA

$70,304–$75,000 / year

Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal''s Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.

19 days ago

Newport Beach, CA

$70,000–$80,000 / year

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

30+ days ago

Placentia, CA

$70,000–$80,000 / year

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

30+ days ago

Garden Grove, CA

$28.85–$33.65 / hour

Acknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.

30+ days ago

Culver City, California

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As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.

30+ days ago

Fountain Valley, California

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18 days ago

Garden Grove, CA

$28.85–$33.65 / hour

15 days ago

West Covina, CA

$28.85–$33.65 / hour

Acknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.

25 days ago

Lakewood, CA

$63,300–$117,200 / year

Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.

30+ days ago

Cypress, California

Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.

3 days ago

The Global Liquidity team is seeking a highly motivated sales professional to drive new client acquisition and asset flows into JPMorgan Asset Management (JPMAM) products across the Financial Institutions segment, with a particular focus on financial technology (fintech) companies. Demonstrated success selling asset management products-particularly money market mutual funds and software as a service-to Financial Institutions, including FinTech''s, banks, broker-dealers, insurance companies, and traditional and alternative asset managers.

25 days ago

Rosemead, CA

CPA or equivalent certification Experience with ERP systems such as SAP Experience with working in Workiva reporting tool Experience with interpreting and applying Uniform System of Accounts under Federal Energy Regulatory Commission Advanced Excel skills, including financial modeling and data analysis Additional Information This position's work mode is hybrid. Join the Clean Energy Revolution Become a Financial Reporting Advisor -- SEC Reporting at Southern California Edison (SCE) and build a better tomorrow.

30+ days ago

Long Beach, CA

Future Advisors work closely with Admissions Representative and students to fully understand each student's situation and indicators to determine the student's likelihood of starting school and to develop an accurate projection of the upcoming starts. Works proactively with Admissions, Students Services, Education, Employment Services and Accounting teams to support the needs of students and improve operational outcomes such as show rate, retention, persistence and overall student satisfaction.

30+ days ago

El Monte, California

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30 days ago

Irvine, California

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30 days ago

Santa Ana, CA

At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Provides consultative services to Members regarding credit union products and services by assessing the Member''s needs, addressing their concerns and gaining agreement.

24 days ago

South Gate, CA

$28.85–$33.65 / hour

Acknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.

30+ days ago

Whittier, CA

$28.85–$33.65 / hour

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

30+ days ago

Hollywood, CA

$28.85–$33.65 / hour

Acknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.

30+ days ago

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Financial Advisor Jobs in Costa Mesa, CA

Estate Planning Attorney Jobot

Financial Advisor Northwestern Mutual

Team Based Financial Advisor - Mountain Financial Group - Irvine, CA Thrivent Financial for Lutherans

Financial Advisor-Seattle, WA RK Partners

Assistant to Financial Advisor Cathay General Bancorp

Advisor Development Program - Financial Solutions Advisor Trainee: Moulton Plaza Financial Center Bank of America

Financial Advisor First Command Financial Services, Inc.

Financial Advisor Edward D Jones & Co LP

Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market Bank of America Corp

Merrill Advisor Development Program - Financial Advisor: Los Angeles Market Bank of America Corp

Associate Financial Advisor Edward D Jones & Co LP

Associate Financial Advisor Northern Trust Corp

Virtual Financial Advisor - National Remote Thrivent Financial for Lutherans

Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA Thrivent Financial for Lutherans

IT Systems and Financial Advisor Edison International

Financial Advisor GoldBook Financial

Financial Solutions Advisor - Rancho Santa Margarita Financial Center Bank of America Corp

Junior Financial Advisor in training Zapata Private Wealth Group

Financial Advisor Sagient

Financial Advisor, CFP Professional Full Bloom Wealth

Financial Advisor with Sales Background The Fadil Group

Financial Advisor - BMO Bank LPL Financial Holdings Inc

Centralized Financial Advisor - Orange County's Credit Union LPL Financial

Centralized Financial Advisor - Orange County''''s Credit Union LPL Financial Holdings Inc

Financial Advisor Northern Trust Corp

Financial Solutions Advisor - West Hills Region Bank of America Corp

Financial Solutions Advisor - Gateway Cities Region Bank of America Corp

Financial Solutions Advisor - West San Gabriel Valley Region Bank of America Corp

Financial Solutions Advisor- Los Angels Metro Bank of America Corp

Financial Solutions Advisor - Central OC Bank of America Corp

Financial Advisor - Fullerton CA Navy Federal Credit Union

Financial Advisor - Fountain Valley, CA Navy Federal Credit Union

Financial Solutions Advisor - OC West Bank of America Corp

Financial Solutions Advisor - North OC Bank of America Corp

Financial Solutions Advisor Registration Candidate - Garden Grove Main Financial Center Bank of America Corp

Financial Solutions Advisor Registration Candidate - Culver Center Financial Center Bank of America

Financial Solutions Advisor Registration Candidate - Harbor-Edinger Financial Center Bank of America

Financial Solutions Advisor Registration Candidate - Hidden Valley Financial Center Bank of America Corp

Financial Solutions Advisor Registration Candidate - Eastland Financial Center Bank of America Corp

Financial Advisor Bank of Montreal

Financial Solutions Advisor - Northwest Houston Area Bank of America

Asset Management Global Liquidity Client Advisor (Financial Institutions) - Executive Director JPMorgan Chase & Co

Financial Reporting Advisor -- SEC Reporting Edison International

Advisor Financial Aid Universal Technical Institute Inc

Financial Solutions Advisor Registration Candidate - Midway Center Bank of America

Financial Solutions Advisor Registration Candidate - Irvine Area Bank of America

Financial Service Advisor SchoolsFirst Federal Credit Union

Financial Solutions Advisor Registration Candidate- LA Metro Market Bank of America Corp

Financial Solutions Advisor Registration Candidate- Gateway Cities Market- Bilingual Spanish Required Bank of America Corp

Financial Solutions Advisor Registration Candidate- Central LA Market Bank of America Corp

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