Top 343 Financial planner Jobs in Los Alamitos, Ca

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
Tax Planner Associate
Pure Financial Advisors, LLC —Irvine, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
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 - Greater Los Angeles and Surrounding area
Thrivent —Los Angeles, CA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Orange County
Thrivent —Irvine, CA
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D 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
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
Team Based Financial Advisor - Mountain Financial Group - Irvine, CA
Thrivent —Irvine, CA
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health 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 (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
Financial Services Professional
American Legacy Solutions —West Covina, CA
- $70,000 - $200,000 a year
- Full-time
- Bilingual
- Background check
- HIPAA
Quick Apply
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
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Los Angeles, CA
- $60,000 - $135,000 a year
- Full-time
- Background check
- Driver's License
- Bachelor's degree
- Paid training
- Employee stock purchase plan
Quick Apply
4d
Financial Services Professional
New York Life Insurance Company & NYLIFE Securitiess, LLC. —San Dimas, CA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- No experience needed
- Business development
- Disability insurance
- Health insurance
Quick Apply
8d
Financial Advisor
Taos Global Group Inc —San Gabriel, CA
- $20,000 - $60,000 a year
- Bilingual
- Bachelor's degree
- In-person
Quick Apply
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
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
3d
Wealth Advisor - California
Zions Bancorporation —Los Angeles, CA
- $75,000 - $125,000 a year
- Analysis skills
- Bachelor's degree
- Computer skills
- Profit sharing
- Paid training
Business Development Professional
Northwestern Mutual —Irvine, CA
- $125,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Business development
- Disability insurance
- Health insurance
Quick Apply
Wealth Advisor
Boutique Recruiting —Pasadena, CA
- $100,000 - $150,000 a year
- 5 years
- Business development
- Bachelor's degree
- Paid time off
Quick Apply

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financial planner jobs near los alamitos, ca

Wealth Advisor, Schwab Wealth Advisory

Charles Schwab -
Irvine, CA

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Job Details

$110,000 - $168,000 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
Series 66
Series 7
Schedule management
Bachelor's degree
Portfolio management advisory services
Financial concepts
Financial goal setting advisory services
FINRA License
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 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.

What You Have

Required Qualifications

Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on.
Time Management: Ability to prioritize client meetings, planning work, and follow‑through while clearly setting expectations, timelines, and next steps with clients and partners.
Financial Planning: Applies financial planning principles and communicates recommendations in a way that aligns portfolios to client goals, risk tolerance, and long‑term outcomes.
Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Self‑Awareness: Demonstrates awareness of strengths and limitations, communicates questions or concerns early, and escalates appropriately to serve clients well.

What you have

Additional Requirements

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 (or equivalent)
- May be obtained within the first 120 days

Preferred Qualifications

CFP® or CFA®

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

financial planner jobs in los alamitos, ca

Wealth Advisor, Schwab Wealth Advisory

Tax Planner Associate

Private Equity Investment Sales Associate

Financial Advisor - Greater Los Angeles and Surrounding area

Financial Advisor - Orange County

Financial Advisor

Accelerated Path to Management Program

Team Based Financial Advisor - Mountain Financial Group - Irvine, CA

Lenox Advisors - Financial Advisor

Financial Advisor (Wealth Mgmt and Insurance)

Financial Services Professional

Financial Advisor

Wealth Management Associate - Retirement Benefits Group

Financial Services Professional

Financial Advisor

Financial Representative

Retirement Consultant - The Baldwin Group Financial Services

Wealth Advisor - California

Business Development Professional

Wealth Advisor

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