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Financial advisor Jobs in Huntington Beach, CA

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Financial advisor • huntington beach ca

Last updated: 2 days ago
  • Promoted
Sr. Financial Advisor

Sr. Financial Advisor

Capstone Partners Financial and Insurance ServicesNewport Beach, CA, United States
Full-time
Capstone Partners is looking for an experienced Independent Financial Advisor, who is comprehensive in nature (S7, SIE, L&H), to add to our growing firm. The ideal candidate will be entrepreneurial ...Show moreLast updated: 26 days ago
Financial Advisor

Financial Advisor

GoldBook FinancialCosta Mesa, CA, US
Full-time
And a business partner who gives you the freedom to have both.You've spent a good portion of your career building the practice you envisioned. And for whatever reason, you now see a need for change....Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

Advantex Professional ServicesSanta Ana, CA, US
Permanent
Financial Analyst – Direct Hire.We are currently seeking an experienced.This hybrid role requires a solid foundation in both. Prepare and post journal entries with a strong attention to detail.Lead ...Show moreLast updated: 8 days ago
  • Promoted
Financial Advisor

Financial Advisor

Eagle Strategies LLCNewport Beach, CA, United States
Full-time
PERMANENT RESIDENTS / US CITIZENS ONLY • • • •.Eagle Strategies LLC, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser based in Newport Beach, CA.We offer a...Show moreLast updated: 26 days ago
  • Promoted
FINANCIAL ADVISOR

FINANCIAL ADVISOR

First CommandGarden Grove, CA, United States
Full-time
Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Show moreLast updated: 12 days ago
Financial Advisor

Financial Advisor

First Command Financial Services, IncGarden Grove, California,US
Full-time
Advisors are veterans or military spouses.First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking l...Show moreLast updated: 30+ days ago
Financial Aid Advisor

Financial Aid Advisor

Concorde Career CollegesGarden Grove, CA, US
Full-time
As a Financial Aid Advisor at Concorde Career College, you will play a vital role in impacting the lives of our students by guiding them through the financial aid process.You'll help students acces...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

Precision Castparts Corp.Santa Ana, CA, US
Permanent
The Financial Analyst performs accounting and finance functions related to financial processes, reporting, analysis, costing and interpretation and provides input to management and guidance to othe...Show moreLast updated: 25 days ago
Financial Advisor - Gamma Eta (California State - Long Beach)

Financial Advisor - Gamma Eta (California State - Long Beach)

Gamma Phi BetaCalifornia
Full-time
Application Deadline : June 1, 2024.A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and as...Show moreLast updated: 30+ days ago
  • Promoted
FINANCIAL BOOKKEEPER

FINANCIAL BOOKKEEPER

Green Meadows Home Health Care IncSanta Ana, CA, United States
Full-time
Position Summary : The Financial Bookkeeper is responsible for maintaining accurate financial records and ensuring the integrity of financial data. This role involves managing day-to-day accounting f...Show moreLast updated: 2 days ago
  • Promoted
FINANCIAL ANALYST

FINANCIAL ANALYST

Kappaalphapsi1911Huntington Beach, CA, United States
Full-time
The Financial Analyst aids operations by analyzing Key Performance Indicators (KPIs) to uncover opportunities and supports the creation of annual finance plans, divisional budgets, and process impr...Show moreLast updated: 12 days ago
  • Promoted
Financial Advisor

Financial Advisor

ThriventOrange County, CA, United States
Full-time
Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...Show moreLast updated: 11 days ago
  • Promoted
FINANCIAL BOOKKEEPER

FINANCIAL BOOKKEEPER

GREEN MEADOWS HOME HEALTH CARE INCFountain Valley, CA, United States
Full-time
Be among the first 25 applicants.The Financial Bookkeeper is responsible for maintaining accurate financial records and ensuring the integrity of financial data. This role involves managing day-to-d...Show moreLast updated: 2 days ago
  • Promoted
Associate Financial Advisor

Associate Financial Advisor

Karam Wealth AdvisorsHuntington Beach, CA, United States
Full-time
Karam Wealth Advisors, an LPL Financial-affiliated firm, is seeking an Associate Advisor to join our Huntington Beach office. This salaried (+ bonus) position offers a unique opportunity for a motiv...Show moreLast updated: 23 days ago
  • Promoted
Financial Aid Advisor

Financial Aid Advisor

VirtualVocationsGarden Grove, California, United States
Full-time
A company is looking for a Financial Aid Advisor.Key Responsibilities Evaluate and award financial aid to students based on federal, state, and institutional guidelines Advise students and famil...Show moreLast updated: 3 days ago
  • Promoted
ASSOCIATE FINANCIAL ADVISOR

ASSOCIATE FINANCIAL ADVISOR

Edward JonesOrange, CA, United States
Full-time
This role offers a salary range of $75,400 to $89,600 per year, based on skills and experience.Your actual pay will be discussed with your recruiter. E Lincoln Avenue Ste 201, Orange, CA.This postin...Show moreLast updated: 12 days ago
Merrill Experienced Financial Advisor

Merrill Experienced Financial Advisor

Bank of AmericaNewport Beach
Full-time
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clien...Show moreLast updated: 30+ days ago
  • Promoted
Financial Advisor

Financial Advisor

First Command Financial Services, Inc.Garden Grove, CA, US
Full-time
Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Show moreLast updated: 24 days ago
Financial Advisor

Financial Advisor

RK PartnersNewport Beach, California, United States
Full-time
Financial Sales Advisor - .Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.Our customized approach i...Show moreLast updated: 25 days ago
  • Promoted
Financial Controller

Financial Controller

GHJHuntington Beach, CA, US
Permanent
GHJ Search and Staffing serves as the recruitment division of GHJ, a prominent national accounting and advisory firm.Our team provides qualified Accounting and Finance professionals on a temporary ...Show moreLast updated: 9 days ago
People also ask
Sr. Financial Advisor

Sr. Financial Advisor

Capstone Partners Financial and Insurance ServicesNewport Beach, CA, United States
26 days ago
Job type
  • Full-time
Job description

Capstone Partners is looking for an experienced Independent Financial Advisor, who is comprehensive in nature (S7, SIE, L&H), to add to our growing firm.

The ideal candidate will be entrepreneurial in spirit, team oriented, and self-disciplined in clientele acquisition. Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to help you build a successful financial practice by creating financial plans that are more strategic relationship centered vs product placement transaction.

Life is about connecting people to their purpose, reach out : Calendly.com / Rachyll OR [email protected]

Responsibilities

  • Provide financial planning to building a clientele of book of business.
  • Provide options in risk and investment portfolios to cultivate client relationships, long term.
  • Prepare and Present financial plans
  • Support and aid in collaboration and joint work with Sr. Advisors and New Advisors within the firm.

Qualifications

  • Bachelor's degree or higher
  • 5+ years of industry experience, sales - customer relations.
  • Strong understanding of the investment business with comprehensive planning
  • Excellent interpersonal skills
  • Entrepreneurial spirit with a drive for results - self accountability.