Top 75 Wealth management Jobs in Irvine, Ca

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
10d
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 Professional
New York Life —Newport Beach, CA
- $57,000 - $300,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- US work authorization
- 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
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
Financial Services Representative - Irvine, CA
Fidelity Investments —Irvine, CA
- $45,000 - $75,000 a year
- Full-time
- Office
- Financial services
- Entry level
- Paid training
- Loan repayment program
Wealth Management Trainee (CA)
Bankers Life —Brea, CA
- $80,000 - $100,000 a year
- Full-time
- Entry level
Quick Apply
Associate Financial Advisor
Edward Jones —Newport Beach, CA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
Associate Financial Advisor
Edward Jones —Irvine, CA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Goldman Sachs —Newport Beach, CA
- Seasonal
- Office
- Internship
- Entry level
Financial Planning Associate
Perigon Wealth Management —Irvine, CA
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
Wealth Management Client Associate
Bank of America —Newport Beach, CA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
7d
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
13d
Senior Associate - Wealth Management - EFO
ASPIRIANT LLC —Irvine, CA
- $92,000 - $125,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CPA
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
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
Associate Trader
CAPTRUST —Costa Mesa, CA
- $85,000 - $95,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health savings account
- Disability insurance
Financial Representative
Northwestern Mutual —Irvine, CA
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Financial Adviser/Wealth Manager
Benefit Financial Services Group(BFSG) —Irvine, CA
- Email
- 5 years
- Research
- Presentation skills
- Health insurance
- Paid time off
Fund Banking Analyst
Stifel —Irvine, CA
- $70,000 - $100,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Trust Officer
Fifth Third Bank —Costa Mesa, CA
- $96,500 - $207,500 a year
- Full-time
- 7 years
- Office
- Business development

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wealth management jobs near irvine, ca

Wealth Management Associate

New York Life & NYLife Securities LLC -
Newport Beach, CA

Quick Apply

Job Details

Full-time
$75,000 - $250,000 a year
10 days ago

Benefits

Health insurance
Dental insurance
401(k)
Pension plan
Parental leave
Vision insurance
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Wealth management
Financial sales
Sales
Master's degree
Business development
Bachelor's degree
Financial services
Insurance sales
Banking

Full Job Description

Location: OC/LA (Applicants must reside in California)

Job Type: Hybrid/Full-Time

Build a Career. Build a Business. Make an Impact.

Are you an ambitious, self-motivated professional looking for more than just another job?

At New York Life, you'll have the opportunity to build your own financial services practice while helping individuals, families, and business owners protect what matters most. Whether your goal is financial independence, professional growth, or becoming a leader, we'll provide the training, mentorship, and resources to help you succeed.

No previous financial services experience is required. We provide comprehensive training and support for motivated professionals ready to build a long-term career.

Why Join New York Life?

New York Life is one of the most respected financial services companies in the country.

Ranked on the Fortune 500
Named one of Fortune's Most Admired Companies
Recognized by Forbes as one of America's Best Large Employers
Named one of Business Insider's Best Finance Companies
#1 company in Million Dollar Round Table (MDRT) membership for over 70 consecutive years*
The only life insurance company endorsed by AARP

What We Offer

Comprehensive training through New York Life University, including Harvard Business School curriculum
One-on-one mentorship from experienced leaders
Competitive commission structure with unlimited earning potential
Average established Southern California agent earnings of approximately $149,800 annually
Opportunities to build your own book of business
Clearly defined leadership and management career path
Industry-leading technology, CRM, and marketing support
Access to a comprehensive portfolio of financial products
Medical, Dental, Vision, 401(k), Roth 401(k), and Pension Plan for eligible professionals

What You'll Do

As a Financial & Insurance Advisor, you'll help clients develop personalized financial strategies by offering solutions such as:

Life Insurance
Retirement Planning
Fixed Annuities
Long-Term Care Insurance
Wealth Protection Strategies
Business Planning Solutions

You'll also:

Build relationships through networking and referrals
Develop and grow your own client base
Conduct financial needs analyses
Educate clients on insurance and financial solutions
Create customized financial strategies
Deliver exceptional ongoing client service
Continue developing your business through professional coaching and training

Who We're Looking For

We're seeking professionals who are:

Entrepreneurial and self-motivated
Strong communicators who enjoy building relationships
Goal-oriented and coachable
Interested in business development and sales
Passionate about helping others achieve financial security
Resilient, disciplined, and driven to succeed

Preferred Qualifications

Bachelor's degree preferred but not required
Sales, customer service, business development, recruiting, banking, hospitality, education, healthcare, or management experience is a plus
Ability to network within your community and build professional relationships

Why Financial Professionals Choose New York Life

Since 1845, New York Life has helped individuals, families, and businesses protect their financial futures. As the largest mutual life insurance company in the United States, our long-term financial strength and commitment to clients have made us one of the most trusted names in the industry.

When you join New York Life, you're not simply accepting a job—you'll have the opportunity to build your own business with the support, resources, training, and stability of an industry leader.

Certain eligibility requirements apply to benefits and retirement programs. Average earnings represent established Southern California agents and are not guaranteed. Individual results vary based on performance.

California Applicants Only

Job Type: Full-time

Pay: $75,000.00 - $250,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible schedule
Health insurance
Parental leave
Professional development assistance
Retirement plan
Vision insurance

Education:

Master's (Preferred)

Experience:

Sales: 3 years (Required)
Business development: 3 years (Preferred)
Financial services: 3 years (Preferred)

Ability to Commute:

Newport Beach, CA 92660 (Required)

Work Location: Hybrid remote in Newport Beach, CA 92660

Quick Apply

Refine Your Search

wealth management jobs in irvine, ca

Wealth Management Associate

Financial Advisor

Financial Professional

Certified Financial Planner (Tax Focused)

Financial Advisor

Financial Services Representative - Irvine, CA

Wealth Management Trainee (CA)

Associate Financial Advisor

Associate Financial Advisor

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

Financial Planning Associate

Wealth Management Client Associate

U.S. Private Bank - AWM Program Analyst

Senior Associate - Wealth Management - EFO

Financial Advisor

Associate Trader

Financial Representative

Financial Adviser/Wealth Manager

Fund Banking Analyst

Trust Officer

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