Top 97 Wealth manager Jobs in Corona, Ca

VP, Financial Consultant- Brea, CA
Charles Schwab —Brea, CA
- $70,000 - $120,000 a year
- Background check
- Senior level
- Paid parental leave
- Employee stock purchase plan
Wealth Management Trainee (CA)
Bankers Life —Corona, CA
- $80,000 - $100,000 a year
- Full-time
- Entry level
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
5d
Wealth Management Assistant
Trilogy Financial —Corona, CA
- $27 an hour
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid holidays
Quick Apply
6d
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
Associate Wealth Advisor
Focus Financial Partners —Tustin, CA
- $85,000 - $95,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Work from home
Private Banker
Sunflower Bank NA —Irvine, CA
- $132,500 - $205,000 a year
- Online Application
- Mid-level
- Office
- Finance
- Paid holidays
- Dental insurance
Quick Apply
Advanced Wealth Strategist - Wealth Management
EP Wealth Advisors, LLC —Irvine, CA
- $160,000 - $183,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Wealth Relationship Manager SAFE Act - FOUNTAIN VALLEY
Citi —Anaheim, CA
- $83,920 - $125,880 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Management
- Paid holidays
- Disability insurance
Wealth Management Client Associate
Bank of America —Brea, CA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
Wealth Management Senior Trust Officer
U.S. Bank National Association —Orange, CA
- $111,095 - $143,770 a year
- Full-time
- CPA
- Office
- 8 years
- Paid holidays
- Disability insurance
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
Fund Banking Analyst
Stifel —Irvine, CA
- $70,000 - $100,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Financial Planning Associate
Perigon Wealth Management —Irvine, CA
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
10d
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
8d
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
Stewardandstone.com —Orange County, CA
- $72,109.87 - $1,186,841,000.00 a year
- Temporary
- Hybrid work
- Research
- Mid-level
- Internship
- Professional development assistance
- Referral program
Quick Apply
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
14d
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
10d
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

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VP, Financial Consultant- Brea, CA

Charles Schwab -
Brea, CA

Apply Now

Job Details

$70,000 - $120,000 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer communication
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Investment Professionals' Compensation | Charles Schwab

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
- Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
- Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
- Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
- Ability to adapt and implement change as the market and business conditions evolve
- Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
- Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- Base salary
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

wealth manager jobs in corona, ca

VP, Financial Consultant- Brea, CA

Wealth Management Trainee (CA)

Investment Consultant -Upland, CA

Wealth Management Assistant

PWM Private Wealth Advisor

Associate Wealth Advisor

Private Banker

Advanced Wealth Strategist - Wealth Management

Wealth Relationship Manager SAFE Act - FOUNTAIN VALLEY

Wealth Management Client Associate

Wealth Management Senior Trust Officer

Financial Advisor, Wealth Management

Fund Banking Analyst

Financial Planning Associate

Director of Trading

Certified Financial Planner

Financial Advisor

VP, Regional Planning Consultant- Brea/ Torrance, CA

Paraplanner

Junior Financial Advisor in training

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