Top 174 Financial advisor Jobs in Corona Ca

Tax Planner Associate
Pure Financial Advisors, LLC —Irvine, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
PART TIME - Insurance and Investments Advisor
Kavachi Consulting —Riverside, CA
- $35,000 - $100,000 a year
- Choose your own hours
- Hybrid work
- Background check
- 18 years or older
- No experience needed
- Work from home
- Opportunities for advancement
Quick Apply
4d
Financial Services Management Trainee/ Southern California Applicants Only
New York Life —San Dimas, CA
- $70,300 - $150,000 a year
- Full-time
- Sales
- Finance
- Bachelor's degree
- AD&D insurance
- Disability insurance
Quick Apply
Financial Professional/Fast Track to Management
New York Life Insurance Company —San Dimas, CA
- $51,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Mentoring
- AD&D insurance
- Disability insurance
Quick Apply
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
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
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
Investment Consultant- Brea, CA
Charles Schwab —Brea, CA
- $30.10 - $49.71 an hour
- Hybrid work
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
10d
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 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
Director of Operations & Technology – COO Succession Track
Orion Placement —Newport Beach, CA
- $180,000 - $225,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Accounting
- Dental insurance
- Paid time off
Quick Apply
12d
Financial Representative
Modern Woodmen of America —Orange County, CA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Financial services
- Leadership
- Paid training
- Health insurance
Quick Apply
Financial Representative
Modern Woodmen of America —Ontario, CA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Financial services
- Leadership
- Paid training
- Health insurance
Quick Apply
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
Director of Operations & Technology – COO Succession Track
Orion Placement —Anaheim, CA
- $180,000 - $225,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Accounting
- Dental insurance
- Paid time off
Quick Apply
12d
Wealth Advisor - The Baldwin Group Financial Services
The Baldwin Group —Irvine, CA
- From $80,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Mid-level
4d
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
7d
Experienced Business Development Professional
The Fadil Group —Irvine, CA
- $150,000 - $171,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Bachelor's degree
- Profit sharing
- Health insurance
Quick Apply
7d
Chinese Speaking Financial Service Professional/Financial Advisor * No OPT
New York Life —Irvine, CA
- $60,000 - $80,000 a year
- Full-time
- Bachelor of Science
- Communication skills
- Entry level
- Disability insurance
- Health insurance
Quick Apply
4d
Interim Director, Planned Giving, The Pomona Plan
Pomona College —Claremont, CA
- $150,000 - $170,000 a year
- Weekends as needed
- Hybrid work
- 7 years
- CPA
- Office
10d

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financial advisor jobs near corona ca

Tax Planner Associate

Pure Financial Advisors, LLC
Irvine, CA

Quick Apply

Job Details

Full-time
$70,000 - $80,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Referral program

Qualifications

Financial planning
Wealth management
Research
Bloomberg
Bachelor's degree
Forecasting

Full Job Description

Pure Financial Advisors, LLC is a fee-only registered investment advisor (RIA) located in San Diego, CA. We are seeking an experienced tax professional to join the Tax Planning department in our San Diego office.

This position’s primary focus will be to review tax returns and prepare tax projections as part of our comprehensive financial planning process for clients.

This position will also interact with our Planning Department and Financial Advisors.

Responsibilities:

· Review and understand tax documents, related tax information, and applicable financial planning data with an ability to identify anomalies, errors, and opportunities.

· Analyze data & provide projections of future tax outcomes based on current financial information and tax-optimized recommendations for active and prospective clients.

· Research tax information and pending legislation and translate it to understandable, actionable information for relevant departments and clients.

· Ensure that all workload and responses are completed in a timely fashion.

· Follow-up with Planners and Advisors as needed to ensure that necessary data inputs are clear and complete.

· Draft written explanations of tax information directed to clients.

· Participate in internal tax-related meetings/training, as needed.

Qualifications:

· Bachelor’s degree preferred. JD, EA, CFP, CPA or similar is helpful.

· Recent experience in the individual income tax industry

· Basic understanding of individual income tax returns is required. Additionally, expertise in at least one additional area: pass-through entities, trusts & estates, plan administration, multi-state, or foreign reporting requirements is preferred.

· Familiarity with retirement plan types and retirement and investment planning concepts is preferred.

· Excellent written and verbal communication skills are required.

· Ability to think logically and strategically is required.

Salary & Benefits:

· This is a full-time, non-exempt position.

· Salary Range: $70,000-80,000 DOE

· Benefit package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies. Hybrid/Remote considered.

Pay: $70,000.00 - $80,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in corona ca

Tax Planner Associate

PART TIME - Insurance and Investments Advisor

Financial Services Management Trainee/ Southern California Applicants Only

Financial Professional/Fast Track to Management

Director of Trading

CNO Financial Advisor - Hybrid Remote (CA)

Private Equity Investment Sales Associate

Investment Consultant- Brea, CA

Financial Advisor

Financial Professional with Management Opportunity

Director of Operations & Technology – COO Succession Track

Financial Representative

Financial Representative

Certified Financial Planner

Director of Operations & Technology – COO Succession Track

Wealth Advisor - The Baldwin Group Financial Services

Financial Representative - Seeking Growth

Experienced Business Development Professional

Chinese Speaking Financial Service Professional/Financial Advisor * No OPT

Interim Director, Planned Giving, The Pomona Plan

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