Jobs near Santa Ana: 6,621
RS
Relevance Score ranked on: FINANCIAL PLANNING
Financial Planning and Analysis Consultant
Newport Beach
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to ...
Search Terms: Financial Planning, Financial, Consultant, Planning, Accounting
85.6
3.6mi
Updated: December 18
Managing Director of Wealth Planning
Irvine
This position is responsible for working closely with the firm's clients and relationship managers, as well as other in-house and outside advisory professionals, to analyze a client's current financial situation and develop sophisticated plans (comprehensive or modular) designed to address a client's...
Search Terms: Director, Wealth, Financial Planning, Relationship Manager, Planning
83.1
7.6mi
Updated: January 07
Director Financial Analysis
Newport Beach
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to ...
Search Terms: Director, Financial Planning, Financial, Accounting, Forecasting
81.6
3.6mi
Updated: December 18
Wealth Advisor II
Irvine
Responsible for collaborating and co-managing with the Managing Director in the maintenance of a high-net-worth client base. The Wealth Advisor II will both collaborate with the team and independently manage the client's portfolio while maintaining active contact with existing clients and act as a li...
Search Terms: Wealth Advisor, Wealth, Financial Planning, Advisor, Client Relations
80.6
7.6mi
Updated: January 07
Product Program Director
Newport Beach
Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating superior customer experience. We’re actively seeking a talented Product Program Director to join our enterprise data organization in Newport Beach, CA. As a Product Prog...
Search Terms: Program Director, Director, Project Manager, Project Management, Financial Planning
80.6
3.6mi
Updated: January 07
Director Actuarial Platform
Newport Beach
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to ...
Search Terms: Director, Actuarial, Platform, Financial Planning, IT
80.6
3.6mi
Updated: January 07
Project Portfolio Management Consultant
Newport Beach
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to ...
Search Terms: Portfolio, Management, Consultant, Leadership, Portfolio Manager
80.6
3.6mi
Updated: January 07
Automation Delivery Manager
Newport Beach
Pacific Life is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and technology to support a superior customer experience. We are actively seeking a talented Delivery Manager to join our Enablement Platform, Process Automation team and take part i...
Search Terms: Manager, Delivery, Automation, Financial Planning, Customer Experience
79.7
3.6mi
Updated: January 06
Sr. HR Services Administrator
Newport Beach
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to ...
Search Terms: Administrator, HR, Customer Service, Financial Planning, HRIS
79
3.6mi
Updated: January 07
Investment Accounting Transactions Analyst I
Newport Beach
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to ...
Search Terms: Accounting, Investment, Transaction, Portfolio Manager, Analyst
78.5
3.6mi
Updated: January 03
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