Top 85 Wealth manager Jobs in Costa Mesa, Ca

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
2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Goldman Sachs —Newport Beach, CA
- Seasonal
- Office
- Internship
- Entry level
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
Registered Wealth Management Client Associate
Bank of America —Newport Beach, CA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
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
Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market
Bank of America —Newport Beach, CA
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Associate Trader
CAPTRUST —Costa Mesa, CA
- $85,000 - $95,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health savings account
- Disability insurance
7d
Financial Planning Associate
Perigon Wealth Management —Irvine, CA
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
14d
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
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
Certified Financial Planner (Tax Focused)
Compak Asset Management —Newport Beach, CA
- $105,000 - $210,000 a year
- Email
- CPA
- Mid-level
- Office
- Paid holidays
- Disability 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
Financial Advisor
First Command —Garden Grove, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
1d
Financial Advisor
WestPac —Downey, CA
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
First Command —California
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
1d
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
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
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

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wealth manager jobs near costa mesa, ca

Financial Advisor

Northwestern Mutual
Huntington Beach, CA

Quick Apply

Job Details

Full-time
$75,000 - $150,000 a year

Benefits

Disability insurance
Dependent care reimbursement
Health insurance
Dental insurance
401(k)
Flexible spending account
Matching gift program
Tuition reimbursement
Pension plan
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Referral program
Retirement plan

Qualifications

Bachelor's degree

Full Job Description

Full job description

GET MORE OUT OF YOUR CAREER

Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.

FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL

Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the time to consider Northwestern Mutual.

Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there.

Sounds exciting and scary all at the same time? Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to do it on your own.

THIS CAREER OFFERS YOU:

The ability to positively impact someone else's life.
Personalized mentoring and award-winning training.
Backing by Northwestern Mutual, an industry leader with a proven track record of success.

CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?

Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you:

-You know how to connect with people, building personal, trusted relationships.
-Financial planning is interesting to you.
-You’re a driven person who’s committed to succeeding.
-You’re ready to earn more for your hard work.
-You enjoy helping people make more informed, confident decisions.
-You're ready to live the life you want, both personally and professionally.

A CAREER WITH ENDLESS OPPORTUNITIES

This career is primarily commission based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $60,000 in their first year, and there is potential for much more.

What’s the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like.

INCOME GROWTH OPPORTUNITY:

Beyond income, you'll also have access to a comprehensive benefits package:
-Comprehensive medical insurance
-Two pension plans
-Life and disability insurance
-Health care and dependent care reimbursement accounts
-Reimbursement for licensing and ongoing education

We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter.

*** Financial Representative | Financial Advisor | Wealth Management Advisor ***

About Northwestern Mutual:

At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is a cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!

Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!

Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for over 160 years and has a proven track record of financial success

Job Type: Full-time

Pay: $75,000.00 - $150,000.00 per year

Education:

Bachelor's (Preferred)

Work Location: In person

Pay: $75,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Life insurance
Matching gift program
Parental leave
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Ability to Commute:

Huntington Beach, CA 92647 (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth manager jobs in costa mesa, ca

Financial Advisor

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

Private Banker

Advanced Wealth Strategist - Wealth Management

Registered Wealth Management Client Associate

Financial Advisor

Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market

Associate Trader

Financial Planning Associate

Wealth Relationship Manager SAFE Act - FOUNTAIN VALLEY

Private Equity Investment Sales Associate

Certified Financial Planner (Tax Focused)

Certified Financial Planner

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor, Wealth Management

Fund Banking Analyst

Wealth Management Senior Trust Officer

Paraplanner

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