Top 1088 client advisor Jobs in costa mesa ca

Registered Client Service Associate - Newport Beach, CA
LPL Financial —Newport Beach, CA
- $28.47 - $47.44 an hour
- Monday to Friday
- Mid-level
- Office
- 3 years
- Health insurance
- Paid time off
Community Manager - Conventional
QRM Corp. —Costa Mesa, CA
- $25 - $28 an hour
- Part-time
- Background check
- Writing skills
- Public speaking
- Health savings account
- Health insurance
Quick Apply
13d
Salesperson
Northwestern Mutual —Irvine, CA
- $100,000 - $250,000 a year
- Full-time
- Background check
- Customer service
- Mid-level
- Paid training
- Health insurance
Quick Apply
Financial Representative
Northwestern Mutual - Irvine —Irvine, CA
- $75,000 - $150,000 a year
- Full-time
- Background check
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply
Income Tax Reviewer - Experienced (Irvine, CA)
Chequers Financial Management —Irvine, CA
- Part-time
- Background check
- CPA
- 5 years
Quick Apply
6d
401(k) Plan Enroller / Educator
Monarch Plan Advisors —Orange County, CA
- $100 - $135 an hour
- Part-time
- Entry level
- 401(k)
- Work from home
Quick Apply
Financial Advisor - Orange County
Thrivent —Buena Park, CA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Specialist / Financial Advisor - New York Life
New York Life & NYLife Securities LLC —Newport Beach, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Mid-level
- Associate's degree
- Communication skills
- Health savings account
- Health insurance
Quick Apply
Account Executive
LPT Realty —Costa Mesa, CA
- Full-time
- 1 year
- Entry level
Quick Apply
Attorney | Litigation | Hybrid | 148667
Mission Recruiting —Irvine, CA
- $165,000 - $190,000 a year
- Hybrid work
- Writing skills
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
1d
Client Service Associate
KTF Investments, LLC —Seal Beach, CA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid training
- Health savings account
Quick Apply
Senior Tax Accountant
Index Fund Advisors, Inc. —Irvine, CA
- $125,000 - $150,000 a year
- Urgently hiring
- 7 years
- CPA
- 5 years
- Paid holidays
- Disability insurance
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
Benefits Advisor - Irvine, CA
Aflac —Irvine, CA
- No weekends
- Background check
- 18 years or older
- US work authorization
- Flexible schedule
Senior Microsoft Power Platform Consultant
Consolidated Fire Protection, Inc. —Irvine, CA
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Travel
- SharePoint
- Health savings account
- Health insurance
Quick Apply
8h
Accounting Manager
Accurate Laminated Products, Inc. —Anaheim, CA
- $70,000 - $90,000 a year
- Part-time
- CPA
- Office
- Finance
- Health insurance
- Paid time off
Quick Apply
8d
Paraplanner
Cooper McManus Wealth Management —Irvine, CA
- $75,000 - $100,000 a year
- Full-time
- Background check
- 5 years
- Research
- Health insurance
- 401(k)
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
1d
Preplanning Sales Advisor
Envision Strategic Partners —Anaheim, CA
- $50,000 - $70,000 a year
- Full-time
- Spanish
- English
- Mid-level
- Flexible schedule
Quick Apply
Financial Professional
New York Life Insurance Company —Irvine, CA
- $50,000 - $125,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Customer service
- Disability insurance
- Health insurance
Quick Apply

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client advisor jobs near costa mesa ca

Registered Client Service Associate - Newport Beach, CA

LPL Financial -
Newport Beach, CA

Apply Now

Job Details

$28.47 - $47.44 an hour

Benefits

Stock options
Health insurance
Paid time off
401(k) matching
Volunteer time off

Qualifications

Customer communication
Financial services customer support
Investment account customer support
Practicing in the securities industry

Full Job Description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

As a Registered Client Service Associate, you will provide comprehensive administrative and operational support within the financial advisor’s practice. This role is pivotal in enhancing the client experience, ensuring seamless account management, and upholding compliance standards. The ideal candidate is dedicated and detailed-oriented. Possess strong organizational skills, exceptional communication abilities, and a commitment to delivering outstanding client service.

Responsibilities:

Serve as the primary point of contact for clients, responding to inquiries, resolving issues, and educating clients on account services and online capabilities
Support onboarding of new clients by collecting required documentation and facilitating accurate, compliant account setup
Prepare and process account opening, maintenance, and transfer documentation, ensuring adherence to firm policies and regulatory requirements
Monitor and manage client account activity, including contributions, distributions, trading support, and performance reporting
Maintain accurate, organized, and up‑to‑date client records within the firm’s CRM and document management systems
Coordinate with custodians, service providers, and internal teams to fulfill client requests and resolve operational issues
Assist financial advisors with administrative and operational support, reporting, client communications, and initiatives to enhance client engagement and operational efficiency

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

Active Series 7 or Series 66 (Series 63/65 combination acceptable)
3+ years of experience in a client-facing role supporting wealth management advisors, with the ability to remain composed under pressure, work effectively with diverse personalities, and thrive in fast‑paced, high‑volume environments while maintaining strong attention to detail
In-office role, Monday–Friday

Core Competencies:

Robust understanding of financial products and services.
Ability to execute trades and discuss investment recommendations within compliance limits.
Excellent communication and interpersonal skills.
Strong organizational skills and attention to detail.
Proficient in Microsoft Office and financial CRM software.
Strong problem-solving skills.
Ability to work independently and collaboratively in a fast-paced environment.
High level of professionalism, discretion, an ethical conduct.

Preferences:

Bachelor’s degree in finance, business or accounting.
Minimum 3 years in financial services, preferably in a client support role.

#LI-Onsite

#LPL-H1

Pay Range:

$28.47-$47.44/hour

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. !
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. !
Community Focus: We care for our communities and encourage our employees to do the same. !
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. !

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC12.9.25

Apply Now

Refine Your Search

client advisor jobs in costa mesa ca

Registered Client Service Associate - Newport Beach, CA

Community Manager - Conventional

Salesperson

Financial Representative

Income Tax Reviewer - Experienced (Irvine, CA)

401(k) Plan Enroller / Educator

Financial Advisor - Orange County

Financial Specialist / Financial Advisor - New York Life

Account Executive

Attorney | Litigation | Hybrid | 148667

Client Service Associate

Senior Tax Accountant

Private Equity Investment Sales Associate

Benefits Advisor - Irvine, CA

Senior Microsoft Power Platform Consultant

Accounting Manager

Paraplanner

Financial Advisor

Preplanning Sales Advisor

Financial Professional

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