Financial advisor Jobs in Costa Mesa, CA
Last updated: 17 hours ago
Are you tired of large institutions whose values and ethics have gone down the drain? A great company should be founded and built upon mutual understanding, trust, collaboration, and respect.Do you...Show moreLast updated: 30+ days ago
Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relati...Show moreLast updated: 5 days ago
Have you ever considered getting state-licensed in life insurance and or investment accounts? If so, you can recruit and build your team.
This is the perfect opportunity to get your foot in the door...Show moreLast updated: 30+ days ago
Eagle Strategies LLC, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser based in Newport Beach, CA.
We offer a robust platform of financial solutions i...Show moreLast updated: 14 days ago
We're always looking for diverse, talented, service-oriented people to join our exceptional team.Provides financial advice to clients and prospects.
Develops financial portfolios based on clients' f...Show moreLast updated: 7 days ago
Capstone Partners is looking for an experienced Independent Financial Advisor, who is comprehensive in nature (S7, SIE, L&H), to add to our growing firm.
The ideal candidate will be entrepreneurial ...Show moreLast updated: 17 days ago
The Investor Focused Solutions Team consists of LPL Financial employee advisors who provide investment solutions and holistic financial advice to investors virtually and over the phone.As an adviso...Show moreLast updated: 30+ days ago
WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relatio...Show moreLast updated: 2 days ago
Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relati...Show moreLast updated: 17 hours ago
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services.Using a holisti...Show moreLast updated: 17 hours ago
Northwestern Mutual is a 166-year-old, Fortune 90 financial institution that manages over 340 billion dollars' worth of assets.
Today, we’re focused on working with families, individuals, and small ...Show moreLast updated: 17 hours ago
Are you passionate about building enduring client relationships and providing comprehensive financial guidance?.As a key member, you'll have the opportunity to engage deeply with clients, offer...Show moreLast updated: 30+ days ago
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clien...Show moreLast updated: 30+ days ago
Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.
Our customized approach is designed to grow, protect, and...Show moreLast updated: 30+ days ago
A company is looking for a Financial Advisor & Planner - Brokerage / Premier Accounts.Key ResponsibilitiesProvide high-level service to Personal Wealth clients, focusing on asset retention and growth...Show moreLast updated: 7 days ago
Be in Business for Yourself, not By Yourself.Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and c...Show moreLast updated: 17 hours ago
Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Show moreLast updated: 30+ days ago
Senior Financial Advisor
GpacNewport Beach, California, United StatesFull-time
- Promoted
Financial Advisor - RIA Firm - Irvine, CA
Advisor Employee ServicesIrvine, CA, USFull-time
Financial Advisor / Insurance Agent
Primerica Financial Services - Lake ElsinoreCon Lake, CA, US$2,000.00 monthly
Quick Apply
- Promoted
Financial Advisor
Eagle Strategies LLCnewport beach, CA, United States$117,359.00 yearly
Full-time
- Promoted
Financial Service Advisor
SchoolsFirst Federal Credit UnionSanta Ana, CA, USFull-time
- Promoted
Sr. Financial Advisor
Capstone Partners Financial and Insurance ServicesNewport Beach, CA, United StatesFull-time
Financial Advisor
First Command Financial Services, IncGarden Grove, California,US Advisors are veterans or military spouses.First Command is committed to helping military families get their financial lives squared away.
As we continue to expand our advisor force, we are seeking l...Show moreLast updated: 30+ days ago
Senior Financial Advisor
LPL FinancialNewport Beach CA, Field Mgmt$150,000.00 yearly
Full-time
Financial Aid Advisor
Concorde Career CollegesGarden Grove, CA, US As a Financial Aid Advisor at Concorde Career College, you will play a vital role in impacting the lives of our students by guiding them through the financial aid process.You'll help students acces...Show moreLast updated: 30+ days ago
Financial Advisor Senior
City National BankIrvine, CA, US$70,000.00–$130,000.00 yearly
Full-time
- Promoted
- New!
Financial Advisor
BML Wealth Managementirvine, CA, United StatesFull-time
- Promoted
- New!
Financial Advisor
Pure Financial Advisors, LLCirvine, CA, United States$125,000.00 yearly
Full-time
- Promoted
- New!
Financial Advisor
Northwestern Mutualirvine, CA, United StatesFull-time
- Promoted
Financial Advisor
SagientIrvine, CA, USFull-time
Merrill Experienced Financial Advisor
Bank of AmericaNewport BeachFull-time
- Promoted
Financial Advisor
RK PartnersNewport Beach, CA, US$55,000.00–$75,000.00 yearly
Full-time
- Promoted
Financial Advisor - Series 7, 63, 65
VirtualVocationsHuntington Beach, California, United StatesFull-time
- Promoted
- New!
Financial Advisor
Thriventorange county, CA, United StatesFull-time
Financial Advisor
First Command Financial Services, Inc.Garden Grove, CA, US$115,740.00 yearly
Senior Financial Advisor
GpacNewport Beach, California, United States30+ days ago
Job type
- Full-time
Job descriptionProactively monitor clients’ financial situations with attention to detail and accuracy. Relationship management and client communication. Manage and lead all aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, asset allocations. Manage post-client meeting tasks such as developing meeting notes, performing financial analyses, and coordinating planning implementation. Prepare financial plans and retirement projections. Assist with trading and rebalancing of client investment accounts. Interact with clients over the and in-person professionally and respectfully. Facilitate efficient office operations including leading and assisting with process and system improvement projects. Participate in the idea generation, research and writing of articles. Within the first 6 months, become the trusted advisor for a portion of the firm’s clients. Maintain 80 – 120 clients and 30 – 100 annual tax returns. Wants to work remotely (however, relocation can be arranged if the advisor does not want to work on a remote basis). Deep client engagement - build relationships with high-net-worth clients. Comprehensive understanding of financial planning, such as addressing all aspects of a client's financial life. Advanced Financial Analysis and customer service skills. Strong written and oral communication skills. Willing to contribute at any level with key stakeholders. Variable Compensation, leading to NO reduction to revenue! Immediate equity opportunities. Utilize the company's tools, such as recruiters and applications such as Fidelity. W2 employee, benefits included (401K, health, dental, vision, etc).
Job Description :
Are you tired of large institutions whose values and ethics have gone down the drain? A great company should be founded and built upon mutual understanding, trust, collaboration, and respect.
Do you have a portfolio / book of clients that at least creates a revenue of $20M that can travel?
What our firm is looking for :
We are looking for experienced advisors (15+ years of experience) who would like to work for an organization located in :
- Richmond, VA - offers remote NATIONWIDE
We will provide you with qualified leads that advertise locally on your behalf to make you that SUPER STAR Financial Advisor to your community. Do you currently have a non-compete and / or non-solicitation agreement? Not a problem! We will work with you. To succeed, you will need to also possess the ability to listen and communicate effectively, work well in a team-oriented environment, and take pride both in your work and in helping others. The highest level of ethical standards is a must.
Qualifications :
Personal Qualities :
ROBUST Benefits :
For additional information on this opportunity, please contact Sid Stone Kolb directly at 605-705-3378. Resumes may be confidentially sent to sid.kolbgogpac
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.