Senior Financial Planner — Align Wealth with What Matters
Beacon Pointe
A leading financial advisory firm in Newport Beach, CA, seeks a Senior Financial Planner to work with lead advisors on client financial plans. Responsibilities include utilizing eMoney for personalized planning, collaborating with clients to meet financial goals, and analyzing client portfolios. The ideal candidate has 3-5 years of experience in financial planning, communication skills, and a degree in Finance, Business, or Economics. This position offers growth opportunities for candidates willing to pursue CFP certification. #J-18808-Ljbffr Beacon Pointe
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner — Align Wealth with What Matters in Newport Beach, CA vacancy
- ...join Beacon Pointe Advisors as a Senior Financial Planner in our Newport Beach, CA office.... ...will be responsible for working with lead advisors to create and... ...enhancing our clients’ lives through alignment of their wealth and what matters. Responsibilities Using our...SeniorWork at office
- ...Think of us as financial partners, because... ...Together for better. What Makes Us Different... ...empower advisors with freedom, support,... ...the Role: A Senior Wealth Advisor is an experienced... ...a go-to subject matter expert for... ...certified financial planner, investment advisor...SeniorImmediate start
Columbia Banking System, Inc.
Irvine, CA1 day ago - Northern Trust Corp seeks a Senior Personal Banker to work on-site in Newport Beach, CA. You will service client accounts, process wires... ...accurate records to support relationship management and wealth services. The role requires 3-5 years of related experience, strong...SeniorWork at office
$64.17k - $102.81k
...leader in innovative wealth management, asset servicing... ...Since 1889, we have aligned our efforts with our three guiding... ...than 135 years of financial experience and over 2... ...business unit subject matter experts to explore potential... ...is encouraged, senior leaders are accessible...SeniorWork experience placementH1bWork at officeWorldwideMonday to FridayFlexible hoursNorthern Trust
Newport Beach, CA1 day ago$105.4k - $207.8k
...team works closely with clients at every... ...challenges, avoid financial pitfalls, and implement... ...you'll do As a Senior Consultant on the... ...implementation plans aligned to client... ...Learn more about what working at Deloitte... ...make an impact that matters for our people, clients...SeniorLocal areaVisa sponsorship$110.7k - $218.3k
...businesses grow. As a NetSuite Senior Consultant at Deloitte... ...solutions that align with their business goals... ...professionals across core financial accounting, procure-to... .... Learn more about what working at Deloitte... ...to make an impact that matters for our people, clients...SeniorLocal areaVisa sponsorship- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...and building long-term relationships with clients. The role partners closely with... ...individuals and families to develop personalized financial strategies and help clients make the...Senior
Beacon Pointe Advisors
Newport Beach, CA1 day ago - Integrity Wealth Management is seeking an experienced Financial Advisor to serve affluent clients with comprehensive financial planning and to grow an existing book of business. You will build trusted relationships based on transparency and long-term stewardship while...Senior
- Mercer Advisors seeks a Wealth Advisor to work in a client-focused, team-centered environment under Wealth Path leadership... ..., and SME guidance across investments, taxes, and financial planning. Strong collaboration with Managing Directors is essential. #J-18808-Ljbffr...Senior
$130k - $300k
...success. As a leading global financial services company at the... ...to collaborate with clients, driving transformative... ...finance, and this is what #LifeAtBNY is all about... ...the role of Director, Wealth Advisor to join our... ...family through moments that matter.BNY is an Equal...Temporary workWork experience placementLocal areaWorldwideFlexible hours- Mission Wealth Management Lp seeks an experienced Wealth Advisor to join its award-winning team in Newport Beach, CA. This full-time role focuses on managing relationships with high-net-worth clients and delivering holistic wealth planning solutions. You will work with...SeniorFull time
$130k
...Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor with a CFP or CFA... ...clients navigate their financial decisions. If you can articulate... ...putting in the hard work What You Bring as a Wealth... ...growth and long-term alignment with our team members....Full timeImmediate startMission Wealth
Newport Beach, CA4 days ago$128k - $252.5k
...team works closely with clients at every... ...challenges, avoid financial pitfalls, and implement... ...value. As a Senior Consultant in M&A... ...provides subject matter knowledge and expertise... ..., and systems alignment, financial consolidation... ...Learn more about what working at...SeniorLocal area$89.25k - $105k
...amplify and simplify their financial lives by integrating... ...clients we serve. With a flexible, national... ...plan. In the Senior Financial Planner I role, you will work... ...groups within Family Wealth Services and Investments... ...confidential with all matters Ability to travel...SeniorTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
Newport Beach, CA3 days ago- Mercer Advisors is seeking a Wealth Path Wealth Advisor to work in a client-focused, team... ...onboard new ones while collaborating with senior leaders on investments, tax, and estate... ...role requires travel up to 50% and strong financial planning expertise. #J-18808-Ljbffr Mercer...Senior
- ...in Irvine, CA is seeking a Private Banker to advise families on wealth building and management. You will leverage investments, credit,... ...customer footprint within the U.S. Private Bank. You will work with a local team, collaborate with specialists, and uphold risk and...SeniorLocal area
$250k
...manages a team of senior professionals.... ...subject matter expert that influences... ...contact with them/convert prospects... ...and sources of wealth generation.... ...have significant financial implications.... ...expectations regarding what can and cannot... ...goals. Align complementary experiences...Full timeCitigroup Inc.
Costa Mesa, CA2 days ago$116.2k - $229.1k
...LDTI. As an FP&A Senior Consultant focused... ...carriers strengthen financial planning,... ...decisions • Collaborating with actuarial, investments... ...• Supporting alignment between statutory... ...Learn more about what working at Deloitte... ...make an impact that matters for our people, clients...SeniorLocal areaVisa sponsorship- ...and works closely with the Director, School... ...responsible for supporting Financial Planning & Analysis... ...assess risks, and align resources with... ...serve as a subject matter expert for clinical... ...efficiencies. What It Takes to be Successful... ...below, we offer a wealth of benefits to make...SeniorWork at officeLocal area
University Of California Irvine
Irvine, CA3 days ago $235k - $300k
...to contested private wealth matters. Their practice covers... ...conservatorships, and financial elder abuse. They represent... ..., and families with significant assets and... ...Our client is seeking a Senior Attorney to lead complex... ...at the senior level. What You Will Lead You will...SeniorFull timeWork at officeLocal areaFlexible hours$85k - $150k
...amplify and simplify their financial lives by integrating... ...the clients we serve. With a flexible, national footprint... ...here.Job Summary:The Wealth Path Wealth Advisor... ...Directors as a subject matter expert (SME) in the... ...experienceCertifications:Certified Financial Planner (CFP) designation;...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- ...seeking qualified candidates to join Beacon Pointe as a Senior Financial Planner within the Financial Planning Department in our Newport Beach... ..., and document analysis. This individual will work with our Wealth Advisors and play an integral role in adding value for our...SeniorWork at office
Beacon Pointe Advisors
Newport Beach, CA1 day ago $105.4k - $207.8k
...team, you’ll collaborate with CFOs, finance leaders,... ...unlock new levels of financial and operational excellence... ...on 09/30/2026. As a Senior Consultant and ServiceNow... ...the ServiceNow subject matter expert for the Finance... ...ServiceNow Developer to align platform direction and...SeniorLocal areaVisa sponsorship- ...in Costa Mesa, California, seeks a Senior Attorney to lead complex private wealth disputes, mentor junior lawyers, and... ...County clients. You will work closely with the managing partners to drive strategy, client relationships, and matter leadership in a trusted, equity-...Senior
- ...InfraHire is hiring for Senior Wealth Advisor in Irvine, CA: - Close new prospect leads and help drive firm growth - Lead comprehensive financial planning, investment, and tax strategy discussions with clients - Analyze clients' financial circumstances and...Senior
Infrahire
Irvine, CA2 days ago - Wealth Operations Senior Manager BMO Financial Group Newport Beach, CA Provides support and service... ...ensuring adherence with financial and regulatory... ...guidelines. Fosters a culture aligned to BMO purpose, values... ...objectives. Acts as a subject matter expert on relevant...SeniorContract workPart timeLocal areaShift work
BMO Financial Group
Newport Beach, CA15 days ago $95k - $140k
Northern Trust Corp in Newport Beach is looking for an experienced Financial Advisor to deliver tailored financial services to clients. This... ...client service. Responsibilities include consulting with clients, monitoring market trends, and collaborating with the advisory...SeniorFull time- ...EP Wealth Advisors (EPWA) is a wealth management advisory firm with$49.1 billion as of June 30, 2026, , serving predominantly... ...professional careers. The Senior Financial Planner works closely with advisors to... ...designations orcertifications that align with your career goals and...SeniorTemporary workWork at officeLocal areaFlexible hours
EP Wealth Advisors
Irvine, CA4 days ago $24.5 - $26 per hour
Position Summary The Financial Aid Counselor is responsible... ...aid in accordance with institutional, state, and... ...addressing financial aid matters. The Financial Aid... ...Financial Aid Counselor or Senior Financial Aid Counselor... ...information systems. Alignment with the mission, principles...SeniorHourly payFull timeWork at office- ...enabling them to preserve their wealth for future generations, and... ...and brand presence. Partner with internal marketing, product, and... ...and client acquisition in financial services, private banking, or... ...and compliance standards What We Offer Competitive compensation...Permanent employmentTemporary workWork at officeFlexible hours
CI Financial Careers
Newport Beach, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planner — Align Wealth with What Matters. Be the first to apply!
Related searches
- financial advisor Newport Beach, CA
- financial associate Newport Beach, CA
- estate planning consultant Newport Beach, CA
- financial advisor associate Newport Beach, CA
- financial planning associate Newport Beach, CA
- financial planning assistant Newport Beach, CA
- finance associate Newport Beach, CA
- financial counselor Newport Beach, CA
- financial planning administrator Newport Beach, CA
- financial planner Newport Beach, CA