185 Results for

Financial Advisor Jobs in Santa Ana, CA

Jobs

Newport Beach, CA20 days ago

The candidate must possess at least 10 years’ experience in trust and estate planning or administration and in-depth technical expertise in multiple areas, including, but not limited to, estate planning, tax optimization, philanthropy, multigenerational wealth transfer, retirement planning, business succession, and insurance planning. Minimum of 10+ years of experience in tax, estate, and wealth planning with UHNW clients working in estate planning or trust and estate administration with significant exposure to UHNW clients ($ 30 M+ net worth) required.

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Newport Beach, CA2 days ago

$125,000–$175,000 Per 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.

Huntingtn Bch, California25 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Garden Grove, CA30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Irvine, CA25 days ago

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.

South Bay, CA11 days ago

Full-time
Employee

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Finance Lead – FP&A Lead – Financial Planning & Analysis Lead – Finance Manager – FP&A Manager – Financial Planning & Analysis Manager – Investment Banking – Strategic Finance – Financial Modeling – Advanced Excel.

Pasadena, CA13 days ago

$85,000–$350,000 Per Year

About us: MassMutual Pacific is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals.

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Costa Mesa, CAToday

$50,000–$150,000 Per Year

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.

Upland, CA16 days ago

$36,000–$50,000 Per 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.

Irvine, CA12 days ago

$100,000–$300,000 Per 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.

Torrance, CA24 days ago

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.

Irvine, California18 days ago

$85,000–$100,000 Per Year

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.

Newport Beach, CA30+ days ago

Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Long Beach, California17 days ago

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.

Pasadena, CA30+ days ago

$22–$25 Per Hour

You will demonstrate ethical behavior and confidentiality while working with sensitive information, and you will lead by example-focusing on a variety of tasks, managing multiple projects, and setting priorities in a lively, collaborative office. Step into the heart of the beauty industry at Paul Mitchell The School in Pasadena, CA, where your passion for helping others and your commitment to excellence will thrive as our next full-time Financial Aid Services Advisor.

Rosemead, CA30+ days ago

Visit our Candidate Resource (https://www.edisoncareers.com/page/show/candidate-resources) page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more! Reviews and identifies impact to SCE from new regulations, guidance, and other publications issued by governmental bodies such as the SEC on critical matters impacting SCE.

Ontario, California30+ days ago

$28.53–$38.51 Per Hour

Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Choose To Make A Difference: Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals.

Rosemead, CA7 days ago

You will also develop models to forecast business conditions, to support Corporate and departmental decision-making, review and assess impacts of changing regulations, develop and analyze data and writes compelling testimony and responses to regulatory agencies in support of rate, regulatory, and demand side management activities in compliance with regulatory requirements. + Champions the implementation of risk management and internal controls processes, including assessment and monitoring current internal controls to ensure they are adequately designed and operating effectively in compliance with accounting, organizational, and regulatory policies.

Newport Beach, CA30+ days ago

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. This individual will work with our Wealth Advisors and play an integral role in adding value for our clients, focused on servicing sophisticated individuals and families.

Newport Beach, CA30+ days ago

Specific responsibilities include, but are not limited to: Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Newport Beach, CA24 days ago

The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Glendale, CA30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Westminster, CA30+ days ago

Full-time

Newport Beach, CA30+ days ago

Full-time

Gardena, CA30+ days ago

Full-time

Whittier, CA30+ days ago

Full-time

Pasadena, CA30+ days ago

Full-time

Westminster, CA30+ days ago

Full-time

San Gabriel, CA30+ days ago

Full-time

Irvine, CA30+ days ago

Full-time

Los Alamitos, CA30+ days ago

Full-time

Brea, CA30+ days ago

Full-time

Seal Beach, CA30+ days ago

Full-time

Lakewood, CA30+ days ago

Full-time

Cypress, CA30+ days ago

Full-time

Long Beach, CA30+ days ago

Full-time

Rancho Cucamonga, CA30+ days ago

Full-time

Orange, CA30+ days ago

Full-time

Azusa, CA30+ days ago

Full-time

Irvine, CA25 days ago

You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.

Irvine, CA25 days ago

The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.

Newport Beach, CA12 days ago

The Financial Planning & Project Coordinator primarily supports the Financial Planning department's internal projects and operational initiatives, including workflow improvement, automation support, documentation, testing, progress tracking, training support, and implementation coordination. The role also supports the department's longer-term goal of building a more centralized and scalable Financial Planning function through more consistent workflows, stronger documentation, and improved operational coordination.

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Costa Mesa, CAToday

$75,000–$200,000 Per Year

This role’s focus and priority is to ensure sales growth by recruiting, developing, and leading a team of financial advisors to meet annual production targets from the sale of protection and investment products, financial planning and wealth management services. Locally, we are an award-winning firm comprised of industry-leading financial service professionals who excel at building long-lasting relationships with clients and serve as an advocate for their financial well-being.

Torrance,, CA30+ days ago

Acquire and demonstrate knowledge of and adherence to regulation of securities, investments and investment products, securities markets, and financial planning. We are looking for Registered Investment Advisor support that will provide wealth management and investment services for our diverse clients.

Newport Beach, CA30+ days ago

Affiliation with one of the largest broker‑dealers in the industry, providing access to extensive home‑office resources, advanced training, technology, compliance support, and practice management expertise. This opportunity is for advisors at any stage of their careers- from those new to the profession seeking strong training, structure, and mentorship, to experienced advisors looking for a more supportive, scalable environment.

Upland, CA30+ days ago

Zapata Private Wealth Group is seeking a bilingual, licensed, execution‑driven professional to serve as the operational backbone and client‑facing anchor of our firm. Contact Zapata Private Wealth Group for more information at (909) 681-6900 & email denise@zapatawealth.com and cc service@zapatawealth.com.

Claremont, CA8 days ago

$110,000–$125,000 Per Year

ESSENTIAL FUNCTIONS: Reporting to the Assistant Vice President of Advancement, the Leadership Giving Officer and Philanthropic Advisor performs the following essential duties and responsibilities: Develop and implement strategies for qualifying, cultivating, soliciting, closing and stewarding donor prospects in the geographically-assigned portfolio of approximately 150 prospects. The Leadership Giving Officer must actively seek out opportunities, both on and off-campus, to develop and implement initiatives to ensure a strong base of high-level philanthropic support, in a cross-collaborative manner, in partnership with the Office of Alumni and Parent Engagement, Annual Giving and Planned Giving.

Orange, CA20 days ago

$80,000–$150,000 Per Year

Constantly develop yourself professionally to be the expert advisor in the world of risk management and commercial insurance brokering, through internal and external education, and gain certifications like the CPCU, CIC, ARM, etc. Learn how to evaluate a risk and understand their business operations and financial structure to properly advise them on risk structuring and coverage and prepare a company narrative to represent them effectively.

Pasadena, California30+ days ago

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications, collecting relevant documents and information to satisfy loan conditions, primary face to face, as well as by phone.

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Hawthorne, CA3 days ago

Additionally, you will support business development efforts by conducting outbound sales and service calls, while providing frontline coverage at our branches and call center, ensuring a seamless experience for our members. As a Full Time Member Services Advisor II at SkyOne Federal Credit Union, you will play a pivotal role in developing and nurturing member relationships through high-quality consultative service.

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Financial Advisor Jobs in Santa Ana, CA

Senior Family Wealth Strategist Beacon Pointe Advisors LLC

Estate Planning Attorney Jobot

Financial Advisor Northwestern Mutual

Financial Advisor First Command Financial Services, Inc.

Financial Advisor-Seattle RK Partners

Strategic Finance Manager x 165K - 190K + stock x South Bay Company Confidential

Financial Advisor MassMutual Pacific

Financial Advisor GoldBook Financial

Junior Financial Advisor in training Zapata Private Wealth Group

Financial Advisor Sagient

Financial Advisor with Sales Background The Fadil Group

Financial Advisor, CFP Professional Full Bloom Wealth

Financial Advisor - Licensed RK Partners

Advisor Financial Aid Universal Technical Institute

Financial Aid Services Advisor Paul Mitchell Schools

Financial Reporting Advisor -- SEC Reporting Southern California Edison

Financial Aid Advisor West Coast University, Inc.

Senior Advisor, Financial Analysis Southern California Edison

Financial Planner Beacon Pointe Advisors LLC

Senior Financial Planner Beacon Pointe Advisors LLC

Senior Wealth Advisor Beacon Pointe Advisors LLC

J.P. Morgan Wealth Management - Private Client Advisor - East San Fernando Valley, CA (area) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Newport Beach, Costa Mesa and Irvine, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Gardena, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Whittier, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA (area) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA (Westminster Beach) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Alhambra, CA (Atlantic and Valley Branch JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Irvine, Mission Viejo, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Los Alamitos, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Brea, Diamond Bar, Anaheim, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, Huntington Beach and Los Alamitos, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Lakewood, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Cypress, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Long Beach, Buena Park, Cerritos, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - North Inland Empire, CA (Including Apply Valley, Hesperia area) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Orange and Anaheim, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area) JPMorgan Chase Bank, N.A.

Financial Planner-Irvine, CA RK Partners

Senior Wealth Advisor Columbia Bank

Financial Planning & Project Coordinator (Part-Time) Beacon Pointe Advisors LLC

Sales Manager - Financial Services GoldBook Financial

Investment Advisor Associate: Regal Executive Search

Associate Advisor -Newport Beach, CA RK Partners

Licensed (S7, S66, Insurance) Client & Advisor Success Manager- Zapata Private Wealth Group

Leadership Giving Officer and Philanthropic Advisor Claremont McKenna

Experienced Commercial Lines Insurance Account Manager / Risk Advisor (In Office) Conrey Insurance Brokers & Risk Managers

Mortgage Loan Advisor East West Bank

Member Services Advisor II SkyOne Federal Credit Union

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