Top 190 Financial advisor Jobs in Huntington Beach, Ca

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
Wealth Management Associate
New York Life & NYLife Securities LLC —Newport Beach, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Hospitality
- Sales
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
2h
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 Advisor - Orange County
Thrivent —Irvine, CA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor (Wealth Mgmt and Insurance)
True Path Financial and Insurances Services —Irvine, CA
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Irvine, CA
- $110,000 - $168,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Goldman Sachs —Newport Beach, CA
- Seasonal
- Office
- Internship
- Entry level
Financial Planner
Beacon Pointe Advisors LLC —Newport Beach, CA
- $115,000 - $120,000 a year
- Mid-level
- Office
- 3 years
Citi Private Bank | UHNW Banker | Beverly Hills & Orange County
Citi —Costa Mesa, CA
- $200,000 - $300,000 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Master's degree
- Paid holidays
- Disability insurance
Entry-Level Financial Advisor
National Life Group - Northern California Agency —Irvine, CA
- $60,000 - $250,000 a year
- No experience needed
- English
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Advisor
Edward Jones —Newport Beach, CA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
13d
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
Financial Planning Associate
Perigon Wealth Management —Irvine, CA
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
J.P. Morgan Wealth Management - Private Client Investment Associate-Newport Beach, CA
JPMorganChase —Newport Beach, CA
- $28.85 - $39.90 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
7d
Financial Representative
Northwestern Mutual —Irvine, CA
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Disability insurance
- Health insurance
Quick Apply
8d
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Newport Beach, CA
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Financial Advisor/Agent
KOHR Financial & Insurance Services —Irvine, CA
- Full-time
- Hybrid work
- Computer literacy
- Research
- Mid-level
Quick Apply
Financial Advisor
Pure Financial Advisors, Inc. —Irvine, CA
- From $125,000 a year
- Email
- CPA
- 5 years
- Presentation skills
- Health savings account
- AD&D insurance
U.S. Private Bank - AWM Program Analyst
JPMorganChase —Irvine, CA
- $100,000 - $110,000 a year
- Full-time
- Research
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
3d
Preferred Banking RM
City National Bank —Irvine, CA
- $78,970 - $126,140 a year
- Full-time
- 7 years
- Business development
- Project management
- Health insurance
- Dental insurance

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financial advisor jobs near huntington beach, ca

Certified Financial Planner

Compak Asset Management
Newport Beach, CA

Quick Apply

Job Details

Full-time
$100,000 - $200,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Professional development assistance

Qualifications

CFP
Bachelor's degree

Full Job Description

At Compak Asset Management, our vision is to enhance the life experience of our clients by delivering integrated wealth management solutions. Founded in 1999, Compak manages wealth for more than 1,000 families and serves clients across 39 states. The firm has offices in Newport Beach, CA; San Jose, CA; and Scottsdale, AZ.

Compak’s integrated wealth management solution includes asset management, retirement planning, tax planning, estate planning, charitable planning, and risk management.

Compak participates in Fidelity Investments’ Wealth Advisor Solutions network. This program connects Fidelity clients with independent investment advisory firms that provide specialized investment and financial planning solutions, while allowing clients to maintain their relationship with their Fidelity advisor.

Opportunity

Compak is seeking a Financial Planner to join our Newport Beach, CA office. This is a full-time, in-office, client-facing role for a planning professional who wants to help design sophisticated financial strategies for high-net-worth families. Comprehensive financial planning is available to all clients at no additional fee.

Working closely with Compak’s Wealth Managers, the Financial Planner will prepare comprehensive financial plans, support client relationships, and help deliver a seamless, high-quality wealth management experience. This is a pure financial planning position and not a sales role.

Responsibilities

The Financial Planner will:

Create comprehensive financial plans using NaviPlan.
Lead financial planning work for an assigned group of client households.
Analyze client goals, cash flow, retirement needs, tax considerations, estate planning issues, charitable planning opportunities, and risk management needs.
Collaborate closely with Wealth Managers and other team members to deliver integrated client advice.
Maintain and cultivate relationships with external professionals and service providers to enhance the delivery of concierge-level client service.
Help prepare client meeting materials and participate in client meetings as appropriate.
Support ongoing planning updates as client circumstances, markets, tax laws, and estate planning needs evolve.

Qualifications

Bachelor’s degree required; preferred fields include finance, accounting, economics, tax, mathematics, or a related discipline.
3+ years of financial planning experience with a wealth advisory firm, RIA, financial planning firm, or related financial services organization.
CFP® designation strongly preferred; CPA designation also valued.
Strong understanding of financial planning concepts, including retirement planning, tax planning, estate planning, charitable planning, cash flow planning, insurance, and risk management.
Experience with NaviPlan or similar financial planning software preferred.
Highly accurate, organized, analytical, and detail-oriented.
Strong communication skills and the ability to explain complex planning concepts clearly to clients.
Responsive, professional, collaborative, and client-service oriented.

Compensation and Benefits

Competitive salary commensurate with experience.
Full benefits package, including medical, dental, and vision.
401(k) plan with company contribution of 4% of compensation.
Discretionary annual bonus.
Paid holidays.

This is an excellent opportunity for a financial planning professional who wants to work with sophisticated clients, collaborate with an experienced wealth management team, and build a long-term career in comprehensive wealth planning.

Apply now. Email your resume to [email protected]

Pay: $100,000.00 - $200,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Professional development assistance
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in huntington beach, ca

Certified Financial Planner

Wealth Management Associate

Private Equity Investment Sales Associate

Financial Advisor - Orange County

Financial Advisor (Wealth Mgmt and Insurance)

Wealth Advisor, Schwab Wealth Advisory

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

Financial Planner

Citi Private Bank | UHNW Banker | Beverly Hills & Orange County

Entry-Level Financial Advisor

Associate Financial Advisor

Financial Advisor

Financial Planning Associate

J.P. Morgan Wealth Management - Private Client Investment Associate-Newport Beach, CA

Financial Representative

Senior Wealth Advisor

Financial Advisor/Agent

Financial Advisor

U.S. Private Bank - AWM Program Analyst

Preferred Banking RM

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