Top 225 Financial advisor Jobs in Costa Mesa Ca

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
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
Accelerated Path to Management Program
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Newport Beach, CA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- AD&D insurance
- Disability 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
Financial Consultant Part Time
The Hour of Power —Irvine, CA
- $3,000 a month
- Part-time
- Hybrid work
- Management
- Mid-level
- Office
- Flexible schedule
Quick Apply
1d
Case Design Analyst
Pacific Life Insurance Company —Newport Beach, CA
- $36.95 - $45.17 an hour
- Full-time
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Quick Apply
13h
Investment Coordinator
CDF Capital —Irvine, CA
- $27 - $29 an hour
- Full-time
- Background check
- Mid-level
- Computer skills
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Orange County
Thrivent —Buena Park, CA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
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
13h
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
New York Life —Newport Beach, CA
- $65,358 - $150,685 a year
- Full-time
- Business development
- Bachelor's degree
- In-person
- Health insurance
- Dental insurance
Quick Apply
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 Advisor
Sagient —Irvine, CA
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Health insurance
Quick Apply
Wealth Advisor - AI Trainer
DataAnnotation —Irvine, CA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
6d
Fast Track to Management
New York Life —Orange, CA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Management
- Sales
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Irvine, CA
- $110,000 - $161,700 a year
- Hybrid work
- Office
- 3 years
- Presentation skills
- Paid parental leave
- Employee stock purchase plan
Financial Advisor
Edward Jones —Orange, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
2d
Financial Advisor (Commission-Based)
Northwestern Mutual - Huntington Beach —Huntington Beach, CA
- $78,020 - $392,677 a year
- Full-time
- Background check
- Sales
- Mid-level
- Paid training
- Health savings account
Quick Apply
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
Retirement Plan Specialist
Employee Benefits Group —California
- From $60,000 a year
- Contract
- Remote
- Microsoft PowerPoint
- Microsoft Excel
- Sales
- Professional development assistance
- Flexible schedule
Quick Apply

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financial advisor jobs near costa mesa ca

Private Equity Investment Sales Associate

Paulson Investment Company, LLC
Newport Beach, CA

Quick Apply

Job Details

Full-time
$50,000 - $200,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance

Qualifications

Sales
Series 66
Series 7
FINRA License
Practicing in the securities industry
Marketing
Series 63

Full Job Description

Must be Fully licensed: FINRA Series 7/63 & 65 or 66

Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of investment banking services, fee-based investment advisory services, trading, marketing making, and financial products to our clients.

Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members.

The firm's emphasis includes products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and initial public offerings (IPOs) with an emphasis on emerging companies in the biotechnology and technology industries.

This is a commission-based position, though draw packages are available for those with existing books of business and other qualifying candidates.

About You

· Two or more years of client-facing experience

· FINRA Series 7/63 and 65 or 66

· Experience in Center of Influence marketing

· Excellent communications and persuasion skills

· Self-motivated, high energy

· Transferable book of business highly desired

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. PIC is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Job Type: Full-time

Pay: $50,000.00 - $200,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Paid time off
Vision insurance

Experience:

Sales: 1 year (Preferred)

License/Certification:

FINRA Series 7/63 & 65 or 66 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in costa mesa ca

Private Equity Investment Sales Associate

Financial Specialist / Financial Advisor - New York Life

Accelerated Path to Management Program

Certified Financial Planner (Tax Focused)

Financial Consultant Part Time

Case Design Analyst

Investment Coordinator

Financial Advisor - Orange County

Financial Advisor

Certified Financial Planner

Financial Advisor

Salesperson

Financial Advisor

Wealth Advisor - AI Trainer

Fast Track to Management

Wealth Advisor, Schwab Wealth Advisory

Financial Advisor

Financial Advisor (Commission-Based)

Financial Representative

Retirement Plan Specialist

I want to receive the latest job alert for financial advisor in costa mesa ca

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