Top 61 Wealth management advisor Jobs in Orange County Ca

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
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 Consultants & Wealth Advisors (Training Provided)
Stewardandstone.com —Fullerton, CA
- $50,000 - $150,000 a year
- Part-time
- Hybrid work
- Sales
- No experience needed
- Business development
- Opportunities for advancement
- Flexible schedule
Quick Apply
Financial Advisor (Career Changers Encouraged to Apply)
Northwestern Mutual —Irvine, CA
- $87,000 - $128,000 a year
- Full-time
- Background check
- Bachelor of Science
- Mid-level
- Paid training
- Health insurance
Quick Apply
2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Goldman Sachs —Newport Beach, CA
- Seasonal
- Office
- Internship
- Entry level
Financial Planning Associate
Perigon Wealth Management —Irvine, CA
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
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
Financial Advisor
Northern Trust Corp. —Newport Beach, CA
- $110,000 - $185,000 a year
- Full-time
- 5 years
- Travel
- US work authorization
- Health insurance
- Dental insurance
U.S. Private Bank - AWM Program Analyst
JPMorganChase —Irvine, CA
- $100,000 - $110,000 a year
- Full-time
- Research
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
12d
Trust Officer
Fifth Third Bank —Costa Mesa, CA
- $96,500 - $207,500 a year
- Full-time
- 7 years
- Office
- Business development
Senior Associate - Wealth Management - EFO
ASPIRIANT LLC —Irvine, CA
- $92,000 - $125,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- CPA
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
Sr Relationship Manager, Advisory
Northern Trust Corp. —Newport Beach, CA
- $189,290 - $331,200 a year
- Full-time
- 11+ years
- Business development
- Analysis skills
- Health insurance
- Dental insurance
Financial Advisor
First Command Financial Services, Inc. —Garden Grove, CA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Adviser/Wealth Manager
Benefit Financial Services Group(BFSG) —Irvine, CA
- Email
- 5 years
- Research
- Presentation skills
- Health insurance
- Paid time off
Associate Financial Advisor
Edward Jones —Newport Beach, CA
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
Financial Planner
Beacon Pointe Advisors LLC —Newport Beach, CA
- $115,000 - $120,000 a year
- Mid-level
- Office
- 3 years
Private Client Advisor II
Bank of America —Newport Beach, CA
- $100,000 - $275,000 a year
- Full-time
- Background check
- CPA
- Mid-level
Financial Representative
Northwestern Mutual —Irvine, CA
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Pure Financial Advisors, Inc. —Irvine, CA
- From $125,000 a year
- Email
- CPA
- 5 years
- Presentation skills
- Health savings account
- AD&D insurance
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

I want to receive the latest job alert for wealth management advisor in orange county 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

wealth management advisor jobs near orange county ca

Private Equity Investment Sales Associate

Paulson Investment Company, LLC
Newport Beach, CA

Quick Apply

Job Details

Full-time
$50,000 - $200,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance

Qualifications

Sales
Series 66
Series 7
FINRA License
Experience practicing in the securities industry
Marketing
Series 63

Full Job Description

Must be Fully licensed: FINRA Series 7/63 & 65 or 66

Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of investment banking services, fee-based investment advisory services, trading, marketing making, and financial products to our clients.

Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members.

The firm's emphasis includes products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and initial public offerings (IPOs) with an emphasis on emerging companies in the biotechnology and technology industries.

This is a commission-based position, though draw packages are available for those with existing books of business and other qualifying candidates.

About You

· Two or more years of client-facing experience

· FINRA Series 7/63 and 65 or 66

· Experience in Center of Influence marketing

· Excellent communications and persuasion skills

· Self-motivated, high energy

· Transferable book of business highly desired

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. PIC is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Job Type: Full-time

Pay: $50,000.00 - $200,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Paid time off
Vision insurance

Experience:

Sales: 1 year (Preferred)

License/Certification:

FINRA Series 7/63 & 65 or 66 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

wealth management advisor jobs in orange county ca

Private Equity Investment Sales Associate

Financial Advisor

Financial Consultants & Wealth Advisors (Training Provided)

Financial Advisor (Career Changers Encouraged to Apply)

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

Financial Planning Associate

Private Banker

Financial Advisor

U.S. Private Bank - AWM Program Analyst

Trust Officer

Senior Associate - Wealth Management - EFO

Sr Relationship Manager, Advisory

Financial Advisor

Financial Adviser/Wealth Manager

Associate Financial Advisor

Financial Planner

Private Client Advisor II

Financial Representative

Financial Advisor

Certified Financial Planner (Tax Focused)

I want to receive the latest job alert for wealth management advisor in orange county ca

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected