Top 80 Financial advisor Jobs in Valencia Ca

Advanced Wealth Strategist - Wealth Management
EP Wealth Advisors, LLC —Valencia, CA
- $160,000 - $183,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Financial Solutions Advisor - Tri Valley
Bank of America —Canyon Country, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Advisor
Beer Financial Group —Woodland Hills, CA
- $70,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- Military
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
New York Life Insurance Company —Westlake Village, CA
- $85,000 - $250,000 a year
- Full-time
- Background check
- US work authorization
- In-person
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
New York Life Insurance Company —Woodland Hills, CA
- $75,000 - $85,000 a year
- Full-time
- US work authorization
- In-person
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
1d
Financial Advisor / Sales Opportunity
Northwestern Mutual —Calabasas, CA
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Military
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
New York Life —Valencia, CA
- $65,358 - $150,685 a year
- Full-time
- Basic math
- Business development
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Westlake Village, CA
- $65,000 - $150,000 a year
- Full-time
- Hybrid work
- Business development
- Banking
- Marketing
- Health savings account
- Disability insurance
Quick Apply
Financial Advisor
New York Life Insurance - Southern California —Santa Clarita, CA
- $120,555.40 a year
- Full-time
- Bachelor's degree
- US work authorization
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Wealth Advisor (Westlake Village)
EP Wealth Advisors, LLC —Westlake Village, CA
- $60,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Wealth Management Advisor - Sherman Oaks, CA
TIAA —Sherman Oaks, CA
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Office
- Business development
9d
Financial Solutions Advisor Registration Candidate- Centre Pointe Financial Center
Bank of America —Santa Clarita, CA
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Mid-level
- Office
- Opportunities for advancement
Wealth Advisor
Mariner Wealth Advisors —Woodland Hills, CA
- $97,000 - $145,000 a year
- Full-time
- Hybrid work
- 5 years
- Research
- Office
Financial Consultant Partner - Thousand Oaks, CA
Charles Schwab —Thousand Oaks, CA
- $30.10 - $49.71 an hour
- Mid-level
- Office
- Communication skills
- Paid parental leave
- Employee stock purchase plan
Financial Solutions Advisor- Valley Crest Market
Bank of America —Sherman Oaks, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area)
JPMorganChase —Northridge, CA
- $70,320 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Financial Advisor Trainee (Westlake Village, CA)
Raymond James Financial, Inc. —Westlake Village, CA
- $70,304 - $75,000 a year
- Full-time
- Mid-level
- Office
- Travel
- Paid holidays
- Health insurance
Financial Solutions Advisor - East San Gabriel Valley Region
Bank of America —Agoura, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Consulting Group Analyst
Morgan Stanley —Westlake Village, CA
- $68,000 - $120,000 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
Financial Advisor - Redding, CA
Corebridge —Woodland Hills, CA
- Choose your own hours
- Mid-level
- High school diploma or GED
- Fair chance
- Wellness program
- Health insurance

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financial advisor jobs near valencia ca

Advanced Wealth Strategist - Wealth Management

EP Wealth Advisors, LLC
Valencia, CA

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Job Details

Full-time
$160,000 - $183,000 a year

Benefits

Paid parental leave
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Referral program

Qualifications

CFP
Bachelor's degree
Financial services

Full Job Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

The Advanced Wealth Strategist is responsible for analyzing client asset portfolios, tax circumstances, and for developing and delivering practical, executable estate, income, gift, and charitable planning strategies through client-ready deliverables and meetings. The role includes significant client and prospect-facing responsibilities, partnering closely with Family Office Services, Advisors, and Wealth Management Services teams to support wealth transfer strategies for ultra high-net-worth clients, typically with at least $25 million in Assets Under Management (AUM), and with complexity across advanced estate planning, tax, business, real estate, and family governance matters.

This role is designated as a remote position within the Southwest division (Southern California) and requires the ability to attend onsite client engagements and in‑office meetings in Torrance, California.

Responsibilities:

Work closely with Advisors nationwide to build and deepen relationships with ultra high-net-worth clients and prospects by providing guidance on wealth transfer strategies.
Communicate advanced estate strategies, structures, and analyses in clear, client-friendly language for clients, typically with at least $25 million in AUM, and present recommendations, illustrations, and deliverables in client and prospect meetings alongside Advisors, Family Office Services (FOS), and Wealth Management Services (WMS) teams.
Design, evaluate, and implement multi-year wealth transfer strategies tailored to client objectives, clearly comparing alternative advanced planning options and communicating associated tradeoffs to support informed client decision-making.
Participate in Family Office Services strategy discussions and internal client planning meetings.
Lead and support strategy recommendations requiring coordination across internal teams and external professionals, including CPAs and attorneys, and facilitate implementation through completion.
Collaborate cross-functionally with Advisors, investment teams, WMS, and other EP Wealth departments to deliver integrated, holistic wealth strategies.
Serve as a Service Offering Team Lead and/or firm subject matter expert, contributing to the development and execution of multiple service offerings and understanding cross-service integration.
Be available for in-person client, prospect, and firm initiatives as needed.
Build and maintain strong relationships with external professionals, including attorneys and tax advisors, to support effective execution of client strategies.
Perform additional related duties as needed to support business development, client retention, and firm growth objectives.
Adhere to all company policies and procedures, maintaining a consistent focus on quality, professionalism, and compliance.

CFP Designation and at least one additional designation/area of specialty are required
Minimum 10 years client-facing experience in financial services or related field
Bachelor’s degree required from an accredited university
Advanced Degree or licensing is a plus
Proficient knowledge in real estate, business, and estate planning documents
Demonstrated knowledge of eMoney, Microsoft Office, Monday.com, and Salesforce CRM software
Familiarity with Vanilla, Wealth.com, or other AI-enabled planning technologies is a plus
Must have strong organizational and administrative skills
Ability to maintain confidentiality of highly sensitive information
Efficient and effective written and oral communication skills
Detail-oriented, ethical, deadline-driven, and adept at multitasking and problem solving
Reliable, client-focused, and known for exceptional follow-through
Positive, self-motivated, and guided by sound ethical judgment
Excellent interpersonal skills, including flexibility, tact, and diplomacy
Ability to work independently and also cohesively as part of a team

Compensation: Our base pay $160,000.00 - $183,000.00 (per year)

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
Paid Parental Leave
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program

#LI-JJ1

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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Refine Your Search

financial advisor jobs in valencia ca

Advanced Wealth Strategist - Wealth Management

Financial Solutions Advisor - Tri Valley

Financial Advisor

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Financial Advisor

Wealth Advisor (Westlake Village)

Wealth Management Advisor - Sherman Oaks, CA

Financial Solutions Advisor Registration Candidate- Centre Pointe Financial Center

Wealth Advisor

Financial Consultant Partner - Thousand Oaks, CA

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J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area)

Financial Advisor Trainee (Westlake Village, CA)

Financial Solutions Advisor - East San Gabriel Valley Region

Consulting Group Analyst

Financial Advisor - Redding, CA

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