232 Results for

Financial Advisor Jobs in Westchester, CA

Jobs

Newport Beach, CA23 days ago

The Senior Tax Planner is responsible for overseeing our firm’s tax planning technology tools, and meeting directly with advisors and clients to deliver comprehensive tax planning, strategic advice, and solutions. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

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Newport Beach, CA5 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.

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Newport Beach, CA4 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.

Calabasas, California9 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, CA9 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.

Pasadena, CA12 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.

Costa Mesa, CA14 days ago

$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.

El Segundo, CA11 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.

New!

Los Angeles, CA4 days ago

$100,000–$1,000,000 Per Year

We help advisors break production barriers by replacing “do-it-yourself” models with a proven, collaborative approach that drives efficiency, deeper client relationships, and sustainable growth. Lenox Advisors is a premier wealth management firm designed for experienced advisors who want to scale beyond transactional production and unlock their next level of income.

CA30+ days ago

We are seeking an experienced QA/QC Manager to lead electrical quality assurance and commissioning efforts on large-scale data center and mission critical construction projects across the United States. The ideal candidate has strong experience with data center electrical infrastructure, including switchgear, UPS systems, generators, and power distribution equipment.

Los Angeles, CA30+ days ago

$90,000–$100,000 Per Year

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. 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 relationships with affluent individuals and families within a specific market.

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.

New!

Irvine, California2 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.

Pasadena, CA25 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, CA24 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.

Los Angeles, California22 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.

North Hollywood, California29 days ago

$28.53–$38.51 Per Year

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, CA8 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.

Westlake Village, CA30+ days ago

$70,000–$90,000

The Associate will receive extensive training on our internally developed analytical tools and custom analytics, becoming well-versed in asset allocation theory, taxes, and retirement, trust, and estate planning issues. OCM is well-positioned to tailor wealth management solutions for its clients through its wealth forecasting group and integrated investment management service.

Irvine, CA9 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, CA30+ days ago

$122,535–$208,715 Per Year

Interact with and provide guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues. As a member of City National's Private Banking group, you will help deliver tailored financial solutions to high- and ultra-high-net-worth families, select professional services firms and select nonprofits.

Irvine, CA9 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.

Westlake Village, CA30+ days ago

$100,000–$125,000 Per Year

Specific responsibilities may include but not limited to: Leading the development of sophisticated, customized financial analyses and strategic solutions for the firm’s clients, including brainstorming on business exceeding $10 million. The Director will serve as a senior leader within the Wealth Management Group, playing an integral part in driving the firm’s growth strategy and delivering its full scope of wealth and advanced planning capabilities.

New!

Costa Mesa, CA1 day ago

$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.

San Gabriel, CA30+ days ago

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.

Azusa, CA30+ days ago

Los Angeles, CA30+ days ago

Beverly Hills, CA30+ days ago

Westlake Village, CA30+ days ago

Los Angeles, CA30+ days ago

Long Beach, CA30+ days ago

Northridge, CA30+ days ago

Rancho Palos Verdes, CA30+ days ago

Los Angeles, CA30+ days ago

Seal Beach, CA30+ days ago

Glendale, CA30+ days ago

Buena Park, CA30+ days ago

Los Angeles, CA30+ days ago

Full-time

Long Beach, CA30+ days ago

Full-time

Beverly Hills, CA30+ days ago

Full-time

Thousand Oaks, CA30+ days ago

Full-time

Whittier, CA30+ days ago

Full-time

Brea, CA30+ days ago

Full-time

Pasadena, CA30+ days ago

Full-time

Thousand Oaks, CA30+ days ago

Full-time

Irvine, CA30+ days ago

Full-time

Azusa, CA30+ days ago

Full-time

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Financial Advisor Jobs in Westchester, CA

Jobs

Senior Tax PlannerBeacon Pointe Advisors LLC

Estate Planning AttorneyJobot

Senior Family Wealth StrategistBeacon Pointe Advisors LLC

Financial AdvisorNorthwestern Mutual

Financial AdvisorFirst Command Financial Services, Inc.

Financial Advisor-SeattleRK Partners

Financial AdvisorMassMutual Pacific

Financial AdvisorGoldBook Financial

Financial AdvisorSagient

Financial Advisor - Los AngelesLenox Advisors

QA/QC Manager - Data Center CommissioningField Talent

Financial Advisor SeniorCity National Bank

Financial Advisor - LicensedRK Partners

Financial Advisor, CFP ProfessionalFull Bloom Wealth

Financial Aid Services AdvisorPaul Mitchell Schools

Financial Reporting Advisor -- SEC ReportingSouthern California Edison

Financial Aid AdvisorWest Coast University, Inc.

Financial Aid Advisor(temporary)West Coast University, Inc.

Financial PlannerBeacon Pointe Advisors LLC

Senior Financial PlannerBeacon Pointe Advisors LLC

Senior Wealth AdvisorBeacon Pointe Advisors LLC

Wealth Management Financial PlannerOne Capital Management, LLC

Financial Planner-Seattle, WARK Partners

Trust AdvisorCity National Bank

Senior Wealth AdvisorColumbia Bank

Financial Planner (Director)One Capital Management, LLC

Sales Manager - Financial ServicesGoldBook Financial

J.P. Morgan Wealth Management - Private Client Advisor - San Gabriel, CA (area)JPMorgan Chase

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

J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA (Seventh and Fig)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Beverly Hills, CA (area)JPMorgan Chase

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

J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA (Gage Center)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Long Beach, Buena Park, Cerritos, CA and Surrounding AreasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita (area)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Rancho Palos Verdes, CAJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - West Los Angeles, CA (area)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, Huntington Beach and Los Alamitos, CAJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Glendale, CAJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Buena Park, CA (Buena Park Valley View St.)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Los Angeles, CA and Surrounding AreasJPMorgan Chase Bank, N.A.

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

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

J.P. Morgan Wealth Management - Private Client Advisor - Thousand Oaks and Simi Valley, CAJPMorgan Chase Bank, N.A.

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

J.P. Morgan Wealth Management - Private Client Advisor - Brea, Diamond Bar, Anaheim, CA and Surrounding AreasJPMorgan 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 - Thousand Oaks, CA (Janss and Moorpark)JPMorgan Chase Bank, N.A.

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

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

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