Top 19 Certified financial planner Jobs in Corona, Ca

Financial Advisor
Pure Financial Advisors, Inc. —Brea, CA
- From $125,000 a year
- Email
- CPA
- 5 years
- Presentation skills
- Health savings account
- AD&D insurance
Financial Solutions Advisor - Northern Inland Empire Area
Bank of America —Corona, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Planning Associate
Perigon Wealth Management —Irvine, CA
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
11d
Senior Financial Planner - Irvine (Hybrid)
EP Wealth Advisors, LLC —Irvine, CA
- $90,000 - $120,000 a year
- Full-time
- Research
- 3 years
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
VP, Regional Planning Consultant- Brea/ Torrance, CA
Fidelity Investments —Brea, CA
- $118,000 - $226,000 a year
- Full-time
- Salesforce
- Public speaking
- Office
- Loan repayment program
- Tuition reimbursement
Financial Solutions Advisor - Grand and Diamond Bar Financial Center
Bank of America —Diamond Bar, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Adviser/Wealth Manager
Benefit Financial Services Group(BFSG) —Irvine, CA
- Email
- 5 years
- Research
- Presentation skills
- Health insurance
- Paid time off
Financial Advisor-Seattle, WA
RK Partners —Irvine, CA
- $140,500 - $155,000 a year
- CPA
- 5 years
- Presentation skills
- Health savings account
- AD&D insurance
Quick Apply
Financial Professional - Retirement Benefits Group
Equitable Advisors —Irvine, CA
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Financial Solutions Advisor - South OC
Bank of America —Rancho Santa Margarita, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Advisor
Northwestern Mutual —Ontario, CA
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Regional Vice President, Community (Orange County, CA)
Mercer Advisors —Orange, CA
- $119,000 - $140,000 a year
- Monday to Friday
- Microsoft Outlook
- 5 years
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Wealth Management Associate
Equitable Advisors —Irvine, CA
- $38,550 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Financial Professional
Equitable Advisors —Irvine, CA
- $38,550 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Financial Solutions Advisor - OC West
Bank of America —Newport Beach, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level

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Financial Solutions Advisor - Northern Inland Empire Area
Bank of America —Corona, CA
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…
$70,000 - $80,000 a year

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certified financial planner jobs near corona, ca

Financial Advisor

Pure Financial Advisors, Inc.
Brea, CA

Apply Now

Job Details

From $125,000 a year

Benefits

Health savings account
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching

Qualifications

Cash flow planning
Income tax planning
Financial goal setting advisory services
Financial needs assessment
Investment risk management
Financial services
Strategic asset allocation in risk management
Estate planning
Retirement planning advisory services

Full Job Description

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 holistic planning approach, Pure Financial manages over $11.05 billion in assets (as of February 12th, 2026) and services clients across the nation. We are headquartered in San Diego and have several branch offices in California (Brea, Davis, Irvine, and Los Angeles), as well as outside California, and we are looking to expand to other locations.

If you are a CERTIFIED FINANCIAL PLANNER® professional, Certified Public Accountant, or Chartered Financial Analyst®, and have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients who want to do business with our firm.

Why become an Advisor with Pure? We provide specialized support so that our Advisors can spend their time where they need to – in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors:

Marketing & Business Development– We generate the leads so that our Advisors don’t have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as, Your Money, Your Wealth® television and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients – people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals.
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. We take a deep and PURE dive into planning.
Investment Management– Pure’s trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.
Operations and Client Services– We have client service teams to handle everything – they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor’s “to-do” list!
Unparalleled Professional Development– Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team.

Requirements:

Pure’s financial advisors are generally required to be CERTIFIED FINANCIAL PLANNER® professionals, Certified Public Accountants, or Chartered Financial Analysts, and have at least five years of financial planning experience. Pure’s advisors may also hold additional credentials to indicate their commitment to their profession.
Ability to assess a prospective client’s needs and their financial goals.
A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.
Effective communication skills. Ability to deliver comprehensive financial plans to clients.
Previous experience teaching classes or presenting is a plus.

Additional Details:

Salaried position + Benefits.
Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved.
Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release.

Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy.

Interested?

We are looking for high-quality individuals who can provide comprehensive retirement planning solutions and tax-optimized investment management strategies that will adhere to fiduciary standards and act in the best interest of our clients.

Candidates should submit a resume to [email protected].

Apply Now

Refine Your Search

certified financial planner jobs in corona, ca

Financial Advisor

Financial Solutions Advisor - Northern Inland Empire Area

Financial Planning Associate

Senior Financial Planner - Irvine (Hybrid)

VP, Regional Planning Consultant- Brea/ Torrance, CA

Financial Solutions Advisor - Grand and Diamond Bar Financial Center

Financial Adviser/Wealth Manager

Financial Advisor-Seattle, WA

Financial Professional - Retirement Benefits Group

Financial Solutions Advisor - South OC

Financial Advisor

Regional Vice President, Community (Orange County, CA)

Wealth Management Associate

Financial Professional

Financial Solutions Advisor - OC West

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