Summer Analyst - Wealth Management & Financial Planning

Goldman Sachs Group, Inc.

A leading global financial institution is offering a Summer Analyst Program in Newport Beach, California, lasting nine to ten weeks. This immersive internship allows students pursuing a bachelor's or graduate degree to engage deeply in day-to-day activities, attend orientation, receive extensive training, and work alongside experienced professionals. Candidates will gain invaluable exposure across asset management, fostering a dynamic environment prioritizing collaboration and diversity. #J-18808-Ljbffr Goldman Sachs Group, Inc.

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Summer Analyst - Wealth Management & Financial Planning in Newport Beach, CA vacancy

2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
...About the program Our Summer Analyst Program is a nine to ten week... ...the division Asset & Wealth Management (AWM) offers students an... ...one of the world's leading financial institutions. We are committed... ..., hedge funds, pension plans, sovereign wealth funds, insurance...
Summer work
Apprenticeship
Summer internship
Goldman Sachs
Newport Beach, CA
3 days ago
Senior Actuary (FSA) - Profitability Management
$152.37k - $186.23k
...Description: Providing for loved ones, planning rewarding retirements, saving enough for... ...Actuary to join our Annuity Inforce Management in Newport Beach, CA, Omaha, NE or Charlotte... ...and actionable insights to the Financial Planning & Analysis (FP&A) team and senior...
Suggested
Work at office
Relocation package
Flexible hours
Pacific Life
Newport Beach, CA
20 days ago
Senior Actuary, (FSA) - Enterprise Capital Management
$167.67k - $204.93k
...Description: Providing for loved ones, planning rewarding retirements, saving enough for... ...Actuary to join our Enterprise Capital Management team. This role is on-site 4 days per... ...you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got...
Suggested
Work from home
Relocation package
Flexible hours
1 day per week
Pacific Life
Newport Beach, CA
21 days ago
Director & Actuary, VA & RILA Valuation and Projection
$203.76k - $249.04k
...Providing for loved ones, planning rewarding retirements, saving... ...providing insights regarding financial results. You will fill a new... ...include actuaries and business analyst professionals. How you’ll... ...efficiencies Foster collaboration, manage expectations and workloads,...
Suggested
Work from home
Relocation package
Flexible hours
1 day per week
Pacific Life
Newport Beach, CA
21 days ago
Financial Planning Analyst
$80k - $90k
...Financial Planning Analyst page is loaded## Financial Planning Analystlocations: CA - Costa Mesa - 000 - RSCtime type: Full timeposted on: Posted... ...and proactive and comprehensive recommendations to senior management. We’re looking for a curious, detail-oriented Financial...
Suggested
Contract work
California Pizza Kitchen
Costa Mesa, CA
2 days ago
Senior Actuary (FSA) - Annuity Inforce Management
$152.37k - $186.23k
...enior Actuary to join our Annuity Inforce Management in Newport Beach, CA, Omaha, NE or... ...responsibilities on the team are:* Support annual plan projections and analysis* Support... ...assumption testing and keep the team informed of financial impacts* Support Enterprise requests...
Work at office
Relocation package
Flexible hours
Pacific Asset Management
Newport Beach, CA
1 day ago
Actuary & Director (FSA), Model Risk Management
$203.76k - $249.04k
...seeking an Actuary & Director, Model Risk Management to join our team. This role is on-site 4... ...for Life insurance models across Financial Reporting, Product Development, Forecasting... ...Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well...
Work from home
Relocation package
Flexible hours
1 day per week
Pacific Life
Newport Beach, CA
16 days ago
Director, Actuary- REMOTE
$203.76k - $249.04k
...Investment Strategy, Finance, In‑Force Management, Investment Operations, Accounting, Capital... ..., and develop a team of actuarial and financial professionals to drive contributions to... ...options, holiday schedules, and Financial Planning Time Off. Paid parental leave and an...
Remote work
Relocation package
Pacific Life
Newport Beach, CA
2 days ago
Director & Actuary - Annuity Pricing & Product Development
...actuaries, including students and analysts, to develop, price, and... ...strategy. You will be directly managing a team of 2 to 4 individuals... ...are focusing on your physical, financial, emotional, or social... ...Holiday Schedules, and Financial Planning Time Off* Paid Parental Leave...
Work at office
Immediate start
Relocation package
Flexible hours
Pacific Asset Management
Newport Beach, CA
2 days ago
Client Service Analyst
$49.5k - $91.3k
...Provides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services...
Part time
Work at office
Local area
BMO U.S.
Newport Beach, CA
1 day ago
Client Service Analyst
$49.5k - $91.3k
...Wealth Sales & Service Support Provides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional...
Contract work
Part time
Work at office
Local area
Bmo
Newport Beach, CA
4 days ago
Private Wealth Client Associate
$25 - $44 per hour
...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management... ...-based wealth management, including planning for retirement, education, legacy, and... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client...
Hourly pay
Seasonal work
Work at office
Work from home
Shift work
Day shift
Bank of America
Newport Beach, CA
1 day ago
Registered Wealth Management Client Associate
$25 - $45 per hour
...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management... ...-based wealth management, including planning for retirement, education, legacy, and... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client...
Hourly pay
Seasonal work
Work at office
Work from home
Shift work
Day shift
Bank of America
Newport Beach, CA
2 days ago
UAM Analyst
$42 - $50 per hour
Job Summary We’re actively seeking a talented User Access Management (UAM) Analyst who will deliver administrative services and support across enterprise... ..., AD&D, life insurance, short‑term disability and a 401K plan. Qualified applicants with criminal histories will be...
Hourly pay
Temporary work
Randstad Digital Americas
Newport Beach, CA
5 days ago
Senior Analyst, Asset Management
$87k - $115k
...offering expertise in property management, investment management,... ...for the strategy and business plan execution of a large portfolio... ...for our investors. The Senior Analyst, Asset Management supports the... ...strategies and programs that enhance financial and operational performance...
Full time
Contract work
Local area
Immediate start
Dormont Manufacturing Company
Newport Beach, CA
1 day ago
Private Wealth Client Associate
...Private Wealth Client Associate Columbia, South Carolina;Newport... ...: Merrill Wealth Management is a leading provider of comprehensive... ...wealth management, including planning for retirement, education,... ...advice and guidance. Merrill's Financial Advisors and Wealth...
Seasonal work
Work at office
Work from home
Shift work
Day shift
Bank of America
Newport Beach, CA
3 days ago
Financial Planning & Analysis Analyst
$80k - $90k
...Finance Planning And Analysis Analyst We are a fast-growing, private equity-backed medical aesthetics platform expanding into new states... ...remote. We are seeking an FP&A Analyst to support financial management, month-end close, forecasting, reporting, and analysis...
NakedMD
Newport Coast, CA
4 days ago
Private Wealth Analyst
$90k - $130k
...Client Group is looking for a Private Wealth Analyst who will lead and oversee the design, creation and implementation of financial plans for the firm’s clients and partner with... ...Envestnet, Morningstar and NMCIR) Case Management & Client Onboarding Processing planning...
Work at office
Northwestern Mutual
Irvine, CA
4 days ago
Program Leader/Instructor - Summer 2026
$16.9 - $18 per hour
...classroom instruction, curriculum development, class/activity planning, and classroom behavior management. Adheres to Newport Sea Base health and safety... ....00 *Also hiring for Spring season Hours June-August (Summer Camp) September-May (School Year) *Max. 20-40 hours per...
Summer work
Part time
Seasonal work
Immediate start
Monday to Friday
10 hours per week
Weekday work
Scouting America Orange County Council
Newport Beach, CA
3 days ago
Uam analyst
$42 - $50 per hour
job summary: We're actively seeking a talented User Access Management (UAM) Analyst who will be responsible for delivering administrative... ...life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility). This posting is...
Hourly pay
Temporary work
Work experience placement
Local area
Randstad
Newport Beach, CA
5 days ago
Summer Camp Director: Lead, Plan & Inspire
...program at Mesa Verde Country Club in Costa Mesa, CA. This role involves managing camp operations, supervising counselors, and creating an engaging environment for campers. Responsibilities include planning activities, handling parent communication, and ensuring a safe...
Summer work
KE Camps
Costa Mesa, CA
4 days ago
Youth Baseball/Softball Camp Director — Lead & Inspire
...prominent youth sports organization is seeking a Site Director for summer baseball and softball camps in Costa Mesa and surrounding areas.... ...activities. A commitment to the camp program and the ability to manage diverse teams are crucial for success in this role. #J-18808-...
Summer work
Rally Enterprises
Costa Mesa, CA
3 days ago
Health Plan Actuary Analyst
$73.5k - $147k
...Health Actuary - Analyst III At Mercer, we make a... ...advancing their health, wealth, and careers. We're in... ...designing affordable health plans, securing finances for... ...is responsible for managing client projects that focus... ...strategies, including financial projections, carrier selection...
Minimum wage
Work experience placement
Work at office
Local area
Remote work
Flexible hours
3 days per week
1 day per week
Oliver Wyman
Irvine, CA
11 days ago
Summer 2027 Finance Internship
$25.5 - $28 per hour
...Pennsylvania, United States of America Job Description: Why Join the Summer 2027 Finance Internship? Launch your career with hands-on... ...a global healthcare company. Interns may support teams in Financial Planning & Analysis, Commercial Finance, Supply Chain Finance, R&D...
Summer work
Rotational program
Full time
Internship
Summer internship
Johnson & Johnson Innovative Medicine
Irvine, CA
4 days ago
User Access Management Analyst
$45 - $55 per hour
...experience. We're actively seeking a talented User Access Management (UAM) Analyst who will be responsible for day-to-day execution of user... ...including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance...
Work at office
Remote work
Pacific Life
Newport Beach, CA
1 day ago
Summer Day Camp Director
...KE Camps is the leading provider of summer camps for country clubs nationwide. We partner... ...talents into their weekly schedules. As you manage campers, their families, club logistics,... ...and expertise in the area of program planning Ability to lead a team Ability to guard the...
Summer work
Work at office
Flexible hours
KE Camps
Costa Mesa, CA
1 day ago
SENIOR MANAGEMENT ANALYST
...motivated and detail-oriented individual to join the team as a Senior Management Analyst assigned to Trash & Recycle. This position will oversee the development of the Trash & Recycle Division work plan and methods; assign work activities, projects and programs; monitor...
Full time
For contractors
Work at office
City-of-Newport-Beach,-Ca
Newport Beach, CA
4 days ago
Angels Baseball & Softball Camps Director
$1,360 - $1,500 per day
...Description Angels Baseball Camps is now hiring a Site Director for our summer youth baseball and softball camps throughout Orange County and... ...: Ensure a safe camp environment for all campers Supervise, manage, and motivate staff and campers, ensuring that the camp...
Summer work
Full time
Temporary work
Local area
Immediate start
Monday to Friday
Pho Prime, LLC
Costa Mesa, CA
1 day ago
Assistant Manager
$70k - $80k
...are opening a new location in Costa Mesa Summer of 2026! Position Overview: We are... ...seeking a passionate, innovative Restaurant Manager to oversee the daily operations of our... ...pre-shift preparations and end-of-day financial reconciliations. • Team Management and...
Summer work
Hourly pay
Casual work
Local area
Shift work
Bear Flag Fish Company
Costa Mesa, CA
3 days ago
Wealth Management Client Associate (FP)
$25 - $44 per hour
...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals,... ...Overview This role provides client service support to multiple Financial Advisors, supporting enterprise strategic objectives,...
Hourly pay
Seasonal work
Shift work
Day shift
Dormont Manufacturing Company
Irvine, CA
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Summer Analyst - Wealth Management & Financial Planning. Be the first to apply!