Top 208 Financial advisor Jobs in Tustin, 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
Quick Apply
Wealth Management Associate
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
3d
Financial Advisor
Northwestern Mutual —Huntington Beach, CA
- $75,000 - $150,000 a year
- Full-time
- Business development
- Bachelor's degree
- In-person
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Northwestern Mutual - Anaheim Hills —Anaheim, CA
- $103,192 - $200,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Financial Advisor (Commission-based)
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
Financial Advisor
Edward Jones —Orange, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Associate Financial Advisor
Edward Jones —Irvine, CA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
Entry-Level Financial Advisor
True Path Financial —Irvine, CA
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- US work authorization
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Financial Planning Associate
Perigon Wealth Management —Irvine, CA
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
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 Advisor
Northern Trust Corp. —Newport Beach, CA
- $110,000 - $185,000 a year
- Full-time
- 5 years
- Travel
- US work authorization
- Health insurance
- Dental insurance
Financial Advisor
Pure Financial Advisors, Inc. —Irvine, CA
- From $125,000 a year
- Email
- CPA
- 5 years
- Presentation skills
- Health savings account
- AD&D insurance
Junior Wealth Advisor - The Baldwin Group Financial Services
The Baldwin Group —Irvine, CA
- From $80,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- 3 years
- Finance
Retirement Consultant - The Baldwin Group Financial Services
The Baldwin Group —Irvine, CA
- From $110,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Retirement plan
6d
U.S. Private Bank - AWM Program Analyst
JPMorganChase —Irvine, CA
- $100,000 - $110,000 a year
- Full-time
- Research
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
7d
Business Development Newport Beach, CA
RK Partners —Irvine, CA
- $60,700 - $70,000 a year
- Business development
- Entry level
- Under 1 year
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Garden Grove, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Planner
Beacon Pointe Advisors LLC —Newport Beach, CA
- $115,000 - $120,000 a year
- Mid-level
- Office
- 3 years
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 advisor jobs near tustin, 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 tustin, ca

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

Wealth Management Associate

Financial Advisor

Financial Advisor

Financial Advisor (Commission-based)

Financial Advisor

Associate Financial Advisor

Entry-Level Financial Advisor

Financial Planning Associate

Entry-Level Financial Advisor

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

Financial Advisor

Financial Advisor

Junior Wealth Advisor - The Baldwin Group Financial Services

Retirement Consultant - The Baldwin Group Financial Services

U.S. Private Bank - AWM Program Analyst

Business Development Newport Beach, CA

Financial Advisor

Financial Planner

Financial Solutions Advisor - OC West

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