Top 1168 client advisor Jobs in orange, ca

401(k) Plan Enroller / Educator
Monarch Plan Advisors —Orange County, CA
- $100 - $135 an hour
- Part-time
- Entry level
- 401(k)
- Work from home
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
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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
Fast Track to Management
New York Life —Orange, CA
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Management
- Sales
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual - Anaheim Hills —Anaheim, CA
- $103,192 - $200,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Income Tax Reviewer - Experienced (Irvine, CA)
Chequers Financial Management —Irvine, CA
- Part-time
- Background check
- CPA
- 5 years
Quick Apply
10d
Accounting Manager
Accurate Laminated Products, Inc. —Anaheim, CA
- $70,000 - $90,000 a year
- Part-time
- CPA
- Office
- Finance
- Health insurance
- Paid time off
Quick Apply
12d
Senior Tax Accountant
Index Fund Advisors, Inc. —Irvine, CA
- $125,000 - $150,000 a year
- Urgently hiring
- 7 years
- CPA
- 5 years
- Paid holidays
- Disability insurance
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Marketing Manager
Itzen Bishop Financial —Ontario, CA
- $90,000 - $120,000 a year
- Full-time
- Background check
- Marketing
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate
KTF Investments, LLC —Seal Beach, CA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid training
- Health savings account
Quick Apply
Senior Microsoft Power Platform Consultant
Consolidated Fire Protection, Inc. —Irvine, CA
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- 5 years
- Travel
- SharePoint
- Health savings account
- Health insurance
Quick Apply
4d
Financial Advisor - Orange County
Thrivent —Buena Park, CA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Registered Client Service Associate - Newport Beach, CA
LPL Financial —Newport Beach, CA
- $28.47 - $47.44 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Paid time off
Quick Apply
4d
Financial Client Services Associate (Specialist)-Irvine, CA
Pure Financial Advisors, LLC —Irvine, CA
- $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Health savings account
- AD&D insurance
Quick Apply
3d
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
WestPac —Downey, CA
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health savings account
- Health insurance
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
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
Licensed Real Estate Agent
Wealth Managers —California
- $66,183.88 - $115,231.00 a year
- Call employer
- Remote
- Mid-level
- Real Estate License
- Commercial
- Work from home
- Professional development assistance
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

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client advisor jobs near orange, ca

401(k) Plan Enroller / Educator

Monarch Plan Advisors
Orange County, CA

Quick Apply

Job Details

Part-time
$100 - $135 an hour

Benefits

401(k)
Work from home
Flexible schedule

Qualifications

Financial planning
Retirement account customer support
HR communication
Educational talks
Employee Retirement Income Security Act of 1974 (ERISA)
One-on-one instruction
Financial education

Full Job Description

Monarch Plan Advisors is a Registered Investment Advisory (RIA) firm focused on company sponsored retirement plan consulting for businesses, non-profits, and their employees. We are looking for an energetic part time advisor to be an advocate for our client's staff as they navigate their way to retirement.

The main function of this position would be to conduct education and enrollment meetings at our client's workplace or virtually to teach the value of that company's retirement plan to the company's staff, handle questions that the employees have, and meet with the company's staff 1 on 1 (if needed).

Travel expense would be paid from consultant's home to the meeting location and consultant would be paid a "minimum" of 4 hours regardless of how long the meeting took (starting from when they left their home). If the meeting went longer than 4 hours, they would be paid their normal per hour rate. Meetings are generally scheduled in Los Angeles and Ventura County with additional meetings available elsewhere.

Educator would be paid on a per meeting basis with around 30 to 40 meetings per year. Approximate revenue generated would be around $15,000 - $30,000 per year.

Additionally, consultant would help with virtual enrollment / education meetings and participant calls.

Requirements:

Must have experience holding retirement plan education and enrollment meetings.
Must be open to traveling to meetings
Must be based in Greater Los Angeles or Orange County

Job Type: Part-time

Compensation: $100.00 - $135 /hour

Job Type: Part-time

Pay: $100.00 - $135.00 per hour

Expected hours: No more than 16 per week

Benefits:

Flexible schedule
Work from home

Work Location: On the road

Quick Apply

Refine Your Search

client advisor jobs in orange, ca

401(k) Plan Enroller / Educator

Salesperson

Financial Representative

Fast Track to Management

Financial Advisor

Income Tax Reviewer - Experienced (Irvine, CA)

Accounting Manager

Senior Tax Accountant

Marketing Manager

Client Service Associate

Senior Microsoft Power Platform Consultant

Financial Advisor - Orange County

Registered Client Service Associate - Newport Beach, CA

Financial Client Services Associate (Specialist)-Irvine, CA

Certified Financial Planner (Tax Focused)

Financial Advisor

Financial Advisor

Certified Financial Planner

Licensed Real Estate Agent

Preplanning Sales Advisor

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