Top 53 Financial advisor Jobs in San Bernardino, Ca

Director of Trading
Falcon Wealth Planning, Inc. —Ontario, CA
- $150,000 - $160,000 a year
- Full-time
- 7 years
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Professional with Management Opportunity
New York Life Insurance Company —Riverside, CA
- $51,000.00 - $156,603.44 a year
- Full-time
- Mid-level
- Business development
- US work authorization
- AD&D insurance
- Disability insurance
Quick Apply
20h
Director of Advisory Services
Falcon Wealth Planning, Inc. —Ontario, CA
- $125,000 - $150,000 a year
- Full-time
- 7 years
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
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
Financial Advisor
Edward Jones —Rancho Cucamonga, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial and Investment Assistant
AMPS Corp —Rancho Cucamonga, CA
- $6,000 - $10,000 a month
- Full-time
- Research
- Mid-level
- Office
Quick Apply
8d
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 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
Junior Financial Advisor in training
Zapata Private Wealth Group —Upland, CA
- $3,000 - $5,000 a month
- Full-time
- No experience needed
- Office
- Finance
- 401(k)
- Employee discount
Quick Apply
Financial Aid Advisor
West Coast University, Inc. —Ontario, CA
- $28.53 - $38.51 an hour
- Full-time
- University
- Bachelor's degree
- 1 year
- Flexible spending account
6d
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
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
Retirement Plan Consultant II - Riverside County
Corebridge —Riverside, CA
- Email
- Spanish
- English
- Mid-level
- Wellness program
- Health insurance
Registered Client Service Associate
Morgan Stanley —Riverside, CA
- $33,280 - $85,000 a year
- Writing skills
- Mid-level
- Office
Insurance and Financial Services Position - State Farm Team Member
Joshua Marsh - State Farm Agent —Upland, CA
- $20 - $25 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid time off
- Opportunities for advancement
Quick Apply
Financial Services Representative - State Farm Agent Team Member
Kristi Kim - State Farm Agent —Chino Hills, CA
- $50,000 - $60,000 a year
- Full-time
- Mid-level
- 3 years
- Analysis skills
- Health insurance
- Paid time off
Quick Apply
13d
Wealth Management Assistant
Trilogy Financial —Corona, CA
- $27 an hour
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid holidays
Quick Apply
1d
Trust and Estate Coordinator (Wealth Coordinator)
Golden Oaks Law Group, LLP —Upland, CA
- $25 - $35 an hour
- Full-time
- Writing skills
- Mid-level
- Bachelor's degree
Quick Apply
10d
Director of Complex Assets (Legacy)
Pomona College —Claremont, CA
- $175,000 - $195,000 a year
- Overtime
- Microsoft Excel
- Microsoft Outlook
- CPA
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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financial advisor jobs near san bernardino, ca

Director of Trading

Falcon Wealth Planning, Inc.
Ontario, CA

Quick Apply

Job Details

Full-time
$150,000 - $160,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Referral program
Retirement plan

Qualifications

Vendor relationship building
Trade execution in financial markets
Trading team leadership
Investment management software
Experience at asset management companies
Income tax planning
Salesforce Cloud
Bachelor's degree
Sales management systems proficiency
CRM system proficiency
Experience practicing in the securities industry
Senior leadership

Full Job Description

IMPORTANT: You must apply through this link, you may need to copy and paste : https://ats.rippling.com/falcon-wealth-planning-careers/jobs/d891abb2-aa5a-4888-8547-29b7f8ed86ea

Falcon Wealth Planning is a fee-only, fiduciary wealth management firm committed to putting clients’ best interests first. As a non-commission-based firm, we provide objective, conflict-free financial advice grounded in integrity, transparency, and long-term relationships.

Our team of Certified Financial Planner™ professionals delivers comprehensive financial planning and investment management services, including retirement planning, tax strategies, estate planning coordination, and portfolio management. We pride ourselves on combining disciplined strategy with a personalized client experience.

At Falcon, we value accountability, high performance, collaboration, and continuous growth. We are building a team of driven professionals who take ownership of their work, strive for excellence, and contribute to a culture rooted in trust and results.

Position Summary

The Director of Trading is responsible for the strategic leadership of Falcon's trading department. This role oversees portfolio implementation, trade execution, rebalancing, investment operations, and trading technology while building a collaborative, high-performing team capable of supporting the firm's continued growth.

Trading Leadership

· Lead all daily trading operations across discretionary client portfolios.

· Oversee rebalancing, model implementation, cash management, tax-loss harvesting, and portfolio transitions.

· Ensure best execution, compliance, and operational excellence.

· Develop scalable trading strategies and workflows.

Team Leadership & Culture

· Lead, mentor, and coach a high-performing trading team. This is a hands on role, with high team involvement, mentoring, coaching, motivating and supporting the team

· Strengthen team dynamics through collaboration, trust, accountability, and open communication.

· Foster cross-training, knowledge sharing, and continuous learning.

· Recruit, develop, and retain top talent while creating clear career paths.

· Promote a positive culture focused on service, innovation, and continuous improvement.

Advisor & Executive Partnership

· Partner closely with Financial Advisors to implement investment strategies.

· Collaborate with executive leadership on strategic initiatives, staffing, technology, and operational improvements.

· Communicate effectively across all levels of the organization and present key departmental metrics.

Process Improvement & Technology

· Identify and implement workflow improvements and automation opportunities.

· Serve as Falcon's Orion Advisor Technology and Orion Eclipse Trading subject matter expert.

· Evaluate AI and technology enhancements that improve scalability and efficiency.

Vendor Management

· Manage relationships with Orion, Charles Schwab, Fidelity, and other key vendors.

· Negotiate contracts and recommend technology enhancements.

Required Qualifications

· Minimum 7 years of trading experience within a Registered Investment Advisor (RIA).

· Minimum 3 years leading or managing a trading team.

· Extensive Orion Advisor Technology and Orion Eclipse Trading experience.

· Strong knowledge of discretionary portfolio management, tax-efficient trading, and portfolio rebalancing.

Salesforce experience

· Excellent communication, coaching, and leadership skills.

· Bachelor's degree required.

Preferred Qualifications

· CFA, CFP®, or Series 65/7/66.

· Experience supporting RIAs with $1B+ in assets.

What Success Looks Like

· Build a collaborative, high-performing trading team.

· Improve operational efficiency through automation and standardized processes.

· Strengthen advisor partnerships and enhance service delivery.

· Develop scalable systems that support Falcon's continued growth.

Why Join Falcon Wealth Planning?

At Falcon Wealth Planning, our people are our greatest competitive advantage. We are looking for a collaborative leader who enjoys developing others, improving systems, and building a best-in-class trading organization.

Pay: $150,000.00 - $160,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Life insurance
Paid time off
Professional development assistance
Referral program
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in san bernardino, ca

Director of Trading

Financial Professional with Management Opportunity

Director of Advisory Services

CNO Financial Advisor - Hybrid Remote (CA)

Financial Advisor

Financial and Investment Assistant

Financial Aid Advisor

Financial Advisor - Training Provided

Junior Financial Advisor in training

Financial Aid Advisor

Financial Solutions Advisor - Northern Inland Empire Area

PWM Private Wealth Advisor

Retirement Plan Consultant II - Riverside County

Registered Client Service Associate

Insurance and Financial Services Position - State Farm Team Member

Financial Services Representative - State Farm Agent Team Member

Wealth Management Assistant

Trust and Estate Coordinator (Wealth Coordinator)

Director of Complex Assets (Legacy)

Wealth Solutions Advisor

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