Current jobs related to Financial Advisor - Newport Beach - SteelPeak Wealth

  • Financial Advisor

    5 months ago

    Newport, United States First Command Financial Services, Inc Full time

    Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: 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 leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth....

  • Senior Financial Advisor

    4 weeks ago

    Daytona Beach, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our TeamYou've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you...

  • Senior Financial Advisor

    1 month ago

    daytona beach, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our TeamYou've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you...

  • Financial Advisor

    1 week ago

    palm beach gardens, United States Evershore Financial Group Full time

    ARE YOU…?…tired of working for “big box financial”?…working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?…confident in your background, experience, and acumen working with individuals and businesses to reach common goals?…exhausted by making money for a large corporation with no equity to...

  • Financial Advisor Serving Military Families

    1 day ago

    Newport, United States First Command Financial Services, Inc. Full time

    *4 out of 5 of our Advisors are veterans or military spouses*A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.*Who we are:*First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we...

  • Financial Solutions Advisor

    2 weeks ago

    Newport Beach, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorAt Bank of America, we are seeking a highly skilled Financial Solutions Advisor to join our team. As a Financial Solutions Advisor, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key Responsibilities:Triage client leads and make...

  • Financial Services Coordinator

    2 weeks ago

    Newport Beach, California, United States Tax & Financial Group Full time

    About the Role:We are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Tax & Financial Group. In this role, you will play a critical part in supporting our financial advisors and clients, ensuring seamless business processing and exceptional client service.As a Client Services Coordinator, you will be responsible...

  • Financial Services Coordinator

    4 weeks ago

    Newport Beach, California, United States Tax & Financial Group Full time

    About the Role:We are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Tax & Financial Group. As a key member of our support team, you will play a vital role in ensuring the smooth operation of our business processes and delivering exceptional client service.Responsibilities:Support financial advisors and their...

  • Financial Solutions Advisor

    2 weeks ago

    Newport Beach, United States Bank of America Full time

    Job Title: Financial Solutions AdvisorWe are seeking a highly skilled Financial Solutions Advisor to join our team at Bank of America. As a key member of our financial services team, you will be responsible for providing comprehensive financial advice and customized solutions to clients to help them achieve their financial goals.Key Responsibilities:Triage...

  • Financial Services Coordinator

    3 weeks ago

    Newport Beach, California, United States Tax & Financial Group Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Tax & Financial Group. As a key member of our support team, you will play a vital role in ensuring the smooth operation of our financial services.Key ResponsibilitiesProcess new business and secure forms, pull client reports and...

  • Financial Advisor

    3 weeks ago

    Virginia Beach, Virginia, United States Truist Financial Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at Truist Investment Services in Virginia Beach, VA. As a Financial Advisor, you will be responsible for providing personalized investment advice and solutions to clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDeliver customized...

  • Merrill Financial Solutions Advisor

    4 days ago

    Newport Beach, California, United States Bank of America Full time

    Job Description:Merrill Financial Solutions Advisors work with high-net-worth clients to identify their financial needs and develop personalized investment strategies. This role is responsible for building relationships, reviewing investment goals, and preparing recommendations that align with clients' objectives.Key Responsibilities:Leverage technology to...

  • Senior Financial Advisor

    7 days ago

    Newport Beach, California, United States Signature Estate & Investment Advisors, LLC Full time

    Job SummaryThis role is responsible for providing exceptional client service and support to clients of Signature Estate & Investment Advisors, LLC. The ideal candidate will have a strong understanding of financial planning and investment strategies, as well as excellent communication and interpersonal skills.Key ResponsibilitiesDevelop and implement...

  • Financial Advisor

    1 month ago

    newport beach, United States New York Life Full time

    Summary:Join a leading team at the top financial firm in the country. We are looking for a few new associates to join our team of Financial Advisors. Within 1 to 2 years, successful candidates can be promoted to Senior Wealth Management or a position in Executive Management.Training, Development and Licensing Support provided by the firm for the right...

  • Financial Advisor

    3 weeks ago

    Newport Beach, United States New York Life Full time

    Summary:Join a leading team at the top financial firm in the country. We are looking for a few new associates to join our team of Financial Advisors. Within 1 to 2 years, successful candidates can be promoted to Senior Wealth Management or a position in Executive Management.Training, Development and Licensing Support provided by the firm for the right...

  • Financial Advisor

    4 months ago

    Newport Beach, United States New York Life Full time

    Summary:Join a leading team at the top financial firm in the country. We are looking for a few new associates to join our team of Financial Advisors. Within 1 to 2 years, successful candidates can be promoted to Senior Wealth Management or a position in Executive Management.Training, Development and Licensing Support provided by the firm for the right...

  • Financial Advisor

    4 months ago

    Newport Beach, United States New York Life Full time

    Summary:Join a leading team at the top financial firm in the country. We are looking for a few new associates to join our team of Financial Advisors. Within 1 to 2 years, successful candidates can be promoted to Senior Wealth Management or a position in Executive Management.Training, Development and Licensing Support provided by the firm for the right...

  • Client Service Representative

    2 weeks ago

    Fort Walton Beach, United States Advisor Employee Services Full time

    Client Service Representative Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm in Fort Walton Beach, FL...

  • Senior Financial Advisor

    1 week ago

    Virginia Beach, Virginia, United States The Piedmont Group Full time

    Job OpportunityWe are seeking a licensed financial advisor to join our team at The Piedmont Group. As a local financial services firm, we offer a unique opportunity for a licensed financial advisor to work with a $28 million book of clients and gain mentorship from top advisors.This role has full benefits, including medical, dental, 401k, Profit sharing, and...

  • Financial Aid Advisor

    7 days ago

    Virginia Beach, Virginia, United States ECPI University Full time

    Financial Aid AdvisorECPI University is seeking a highly skilled Financial Aid Advisor to join our team. As a Financial Aid Advisor, you will play a critical role in helping students achieve their academic and career goals by providing guidance on financial aid eligibility, application procedures, and financial assistance programs.Responsibilities:Advise...

Financial Advisor

3 months ago

Newport Beach, United States SteelPeak Wealth Full time

At SteelPeak Wealth, we operate with a growth mindset. We are seeking advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what they do best – taking care of clients and growing assets.


Key Responsibilities:

  • Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance.
  • Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded.
  • Conduct regular reviews of clients' financial portfolios and provide recommendations for adjustments and improvements.
  • Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice.
  • Collaborate with other team members to deliver comprehensive financial planning services.
  • Assist clients with retirement planning, estate planning, tax strategies, and insurance needs.
  • Maintain accurate and detailed records of client interactions and financial plans.



Why Join SteelPeak?

  • You get to be part of a firm that values your growth and development
  • We're one of the nation’s fastest-growing RIAs (according to Forbes) with a 26% CAGR over the past 10 years
  • Competitive salary and bonuses
  • Unlimited PTO
  • Health, dental, and vision insurance
  • 401(k) matching program
  • Professional development opportunities