Top 96 Wealth manager Jobs in Fountain Valley, Ca

Fiduciary Advisor - Los Angeles Metro - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Los Angeles, CA
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health 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
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
Junior Wealth Advisor - The Baldwin Group Financial Services
The Baldwin Group —Irvine, CA
- From $80,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- 3 years
- Finance
Associate Financial Advisor
Edward Jones —Irvine, CA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
Associate Trader
CAPTRUST —Costa Mesa, CA
- $85,000 - $95,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health savings account
- Disability insurance
9d
Registered Wealth Management Client Associate
Bank of America —Newport Beach, CA
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
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
Wealth Management Associate
Morgan Stanley —Newport Beach, CA
- $68,000 - $120,000 a year
- Email
- 5 years
- Computer literacy
- Writing skills
4d
Senior Trader
CAPTRUST —Costa Mesa, CA
- $140,000 - $170,000 a year
- Full-time
- 5 years
- Office
- Finance
- Health savings account
- Disability insurance
6d
Wealth Advisor (Torrance)
EP Wealth Advisors, LLC —Torrance, CA
- $60,000 - $170,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Specialty Wealth Asset Officer Senior
City National Bank —Irvine, CA
- $92,114 - $156,880 a year
- Full-time
- 7 years
- Customer service
- Computer literacy
- Health insurance
- Dental insurance
Financial Planning Associate
Perigon Wealth Management —Irvine, CA
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
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
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
Fund Banking Analyst
Stifel —Irvine, CA
- $70,000 - $100,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Financial Advisor
First Command Financial Services, Inc. —Garden Grove, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
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

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wealth manager jobs near fountain valley, ca

Fiduciary Advisor - Los Angeles Metro - 100K Base + Uncapped Performance-Based Upside

Trajan Wealth -
Los Angeles, CA

Quick Apply

Job Details

Full-time
$100,000 - $300,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Professional ethics
Sales management systems proficiency
CRM system proficiency
Productivity software
Experience practicing in the securities industry
Retirement planning advisory services

Full Job Description

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

Trajan Wealth is seeking an entrepreneurial Financial Advisor in the Los Angeles Metro.

This is a W2 role designed for advisors who want more than a book, they want to expand a market, establish a strong local presence, and scale a business.

Advisors begin by leveraging our educational seminar platform to build trust, drive engagement, and generate new client relationships.

Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.

This is a unique opportunity to expand an existing footprint and then scale it with the full support of an established firm behind you.

What Makes Trajan Different

As your market expands, you gain access to a platform designed to accelerate your growth:

In-house marketing agency (radio, TV, seminars, digital)
Dedicated client development team delivering additional qualified meetings each week beyond educational seminars
Full operational infrastructure: client service, CRM, investment, IT, HR, compliance
A proven, repeatable sales process
Integrated estate and tax planning through in-house attorneys and CPAs

You focus on meeting clients and closing business.

We handle the rest.

Today, the average Trajan Advisor produces approximately $40M per year in new assets.

Duties and Responsibilities

Lead Educational Seminars

Host and present retirement and financial planning seminars within the Los Angeles area.
Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning
Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy
Convert seminar attendees into long-term client relationships through a proven and repeatable process

Expand and Grow the Market

Serve as a lead representative of Trajan Wealth in the Houston area, building brand presence and trust locally
Expand a client base through seminars, referrals, and strategic community engagement
Scale a local advisory practice as part of Trajan's national growth strategy
Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community
Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture
Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations

Collaborate with Internal Teams

You're supported by a platform built to help you win.
Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities

Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience
Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice

Qualifications

Clean BrokerCheck / U4 record
Bachelor's degree or equivalent experience
Securities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).
CA Life and Annuity license
5+ years of financial advisory or investment experience
Strong presentation skills
Experience working with retirement planning clients
Minimum 3 years of experience using a CRM system
Proficiency in Microsoft Office
Excellent written and verbal communication abilities
Proactive work style and strong personal ethics aligned with fiduciary responsibility

Benefits

W2 position with a $100K base salary plus uncapped variable compensation. (Current top performers earn $300-600K in total compensation.
401k with matching up to 13%
United Healthcare PPO Medical employee coverage paid by Company
Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
Generous holidays and PTO
If you're good with clients, this will be your last U4 application.

If you're looking to build something meaningful, grow your income, and operate within a true fiduciary family office model, Trajan Wealth is the company to do it with.

Quick Apply

Refine Your Search

wealth manager jobs in fountain valley, ca

Fiduciary Advisor - Los Angeles Metro - 100K Base + Uncapped Performance-Based Upside

Financial Advisor

Financial Advisor

Junior Wealth Advisor - The Baldwin Group Financial Services

Associate Financial Advisor

Associate Trader

Registered Wealth Management Client Associate

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

Private Banker

Wealth Management Associate

Senior Trader

Wealth Advisor (Torrance)

Specialty Wealth Asset Officer Senior

Financial Planning Associate

Paraplanner

Wealth Relationship Manager SAFE Act - FOUNTAIN VALLEY

Fund Banking Analyst

Financial Advisor

Financial Advisor

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

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