Financial Services Consultant

Job SummaryWe are seeking a highly motivated and detail-oriented Financial Services Consultant to join our team. As a key member of our Wealth Management department, you will play a critical role in supporting the development and implementation of financial strategies for our clients.The ideal candidate will possess excellent communication skills, a strong...

Company OverviewBMO Financial Group is a leading financial institution with a commitment to providing exceptional customer service. Our team of professionals works collaboratively to deliver financial and investment planning advice that exceeds our clients' expectations.

About the RoleWe are seeking an experienced Financial Services Coordinator to join our team. In this position, you will work closely with Financial Advisors to provide expert support and guidance to clients. Your attention to detail and excellent communication skills will enable you to build strong relationships with clients and colleagues alike.

Job SummaryPacific Investment Management Co is seeking a highly motivated and organized Financial Services Specialist to join our CM Americas Team. As a key member of the team, you will be responsible for creating customized presentation materials that meet regulatory and brand compliance standards. This role requires strong communication and collaboration...

About UsWe are a comprehensive financial services firm with over 55 years of experience, dedicated to helping our clients achieve long-term financial security. Our customized approach focuses on delivering exceptional personalized service and expertise to grow, protect, and conserve our clients' wealth.

Financial Partners Credit Union is committed to empowering our members with expert financial guidance. We are seeking a skilled Financial Consultant to join our team and provide personalized financial advice and solutions.About the RoleThis role involves conducting thorough analysis of members' financial status, risk tolerance, and life stages to offer...

About PIMCOPIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become...

We are seeking a highly skilled Senior Partnership Tax Consultant to join our team. As a seasoned professional with 5+ years of public accounting experience, you will be responsible for preparing and filing partnership tax returns, including K-1 forms for partners.Job DetailsThis is a once-in-a-lifetime opportunity to work with a boutique tax consulting firm...

Job SummaryWe are seeking a skilled Patient Care Coordinator to join our team at the Appearance Center of Newport Beach. In this role, you will serve as the primary point of contact for cosmetic patients, ensuring a seamless and positive experience from initial consultation through post-procedure care.About the RoleThe Patient Care Coordinator will schedule...

About Alliance Resource GroupWe are a growing professional services company based in Newport Beach, offering a unique opportunity for a highly skilled Financial Operations Manager to join our team.Estimated Salary Range: $120,000 - $180,000 per annumAbout the RoleThe successful candidate will oversee the financial operations of our dynamic organization,...

EPIC Brokers: Seeking a Skilled BookkeeperLocation: Newport Beach, CA (In office)About Galway Family OfficeGalway Family Office is a division of Galway Holdings, empowering professional athletes and entertainers through expert tax and business management services. Our goal is to foster financial wellbeing and inclusivity while providing comprehensive,...

Job OverviewWe are seeking a highly skilled Strategic Wealth Manager Director to join our team at BMO Financial Group. This role requires exceptional leadership and management skills, as well as in-depth knowledge of wealth management strategies and solutions.Key Responsibilities:Develop and execute business development strategies to attract and retain high...

**About the Role**BMO Financial Group is seeking a highly skilled and experienced Wealth Management Executive Director to join our team. This key leadership role will be responsible for driving business growth, managing high-net-worth client relationships, and developing strategic initiatives to enhance our wealth management services.Key Responsibilities:

About EPIC BrokersAt EPIC Brokers, we are committed to delivering exceptional service and expertise to our clients. Our team of dedicated professionals is passionate about helping individuals and businesses achieve their goals.Job DescriptionJob Title: Employee Benefits Client ManagerWe are seeking a highly motivated and experienced Employee Benefits Client...

Company OverviewPacific Life is a leader in the insurance industry, committed to innovation and delivering exceptional customer experiences. We are seeking a talented Finance Technology Services Manager to join our Pacific Life Technology team.Job DescriptionThis role will oversee the management of technology services across the financial systems landscape,...

About EPIC BrokersEPIC Brokers is a leading global insurance brokerage that empowers professional athletes and entertainers through expert tax and business management services. We foster financial wellbeing and inclusivity, providing comprehensive, personalized wealth management solutions and expert operational support to help our clients manage and...

BMO Financial Group seeks a seasoned Strategic Financial Advisor Leader to drive growth and deliver exceptional client experiences.About the RoleThis role is ideal for an experienced professional with a proven track record in wealth management, looking to leverage their expertise to lead high-performing teams and drive business results. As a Strategic...

Job Title: Strategic Financial Relationship Builder Location: Newport Beach, CAAbout the Role: We are seeking a highly skilled Strategic Financial Relationship Builder to join our team at Bank of America. As a key member of our Global Commercial Banking division, you will be responsible for providing expert financial solutions to complex clients and...

Key Responsibilities:Provide personalized support to members via phone, email, or chat, addressing their queries and resolving issues promptly and professionally.Analyze member feedback to identify areas of improvement and implement changes to enhance the overall customer experience.Collaborate with cross-functional teams to develop and execute strategies...

About Us">Pacific Life Insurance Company is a leading provider of life insurance and retirement solutions. We are dedicated to helping individuals achieve their financial goals and secure their future.Salary: $65,000 - $90,000 per yearJob Description:">">We provide financial planning and support services to our policyholders, helping them navigate complex...