Financial Consultant Jobs in Irvine, CA (729)
Financial Consultant - Irvine, CA
Fidelity Investments
Irvine, CA
New
Education
Parental Leave
$55k - $75k / year
Financial Sales Consultant
Frontline Financial
Costa Mesa, California
Part-Time
Functional Consultant - Financial, Managed Services
Shelby American
Laguna Niguel, California
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance Financial Consultant Specialist
Bighornlaw
Corona, California
Education
$96.4k - $187.5k / year
Chief Financial Officer, Orange County Community Foundation
ABFE
Irvine, California
$235k - $270k / year
Tax Senior Manager, Private Client Services
BDO USA
Costa Mesa, California
‌
Associate Wealth Managment Advisor
US Bank
Laguna Niguel, California
$65k - $78k / year
‌
Consultant Financial Planning Analysis
Verizon
🌎 Remote
Remote
Hybrid
‌
Licensed Financial Consultant
Financial Partners Credit Union
Long Beach, CA
New
$66k / year
‌
Financial Advisor
BML Wealth Management
Irvine, CA
New
401(k)
PTO
Dental Insurance
Vision Insurance
$5,000 - $10k / month
‌
Financial Advisor
Pure Financial Advisors
Irvine, CA
New
Dental Insurance
Vision Insurance
‌
Financial Advisor
Thrivent
Orange County, CA
New
Health Insurance
Dental Insurance
Vision Insurance
‌
Financial Aid Advisor
University Of California Irvine
Irvine, CA
Hourly
Health Insurance
$28.07 / hour
‌
Financial Advisor
Eagle Strategies
Newport Beach, CA
New
Dental Insurance
Vision Insurance
$117.4k / year
‌
Financial Advisor
Northwestern Mutual
Corona, CA
New
Dental Insurance
Vision Insurance
$22 / hour
‌
Sr. Financial Advisor
Capstone Partners Financial and Insurance Services
Newport Beach, CA
‌
Financial Aid Advisor
West Coast University
Anaheim, CA
New
Entry-Level
$27.70 / hour
‌
Merrill Team Financial Advisor
The Bank of America
Brea, CA
Diversity Leader
Eco-Friendly
‌
Client Relationship Advisor
BML Wealth Management
Irvine, CA
New
401(k)
PTO
Dental Insurance
Vision Insurance
$70k - $100k / year
‌
Wealth Management Associate
Equitable Advisors
Irvine, CA
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
‌
Entry Level Financial Consultant
Dave Santos Group
🌎 Remote
New
Part-Time
Remote
Flexible Schedule
$2,500 / month
‌
Remote-financial operations consultant
Randstad
🌎 Remote
New
Part-Time
Remote
Hourly
401(k)
$26 - $27 / hour
‌
FINANCIAL ADVISOR
Edward Jones
El Sobrante, California
New
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
‌
Sr. VP, Financial Consultant- Newport Beach, CA
Charles Schwab
Newport Beach, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Cypress Financial Center
Bank of America
Cypress, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Financial Solutions Advisor Registration Candidate- Consumer Investments- Los Angeles Region
Bank of America
Long Beach, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Merrill Experienced Financial Advisor
Bank of America
Newport Beach, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Tax Manager, Investment Management, Private Wealth (West Region Office Locations)
Deloitte
Costa Mesa, CA
New
Diversity Leader
$85k - $193.4k / year
‌
Merrill Financial Solutions Advisor - Greater Orange County Market
Bank of America
Irvine, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Financial Solutions Advisor - Consumer Investments - Southern CA Region
Bank of America
Irvine, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
‌
Tax Senior, Investment Management - Private Wealth (West Region Office Locations)
Deloitte
Costa Mesa, CA
New
Diversity Leader
$63.4k - $144.3k / year
‌
Client Success Advisor - Financial Services
The Fadil Group
Irvine, CA
New
$50k / year
‌
Financial Planning Advisor
Northwestern Mutual
Anaheim, CA
New
Entry-Level
‌
Financial Consultant - Irvine, CA
Fidelity Investments
Irvine, CA
New
Education
Parental Leave
$55k - $75k / year
Financial Consultant Salary in Irvine
Financial Consultants working in Irvine, CA make an average annual salary of $89K and a maximum annual salary of around $175K.
Job Description
Working as a Financial Consultant in Irvine, CA
There are 729 Financial Consultant opportunities available in Irvine, CA all with unique requirements.
A Financial Consultant, also known as a Financial Planner, helps individuals develop financial plans to meet their short and long-term goals by identifying and reducing risks. They gather information to identify areas of opportunity for clients. Â This position primarily works with individuals who are high net worth individuals and businesses to build financial strategies.
Financial Consultant jobs near Irvine, CA
Financial Consultants in Irvine, CA Resume Data
Average Experience for Financial Consultants in Irvine, CA
- More than 10 years: 72%
- 6-10 years: 21%
- 3-5 years: 6%
- 1-2 years: 1%
- Less than 1 year: 1%
Educational Background for Financial Consultants in Irvine, CA
- Bachelors: 47%
- Masters: 26%
- Diploma: 14%
- Associates: 10%
- Doctorate: 4%
Top Skill for Financial Consultants in Irvine, CA
- Sales skills: 18%
- Customer focus & orientation: 16%
- Attention to detail: 15%
- Management & leadership skills: Planning & execution: 9%
- Management & leadership skills: Impact & influence: 8%
- Spreadsheets with Microsoft Excel: 8%
- Work style: Reliability: 7%
- Customer service: 7%
- Analyzing data: 6%
- Verbal communication: 6%
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