NewFinancial Service Agent(commission based ) not hourly independant contracted agentFinancial Service Agent(commission based ) not hourlyMoreno Valley, CARemoteCollaboration with PHP Agency leadership and access to training resources will help the agent build a sustainable client base and grow professionally in the financial services field. In this role, the agent will consult with clients to assess their financial goals and risk profile, explain life insurance and annuity options, and recommend suitable financial products.
NewFinancial Manager (Tax) IntuitFinancial Manager (Tax)San Dimas, CA$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewFinancial Expert (Tax) IntuitFinancial Expert (Tax)Pomona, CA$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewFinancial Professional Equitable AdvisorsFinancial ProfessionalIrvine, CA$250–$1,000Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually.
NewHospice Director of Patient Care Services (RN)- Covina, CA Vitas HealthcareHospice Director of Patient Care Services (RN)- Covina, CACovina, CA$140,000–$155,000 / yearAs a patient care administrator (PCA), you will join the senior leadership team for a VITAS service area, ensuring the clinical, financial, and operational aspects of hospice are running smoothly within your purview. Supported by industry-leading experts and a growing network of programs in 15+ states, VITAS empowers team members to grow toward their goals while transforming patients’ lives.
Finance Managed Services Manager - Controllership & Record-to-Report | Financial Services Industry Deloitte Touche Tohmatsu LtdFinance Managed Services Manager - Controllership & Record-to-Report | Financial Services IndustryCosta Mesa, CA$122,000–$240,500 / yearThis role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.
Financial Services Representative TransGlobal Holdings Co.Financial Services RepresentativeDiamond Bar, CaliforniaRemoteIn this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services. At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.
State And Local Tax Financial Services Senior Associate PwCState And Local Tax Financial Services Senior AssociateIrvine, CA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateIrvine, CA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Financial Services Tax - Real Estate Senior Associate PwCFinancial Services Tax - Real Estate Senior AssociateIrvine, CA$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Vice President, Sales Executive - Servicenow (Financial Services) - C_Mat DeloitteVice President, Sales Executive - Servicenow (Financial Services) - C_MatCosta Mesa, CA$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Vice President, Sales Executive - ServiceNow (Financial Services) - C_MAT Deloitte Touche Tohmatsu LtdVice President, Sales Executive - ServiceNow (Financial Services) - C_MATCosta Mesa, CA$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Financial Services Administrative Coordinator Zapata Private Wealth GroupFinancial Services Administrative CoordinatorUpland, CAFull timeZapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions. You will combine your client service experience with new skills, gaining exposure to how a professional financial planning firm operates.
Financial Services Representative - Irvine, CA FidelityFinancial Services Representative - Irvine, CAIrvine, 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.
Financial Services Administrative Coordinator CbFinancial Services Administrative CoordinatorUpland, CaliforniaZapata Private Wealth Group is a boutique financial planning firm focused on building long-term client relationships—not transactions. You will combine your client service experience with new skills, gaining exposure to how a professional financial planning firm operates.
Financial Services Tax - Real Estate Director PwCFinancial Services Tax - Real Estate DirectorIrvine, CA$150,000–$438,000 / yearAt PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Junior Wealth Advisor - The Baldwin Group Financial Services BRP Group, Inc.Junior Wealth Advisor - The Baldwin Group Financial ServicesIrvine, CARespond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up. PRIMARY RESPONSIBILITIES: Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation.
State and Local Tax Financial Services Senior Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior ManagerIrvine, CA$124,000–$335,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Corporate Counsel, Financial Services Collectors Holdings, Inc.Corporate Counsel, Financial ServicesSanta Ana, CA$190,000–$300,000 / yearWe are looking for a Corporate Counsel to serve as the designated legal lead for our growing Financial Services business and our payments ecosystems across business lines partnering closely with other members of our Legal and Financial Services teams. Working familiarity with payments and money movement concepts (money transmission, stored value/wallets, EFTA/Reg E, card network basics) sufficient to spot issues and partner effectively with business teams.
Financial Services Tax - Real Estate Manager PwCFinancial Services Tax - Real Estate ManagerIrvine, CA$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.