Top 181 Financial advisor Jobs in Irvine Ca

Wealth Advisor - The Baldwin Group Financial Services
The Baldwin Group —Irvine, CA
- From $80,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Mid-level
4d
Financial Solutions Specialist
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
Retirement Consultant - The Baldwin Group, Financial Services
The Baldwin Group —Irvine, CA
- From $110,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Retirement plan
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
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
Chinese Speaking Financial Service Professional/Financial Advisor * No OPT
New York Life —Irvine, CA
- $60,000 - $80,000 a year
- Full-time
- Bachelor of Science
- Communication skills
- Entry level
- Disability insurance
- Health insurance
Quick Apply
4d
Senior Vice President, Fiduciary
BNY —Newport Beach, CA
- Full-time
- Office
- Business development
- Bachelor's degree
14d
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
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
Financial Professional (Accelerated Path to Management Program)
New York Life —Newport Beach, CA
- $67,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Business development
- AD&D insurance
- Disability insurance
Quick Apply
Financial Advisor with Sales Background
The Fadil Group —Irvine, CA
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
7d
Financial Services Professional
American Legacy Solutions —West Covina, CA
- $70,000 - $200,000 a year
- Full-time
- Bilingual
- Background check
- HIPAA
Quick Apply
CNO Financial Advisor - Hybrid Remote (CA)
CNO Financial Group, Inc. —Corona, CA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Financial Representative - Seeking Growth
Foster Region - Modern Woodmen of America —Laguna Hills, CA
- $97,000 - $192,000 a year
- Full-time
- Hybrid work
- Management
- Children
- Recruiting
- Health insurance
- Dental insurance
Quick Apply
7d
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
Director of Operations & Technology – COO Succession Track
Orion Placement —Anaheim, CA
- $180,000 - $225,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Accounting
- Dental insurance
- Paid time off
Quick Apply
12d
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
Salesperson
Northwestern Mutual —Irvine, CA
- $100,000 - $250,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- US work authorization
- Visual & Performing Arts
- Paid training
- Health insurance
Quick Apply
Director of Operations & Technology – COO Succession Track
Orion Placement —Newport Beach, CA
- $180,000 - $225,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Accounting
- Dental insurance
- Paid time off
Quick Apply
12d
2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Goldman Sachs —Newport Beach, CA
- Seasonal
- Office
- Internship
- Entry level

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Wealth Advisor - The Baldwin Group Financial Services

The Baldwin Group -
Irvine, CA

Apply Now

Job Details

Full-time
From $80,000 a year
4 days ago

Qualifications

Customer communication
Research

Full Job Description

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes.

The Financial Wealth Advisor is responsible for providing clients with sound advice regarding their financial planning and investments. Responsibilities include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients.

PRIMARY RESPONSIBILITIES:

Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation.
Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin’s holistic asset protection platform for efficient client acquisition and closing.
Assist in developing comprehensive financial plans focused on goals such as wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations.
Help with portfolio construction and monitoring, including gathering data, updating performance and allocation reports, and organizing recommendations aligned with client goals, risk profiles, and time horizons.
Participate in client meetings and review cycles, taking notes, preparing summaries, and ensuring timely completion of agreed-upon action items to reinforce trust and retention.
Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up.
Learn and effectively use Baldwin’s planning, CRM, and investment platforms to support client onboarding, account maintenance, reporting, and business development activities.
Coordinate with internal specialists across wealth, retirement, and insurance to help deliver integrated solutions that protect assets, optimize income, and support long-term financial outcomes for clients.
Maintain accurate and organized client files, meeting notes, and compliance documentation, following internal policies, regulatory requirements, and fiduciary standards.
Proactively build foundational knowledge of investments, capital markets, tax considerations, and planning strategies, staying current on changes that impact clients’ financial plans.

KNOWLEDGE, SKILLS & ABILITIES:

Proficient with MS Office – Word, Excel, PowerPoint, Outlook. Strong verbal and written communication skills with the ability to explain basic investment and financial planning concepts in clear, practical language.
Service-oriented mindset with an outgoing, professional demeanor and a strong drive for sales support, business development, and relationship management in a client-facing environment.
Foundational understanding of investment principles, asset allocation, risk/return tradeoffs, and personal financial planning concepts, with the desire to deepen expertise in advanced wealth strategies.
Strong attention to detail and organizational skills, with the ability to manage multiple tasks, meet deadlines, and maintain accurate records in a fast-paced environment.
Comfort working with data and reports (e.g., performance reports, statements, allocations) and translating information into clear summaries or talking points for advisors and clients.
Demonstrated initiative, curiosity, and willingness to learn from senior team members and accept coaching and feedback.

EDUCATION & EXPERIENCE:

Bachelor’s degree in Finance, Business, Economics, Accounting or a related field preferred.
3-5 years of experience in financial services, wealth management, banking, or a related client service role (internships, co-ops, or equivalent experience will be considered).
Series 65 or 66 and state Life & Health Insurance License may be required or obtained within 90 days.
Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.

OTHER:

Ability to work in a fast-paced environment, multi-task, and adapt to changing priorities.
Occasional travel may be required for client meetings and internal training or events.

IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Compensation starts at $80,000+ annually and is negotiable at time of hire.

#LI-JK1

#LI-Hybrid

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Apply Now

Refine Your Search

financial advisor jobs in irvine ca

Wealth Advisor - The Baldwin Group Financial Services

Financial Solutions Specialist

Retirement Consultant - The Baldwin Group, Financial Services

Private Equity Investment Sales Associate

Financial Advisor

Chinese Speaking Financial Service Professional/Financial Advisor * No OPT

Senior Vice President, Fiduciary

Financial Advisor

Financial Representative

Financial Professional (Accelerated Path to Management Program)

Financial Advisor with Sales Background

Financial Services Professional

CNO Financial Advisor - Hybrid Remote (CA)

Financial Representative - Seeking Growth

Accelerated Path to Management Program

Director of Operations & Technology – COO Succession Track

Certified Financial Planner

Salesperson

Director of Operations & Technology – COO Succession Track

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

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