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Investment Consultant Jobs in Costa Mesa, California

5 jobs

Responsible for providing manager research and due diligence on the Pacific Select Fund ($43 billion) and Pacific Funds ($5 Billion) portfolios as well as providing support to other aspects of PLFA. Responsibilities include: Oversee and analyze existing PSF and PF Portfolios to ensure strategies are performing as expected, make recommendations to retain or terminate existing managers as warranted...
Job Title Investment Consultant Location(s) CA-Newport Beach Interest Category Investment Management Full Time / Part Time Full-time About Pacific Life WHERE YOUR POTENTIAL MEETS OUR PURPOSE: At Pacific Life, you are given the opportunities and challenges to embrace your potential and achieve your personal best, every day. What you find here is something special – it’s purposeful work done wi...
As a Financial Advisor, you will present our line of products and services to small business owners, working with them to analyze their needs and recommending the most appropriate solutions to help them to meet their goals. This will require that you establish and build a network of ongoing consultative business relationships, as well as internal relationships with our firm's support staff. Your ...
Seeking an Investment Advisor for an incredible opportunity. Role: Investment Advisors/Consultants effectively manage a client base, ensuring that all clients receive the proper attention and response. They work with clients using a consultative approach in order to learn client needs, goals, preferences and prior experiences. Investment Consultants strengthen the client relationship and expan...
Pacific Life Fund Advisors ('PLFA') serves as advisor to $50 billion of asset under management. The portfolio management team within PLFA provides asset allocation and investment management services. The Assistant Vice President of Investments will be responsible for leading the investment manager oversight function for the variable insurance and mutual fund manager platforms ($48 billion), suppor...