Top 113 Wealth management advisor Jobs in Anaheim Ca

Certified Financial Planner
Compak Asset Management —Newport Beach, CA
- $100,000 - $200,000 a year
- Email
- CPA
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Huntington Beach, CA
- $75,000 - $150,000 a year
- Full-time
- Business development experience
- Bachelor's degree
- In-person
- Disability insurance
- Health 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
14d
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Irvine, CA
- $110,000 - $168,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Fiduciary Advisor - Los Angeles Metro - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Los Angeles, CA
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Irvine, CA
- $161,700 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
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
Associate Wealth Advisor
Raymond James Financial, Inc. —Brea, CA
- $70,304 - $110,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid holidays
2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Goldman Sachs —Newport Beach, CA
- Seasonal
- Office
- Internship
- Entry level
Financial Advisor, Wealth Management
Credit Union of Southern California —Fullerton, CA
- $68,640 - $81,120 a year
- Weekends as needed
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
Associate Wealth Advisor
Focus Financial Partners —Tustin, CA
- $85,000 - $95,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Work from home
12d
Associate Wealth Advisor
Focus Partners Wealth —Tustin, CA
- $85,000 - $95,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
12d
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
8d
J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CA
JPMorganChase —La Habra, CA
- $26.93 - $37.02 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
J.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA (Including surrounding areas)
JPMorganChase —Pasadena, CA
- $70,320 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
13d
Registered Wealth Management Client Associate
Bank of America —Newport Beach, CA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
12d
Financial Planning Associate
Perigon Wealth Management —Irvine, CA
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
4d
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
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
Wealth Management Associate
Equitable Advisors —Irvine, CA
- $38,550 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance

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wealth management advisor jobs near anaheim ca

Certified Financial Planner

Compak Asset Management
Newport Beach, CA

Quick Apply

Job Details

Full-time
$100,000 - $200,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Professional development assistance

Qualifications

CFP
Bachelor's degree

Full Job Description

At Compak Asset Management, our vision is to enhance the life experience of our clients by delivering integrated wealth management solutions. Founded in 1999, Compak manages wealth for more than 1,000 families and serves clients across 39 states. The firm has offices in Newport Beach, CA; San Jose, CA; and Scottsdale, AZ.

Compak’s integrated wealth management solution includes asset management, retirement planning, tax planning, estate planning, charitable planning, and risk management.

Compak participates in Fidelity Investments’ Wealth Advisor Solutions network. This program connects Fidelity clients with independent investment advisory firms that provide specialized investment and financial planning solutions, while allowing clients to maintain their relationship with their Fidelity advisor.

Opportunity

Compak is seeking a Financial Planner to join our Newport Beach, CA office. This is a full-time, in-office, client-facing role for a planning professional who wants to help design sophisticated financial strategies for high-net-worth families. Comprehensive financial planning is available to all clients at no additional fee.

Working closely with Compak’s Wealth Managers, the Financial Planner will prepare comprehensive financial plans, support client relationships, and help deliver a seamless, high-quality wealth management experience. This is a pure financial planning position and not a sales role.

Responsibilities

The Financial Planner will:

Create comprehensive financial plans using NaviPlan.
Lead financial planning work for an assigned group of client households.
Analyze client goals, cash flow, retirement needs, tax considerations, estate planning issues, charitable planning opportunities, and risk management needs.
Collaborate closely with Wealth Managers and other team members to deliver integrated client advice.
Maintain and cultivate relationships with external professionals and service providers to enhance the delivery of concierge-level client service.
Help prepare client meeting materials and participate in client meetings as appropriate.
Support ongoing planning updates as client circumstances, markets, tax laws, and estate planning needs evolve.

Qualifications

Bachelor’s degree required; preferred fields include finance, accounting, economics, tax, mathematics, or a related discipline.
3+ years of financial planning experience with a wealth advisory firm, RIA, financial planning firm, or related financial services organization.
CFP® designation strongly preferred; CPA designation also valued.
Strong understanding of financial planning concepts, including retirement planning, tax planning, estate planning, charitable planning, cash flow planning, insurance, and risk management.
Experience with NaviPlan or similar financial planning software preferred.
Highly accurate, organized, analytical, and detail-oriented.
Strong communication skills and the ability to explain complex planning concepts clearly to clients.
Responsive, professional, collaborative, and client-service oriented.

Compensation and Benefits

Competitive salary commensurate with experience.
Full benefits package, including medical, dental, and vision.
401(k) plan with company contribution of 4% of compensation.
Discretionary annual bonus.
Paid holidays.

This is an excellent opportunity for a financial planning professional who wants to work with sophisticated clients, collaborate with an experienced wealth management team, and build a long-term career in comprehensive wealth planning.

Apply now. Email your resume to [email protected]

Pay: $100,000.00 - $200,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Professional development assistance
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

wealth management advisor jobs in anaheim ca

Certified Financial Planner

Financial Advisor

Financial Advisor (Wealth Mgmt and Insurance)

Wealth Advisor, Schwab Wealth Advisory

Fiduciary Advisor - Los Angeles Metro - 100K Base + Uncapped Performance-Based Upside

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Financial Advisor

Associate Wealth Advisor

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

Financial Advisor, Wealth Management

Associate Wealth Advisor

Associate Wealth Advisor

VP, Regional Planning Consultant- Brea/ Torrance, CA

J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CA

J.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA (Including surrounding areas)

Registered Wealth Management Client Associate

Financial Planning Associate

Financial Advisor

Junior Wealth Advisor - The Baldwin Group Financial Services

Wealth Management Associate

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