Top 151 Wealth management advisor Jobs in Long Beach Ca

Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Irvine, CA
- $110,000 - $161,700 a year
- Hybrid work
- Office
- 3 years
- Presentation skills
- Paid parental leave
- Employee stock purchase 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
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
Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA
Thrivent —Redondo Beach, CA
- $75,000 - $80,000 a year
- Background check
- Research
- Mid-level
Quick Apply
9d
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
Financial Consultant - Wealth Management
TYWL Wealth Advisors LLC —San Gabriel, CA
- $80,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Finance
- Health insurance
- Paid time off
Quick Apply
2d
Financial Advisor
Northwestern Mutual - The Beer Financial Group —Santa Monica, CA
- $70,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Financial Planning Associate
Northwestern Mutual - Los Angeles —Los Angeles, CA
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Lenox Advisors - Financial Advisor
Lenox Advisors —Los Angeles, CA
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor Senior
City National Bank —Los Angeles, CA
- $90,000 - $100,000 a year
- Office
- 3 years
- Business development
- Health insurance
- Dental insurance
1d
Financial Advisor Senior
City National Bank —Beverly Hills, CA
- $90,000 - $100,000 a year
- Office
- 3 years
- Business development
- Health insurance
- Dental insurance
1d
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
17h
Wealth Manager
Sagient —Beverly Hills, CA
- $200,000 - $500,000 a year
- Full-time
- Bachelor's degree
- Senior level
- Health insurance
Quick Apply
Financial Advisor
Sagient —Irvine, CA
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Health insurance
Quick Apply
Salesperson
Northwestern Mutual —Irvine, CA
- $100,000 - $250,000 a year
- Full-time
- Background check
- Customer service
- Mid-level
- Paid training
- Health insurance
Quick Apply
Financial Advisor
Confidential —Costa Mesa, CA
- $75,000 - $180,000 a year
- Full-time
- Mid-level
- Business development
- In-person
- Health insurance
- Dental insurance
Quick Apply
6h
Senior Private Wealth Advisor - Practice Lead
Empower —Los Angeles, CA
- $125,400 - $181,875 a year
- Remote
- Management
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
3d
Financial Advisor
WestPac —Downey, CA
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Wealth Advisor - The Baldwin Group Financial Services
The Baldwin Group —Irvine, CA
- From $80,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Finance
Wealth Advisor (Torrance)
EP Wealth Advisors, LLC —Torrance, CA
- $60,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply

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wealth management advisor jobs near long beach ca

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab -
Irvine, CA

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Job Details

$110,000 - $161,700 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

Series 66
Series 7
Bachelor's degree
Portfolio management advisory services
Investment client management
FINRA License
Practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

What you have

Required Qualifications

Bachelor’s degree
Active FINRA Series 7 license
- (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire)
Active FINRA Series 66 license
- (May be obtained within the first 120 days)
Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients

Preferred Qualifications

CFP or CFA
Superior relationship management and client retention experience
Polished interpersonal, communication and presentation skills, attention to detail

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

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.

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

wealth management advisor jobs in long beach ca

Wealth Advisor, Schwab Wealth Advisory

Private Equity Investment Sales Associate

Certified Financial Planner (Tax Focused)

Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA

Certified Financial Planner

Financial Consultant - Wealth Management

Financial Advisor

Financial Planning Associate

Lenox Advisors - Financial Advisor

Financial Advisor Senior

Financial Advisor Senior

Financial Advisor

Wealth Manager

Financial Advisor

Salesperson

Financial Advisor

Senior Private Wealth Advisor - Practice Lead

Financial Advisor

Wealth Advisor - The Baldwin Group Financial Services

Wealth Advisor (Torrance)

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