Top 144 Financial advisor Jobs in San Clemente Ca

Financial Professional
New York Life —Newport Beach, CA
- $75,000 - $200,000 a year
- Full-time
- Hybrid work
- Management
- Sales
- Business development
- AD&D insurance
- Disability insurance
Quick Apply
Entrepreneurial Financial Advisor
New York Life & NYLife Securities LLC —Newport Beach, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Hospitality
- Sales
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
12d
Financial Advisor
Edward Jones —Laguna Niguel, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor - Orange County
Thrivent —Irvine, CA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor (Wealth Mgmt and Insurance)
True Path Financial and Insurances Services —Irvine, CA
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
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
Quick Apply
2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Goldman Sachs —Newport Beach, CA
- Seasonal
- Office
- Internship
- Entry level
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 Representative
Northwestern Mutual —Irvine, CA
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Disability insurance
- Health insurance
Quick Apply
6d
Financial Advisor Trainee (Carlsbad, CA)
Raymond James Financial, Inc. —Carlsbad, CA
- $70,304 - $80,500 a year
- Full-time
- Mid-level
- Office
- Travel
- Paid holidays
- Health insurance
Financial Professional (Accelerated Path to Management Program)
New York Life —Newport Beach, CA
- $67,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Business development
- AD&D insurance
- Disability insurance
Quick Apply
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
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
Quick Apply
Management Fast Track
New York Life / NYLIFE Securities / Eagle Strategies —Newport Beach, CA
- $66,560 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Mentoring
- Recruiting
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
New York Life —Newport Beach, CA
- $65,358 - $150,685 a year
- Full-time
- Business development
- Bachelor's degree
- In-person
- Health insurance
- Dental insurance
Quick Apply
Accelerated Path to Management Program
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Newport Beach, CA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- AD&D insurance
- Disability insurance
Quick Apply
VP, Financial Consultant- Mission Viejo, CA
Charles Schwab —Mission Viejo, CA
- $70,000 - $120,000 a year
- Business development
- Senior level
- Communication skills
- Paid parental leave
- Employee stock purchase plan
2d
Financial Advisor
Sagient —Irvine, CA
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Health insurance
Quick Apply
Financial Representative - Seeking Growth
Foster Region - Modern Woodmen of America —Laguna Hills, CA
- $97,000 - $192,000 a year
- Full-time
- Hybrid work
- Management
- Children
- Recruiting
- Health insurance
- Dental insurance
Quick Apply
14d
Financial Advisor with Sales Background
The Fadil Group —Irvine, CA
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
14d

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financial advisor jobs near san clemente ca

Financial Professional

New York Life -
Newport Beach, CA

Quick Apply

Job Details

Full-time
$75,000 - $200,000 a year

Benefits

AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Pension plan
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Management
Investment management advisory services
Sales
FINRA
Business development
Leadership

Full Job Description

*********CALIFORNIA APPLICANTS ONLY**********

Are you looking for an opportunity where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management.

What we’re looking for

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to one of the following questions:

Do you have sales or managerial experience in another industry?
Have you previously run your own business?
Do you have an MBA or other equivalent degree?
If so, the Accelerated Path to Management Program may be right for you.

In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success.

What we offer:

Phase 1: Firsthand experience as a financial professional

You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive training, access to digital tools, and a comprehensive product suite.

Training and resources

You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social, and email content.

Product Solutions

You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products.

Phase 2: Your transition to Associate Partner

After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program. We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management.

How we will compensate you

When you begin with New York Life as a financial professional, your income will be commission-based with other non commissionable support. For more information about commission-based income and benefits for financial professionals, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits

If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $70,000–$150,000, plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan.

New York Life will value and reward your hard work and success. You’ll have significant income potential over time, because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2025 was $340,000.

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

Awards & Accolades:

We’re proud of our financial strength

A++ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moody’s)
AA+ Very Strong (Standard & Poor’s)

We’re proud of the training and development we provide

Recognized among Fortune's World's Most Admired Companies (2025)
Ranked among the Top 30 Most Trusted Financial Companies by Investor's Business Daily & MarketWatch (2025)
Named a Seramount 100 Best Company (2024)
Recipient of the Human Rights Campaign's 2025 Equality 100 Award

We’re proud of the help we’ve provided and continue to provide our clients

5.3 million lives protected (includes all owners of individual life insurance and annuity policies)
$5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.)
$937 million lifetime annuity income paid (includes all payouts on individual income annuity products)
Over $1.2 trillion life insurance protection in force (includes term, whole, and universal life)

Job Type: Full-time

Pay: $70,000.00 - $200,000.00 per year

Benefits:

401(k)
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Tuition reimbursement
Vision insurance

Application Question(s):

Would you be willing to undergo a background verification process in connection with this career opportunity?

Ability to Commute:

Newport Beach, CA 92660 (Required)

Work Location: Hybrid remote in Newport Beach, CA 92660

Job Type: Full-time

Pay: $75,000.00 - $200,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance

Work Location: Hybrid remote in Newport Beach, CA 92660

Quick Apply

Refine Your Search

financial advisor jobs in san clemente ca

Financial Professional

Entrepreneurial Financial Advisor

Financial Advisor

Financial Advisor - Orange County

Financial Advisor (Wealth Mgmt and Insurance)

Entry-Level Financial Advisor

2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst

Financial Solutions Advisor - South OC

Financial Representative

Financial Advisor Trainee (Carlsbad, CA)

Financial Professional (Accelerated Path to Management Program)

Private Equity Investment Sales Associate

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

Management Fast Track

Financial Advisor

Accelerated Path to Management Program

VP, Financial Consultant- Mission Viejo, CA

Financial Advisor

Financial Representative - Seeking Growth

Financial Advisor with Sales Background

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