Wealth Strategy & Investment Analyst
$70.4k - $125kGoldman Sachs
Goldman Sachs in Newport Beach, CA is seeking a dedicated financial professional to deliver exceptional guidance and support to clients. The role entails providing personalized financial planning, investment strategies, and tax services through one-on-one consultations with clients, including high-net-worth individuals. The ideal candidate should possess a Bachelor’s degree, have relevant professional certifications, and demonstrate strong analytical and communication skills. This position offers a competitive salary range of $70,400 - $125,000. #J-18808-Ljbffr Goldman Sachs
- ...Sachs Bank AG in Newport Beach is seeking professionals in wealth management to deliver exceptional financial guidance and support... ...Candidates will provide personalized financial planning and investment strategy for clients, including high-net-worth individuals and...Suggested
$90k - $115k
...PIMCO Ltd. - Pacific Investment Management Company is seeking a talented individual for a role centered on portfolio risk and performance... ..., client communication, and content creation for various strategies. Ideal candidates should hold a bachelor's degree in finance or...Suggested- ...United States About the program Our Summer Analyst Program is a nine to ten week summer... ...opportunities About the division Asset & Wealth Management (AWM) offers students an unparalleled... ...their financial goals through strategic investment and advisory services. With over $3...SuggestedFull timeApprenticeshipSummer workSummer internshipWork at office
- ...About the program Our Summer Analyst Program is a nine to ten week summer internship... ...About the division Asset & Wealth Management (AWM) offers students an unparalleled... ...their financial goals through strategic investment and advisory services. With over $3...SuggestedApprenticeshipSummer workSummer internship
- ...Roth Capital Partners, LLC is looking to add an Investment Banking Senior Analyst to our Consumer Team. Roth is a relationship‑driven investment... ...perspectives, sales and trading, technical insights, derivatives strategies and corporate access. Headquartered in Newport Beach,...SuggestedFlexible hours
$160.5k - $214.1k
...Sr Investment Analyst We are seeking an experienced Senior Investment Analyst to join our investment team. Our team is responsible for... ...investment managers across fixed income, equities, and alternative strategies Evaluate manager investment philosophies, processes, team...Ongoing contractFull timeWork at officeLocal area$70k - $110k
...York City-based, independent registered investment Advisory firm with more than 380 employees... ...to deliver thoughtful, collaborative strategies that focus on what is most important to... ...client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant,...Temporary workNight shift$75k - $115k
...tohave a profound impact on the global investment community through our insights and products... ...are managedworldwide using investment strategies developed by Research Affiliates. JOB Description... ...and analytical support. The investment analyst position provides analytics support to...Work at officeLocal areaFlexible hours$75k - $160k
...members have direct visibility in GS Ayco as strategy/platform implementation experts and... ...our business. OUR IMPACT At Goldman Sachs Wealth Management, we are dedicated to... ...sophisticated financial planning, bespoke investment management, comprehensive banking solutions...Full timeTemporary workPart timeWork at office$70.4k - $125k
...OUR IMPACT At Goldman Sachs Wealth Management, we are dedicated to empowering clients... ...financial planning, bespoke investment management, comprehensive banking solutions... ...comprehensive financial planning, investment strategy, and tax services through one-on-one consultations...Full timeTemporary workPart timeWork at office- OUR IMPACT At Goldman Sachs Wealth Management, we are dedicated to empowering clients and... ...financial planning, bespoke investment management, comprehensive banking solutions... ...comprehensive financial planning, investment strategy, and tax services through one-on-one consultations...Full timeTemporary workPart timeWork at office
- ...planning in several areas such as: consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management... ...Our rigorous apprenticeship model provides analysts and associates with the technical training...ApprenticeshipWork at office
- ...Description Job Summary And Responsibilities Our Impact Across Wealth Management, Goldman Sachs helps empower clients and customers... ...-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of...
$97.5k - $123.5k
...have an excellent opportunity for a full time Alternative Investment Analyst based in the Irvine, CA* office. The Alternative Investment... ...investment director • Periodically review investment sub-strategies to evaluate the market opportunity and universe of managers...Full timeRelocation packageMonday to Friday- ...Tax Alchemy is looking for a proactive Tax Pro to engage directly with clients on tax planning for strategic wealth planning. The ideal candidate will lead client meetings, conduct tax research, and manage complex engagements. Requirements include 3-5 years of relevant...Remote work
- ...PIMCO, a global leader in fixed income, is seeking an experienced Alternative Investments Specialist (AIS) to join their U.S. Global Wealth Management team in Newport Beach, California. This role involves educating advisors on PIMCO's alternative products and driving adoption...
$80k - $85k
...Investment Analyst Salary Range: $80-85k Company Description: Pacific Hospitality Group provides a unique value proposition to... ...seeking meaningful exposure to capital structuring, asset-level strategy, and investor engagement within a vertically integrated...Local area- ...A global investment firm is seeking an experienced Alternative Investments Specialist to join their Global Wealth Management team. This position will drive the adoption of alternative investment solutions through education and support across various advisor channels in...
$95k - $140k
Northern Trust Corp in Newport Beach is looking for an experienced Financial Advisor to deliver tailored financial services to clients. This full-time position requires strong analytical skills, a deep understanding of securities products, and a commitment to exceptional...Full time- ...the Role We are seeking a results‑driven Wealth Advisor to join our growing team. This... ...wealth transfer, traditional and alternative investments. You will play a central role in... ...investment teams to create tailored acquisition strategies. Client Relationship Management: Serve...Permanent employmentTemporary workWork at office
- ...enjoy a full life while preserving their wealth for future generations and supporting... ...wealth transfer, traditional and alternative investments. You will play a central role in... ...teams to create tailored client acquisition strategies. Client Relationship Management Serve as...Permanent employmentTemporary workWork at officeFlexible hours
- ...California Pizza Kitchen, Inc. is seeking a Financial Planning Analyst in Costa Mesa, CA. The position plays a crucial role within the Financial Planning & Analysis team, providing strategic analysis, reporting, and insights to drive decision-making across the company....
$80k
...Roth Capital Partners, LLC is seeking an Investment Banking Senior Analyst for its Newport Beach office. This role is critical in deal teams, providing opportunities to contribute to M&A transactions and capital raising for public and private companies. The ideal candidate...Work at office- ...are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...families to develop personalized financial strategies and help clients make the most informed... ...planning, access to institutional quality investments, life and legacy planning, and impact initiatives...
- ...A wealth management advisory firm in Irvine, CA seeks a Senior Financial Planner to create comprehensive financial plans, support training, and conduct seminars. Candidates need a CFP designation, experience with financial planning software like eMoney, and a degree in...Flexible hours
- ...Financial and Insurance Services seeks a Financial Advisor or Investment Advisor Representative to join their team in Irvine, California... ...situations to develop tailored investment and insurance strategies. Strong analytical, communication, and computer skills are crucial...
- ...is a leading global ultra‑high‑net‑worth wealth manager that empowers clients to secure... ...wealth transfer, traditional and alternative investments. Key Responsibilities Business... ...teams to create tailored client acquisition strategies. Client Relationship Management Serve as...Permanent employmentTemporary workWork at officeFlexible hours
- ...Beacon Pointe is looking for experienced Senior Wealth Advisors to provide comprehensive wealth management advice and foster long-term... ...acquisition. The role involves delivering tailored financial strategies to high-net-worth individuals and families, combined with the resources...
$130k - $300k
...we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting... ...communities worldwide. Role: Director, Wealth Advisor Location: Newport Beach, CA. Key... ...solutions. Develop and execute client strategies across wealth advisory, financial planning...Temporary workWork experience placementLocal areaWorldwide$43.51 - $67.23 per hour
Hoag Health System is seeking a Financial Analyst in Costa Mesa, CA, to assist in strategic financial planning and support the institution with financial analytics. The role requires a Bachelor's degree in accounting or finance, with a preference for 5+ years of relevant...Full time
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