Driver Services Program Manager Auto Club Of Southern CalifDriver Services Program ManagerCosta Mesa, CA$109,500–$146,200 / yearDriver Services Program ManagerWe are seeking a strategic, accountable, and results-driven Program Manager – Driver Services to steer multi-site driving school operations and accelerate enrollment growth, operational excellence, service quality, and overall business performance in a fully onsite role requiring regular presence at program locations to support team leadership, collaboration, and maintain strong day-to-day momentum. See Auto Club Of Southern Calif Privacy Policy at https://careers.ace.aaa.com/us/en/privacy-policy and Terms & Conditions at https://www.ace.aaa.com/legal/terms-of-use.html and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
Tax Managing Director, Core Tax Services - Real Estate Focus bdo consultingTax Managing Director, Core Tax Services - Real Estate FocusCosta Mesa, CA$190,000–$335,000 / yearThe Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Managing Director, Risk Advisory Services bdo consultingManaging Director, Risk Advisory ServicesCosta Mesa, CA$220,000–$250,000 / yearThe Managing Director, Risk Advisory Services will work under the direction of a Partner and is responsible for managing and delivering high value solutions to multiple clients in the areas of Internal Auditing and internal control, including business risk assessment and Enterprise Risk Management, business process improvement, Sarbanes-Oxley compliance, information technology audit & control, financial and operational audit, business conduct and fraud/forensic investigations. Ten (10) years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or In Information Technology Subject Matter Expert, required.
NewPayments Fraud Analyst (Banking) JobotPayments Fraud Analyst (Banking)Riverside, CA$70,000–$90,000 / yearInformation 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. This role monitors transactions, analyzes data to identify fraud patterns, works closely with management to escalate incidents, and provides quarterly statistical metrics based on system performance and results.
NewPartner JobotPartnerIrvine, CARemote$180,000–$300,000 / yearOur 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.
NewService Associate Trilogy FinancialService AssociateIrvine, CA$25–$28 / hourWhether it’s responding to advisor questions, preparing quarterly reports, managing projects, or coordinating with clients, your work helps ensure that retirement plans stay on track. Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs.
NewTax Specialist I-Audit Hinderliter de Llamas & AssociatesTax Specialist I-AuditBrea, CA$24–$28 / hourThe HdL Companies help cities, counties and special districts maximize revenues through research and discovery efforts, financial and economic analysis, and provision of software that supports local government operations in a variety of important ways. Review California Department of Tax and Fee Administration (CDTFA) registration data under the guidance of senior team members to confirm that it accurately reflects where companies are operating and/or engaging in taxable sales activity.
NewInsurance Defense Trial Attorney State Farm Mutual Automobile Insurance CompanyInsurance Defense Trial AttorneyCosta Mesa, CA$129,250–$180,000 / yearWith the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Other than authorized and pro bono work, State Farm attorneys are not permitted to handle any legal business outside of State Farm and candidates must cease all outside practice and all suit involvement before joining State Farm.
NewClient Engagement Specialist (Estate Planning & Probate) Shoup Legal. A Professional Law CoClient Engagement Specialist (Estate Planning & Probate)Murrieta, CA$65,000–$150,000 / yearWe are a fast-growing estate planning, probate, and trust administration law firm dedicated to helping families protect their loved ones, preserve their assets, and gain peace of mind. We are seeking a Client Engagement Advisor to meet with prospective clients, understand their goals, educate them about available solutions, and help them confidently move forward with our firm.
Sales Representative / Retail Account Manager (RAM) IDT CorporationSales Representative / Retail Account Manager (RAM)Santa Ana, CAOur flagship brand, Boss Revolution, includes Money Transfer, International Calling, and Mobile Top-Up services and supports IDTs mission of enabling people to keep in touch and share resources with family and friends worldwide. RAMs develop a weekly cycle to sell IDT Retail products into retail via a designated route established by his/her Regional Sales Manager.
NewVirtual - Insurance Sales Associate The Chisholm AgencyVirtual - Insurance Sales AssociateSanta Ana, CACrafting Brighter Futures for Families Positioned at the forefront of specialized financial services, our company is dedicated to helping families safeguard their assets and ensure a brighter future for every client. As a committed Virtual Insurance Sales Associate, you will have the opportunity to forge meaningful client relationships while offering solutions that protect and secure financial futures.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateCA$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 PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateCA$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.
Financial Services Officer - Anaheim Banc of CaliforniaFinancial Services Officer - AnaheimAnaheim, CaliforniaCan articulate with confidence 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. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Financial Services Officer - Irvine Banc of CaliforniaFinancial Services Officer - IrvineIrvine, CaliforniaCan articulate with confidence 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. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
NewFinancial Services Manager Penske Buick GMC of CerritosFinancial Services ManagerCerritos, CA$8,171–$18,923This position has a Pay Scale consisting of the following elements and ranges: Base Hourly Rate of $16.90 plus commission compensation which can range from $0.00 (if baseline benchmarks are not met) with no upper limit. To view, the categories of personal information we collect from job applicants and the purposes for which the information is used, or to exercise your rights under the California Consumer Privacy Act (CCPA), visit our Privacy Policy at https://www.socalpenske.com/privacy-statement.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerIrvine, CA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our 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.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerIrvine, CA$124,000–$335,000 / 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. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Insurance and Financial Services Position - State Farm Agent Team Member Alex Mora - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberOrange, CASuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.
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.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerIrvine, CAThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Insurance and Financial Services Position - State Farm Agent Team Member Susie Kang - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberOrange, CAAs our SALES & ACCOUNT REPRESENTATIVE, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Susie Kang State Farm Insurance Agency is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.
NewWealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueWealth Advisor - The Baldwin Group Financial ServicesIrvine, CaliforniaRespond 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. Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.
Insurance and Financial Services Position - State Farm Agent Team Member Cheryl Granger - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberLynwood, WADrive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs. Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand.
Financial Services Representative - State Farm Agent Team Member Alex Mora - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberOrange, CAAssist clients in identifying their insurance needs and recommending appropriate personal lines products (auto, home, renters, etc.) . Our State Farm mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
Insurance and Financial Services Position - State Farm Agent Team Member Nate Nguon - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberTustin, CAROLE DESCRIPTION: Nate Nguon Ins and Fin Svc Inc - State Farm Agency (Tustin, CA) is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Producer, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value.
Insurance and Financial Services Position - State Farm Team Member Lelly Woo-Grimes - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberGarden Grove, CALelly Woo-Grimes, the #1 Life Insurance Agent in the company and one of the Top 100 Agents nationwide, is looking for an ambitious Bilingual Sales Representative to join her team in Garden Grove, CA! Work directly with a dynamic and compassionate leader who believes in developing people and building communities.
Financial Services Representative - State Farm Agent Team Member Lelly Woo-Grimes - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberGarden Grove, CALelly Woo-Grimes, the #1 Life Insurance Agent in the company and one of the Top 100 Agents nationwide, is looking for an ambitious Sales Representative to join her team in Garden Grove, CA. Work directly with a dynamic and compassionate leader who believes in developing people and building communities.
Consumer Investments - Financial Services Representative I Bank of AmericaConsumer Investments - Financial Services Representative IRiverside, CaliforniaThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank.
Insurance and Financial Services Position - State Farm Agent Team Member Beth Bettger - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberCerritos, CAAs a Insurance and Financial Services Position - State Farm Agent Team Member with Beth Bettger - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance, we want to hear from you! www.bethbettger.com .
Biller I - HB Patient Financial Services - FT Days University of California, IrvineBiller I - HB Patient Financial Services - FT DaysAnaheim, CaliforniaFull timeListed 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.
Biller IV - HB Patient Financial Services - FT Days University of California, IrvineBiller IV - HB Patient Financial Services - FT DaysAnaheim, CaliforniaFull timeListed 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.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalLong Beach, CaliforniaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Biller IV - HB Patient Financial Services - FT Days University of CaliforniaBiller IV - HB Patient Financial Services - FT DaysIrvine, CA2025 University of California, Irvine, UCI Health, and UC Regents. Sign-up to be notified of hiring events, newly posted job opportunities, and much more.
Biller I - HB Patient Financial Services - FT Days University of CaliforniaBiller I - HB Patient Financial Services - FT DaysIrvine, CA2025 University of California, Irvine, UCI Health, and UC Regents. Sign-up to be notified of hiring events, newly posted job opportunities, and much more.
Biller III - HB Patient Financial Services - FT Days University of CaliforniaBiller III - HB Patient Financial Services - FT DaysIrvine, CA2025 University of California, Irvine, UCI Health, and UC Regents. Sign-up to be notified of hiring events, newly posted job opportunities, and much more.
Medical Collector - PB Financial Services - FT Days University of California, IrvineMedical Collector - PB Financial Services - FT DaysAnaheim, CaliforniaFull timeListed 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.
Biller III - HB Patient Financial Services - FT Days University of California, IrvineBiller III - HB Patient Financial Services - FT DaysAnaheim, CaliforniaFull timeListed 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.
Financial Service Advisor SchoolsFirst Federal Credit UnionFinancial Service AdvisorSanta Ana, CAAt SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Provides consultative services to Members regarding credit union products and services by assessing the Member''s needs, addressing their concerns and gaining agreement.
Business Litigation/Financial Services/General Liability Attorney - Irvine Klinedinst PCBusiness Litigation/Financial Services/General Liability Attorney - IrvineIrvine, CaliforniaWe’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.
Biller III-HB Patient Financial Services-FT-Days University of CaliforniaBiller III-HB Patient Financial Services-FT-DaysIrvine, CA2025 University of California, Irvine, UCI Health, and UC Regents. Sign-up to be notified of hiring events, newly posted job opportunities, and much more.
Biller III-HB Patient Financial Services-FT-Days University of California, IrvineBiller III-HB Patient Financial Services-FT-DaysIrvine, CaliforniaFull timeListed 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.
Team Based Financial Advisor - Mountain Financial Group - Irvine, CA Thrivent Financial for LutheransTeam Based Financial Advisor - Mountain Financial Group - Irvine, CAIrvine, CA$70,000–$90,000 / yearA diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).
Financial Advisor Edward D Jones & Co LPFinancial AdvisorMurrieta, CA$45,000–$100,000 / yearEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e. Compensation: We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model.
Associate Financial Advisor Northern Trust CorpAssociate Financial AdvisorNewport Beach, CA$85,330–$145,130 / yearThe AFA will work with NTSI Capital Markets, Northern Trust Asset Management, and many Third-Party Asset Managers to develop expertise and knowledge to provide best in class execution and investment advice. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorSan Juan Capistrano, CAWith the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Advisor Development Program - Financial Solutions Advisor Trainee: Moulton Plaza Financial Center Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee: Moulton Plaza Financial CenterLaguna Hills, CA$28.85–$33.65 / hourRole Specifics:As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Orange County MarketNewport Beach, CA$80,000–$90,000 / yearEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Centralized Financial Advisor - Orange County's Credit Union LPL FinancialCentralized Financial Advisor - Orange County's Credit UnionSanta Ana, CaliforniaThis employment opportunity at Orange County's Credit Union in Santa Ana, CA would allow you to join the Investment Program at Orange County's Credit Union as a Centralized Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Orange County's Credit Union for financial solutions.
Centralized Financial Advisor - Orange County''''s Credit Union LPL Financial Holdings IncCentralized Financial Advisor - Orange County''''s Credit UnionSanta Ana, CAThis position will offer: • The ability to service an existing book of business upon hire • The ability to build a strong client base with the credit unions exceptional referral system • The opportunity to find new clients via the credit unions member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit unions reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.