Top 65 Wealth management advisor Jobs in Lake Forest, Ca

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 —Huntington Beach, CA
- $75,000 - $150,000 a year
- Full-time
- Business development
- Bachelor's degree
- In-person
- Disability insurance
- 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
2d
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
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
Financial Representative
Northwestern Mutual - Irvine —Irvine, CA
- $75,000 - $150,000 a year
- Full-time
- Background check
- Business development
- Bachelor's degree
- Health savings account
- Disability 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
Associate Financial Advisor
Edward Jones —Newport Beach, CA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
14d
Associate Financial Advisor
Edward Jones —Irvine, CA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
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
6d
Financial Planning Associate
Perigon Wealth Management —Irvine, CA
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
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
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
11d
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
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
Wealth Planner
Sunflower Bank NA —Irvine, CA
- $78,000 - $113,000 a year
- Online Application
- CPA
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
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
Private Client Advisor II
Bank of America —Newport Beach, CA
- $100,000 - $275,000 a year
- Full-time
- Background check
- CPA
- Mid-level
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

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wealth management advisor jobs near lake forest, ca

Certified Financial Planner (Tax Focused)

Compak Asset Management
Newport Beach, CA

Quick Apply

Job Details

Full-time
$105,000 - $210,000 a year

Benefits

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

Qualifications

CFP
CPA
Master of Taxation
Bachelor's degree
Enrolled Agent

Full Job Description

Financial Planner — Tax-Focused Wealth Management Opportunity for CPAs and MS-Tax Professionals

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.

This is an excellent opportunity for a CPA, tax professional, or MS-Tax graduate who is interested in transitioning from traditional tax work into comprehensive financial planning and wealth management.

Working closely with Compak’s Wealth Managers, the Financial Planner will prepare comprehensive financial plans, develop tax strategies, support client relationships, and help deliver a seamless, high-quality wealth management experience.

Responsibilities

The Financial Planner will:

Create comprehensive financial plans.
Lead financial and tax 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.
2+ years of individual tax return preparation and/or financial planning experience with a wealth advisory firm, RIA, financial planning firm, CPA firm, or related financial services organization.
CPA or CFP® designation preferred.
Candidates with an MS in Taxation and an interest in wealth management are also encouraged to apply.
Strong understanding of the U.S. tax system for individuals and families.
Familiarity with financial planning concepts, including retirement planning, tax planning, estate planning, charitable planning, cash flow planning, insurance, and risk management.
Experience with financial planning or tax preparation 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. Range: $105,000 to $210,000.
Full benefits package, including medical, dental, vision, and disability coverage.
401(k) plan with company contribution.
Discretionary annual bonus.
Paid holidays.

Please email your resume to [email protected] and [email protected]

Pay: $105,000.00 - $210,000.00 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

wealth management advisor jobs in lake forest, ca

Certified Financial Planner (Tax Focused)

Financial Advisor

Wealth Management Associate

Financial Advisor (Wealth Mgmt and Insurance)

Junior Wealth Advisor - The Baldwin Group Financial Services

Financial Representative

Wealth Advisor, Schwab Wealth Advisory

Associate Financial Advisor

Associate Financial Advisor

U.S. Private Bank - AWM Program Analyst

Financial Planning Associate

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

Private Banker

Senior Associate - Wealth Management - EFO

Financial Advisor

Senior Associate - Wealth Planning Specialist

Wealth Planner

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

Private Client Advisor II

Sr Relationship Manager, Advisory

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