CFP Licensed Wealth AdvisorVirtualVocations • Corona, California, United States
CFP Licensed Wealth Advisor
VirtualVocations • Corona, California, United States
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Senior Advisor, Wealth Management Service.
Key Responsibilities
Provide exceptional onboarding experiences for new clients
Develop comprehensive financial plans tailored to clients' unique situations and goals
Create custom investment proposals that align with clients' financial objectives and risk tolerance
Required Qualifications
CFP or IQFP designation required (CPA is a valuable asset)
CIM or CFA designation required
5+ years of experience in wealth management or financial advisory roles
Proven track record of delivering exceptional client service
Strong financial planning and investment management knowledge
serp_jobs.job_alerts.create_a_job
Wealth Advisor • Corona, California, United States
Job_description.internal_linking.related_jobs
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
We are dedicated to supporting our customers and comm...serp_jobs.internal_linking.show_more
serp_jobs.internal_linking.show_more
LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs.
This exciting opportunity at Arrowhead Credit Union invites you...serp_jobs.internal_linking.show_more
Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_more Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_more 
Senior Wealth Advisor - Downey, CA.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll have...serp_jobs.internal_linking.show_more
Bank Of America Client Service Support.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
We do this by driving Responsi...serp_jobs.internal_linking.show_more
serp_jobs.internal_linking.show_more
The Financial Aid Advisor is responsible for providing guidance and assistance to students and families in navigating the financial aid process.
This role involves evaluating student eligibility for...serp_jobs.internal_linking.show_more Bank Of America Financial Advisor.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe Act; Loan Ori...serp_jobs.internal_linking.show_more 
Platt College Los Angeles consists of four Southern California campuses located in Alhambra, Ontario, Riverside, and Anaheim.
Platt offers certificate and degree programs in several subject areas in...serp_jobs.internal_linking.show_more
Job Opportunity In Wealth Sales & Service.Application Deadline : June 26, 2025.Job Family Group : Wealth Sales & Service.
Provides financial and investment planning and advice in collaboration with ot...serp_jobs.internal_linking.show_more LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs.
This exciting opportunity at Mechanics Bank invites you to join our emp...serp_jobs.internal_linking.show_more What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidenc...serp_jobs.internal_linking.show_more Wealth Advisor Opportunity At California Bank & Trust.LPL Financial partners with banks to offer a complete menu of financial services to bank clients.
This employment opportunity at California Bank...serp_jobs.internal_linking.show_more 
Our Summer Associate Program is a nine to ten week summer internship for students pursuing an advanced degree such as MBA, PhD, JD, MD or LLM.
You will be fully immersed in our day-to-day activities...serp_jobs.internal_linking.show_more
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...serp_jobs.internal_linking.show_more Financial Solutions Advisor Stage I.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe Act; Loan O...serp_jobs.internal_linking.show_more 
Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business.Consults and coordinate...serp_jobs.internal_linking.show_more
Position Type : Regular Your opportunity At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” a...serp_jobs.internal_linking.show_more
Senior Wealth Advisor
Umpqua Bank • Irvine, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
Edward Jones • Covina, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor - Arrowhead Credit Union
LPL Financial • Riverside, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - Lakewood, CA
JPMorgan Chase • Lakewood, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - Irvine and Mission Viejo, CA
JPMorgan Chase • Irvine, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Wealth Advisor - Downey, CA
Citigroup • Downey, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Management Client Associate (FP)
Bank of America • Pasadena, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - Rancho Cucamonga, CA (area)
Chase • Rancho Cucamonga, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Aid Advisor - CCC
Concorde Career Colleges • San Bernardino, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor - Consumer Investments- South OC
Bank of America • Mission Viejo, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Aid Advisor
Platt College Los Angeles • Alhambra, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Financial Advisor
Bmo • Covina, CA, US
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor - Mechanics Bank
LPL Financial • Riverside, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Associate
LPL Financial • Newport Coast, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Wealth Advisor - California Bank & Trust
LPL Financial • Laguna Hills, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
2026 | Americas | Newport Beach | Wealth Management, Financial Planning |Summer Associate
Goldman Sachs • Newport Coast, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Finacial Advisor
TradeJobsWorkForce • 92521 Riverside, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Solutions Advisor Registration Candidate- Consumer Investments- Gateway Cities Market
Bank of America • Cerritos, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Wealth Advisor
M&T Bank • Costa Mesa, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory - Century City
Charles Schwab • Pasadena, CA, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted