Top 24 Senior financial consultant Jobs in Irvine Ca

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Irvine, CA
- $161,700 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Senior Financial Planner (Newport, Beach CA)
Mercer Advisors —Newport Beach, CA
- $89,250 - $105,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Workday Senior Certified Financials Consultant
UST —Aliso Viejo, CA
- $81,000 - $122,000 a year
- Remote
- Oracle
- CPA
- Customer service
- Paid jury duty
- Health savings account
Quick Apply
Senior Wealth Advisor
MRISpokane —Newport Beach, CA
- $180,000 - $220,000 a year
- 7 years
- Mentoring
- Organizational skills
Quick Apply
University Administration Sr. Financial Aid Advisor
West Coast University, Inc. —Irvine, CA
- $37.72 - $54.69 an hour
- Weekends as needed
- Remote
- 6 years
- Mid-level
- Bachelor's degree
3d
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Newport Beach, CA
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Sr Relationship Manager, Advisory
Northern Trust Corp. —Newport Beach, CA
- $189,290 - $331,200 a year
- Full-time
- 11+ years
- Business development
- Analysis skills
- Health insurance
- Dental insurance
Encore Financial Reporting Controllership Senior Consultant
Deloitte —Costa Mesa, CA
- $116,200 - $229,100 a year
- Full-time
- Oracle
- CPA
- Up to 50% travel
Senior Financial Advisor – Experienced Professionals
First Command Financial Services, Inc. —Garden Grove, CA
- From $110,000 a year
- 5 years
- Military
- In-person
- Flexible schedule
Quick Apply
Netsuite Financials Senior Consultant
Deloitte —Costa Mesa, CA
- $110,700 - $218,300 a year
- Full-time
- Up to 50% travel
- Mid-level
- 3 years
2d
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
10d
Transaction Advisory Senior Consultant- Financial Due Diligence
WithumSmith+Brown —Irvine, CA
- $100,000 - $130,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- 3 years
Quick Apply
11d
Sr. Trust Officer - Market Lead
Mechanics Bank —Irvine, CA
- $170,000 - $260,000 a year
- Full-time
- Office
- Residential
- 3 years
- Free parking
- Commuter assistance
Public Finance Investment Banking Director – Senior Living
Piper Sandler & Co. —Ladera Ranch, CA
- $150,000 - $200,000 a year
- Full-time
- 7 years
- Office
- Finance
Quick Apply
3d
Senior Associate - Wealth Planning Specialist
ASPIRIANT LLC —Irvine, CA
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Finance
- Health insurance
- 401(k) matching
Quick Apply
Senior Tax Accountant
Cerity Partners —Irvine, CA
- $100,000 - $150,000 a year
- Email
- Hybrid work
- CPA
- 5 years
- Research
- Commuter assistance
- Dental insurance
Tax Senior - Strategic Partnership Solutions
Deloitte —Costa Mesa, CA
- $78,675 - $160,750 a year
- Full-time
- Hybrid work
- CPA
- 3 years
- Bachelor's degree
Tax Senior, Private Equity
Deloitte —Costa Mesa, CA
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
Tax Senior - Federal / Corporate Tax
Deloitte —Costa Mesa, CA
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Writing skills
- Research
Tax Senior - Private Wealth
Deloitte —Costa Mesa, CA
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office

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senior financial consultant jobs near irvine ca

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab -
Irvine, CA

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Job Details

$161,700 - $228,000 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer relationship building
Coaching
Series 7
Schedule management
Bachelor's degree
Portfolio management advisory services
Client retention
Investment client management
Risk management
Financial goal setting advisory services
Experience practicing in the securities industry
Escalation handling

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

Required Qualifications

Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.
Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes.
Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.
Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

What you have

Additional Requirements

CFP® designation or CFA® designation
Bachelor’s degree
Active FINRA Series 7 license
- May be obtained with a 120-day condition of employment
Active FINRA Series 66 license (or equivalent)
- May be obtained within the first 120 days

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

senior financial consultant jobs in irvine ca

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Senior Financial Planner (Newport, Beach CA)

Workday Senior Certified Financials Consultant

Senior Wealth Advisor

University Administration Sr. Financial Aid Advisor

Senior Wealth Advisor

Sr Relationship Manager, Advisory

Encore Financial Reporting Controllership Senior Consultant

Senior Financial Advisor – Experienced Professionals

Netsuite Financials Senior Consultant

Senior Associate - Wealth Management - EFO

Transaction Advisory Senior Consultant- Financial Due Diligence

Sr. Trust Officer - Market Lead

Public Finance Investment Banking Director – Senior Living

Senior Associate - Wealth Planning Specialist

Senior Tax Accountant

Tax Senior - Strategic Partnership Solutions

Tax Senior, Private Equity

Tax Senior - Federal / Corporate Tax

Tax Senior - Private Wealth

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