Financial Consultant Jobs in Irvine, CA (662)
Financial Planning Consultant
PHP Financial Services
Corona, California
Financial Planning Consultant
Bighornlaw
Corona, California
$85k - $185k / year
Chief Financial Officer
Affinity Executive Search
Anaheim, California
$200k / 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- Southern CA Region
Bank of America
Irvine, 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
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior, Investment Management - Private Wealth (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$63.4k - $144.3k / 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 Manager - Real Estate Tax (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$104.2k - $193.4k / year
‌
Tax Manager - Business Tax Services - Tax Exempt
Deloitte
Costa Mesa, CA
Diversity Leader
Health Insurance
$85k - $193.4k / year
‌
Registered Member Services Representative (La Habra, CA)
Wescom Credit Union
La Habra, CA
Vision Insurance
Education
$30.96 - $44.90 / hour
‌
Insurance Transformation, Guidewire Senior Consultant
Deloitte
Costa Mesa, CA
Diversity Leader
$125k - $208.3k / year
‌
Operations & Technology Transformation , Guidewire Configuration/Integration - Senior Consultant
Deloitte
Costa Mesa, CA
Diversity Leader
$125k - $208.3k / year
‌
Tax Manager - Investment Management - Private Equity Tax (West Region Office Locations)
Deloitte
Costa Mesa, CA
Diversity Leader
$85k - $193.4k / year
‌
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌
Technical Consultant or Business Analyst - Golden Source
ClifyX
Irvine, CA
New
Entry-Level
‌
Senior Regional Manager, Schwab Wealth Advisory
Charles Schwab
Irvine, CA
New
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Consultant
Sagient - A Subsidiary Mass Mutual
Irvine, CA
$80k - $120k / year
‌
Senior Financial Analyst Consultant
Vaco
Irvine, CA
New
‌
Entry-Level Financial Consultant
PHP Financial Services
Corona, CA
Part-Time
Flexible Schedule
‌
Senior Financial Advisor
PHP Financial Services
Corona, CA
$85k - $225k / year
‌
Financial Advisor
FirstBank
Newport Beach, CA
Health Insurance
$64.5k / year
‌
Financial Advisor
New York Life
Anaheim, CA
$150k - $250k / year
‌
Tax Director - Personal Financial Services
PwC
Irvine, CA
New
401(k)
Dental Insurance
Vision Insurance
$140.9k - $434k / year
‌
Associate Financial Advisor - Partners Federal Credit Union
LPL Financial Holdings
Anaheim, CA
New
‌
Financial Professional - CA, Irvine (5113)
Equitable Advisors
Irvine, CA
New
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
‌
Financial Professional - CA, Irvine (5113)
Equitable Services
Irvine, CA
New
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
‌
Senior Wealth Advisor - Fullerton/Placentia
Citigroup
Fullerton, CA
New
Dental Insurance
$70k / year
‌
Wealth Consultant with Military Background
The McKernan Group
🌎 Remote
New
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
‌
Financial Advisor
WallStJobs.com
🌎 Remote
Remote
Dental Insurance
Vision Insurance
‌
Financial Consultant
Sagient - A Subsidiary Mass Mutual
Irvine, CA
$80k - $120k / 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 662 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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