Top 81 Wealth management Jobs in Orange County Ca

Wealth Advisor - The Baldwin Group Financial Services
The Baldwin Group —Irvine, CA
- From $80,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Finance
Client Manager, Retirement Plans - The Baldwin Group Wealth Advisors
The Baldwin Group —Irvine, CA
- From $75,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Mid-level
Wealth Management Client Associate
Bank of America —Irvine, CA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Goldman Sachs —Newport Beach, CA
- Seasonal
- Office
- Internship
- Entry level
Asset & Wealth Management, Goldman Sachs Ayco, Analyst, Newport Beach, CA
Goldman Sachs —Newport Beach, CA
- $70,400 - $125,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Disability insurance
- Health insurance
Wealth Management Associate
Equitable Advisors —Irvine, CA
- $36,200 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
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
Fund Banking Analyst
Stifel —Irvine, CA
- $70,000 - $100,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Advanced Wealth Strategist - Wealth Management
EP Wealth Advisors, LLC —Irvine, CA
- $160,000 - $183,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Financial Advisor (Career Changers Encouraged to Apply)
Northwestern Mutual —Irvine, CA
- $65,000 - $105,000 a year
- Full-time
- Background check
- Sales
- Customer service
- Paid training
- Health insurance
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
Financial Advisor, Wealth Management
Credit Union of Southern California —Fullerton, CA
- $68,640 - $81,120 a year
- Weekends as needed
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
Model Risk Analyst
Sunflower Bank NA —Irvine, CA
- $85,000 - $95,000 a year
- Online Application
- Hybrid work
- Mid-level
- Office
- Finance
- Paid holidays
- Dental insurance
Quick Apply
Financial Advisor
Sagient —Irvine, CA
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Health insurance
Quick Apply
Asset & Wealth Management, Goldman Sachs Ayco, Financial Planner Training and Development, Associate, Newport Beach, CA
Goldman Sachs —Newport Beach, CA
- $75,000 - $160,000 a year
- Microsoft Excel
- Microsoft Outlook
- Research
- Disability insurance
- Health insurance
Portfolio Monitoring Analyst
U.S. Bank National Association —Irvine, CA
- $29.23 - $38.94 an hour
- Full-time
- Office
- Finance
- Analysis skills
- Paid holidays
- Disability insurance
Premier Relationship Manager
East West Bank —Irvine, CA
- $71,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Senior Associate - Wealth Planning Specialist
ASPIRIANT LLC —Irvine, CA
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Finance
- Health insurance
- 401(k) matching
Quick Apply
Private Banker
Sunflower Bank NA —Irvine, CA
- $132,500 - $205,000 a year
- Online Application
- Mid-level
- Office
- Finance
- Paid holidays
- Dental insurance
Quick Apply
Asset & Wealth Management Goldman Sachs Ayco, Portfolio Advisory Group, Associate, Newport Beach, CA
Goldman Sachs —Newport Beach, CA
- $75,000 - $160,000 a year
- Full-time
- 5 years
- Office
- Mentoring
- Disability insurance
- Health insurance

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wealth management jobs near orange county ca

Wealth Advisor - The Baldwin Group Financial Services

The Baldwin Group -
Irvine, CA

Apply Now

Job Details

Full-time
From $80,000 a year

Qualifications

Customer communication

Full Job Description

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes.

PRIMARY RESPONSIBILITIES:

Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation.

Assist in developing comprehensive financial plans focused on goals such as wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations.

Help with portfolio construction and monitoring, including gathering data, updating performance and allocation reports, and organizing recommendations aligned with client goals, risk profiles, and time horizons.

Participate in client meetings and review cycles, taking notes, preparing summaries, and ensuring timely completion of agreed-upon action items to reinforce trust and retention.

Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up.

Learn and effectively use Baldwin’s planning, CRM, and investment platforms to support client onboarding, account maintenance, reporting, and business development activities.

Coordinate with internal specialists across wealth, retirement, and insurance to help deliver integrated solutions that protect assets, optimize income, and support long-term financial outcomes for clients.

Maintain accurate and organized client files, meeting notes, and compliance documentation, following internal policies, regulatory requirements, and fiduciary standards.

Proactively build foundational knowledge of investments, capital markets, tax considerations, and planning strategies, staying current on changes that impact clients’ financial plans.

KNOWLEDGE, SKILLS & ABILITIES:

Proficient with MS Office – Word, Excel, PowerPoint, Outlook. Strong verbal and written communication skills with the ability to explain basic investment and financial planning concepts in clear, practical language.

Service-oriented mindset with an outgoing, professional demeanor and a strong drive for sales support, business development, and relationship management in a client-facing environment.

Foundational understanding of investment principles, asset allocation, risk/return tradeoffs, and personal financial planning concepts, with the desire to deepen expertise in advanced wealth strategies.

Strong attention to detail and organizational skills, with the ability to manage multiple tasks, meet deadlines, and maintain accurate records in a fast-paced environment.

Comfort working with data and reports (e.g., performance reports, statements, allocations) and translating information into clear summaries or talking points for advisors and clients.

Demonstrated initiative, curiosity, and willingness to learn from senior team members and accept coaching and feedback.

EDUCATION & EXPERIENCE:

Bachelor’s degree in Finance, Business, Economics, Accounting or a related field preferred.

1-2 years of experience in financial services, wealth management, banking, or a related client service role (internships, co-ops, or equivalent experience will be considered).

Series 65 or 66 and state Life & Health Insurance License may be required or obtained within 90 days.

Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.

OTHER:

Ability to work in a fast-paced environment, multi-task, and adapt to changing priorities.

Occasional travel may be required for client meetings and internal training or events.

IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Compensation starts at $80,000+ annually and is negotiable at time of hire.

#LI-KC1

#LI-Hybrid

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Apply Now

Refine Your Search

wealth management jobs in orange county ca

Wealth Advisor - The Baldwin Group Financial Services

Client Manager, Retirement Plans - The Baldwin Group Wealth Advisors

Wealth Management Client Associate

2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst

Asset & Wealth Management, Goldman Sachs Ayco, Analyst, Newport Beach, CA

Wealth Management Associate

Wealth Planner

Fund Banking Analyst

Advanced Wealth Strategist - Wealth Management

Financial Advisor (Career Changers Encouraged to Apply)

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Financial Advisor, Wealth Management

Model Risk Analyst

Financial Advisor

Asset & Wealth Management, Goldman Sachs Ayco, Financial Planner Training and Development, Associate, Newport Beach, CA

Portfolio Monitoring Analyst

Premier Relationship Manager

Senior Associate - Wealth Planning Specialist

Private Banker

Asset & Wealth Management Goldman Sachs Ayco, Portfolio Advisory Group, Associate, Newport Beach, CA

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