- Ernst & Young Oman (Irvine, CA)
- …it to go. Join EY and help to build a better working world. The opportunity Private Tax is a growing practice within EY, and you'll see that growth reflected in your ... families. These clients span from family owned businesses to private equity owned companies. One thing they all have...as high‑profile individuals. That will make you a trusted advisor and role model for your clients and for… more
- PIMCO Europe Ltd. (Newport Beach, CA)
- …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 ... PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.**Job Description**The Human Resources Business Partner will serve… more
- PIMCO Europe Ltd. (Newport Beach, CA)
- …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 ... PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.**Position Overview**PIMCO is seeking a seasoned VP, Compliance… more
- LGBT Great (Newport Beach, CA)
- …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 ... recognized as an innovator, industry thought leader and trusted advisor to our clients. Job Description PIMCO is seeking...across DM and EM across all PIMCO funds and client portfolios. Prepare materials and presentations related to trade… more
- LGBT Great (Newport Beach, CA)
- …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 ... led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. PIMCO is seeking a Product Analyst/Associate to work in… more
- LGBT Great (Newport Beach, CA)
- …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 ... to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. Public Group - Traditional Strategies - Product Associate… more
- PIMCO Europe Ltd. (Newport Beach, CA)
- …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 ... being recognized as an innovator, industry thought leader and trusted advisor to our clients.**Position Overview**We are seeking an experienced **Global Program… more
- Bank of America (Newport Beach, CA)
- Private Client Advisor II Newport Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/ Private - Client - Advisor -II\_25016359-1) **Job Description:** At Bank… more
- JPMorgan Chase (Santa Ana, CA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Columbia Bank (Irvine, CA)
- **About the Role:** Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary ... relationships, often providing client leadership in these roles. Initially, the priority of...the role is responsible for identifying, closing, and deepening client relationships. The PCA uses familiarity with client… more
- Columbia Bank (Irvine, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our...and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
- JPMorgan Chase (Westminster, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be ... client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become an Operational Governance Support Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you ... and leadership, within the T&D Governance and Provisioning organization. The Advisor is expected to facilitate special assignments and projects whose outcomes… more
- Zions Bancorporation (Irvine, CA)
- …the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth ... We are currently in search of a dedicated **Wealth Advisor ** to join our team of bank partners in...which includes: + Retail Bankers + Community/Business Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio… more
- Southern California Edison (Westminster, CA)
- Join the Clean Energy Revolution Become a Business Intelligence Technical Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, , ... and forms, and running projects if needed. As our Business Intelligence Technical Advisor , your work will help power our planet, reduce carbon emissions and create… more
- US Bank (Irvine, CA)
- …excel at-all from Day One. **Job Description** Serves as a dedicated Philanthropic Advisor for selected high net worth and ultra-high net worth organization / ... other senior members of the relationship team to meet all of client 's philanthropic planning, wealth planning, estate planning and wealth transfer needs. Responsible… more
- Southern California Edison (Fullerton, CA)
- Join the Clean Energy Revolution Become a Design Contract Planning, Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll be ... partners, mentor and lead Planners and Designers. As a Design Contract Planning, Advisor , your work will help power our planet, reduce carbon emissions, and create… more
- Citigroup (Costa Mesa, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- EFI Global (Irvine, CA)
- …consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm ... Reviews the work output of others ensuring all work meets or exceeds client expectations and contractual obligations. + Meets or exceeds productivity levels as… more
- Deloitte (Costa Mesa, CA)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2026 What You'll ... Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
