Top 167 Financial advisor Jobs in Corona Ca

Team Based Financial Advisor - Mountain Financial Group - Irvine, CA
Thrivent —Irvine, CA
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
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Financial Professional with Management Opportunity
New York Life Insurance Company —Corona, CA
- $51,000 - $175,000 a year
- Full-time
- Sales
- Mid-level
- Master's degree
- AD&D insurance
- Disability insurance
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CNO Financial Advisor - Hybrid Remote (CA)
CNO Financial Group, Inc. —Corona, CA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Investment Consultant -Upland, CA
Charles Schwab —Upland, CA
- $30.10 - $49.71 an hour
- Hybrid work
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
4d
Financial Advisor
Edward Jones —Orange, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Entry-Level Financial Advisor
National Life Group - Northern California Agency —Irvine, CA
- $60,000 - $250,000 a year
- No experience needed
- English
- US work authorization
- Health insurance
- Dental insurance
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Financial Aid Advisor
Loma Linda University Health —Loma Linda, CA
- $71,760.00 - $91,603.20 a year
- Full-time
- Computer literacy
- Writing skills
- Basic math
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
Junior Financial Advisor
Legacy Financial and Insurance Services, LLC —Rancho Cucamonga, CA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Data analysis skills
- Research
- Paid training
- Paid holidays
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Financial Planning Associate
Perigon Wealth Management —Irvine, CA
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
14d
PWM Private Wealth Advisor
U.S. Bank National Association —Rancho Cucamonga, CA
- $149,515 - $175,900 a year
- Full-time
- Writing skills
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Private Banker
Sunflower Bank NA —Irvine, CA
- $132,500 - $205,000 a year
- Online Application
- Mid-level
- Office
- Finance
- Paid holidays
- Dental insurance
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Retirement Plan Advisor- Orange County
Empower Annuity Insurance Company of America —Orange, CA
- $79,400 - $112,175 a year
- Remote
- Microsoft Word
- Mid-level
- 3 years
- Paid parental leave
- Paid holidays
Paraplanner
ArcBridge Financial Group —Irvine, CA
- $85,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
14d
Financial Advisor - Training Provided
True Path Financial —Riverside, CA
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
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 Aid Advisor (Temporary)
West Coast University, Inc. —Anaheim, CA
- $28.53 - $38.51 an hour
- Temporary
- University
- Bachelor's degree
- 1 year
- Flexible spending account
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
Relationship Banker - Sierra Del Oro Branch - Corona, CA
JPMorganChase —Corona, CA
- $22.50 - $30.29 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Member Services Specialist
SchoolsFirst FCU —Placentia, CA
- $33.51 - $50.27 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED

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financial advisor jobs near corona ca

Team Based Financial Advisor - Mountain Financial Group - Irvine, CA

Thrivent -
Irvine, CA

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Job Details

Full-time
$70,000 - $90,000 a year

Benefits

AD&D insurance
Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Research

Full Job Description

Meaningful work. Rewarding career.

Make an impact working as part of a team providing financial advice with heart. You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice. In this position, you’ll have some income stability and the ability to focus on learning and development while serving clients with mentorship through joint field work.

The Team-Based Financial Advisor is a Financial Advisor that is provided a platform to focus on learning and development, rather than solely production. The role works closely with Lead Advisors to receive mentorship, coaching, training, and support.

This role could be a good fit for candidates seeking their first opportunity, career changers or professionals currently working in the financial industry.

About Us

Mountain Financial Group is an independent financial services practice of Thrivent in Irvine, CA. We are growing and adding a team-based financial advisor to our team. At Mountain Financial Group, we provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. We're here to help our clients do just that. This is a full time role that will be in office 2-3 days per week.

Licensing and Training
Over your first 8 to 13 weeks, you’ll study for and obtain necessary licenses (varies by individual situation), which may include:

Resident state Life, Health and Annuity
Securities Industry Essentials (SIE)
Series 6 and 63, 7 and 66, or 7, 63 and 65.

After completing licensing, you may enroll in a comprehensive 6-week training program.

What you can expect
After licensing and training, you’ll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role. Typical activities include:

Learn and understand the entire operation of practice
Participate in Joint Fieldwork to build expertise and learn best-practices within the industry
Meet with new and existing clients to build a book of business and grow relationships
Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
Position products, services, and strategies to help clients gain financial clarity
Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
Participate in events to attract new clients and provide financial education to the local community
Research and respond to client inquiries
Collaborate with Lead Advisor on complex scenarios
Schedule, prep, and document all your client meetings
Other responsibilities as assigned by the Lead Advisor

Desired Characteristics
Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information

Requirements

Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and Benefits

Compensation is $70,000 - $90,000 [combination base revenue package plus upside potential through commission]. Compensation varies significantly based on the strategy of the practice, the compensation philosophy of the practice, the specific qualifications and experience of the individual, the location of the practice and many other factors.

You’ll also be eligible for Thrivent’s industry-leading benefits:

Medical, dental and vision insurance.
Disability, accidental death and dismemberment insurance.
401(k) and pension opportunities.
Ongoing support, training and opportunities for professional growth.
Well-being programs to help you manager your physical, emotional and financial health.
Gift-matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you engage with clients to make a real impact in your community.

About Thrivent
Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. A diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $193 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

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Work Location: In person

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Refine Your Search

financial advisor jobs in corona ca

Team Based Financial Advisor - Mountain Financial Group - Irvine, CA

Financial Professional with Management Opportunity

CNO Financial Advisor - Hybrid Remote (CA)

Investment Consultant -Upland, CA

Financial Advisor

Entry-Level Financial Advisor

Financial Aid Advisor

Financial Solutions Advisor - Northern Inland Empire Area

Junior Financial Advisor

Financial Planning Associate

PWM Private Wealth Advisor

Private Banker

Retirement Plan Advisor- Orange County

Paraplanner

Financial Advisor - Training Provided

Financial Solutions Advisor - Grand and Diamond Bar Financial Center

Financial Aid Advisor (Temporary)

Financial Advisor

Relationship Banker - Sierra Del Oro Branch - Corona, CA

Member Services Specialist

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