384 Results for

Financial Services Jobs in Costa Mesa, CA

Jobs

New!

Hawthorne, CA6 days ago

$130,000–$160,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. ???????Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

New!

Newport Beach, CAToday

Review and monitoremployee personal brokerage/investment activityto ensure alignment with internal ethics and personal trading policies (including pre-approval workflows and conflict checks). Youll sit at the center of a firms ethics and employee trading controls at a reputable firm whilehelping protect the organization, its employees, and its clients.

Laguna Hills, CA13 days ago

$60,000–$75,000

Please 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.

New!

Irvine, CA3 days ago

Remote

$180,000–$300,000 Per Year

Our practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Monterey Park, CA6 days ago

$130,000–$135,000 Per Year

A successful candidate for this position will be assigned to the DACM contract with the Los Angeles Community College (LACCD) Build LACCD Facilities Construction Program. DACM Project Management, Inc. is a full service program, project, and construction management firm established in 1987.

New!

Ontario, CA3 days ago

$60,000–$80,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. They have a state-of-the-art office with the newest technology available where everyone works together to achieve our common goal: to provide the best in tax, accounting, and consulting services.

El Segundo, CA16 days ago

$110,000–$140,000 Per Year

This position is based in El Segundo, CA, and involves close collaboration with the Space Systems Command’s (SSC) Space Sensing senior leadership, HQ USSF, Combat Forces Command (CFC), and representatives from other Services, Combatant Commands, and other government agencies. When determining an applicant’s compensation, various factors are taken into consideration including, but not limited to: geographic location, relevant prior work experience, relevant training, special skills/competencies, education, clearance, licenses/certifications, labor categories/contract rates and other business needs.

El Segundo, CA16 days ago

$70,000–$115,000 Per Year

IDS is currently searching for a Business Analyst with experience in Department of Defense (DoD) financial management processes, government financial and accounting systems, acquisition and budgeting processes, and relational databases to provide support and training on-site to a government customer. When determining an applicant’s compensation, various factors are taken into consideration including, but not limited to: geographic location, relevant prior work experience, relevant training, special skills/competencies, education, clearance, licenses/certifications, labor categories/contract rates and other business needs.

New!

Newport Beach, CA2 days ago

The candidate must possess at least 10 years’ experience in trust and estate planning or administration and in-depth technical expertise in multiple areas, including, but not limited to, estate planning, tax optimization, philanthropy, multigenerational wealth transfer, retirement planning, business succession, and insurance planning. Minimum of 10+ years of experience in tax, estate, and wealth planning with UHNW clients working in estate planning or trust and estate administration with significant exposure to UHNW clients ($ 30 M+ net worth) required.

Orange, CA7 days ago

$40,000–$48,000 Per Year

Coordinates all registration functions necessary to ensure the processing of a clean claim including but not limited to obtaining and processing patient demographics, visit and financial information in a manner that facilitate maximum financial reimbursement and promotes premier customer service. See Sharp HealthCare Terms & Conditions at https://www.sharp.com/patient-rights-privacy/terms-of-use.cfm and Privacy Policy at https://www.sharp.com/patient-rights-privacy/privacy-practices.cfm and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.

New!

Manhattan Beach, CAToday

$41,714–$50,500 Per Year

Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.

Irvine, CA7 days ago

$106–$106 Per Hour
Temporary
Contractor
Full-time

You will proactively analyze a wide range of business problems and financial trends to guide strategic business decisions and act as a key finance partner for ongoing financial management across the client. After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.

New!

Brea, CAToday

$45,900–$75,900 Per Year

Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.

Costa Mesa, CA13 days ago

$75,000–$200,000 Per Year

This role’s focus and priority is to ensure sales growth by recruiting, developing, and leading a team of financial advisors to meet annual production targets from the sale of protection and investment products, financial planning and wealth management services. Locally, we are an award-winning firm comprised of industry-leading financial service professionals who excel at building long-lasting relationships with clients and serve as an advocate for their financial well-being.

Anaheim, California7 days ago

Listed among America’s Best Hospitals by U.S. News & World Report for 23 consecutive years, UCI Medical Center provides tertiary and quaternary care and is home to Orange County’s only National Cancer Institute-designated comprehensive cancer center, high-risk perinatal/neonatal program and American College of Surgeons-verified Level I adult and Level II pediatric trauma center, gold level 1 geriatric emergency department and regional burn center. *Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

Newport Beach, CA23 days ago

The Bahnsen Group has offices in twelve locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; Silicon Valley, CA; and Pittsburgh, PA) and 95 employees. Since that inception, the company has grown at over +29% per year for nine years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.

Laguna Woods, California30+ days ago

$23.11–$35 Per Hour

Qualifications: Bachelor's Degree and 1 years of experience in Sales, customer service, and lending or financial services sales OR High School Diploma or GED and 5 years of experience in Sales, customer service, and lending or financial services sales. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

Inglewood, CA16 days ago

You’ll receive training, mentorship, and support to earn the licenses required to work with clients in areas such as life insurance, retirement planning, and basic investment strategies. This role is ideal for people who want to build a career helping families improve their financial futures, even if they’re starting with no prior industry experience.

Anaheim, California27 days ago

Manhattan Beach,, CA30+ days ago

In addition to traditional assurance and tax services, They also provide numerous advisory services, including risk advisory; transaction advisory; IT advisory; forensic accounting; litigation support; international; property tax; state and local tax; and wealth management services. Our client serves a broad range of clients including large national and international companies, public and privately-held businesses, nonprofit organizations and governmental entities.

Anaheim, California7 days ago

Wilmington, CA30+ days ago

Polished communication style; can articulate credibly, with confidence and influence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies.

Anaheim, California7 days ago

Anaheim, California10 days ago

Huntington beach, CA30+ days ago

Remote

Full-time

American Income Life has served working class families since 1951 with life, accident, and supplemental health products to help protect members of labor unions, credit unions, associations, and their families. At American Income Life, we are searching for ambitious individuals who are ready to build a successful career while also having a positive impact on the communities around them.

Los Angeles, CA29 days ago

The Financial Analyst - Pricing and Profitability is an integral part of the firm’s Finance & Accounting team and will be responsible for providing financial and analytical support to attorneys for pricing and scoping engagements, while modelling matter profitability and providing scenario analysis to support pricing decisions for firm management. A global law firm consistently ranked among the top firms in the world, is seeking a Financial Analyst—Pricing and Profitability to join our dynamic team in our Global Services Office, located in downtown Los Angeles.

Anaheim, California30+ days ago

Listed among America’s Best Hospitals by U.S. News & World Report for 23 consecutive years, UCI Medical Center provides tertiary and quaternary care and is home to Orange County’s only National Cancer Institute-designated comprehensive cancer center, high-risk perinatal/neonatal program and American College of Surgeons-verified Level I adult and Level II pediatric trauma center, gold level 1 geriatric emergency department and regional burn center. Depending on the unit the Collections Representative is assigned to, the incumbent may be required to perform any or all of the following duties: work billing editing error report(s) prior to the submittal of claims to ensure that claims are billed cleanly and free of errors, leading to prompt and maximum pro-fee reimbursement; collecting on insurance invoices/accounts with balances as generated and outlined on assigned account receivable worklists, aging reports, system target files and correspondence received and assigned.

Anaheim, California16 days ago

Anaheim, California7 days ago

Anaheim, California30+ days ago

Irvine, CA30+ days ago

This individual will be responsible for working alongside the Director of CFO Services to ensure the delivery of high-quality work product and the management of client relationships. Ability to prioritize and manage client engagements through the entire life-cycle: planning, executing, directing, managing the budget and communicating with the manager and partner group.

Anaheim, California7 days ago

Upland, CA30+ days ago

$76.91–$115.37 Per Hour

Responsible for developing and maintaining systems which support efficient, accurate, innovative and compliant revenue cycle processes used to collect appropriate and sustainable revenues from patients and third parties. Directs the work of the PFS management team to ensure the department meets or exceeds departmental goals, and supports overall hospital goals.

Long Beach, CA30+ days ago

Remote

If you’re passionate about making a difference, enjoy working with people, and want to be part of a dynamic team, we invite you to join us as a Licensed Representative. Sales Skills: Utilize your sales acumen to connect with clients, understand their unique needs, and recommend insurance plans that align with their family’s requirements.

Santa Ana, CA30+ days ago

$94,700–$155,000 Per Year

This role will consult directly with CFOs and CIOs at some of the largest companies in North America and is responsible for managing expense reduction projects from the initial assessment of our client's existing product usage, pricing, vendor contracts, and agreements all the way through expense reduction strategy development and vendor negotiations. Profit Recovery Partners is a professional services firm that develops, implements and manages cost-reduction solutions for FORTUNE 1000 companies, law firms, private equity firms and private companies throughout North America.

Irvine, CA30+ days ago

Full-time

We’re also looking for attorneys with experience in structuring discovery plans, taking and defending depositions, managing document-intensive cases, drafting dispositive motions, and preparing for trial. Klinedinst is seeking an attorney with at least one year of experience in general litigation (GL), business litigation, and/or financial services to join our expanding team in Irvine, with the opportunity to handle matters throughout the state.

Anaheim, California30+ days ago

Costa Mesa, CA12 days ago

$50,000–$150,000 Per Year

Total Compensation: First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.

El Segundo, CA9 days ago

$100,000–$300,000 Per Year

As 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.

Newport Beach, CA30+ days ago

Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Garden Grove, CA30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Diamond Bar, California21 days ago

The client is looking to add a Financial Advisor member to their team who can deliver thoughtful, intelligent, and insightful investment guidance through goal based planning. In this role, you will have the incredible opportunity to assist clients in making sound investment decisions with respect to their unique goals as your primary focus.

Irvine, CA7 days ago

Financial 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.

New!

Newport Beach, CA1 day ago

$50,000–$70,000 Per Year

If you have proven experience selling in another industry, plus great customer service skills, and are ready to learn and grow, we can teach you everything you need to know about the industry. Joseph McCain Farmers Insurance in Newport Beach, California, is looking for a dedicated, driven individual to join our growing team as a Full-Time Financial Services Agent.

Irvine, California7 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Corona, California7 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Costa Mesa, California30+ days ago

$115,000–$145,000 Per Year

The Requirements: Knowledge and Skill Requirement: Bachelor’s degree required; Accounting, Finance, Economics or related degree preferred; Certified Public Accountant credential or in process of obtaining; At least 4 years relevant work experience with at least two years of assurance experience and one year of financial due diligence experience, preferably with a Big Four accounting firm; Excellent analytical and problem-solving skills, with the ability to interpret financial data and draw meaningful insights; Strong leadership, multitasking and organizational skills; Excellent communication skills, both written and verbal; Ability to work collaboratively in a team environment, fostering positive working relationships and contributing to team objectives; and. The Role: Senior Associates can expect to: Assist in the execution of financial due diligence engagements by analyzing detailed financial statement information and preparing detailed schedules and supporting analysis; Assist in preparing reports and related analysis for clients; Ensure the accuracy and integrity of financial data used in due diligence processes, verifying the completeness of information; Participate in meetings and calls with target company management and clients; Assist in building and maintaining client relationships; and.

Downey, CA9 days ago

$21–$33.78

The fully integrated network is comprised of PIH Health Downey Hospital, PIH Health Good Samaritan Hospital, PIH Health Whittier Hospital, 37 outpatient medical office buildings, a multispecialty medical (physician) group, home healthcare services and hospice care, as well as heart, cancer, digestive health, orthopedics, women’s health, urgent care and emergency services. The organization is nationally recognized for excellence in patient care and patient experience, and the College of Healthcare Information Management Executives (CHIME) has identified PIH Health as one of the nation’s top hospital systems for best practices, cutting-edge advancements, quality of care and healthcare technology.

New!

Irvine, California5 days ago

$33–$36 Per Hour

This role contributes to the development, maintenance, and execution of financial processes that support Employee Benefits Public Entity insurance purchasing and risk pools governed by Joint Power Authorities (JPA). Support the annual renewal process by drafting, configuring, and testing client letter templates, ensuring accuracy of financial data and timely distribution.

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Financial Services Jobs in Costa Mesa, CA

Jobs

Financial Reporting Manager x 130K - 155K + bonus x South BayVaco LLC

Financial Compliance Associate ($25/hr)ProPivotal

Financial Consultant - Brea, CAFidelity Investments

PartnerJobot

Business Analyst (Business and Financial Operations)DACM Project Management, Inc

Audit AssociateJobot

SSC SN - Senior Acquisition Business Analyst (Los Angeles Air Force Base, CA)Integrated Data Services

SSC - Business Analyst (Los Angeles Air Force Base, CA)Integrated Data Services

Senior Family Wealth StrategistBeacon Pointe Advisors LLC

Access Service Representative - SRN Float Pool - Sharp HealthCare - Variable Shift - Per DiemSHARP HEALTHCARE

Associate BankerBMO Financial

Finance LeadSolugenix Corp

Retail Relationship BankerBMO Financial

Sales Manager - Financial ServicesGoldBook Financial

Director, Patient Financial Services - HB Patient Financial Services - FT DaysUniversity of California, Irvine

Operations Associate (Financial Services)The Bahnsen Group LLC

Bank Financial Services Representative (Personal Banker)First Citizens Bank

Work From Home - Entry-Level Financial Services Consultant IIVirgo & Aries LLC

Biller IV - HB Patient Financial Services - FT DaysUniversity of California, Irvine

Tax Senior - Financial ServicesRegal Executive Search

Patient Billing & Collection Manager - PB Financial Services - FT DaysUniversity of California, Irvine

Financial Services Officer - WilmingtonBanc of California

Biller I - HB Patient Financial Services - FT DaysUniversity of California, Irvine

Biller III - HB Patient Financial Services - FT-DaysUniversity of California, Irvine

Financial Services / Remote WorkAmerican Income Life Insurance Company

Financial/Pricing Analyst for a Global Professional Services FirmVertical Careers, Inc.

Medical Collector - PB Financial Services - FT DaysUniversity of California, Irvine

Denial Management Supervisor - HB Patient Financial Services - FT DaysUniversity of California, Irvine

Administrative Assistant II - PB Financial Services - FT Days (piggyback 122788)University of California, Irvine

Medicare Collections/Billing Supervisor - HB Patient Financial Services - FT DaysUniversity of California, Irvine

CFO Services SupervisorRegal Executive Search

Biller III - HB Patient Financial Services - FT DaysUniversity of California, Irvine

Biller II, Commercial Collections - HB Patient Financial Services - FT DaysUniversity of California, Irvine

Director, Patient Financial ServicesSan Antonio Regional Hospital

Entry Level Remote Financial Services RepPrimerica - Karina Mendoza

Senior Manager, Business Optimization (Financial Services)Profit Recovery Partners

Business Litigation/Financial Services/General Liability Attorney - IrvineKlinedinst PC

Biller III-HB Patient Financial Services-FT-DayUniversity of California, Irvine

Financial AdvisorGoldBook Financial

Financial AdvisorSagient

Financial Advisor - LicensedRK Partners

Financial AdvisorFirst Command Financial Services, Inc.

Financial Advisor (Sacramento CA)Pathways

Financial Advisor-SeattleRK Partners

Farmers Financial Sales RepJoseph McCain Farmers Insurance

Managing Director - CFO Accounting AdvisoryBaker Tilly Advisory Group, LP

Financial AdvisorNorthwestern Mutual

Senior Associate - Transaction Advisory / Financial Due DiligenceAndersen

Emergency Financial Representative, PT EveningsPIH Health

Program Financial SpecialistUltimate Staffing Services

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