Investment Advisor Jobs in Newport Beach
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Search Results - Investment Advisor Jobs in Newport Beach
Beacon Pointe Advisors LLCNewport Beachprimepay-recruit.com
projects and other client service or operational priorities as needed.
Qualifications
• Demonstrated experience delivering high-quality client service; experience in wealth management, financial services, or a Registered Investment Advisor environment...
Pacific Life Insurance CompanyNewport Beach
paralegals, and analysts, interfacing with compliance, investment, and product colleagues. You will help prepare board materials and provide analysis to support fund and adviser activities, contributing to the company’s disciplined growth and regulatory...
Paulson Investment CompanyNewport Beach
Job Description
Job Description
Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide...
PimcoNewport Beach
trusts
• Active Bar membership; expertise in the Investment Advisers Act and Investment Company Act
• Knowledge of the Securities Exchange Act of 1934; experience with FINRA examinations preferred
• Strong analytical, communication, and stakeholder...
Guardian Life Insurance - Park AvenueOrange, 15 mi from Newport Beach
for their clients, researching and proposing educated financial strategies which leads to long-lasting, value-based client relationships. As a Financial Advisor with Fullerton Guardian you will gather, manage and service a book of investment-oriented clients...
GRP FinancialCarlsbad, 43 mi from Newport Beach
ABOUT GRP:
Global Retirement Partners, LLC, a wholly owned subsidiary of HUB International, is a registered investment advisor with over $150B in retirement plan assets under advisement, and $10B in individual wealth assets under management...
Providence Financial and Insurance Services, Inc.Los Angeles, 35 mi from Newport Beach
and easy)
What You Bring:
• Active licensing required: Series 7 and 66, OR Series 65, OR otherwise qualified to act in a fiduciary capacity as an Investment Advisor Representative (IAR)
• Strong understanding of retirement planning and investment...
Ares ManagementLos Angeles, 35 mi from Newport Beach
Prepare quarterly GAAP consolidated financial statements for an SEC-registered investment advisor, a controlled portfolio company of the BDC.Preparation of quarterly footnote and MD&A disclosures and other analyses, as neededOversee and review monthly NAV...
Paulson Investment Company, LLCLos Angeles, 35 mi from Newport Beach
You must have an active Series 7 license for this position to be considered ***
Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro...
Cetera Financial GroupEl Segundo, 39 mi from Newport Beach
the brokerage industry • Advanced working knowledge of securities products and services, including stocks, bonds, mutual funds, UITs, ETFs, REITs, annuities, options, alternative investments, and advisory products • Deep understanding of FINRA rules, regulatory...
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