Top 1072 client advisor Jobs in orange county 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
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
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
Automotive Concierge (Vehicle Sales)
Ryde Auto —Irvine, CA
- $65,000 - $110,000 a year
- Weekends as needed
- Clean driving record
- Dealership
- Mid-level
- Paid time off
- Employee discount
Financial Advisor
Sagient —Irvine, CA
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Health insurance
Quick Apply
Income Tax Reviewer - Experienced (Irvine, CA)
Chequers Financial Management —Irvine, CA
- Part-time
- Background check
- CPA
- 5 years
Quick Apply
6d
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
1h
Registered Client Service Associate - Newport Beach, CA
LPL Financial —Newport Beach, CA
- $28.47 - $47.44 an hour
- Monday to Friday
- Mid-level
- Office
- 3 years
- Health insurance
- Paid time off
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
7d
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
Residential HVAC Comfort Advisor Sales Representative
Associated Heating and Air —Anaheim, CA
- $100,000 - $300,000 a year
- Weekends as needed
- Background check
- Clean driving record
- Customer service
- Paid training
- Paid time off
Quick Apply
Financial Advisor - Orange County
Thrivent —Buena Park, CA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Account Executive
LPT Realty —Costa Mesa, CA
- Full-time
- 1 year
- Entry level
Quick Apply
Corporate Counsel
Strike Acceptance —Laguna Hills, CA
- $125,000 - $150,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
4d
Financial Specialist / Financial Advisor - New York Life
New York Life & NYLife Securities LLC —Newport Beach, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Mid-level
- Associate's degree
- Communication skills
- Health savings account
- Health insurance
Quick Apply
Paraplanner
Cooper McManus Wealth Management —Irvine, CA
- $75,000 - $100,000 a year
- Full-time
- Background check
- 5 years
- Research
- Health insurance
- 401(k)
Quick Apply
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
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
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
12d
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 county 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 county ca

401(k) Plan Enroller / Educator

Wealth Advisor, Schwab Wealth Advisory

Salesperson

Automotive Concierge (Vehicle Sales)

Financial Advisor

Income Tax Reviewer - Experienced (Irvine, CA)

Senior Microsoft Power Platform Consultant

Registered Client Service Associate - Newport Beach, CA

Accounting Manager

Client Service Associate

Residential HVAC Comfort Advisor Sales Representative

Financial Advisor - Orange County

Account Executive

Corporate Counsel

Financial Specialist / Financial Advisor - New York Life

Paraplanner

Senior Tax Accountant

Licensed Real Estate Agent

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

Preplanning Sales Advisor

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