Top 518 Senior advisor Jobs in Mission Viejo Ca

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
Financial Associate
Castle Capital Management —Irvine, CA
- $65,000 - $120,000 a year
- Call employer
- Hybrid work
- Background check
- Business development experience
- Bachelor's degree
Quick Apply
Tax Principal
Prescott Tax and Wealth Management —San Juan Capistrano, CA
- $225,000 - $275,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Pass drug screening
- Profit sharing
- Continuing education credits
Quick Apply
Senior Account Manager
First National Capital Corp. —Irvine, CA
- $110,000 - $130,000 a year
- Email
- Sales
- 11+ years
- Office
- Health savings account
- Health insurance
Quick Apply
Chief Financial Officer - Property Management
Aperto Property Management, Inc —Irvine, CA
- $185,000 - $215,000 a year
- Full-time
- 7 years
- CPA
- Office
- Disability insurance
- Health insurance
Quick Apply
8d
Senior Survey Technician
X Engineering & Consulting Inc —Santa Ana, CA
- $45 - $55 an hour
- Full-time
- Clean driving record
- 5 years
- Research
- Wellness program
- Paid holidays
Quick Apply
Preplanning Sales Advisor
Envision Strategic Partners —Anaheim, CA
- $50,000 - $70,000 a year
- Full-time
- Spanish
- English
- Mid-level
- Flexible schedule
Quick Apply
Accounting Manager
Accurate Laminated Products, Inc. —Anaheim, CA
- $70,000 - $90,000 a year
- Part-time
- CPA
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
Entry Level Sales Representative
United Solar —San Clemente, CA
- $68,000 - $125,000 a year
- Contract
- No experience needed
- Driver's License
- Driving
- Employee discount
- Flexible schedule
Quick Apply
Chief Regulatory Affairs Officer
Restem Group Inc. / thebiobox LLC —Corona, CA
- $200,000 - $225,000 a year
- Full-time
- Medicine
- Office
- Doctor of Philosophy
Quick Apply
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
Franchise Business Consultant-Senior Care
Amada franchise inc —San Clemente, CA
- $80,000 - $90,000 a year
- Full-time
- Marketing
- 5 years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
7d
Residential Remodeling General Manager / Licensed GC
Flatiron Build Co. —Irvine, CA
- $105,000 - $120,000 a year
- Full-time
- Spanish
- Construction site
- English
- Profit sharing
- Paid training
Quick Apply
Mulesoft Architect
JMS Technical Solutions —California
- $100 - $120 an hour
- Full-time
- Senior level
Assistant General Manager
Stress Free Auto Care —Orange, CA
- $70,000 - $90,000 a year
- No experience needed
- Mid-level
- Ability to lift 50 pounds
- Paid holidays
- Health insurance
Quick Apply
9d
Program Manager - Ports and Borders
Leidos —California
- $92,300 - $166,850 a year
- Full-time
- Hybrid work
- Civil engineering
- Engineering
- ERP systems
14d
Senior Risk Consultant
HUB International —Newport Beach, CA
- $100,000 - $150,000 a year
- Full-time
- Spanish
- 7 years
- Bachelor's degree
- Disability insurance
- Health insurance
10d
Vice President, Learning and Development
Sares Regis Operating Company, L.P. —Newport Beach, CA
- $170,000 - $220,000 a year
- Online Application
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Senior Advisor (Managed Care)
CorVel Corporation —Irvine, CA
- $99,250 - $166,777 a year
- Full-time
- Remote
- 5 years
- Analysis skills
- Presentation skills
- Health savings account
- Disability insurance
Quick Apply
3d
CORP - VP PEOPLE RESOURCES & DEVELOPMENT
Twenty Four Seven Hotels —Irvine, CA
- $195,000 - $215,000 a year
- Full-time
- Hotel
- Continuous improvement
- Mentoring
- Health insurance
Quick Apply

I want to receive the latest job alert for senior advisor in mission viejo ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior advisor jobs near mission viejo ca

Chief Financial Officer jobs in Irvine, CA

Vice President Of Human Resources jobs in Irvine, CA

Software Architect jobs in California

Program Manager jobs in California

Accounting Manager jobs in Anaheim, CA

Planner jobs in Irvine, CA

Senior Account Manager jobs in Irvine, CA

Rn Case Manager jobs in Dallas, TX

Wealth Advisory Manager jobs in Richfield, MN

Safety Manager jobs in Louisville, KY

Wealth Advisory Manager jobs in Westlake, TX

Wealth Advisory Manager jobs in Saint Paul, MN

Operations Manager Remote jobs in Los Angeles, CA

Housekeeping Manager jobs in Portland, OR

Wealth Advisory Manager jobs in Manalapan, NJ

School Principal jobs in Washington, DC

School Principal jobs in Miami, FL

Assistant Principal jobs in South Carolina

Catholic School Principal jobs in New York State

Principal Software Engineer jobs in Remote

Wealth Planner

Sunflower Bank NA -
Irvine, CA

Quick Apply

Job Details

Full-time
$78,000 - $113,000 a year

Benefits

Paid holidays
Dental insurance
Tuition reimbursement
Paid time off
401(k) 6% Match
Vision insurance
401(k) matching
Gym membership
Life insurance

Qualifications

Investment management advisory services
Income tax planning
Bachelor's degree
Financial risk management
Insurance for risk management
Estate planning

Full Job Description

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.

Sunflower Bank, N.A/First Foundation Advisors is looking for an energetic, highly motivated individual to fill the position of a full-time Wealth Planner at the Irvine, CA location.

The salary range for this position is $78,000 to 113,000 depending on knowledge, skills, abilities, experience, and location.

Description:

The Wealth Planner is responsible for supporting comprehensive financial planning and advisory services to high-net-worth and affluent clients. This individual works collaboratively with Relationship Managers, Wealth Advisors, and other members of the Planning Team to deliver tailored wealth management solutions that align with clients’ financial goals, risk tolerance, and life priorities. The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth Planners in all aspects of enhancing client relationships and growing the organization’s wealth management business.

Responsibilities:

Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates.
Understands and complies with the requirements of all laws and regulations applicable to the position.
Conduct client discovery and gather financial data to support the development of personalized financial plans.
Analyze client financial information (cash flow, investments, retirement goals, risk profile) and prepare planning summaries or recommendations for advisor review.
Provide guidance to clients on foundational financial planning topics, such as budgeting, insurance needs, retirement readiness, and basic tax considerations.
Prepare plan projections, scenario analyses, and modeling using approved financial planning software.
Support Wealth Advisors and Senior Wealth Planners by identifying planning opportunities and proposing suitable strategies within firm guidelines.
Exercise independent judgment in evaluating client needs, prioritizing planning tasks, and determining appropriate planning pathways.
Participate in client meetings to explain planning concepts, gather additional information, and address routine client questions.
Collaborate with internal specialists (investment, trust, tax, banking) to coordinate planning recommendations and ensure holistic service delivery.
Draft client deliverables, planning outlines, and follow-up communications with limited oversight.
Monitor client progress and update financial plans as circumstances change, ensuring plans stay aligned with client objectives.
Maintain current knowledge of financial planning regulations, tax law changes, and wealth management trends.
Support business development by identifying cross-selling opportunities and preparing pre-meeting planning insights for prospective clients.
Uphold compliance requirements and exercise discretion in handling confidential client information and sensitive financial decisions.
Spot potential problems and opportunities.
Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
Understand and participate in the Bank’s Community Reinvestment Act program.
Perform other duties as assigned.

Education / Experience:

Minimum of 2-3 years of experience in wealth management, financial planning, investment advisory, or a related financial services role
Bachelor’s Degree in Finance, Economics, Business Administration, or a related field required.
Advanced degree (MBA, Master’s in Finance or Financial Planning) preferred but not required
CFP® (Certified Financial Planner) designation preferred.
Other relevant certifications such as CFA®, ChFC®, or CPA are a plus
Demonstrated experience working with high-net-worth or mass-affluent clients preferred
Proven ability to develop comprehensive financial plans, including investments, retirement, tax, estate, and risk management strategies
Must be bondable.

Working Conditions

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.

Sunflower Bank Benefits

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.

Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:

Rooted in Strength
Propelled by Growth
Individuals in a Great Whole
Creating Possibility
Community Focused

Associates enjoy outstanding benefits, including:

401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!

If you qualify, apply online at www.sunflowerbank.com/careers.

You’ve never worked anyplace like Sunflower Bank!

EOE/AA: Minorities/Females/Disabled/Vets

Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy.

Quick Apply

Refine Your Search

senior advisor jobs in mission viejo ca

Wealth Planner

Financial Associate

Tax Principal

Senior Account Manager

Chief Financial Officer - Property Management

Senior Survey Technician

Preplanning Sales Advisor

Accounting Manager

Entry Level Sales Representative

Chief Regulatory Affairs Officer

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Franchise Business Consultant-Senior Care

Residential Remodeling General Manager / Licensed GC

Mulesoft Architect

Assistant General Manager

Program Manager - Ports and Borders

Senior Risk Consultant

Vice President, Learning and Development

Senior Advisor (Managed Care)

CORP - VP PEOPLE RESOURCES & DEVELOPMENT

I want to receive the latest job alert for senior advisor in mission viejo ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected