Planning Consultant- Seal Beach, CA FidelityPlanning Consultant- Seal Beach, CASeal Beach, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Associate Director of Academic Planning CSU CareersAssociate Director of Academic PlanningLong Beach, California$6,382–$7,627Institutional Performance Monitoring, Analysis & Strategic Reporting - Develop, implement, and provide continuous improvement of institutional performance monitoring systems, dashboards, and reporting tools that support academic planning, enrollment management, resource allocation, financial planning, and strategic initiatives. This position is a strategic and highly analytical higher education professional with experience leading complex, university-wide academic planning initiatives that support institutional priorities, enrollment management, resource allocation, and long-term strategic goals.
Senior Financial Planner (Newport, Beach CA) Mercer AdvisorsSenior Financial Planner (Newport, Beach CA)Newport Beach, California$89,250–$105,000 / yearToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Estate Planning Partner, UHNW (Orange County) Mercer AdvisorsEstate Planning Partner, UHNW (Orange County)Newport Beach, California$212,500–$250,000 / yearDesign and implement comprehensive estate plans incorporating advanced wealth transfer techniques, including irrevocable trusts (GRATs, IDGTs, ILITs, SLATs, CRTs, QPRTs), revocable trusts, wills, powers of attorney, healthcare directives, and funding-related documents. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Financial Planner--Irvine, California RK PartnersFinancial Planner--Irvine, CaliforniaIrvine, CAYou will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.
Senior Financial Consultant East West BankSenior Financial ConsultantPasadena, CaliforniaFull timeOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Updates job knowledge by tracking financial markets, general economic conditions, and new financial products, participating in educational opportunities, reading professional and technical publications, maintaining personal networks, participating in professional organizations.
NewSenior Financial Analyst (On-Site) Oakmont Senior LivingSenior Financial Analyst (On-Site)Irvine, CA$90,000–$120,000 / yearOakmont Management Group, based in Irvine, California, is a recognized leader in the senior living industry that manages a portfolio of communities under the Oakmont Senior Living and Ivy Living brands. Prepare insightful reports and presentations for senior management and capital partners, enabling data-driven strategy.
Financial Analyst, ADHC OC Sports & EntertainmentFinancial Analyst, ADHCAnaheim, CaliforniaThe starting pay for the successful candidate depends on various job-related factors, including but not limited to the candidate’s geographic location, job-related knowledge, skills, experience, education/training, internal value, peer equity, external market demands, and organizational considerations. This position will play a central role in executing the timely delivery and presentation of the annual operating plan, rolling forecasts, monthly reporting and variance analysis, and long-range strategic plan.
Financial Analyst, ADHC Anaheim Ducks Hockey ClubFinancial Analyst, ADHCAnaheim, California$90,000–$110,000 / yearThe starting pay for the successful candidate depends on various job-related factors, including but not limited to the candidate’s geographic location, job-related knowledge, skills, experience, education/training, internal value, peer equity, external market demands, and organizational considerations. This position will play a central role in executing the timely delivery and presentation of the annual operating plan, rolling forecasts, monthly reporting and variance analysis, and long-range strategic plan.
Vice President for Administration and Finance and Chief Financial Officer Job DetailsVice President for Administration and Finance and Chief Financial OfficerPomona, CaliforniaHuntley College of Agriculture , College of Business Administration , College of Education and Integrative Studies , College of Engineering , College of Environmental Design , Collins College of Hospitality Management , College of Letters, Arts, and Social Sciences , and College of Science ), the University Library , and the College of Professional and Global Education , that together offer 54 bachelor’s degrees, 37 master’s degrees, and a doctorate in education. In compliance with state and federal crime awareness and campus security legislation, including the Jeanne Clery Campus Safety Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), Cal Poly Pomona’s Annual Security Report and Annual Fire Safety Report are available for viewing at Cal Poly Pomona’s Annual Security Report and Cal Poly Pomona’s Annual Fire Safety Report .
Vice President for Administration and Finance and Chief Financial Officer CSU CareersVice President for Administration and Finance and Chief Financial OfficerPomona, CaliforniaHuntley College of Agriculture , College of Business Administration , College of Education and Integrative Studies , College of Engineering , College of Environmental Design , Collins College of Hospitality Management , College of Letters, Arts, and Social Sciences , and College of Science ), the University Library , and the College of Professional and Global Education , that together offer 54 bachelor’s degrees, 37 master’s degrees, and a doctorate in education. In compliance with state and federal crime awareness and campus security legislation, including the Jeanne Clery Campus Safety Act, California Education Code section 67380, and the Higher Education Opportunity Act (HEOA), Cal Poly Pomona’s Annual Security Report and Annual Fire Safety Report are available for viewing at Cal Poly Pomona’s Annual Security Report and Cal Poly Pomona’s Annual Fire Safety Report .
NewCommercial Business And Planning Associate Hyundai Capital AmericaCommercial Business And Planning AssociateIrvine, CAThis role partners with cross-functional teams to provide actionable insights, maintain critical business processes and systems, support operational improvements, and contribute to projects that enhance efficiency, compliance, and business growth. Intermediate Microsoft Excel and PowerPoint skills, including the ability to maintain spreadsheets, analyze data, update business models, prepare recurring reports, and develop presentation materials.
NewCommercial Business and Planning Associate Hyundai Capital AmericaCommercial Business and Planning AssociateIrvine, CaliforniaThis role partners with cross-functional teams to provide actionable insights, maintain critical business processes and systems, support operational improvements, and contribute to projects that enhance efficiency, compliance, and business growth. Intermediate Microsoft Excel and PowerPoint skills, including the ability to maintain spreadsheets, analyze data, update business models, prepare recurring reports, and develop presentation materials.
S&Op Planning Analyst ANDURIL INDUSTRIESS&Op Planning AnalystCosta Mesa, CA$112,000–$149,000 / yearTo ensure your safety and help you navigate your job search with confidence, please keep the following critical points in mind: No Financial Requests: Anduril will never solicit payment or demand personal financial details (such as banking information, credit card numbers, or social security numbers) at any stage of our hiring process. This third-party service provider provides risk-intelligence services that may include analysis of sanctions and watchlists, adverse media, public-record information, and other lawful open-source or commercial data sources.
Financial Advisor-Seattle, WA RK PartnersFinancial Advisor-Seattle, WAIrvine, CAFinancial Planning – Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management – Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.
Financial Analyst, ADHC Honda CenterFinancial Analyst, ADHCAnaheim, California$90,000–$110,000 / yearThe starting pay for the successful candidate depends on various job-related factors, including but not limited to the candidate’s geographic location, job-related knowledge, skills, experience, education/training, internal value, peer equity, external market demands, and organizational considerations. This position will play a central role in executing the timely delivery and presentation of the annual operating plan, rolling forecasts, monthly reporting and variance analysis, and long-range strategic plan.
NewFinancial Advisor SagientFinancial AdvisorIrvine, CA$100,000–$300,000 / yearAs a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team.
Retirement Plan Consultant II - Riverside County Corebridge Financial Inc.Retirement Plan Consultant II - Riverside CountyRiverside, CACandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
Financial Analyst, OCSE OC Sports & EntertainmentFinancial Analyst, OCSEAnaheim, CaliforniaThe starting pay for the successful candidate depends on various job-related factors, including but not limited to the candidate’s geographic location, job-related knowledge, skills, experience, education/training, internal value, peer equity, external market demands, and organizational considerations. Assist in storytelling by preparing presentations and dashboards in support of executive meetings, monthly and quarterly business reviews, and various strategic and analytics projects.
Junior Financial/Business Analyst SPJAJunior Financial/Business AnalystCorona, CA$25Functions of this Role : The major areas of responsibility include: Support corrective actions across strategy, finance and operations by analyzing variances, identifying trends and assessing internal and external factors. Education/Experience : Bachelor's degree required (Finance, Business, Analytics or a related field preferred) plus 1-2 years of finance/business analyst experience.