Top 201 Financial planner Jobs in Orange County Ca

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
Entry-Level Financial Advisor
National Life Group - Northern California Agency —Irvine, CA
- $60,000 - $250,000 a year
- No experience needed
- English
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Financial Planner
Beacon Pointe Advisors LLC —Newport Beach, CA
- $115,000 - $120,000 a year
- Mid-level
- Office
- 3 years
Financial Planning Associate
Perigon Wealth Management —Irvine, CA
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
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
Entrepreneurial Financial Advisor
New York Life & NYLife Securities LLC —Newport Beach, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Hospitality
- Sales
- Master's degree
- Health insurance
- Dental insurance
Quick Apply
2d
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
Financial Professional (Accelerated Path to Management Program)
New York Life —Newport Beach, CA
- $75,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Business development
- AD&D insurance
- Disability 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
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
Financial Services Professional
American Legacy Solutions —West Covina, CA
- $70,000 - $200,000 a year
- Full-time
- Bilingual
- Background check
- HIPAA
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
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
Paraplanner / Associate Financial Advisor
Ameriprise Financial —Irvine, CA
- $85,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Paid time off
Financial Advisor
Edward Jones —Huntington Beach, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Laguna Niguel, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
8d
CNO Financial Advisor - Hybrid Remote (CA)
CNO Financial Group, Inc. —Corona, CA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Financial Professional
New York Life —Newport Beach, CA
- $57,000 - $300,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
10d
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
Financial Advisor
First Command —Garden Grove, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
2d

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financial planner jobs near orange county ca

Certified Financial Planner

Compak Asset Management
Newport Beach, CA

Quick Apply

Job Details

Full-time
$100,000 - $200,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Professional development assistance

Qualifications

CFP
Bachelor's degree

Full Job Description

At Compak Asset Management, our vision is to enhance the life experience of our clients by delivering integrated wealth management solutions. Founded in 1999, Compak manages wealth for more than 1,000 families and serves clients across 39 states. The firm has offices in Newport Beach, CA; San Jose, CA; and Scottsdale, AZ.

Compak’s integrated wealth management solution includes asset management, retirement planning, tax planning, estate planning, charitable planning, and risk management.

Compak participates in Fidelity Investments’ Wealth Advisor Solutions network. This program connects Fidelity clients with independent investment advisory firms that provide specialized investment and financial planning solutions, while allowing clients to maintain their relationship with their Fidelity advisor.

Opportunity

Compak is seeking a Financial Planner to join our Newport Beach, CA office. This is a full-time, in-office, client-facing role for a planning professional who wants to help design sophisticated financial strategies for high-net-worth families. Comprehensive financial planning is available to all clients at no additional fee.

Working closely with Compak’s Wealth Managers, the Financial Planner will prepare comprehensive financial plans, support client relationships, and help deliver a seamless, high-quality wealth management experience. This is a pure financial planning position and not a sales role.

Responsibilities

The Financial Planner will:

Create comprehensive financial plans using NaviPlan.
Lead financial planning work for an assigned group of client households.
Analyze client goals, cash flow, retirement needs, tax considerations, estate planning issues, charitable planning opportunities, and risk management needs.
Collaborate closely with Wealth Managers and other team members to deliver integrated client advice.
Maintain and cultivate relationships with external professionals and service providers to enhance the delivery of concierge-level client service.
Help prepare client meeting materials and participate in client meetings as appropriate.
Support ongoing planning updates as client circumstances, markets, tax laws, and estate planning needs evolve.

Qualifications

Bachelor’s degree required; preferred fields include finance, accounting, economics, tax, mathematics, or a related discipline.
3+ years of financial planning experience with a wealth advisory firm, RIA, financial planning firm, or related financial services organization.
CFP® designation strongly preferred; CPA designation also valued.
Strong understanding of financial planning concepts, including retirement planning, tax planning, estate planning, charitable planning, cash flow planning, insurance, and risk management.
Experience with NaviPlan or similar financial planning software preferred.
Highly accurate, organized, analytical, and detail-oriented.
Strong communication skills and the ability to explain complex planning concepts clearly to clients.
Responsive, professional, collaborative, and client-service oriented.

Compensation and Benefits

Competitive salary commensurate with experience.
Full benefits package, including medical, dental, and vision.
401(k) plan with company contribution of 4% of compensation.
Discretionary annual bonus.
Paid holidays.

This is an excellent opportunity for a financial planning professional who wants to work with sophisticated clients, collaborate with an experienced wealth management team, and build a long-term career in comprehensive wealth planning.

Apply now. Email your resume to [email protected]

Pay: $100,000.00 - $200,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Professional development assistance
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial planner jobs in orange county ca

Certified Financial Planner

Entry-Level Financial Advisor

Financial Planner

Financial Planning Associate

Financial Advisor - Orange County

Entrepreneurial Financial Advisor

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

Financial Professional (Accelerated Path to Management Program)

Financial Advisor

Financial Advisor

Financial Services Professional

Certified Financial Planner (Tax Focused)

Private Equity Investment Sales Associate

Paraplanner / Associate Financial Advisor

Financial Advisor

Financial Advisor

CNO Financial Advisor - Hybrid Remote (CA)

Financial Professional

Business Development Professional

Financial Advisor

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