Top 552 Level financial advisor Jobs in Costa Mesa, Ca

Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
ESTATE PLANNING SENIOR PARALEGAL
Amra Law, P.C. —Irvine, CA
- Full-time
- Hybrid work
- Microsoft Word
- HIPAA
- Organizational skills
Quick Apply
17h
Financial Advisor (Commission-based)
True Path Financial and Insurances Services —Irvine, CA
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Senior Underwriter & Underwriter
EMET LENDING GROUP —Brea, CA
- $80,000 - $100,000 a year
- Full-time
- Sales
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Tax Expert - Expert Center (West)
Intuit —Newport Beach, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Paraplanner
Cooper McManus Wealth Management —Irvine, CA
- $75,000 - $100,000 a year
- Full-time
- Background check
- 5 years
- Research
- Health insurance
- 401(k)
Quick Apply
Head of Commercial Growth [210794]
Aquent Talent —Irvine, CA
- $340,000 - $350,000 a year
- Full-time
- Data analysis skills
- 11+ years
- Analysis skills
- Health insurance
- Dental insurance
Preplanning Advisor
Envision Strategic Partners —Laguna Hills, CA
- $55,000 - $75,000 a year
- Full-time
- Mid-level
- In-person
- Reliable transportation
- Flexible schedule
Quick Apply
Insurance Defense Trial Attorney
State Farm Mutual Automobile Insurance Company —Costa Mesa, CA
- $129,250 - $180,000 a year
- Full-time
- Hybrid work
- Mid-level
- US work authorization
- Fair chance
- Paid holidays
- Health insurance
Chief Financial Officer - Property Management - CORP
Aperto Property Management, Inc —Irvine, CA
- $185,000 - $215,000 a year
- Full-time
- 7 years
- CPA
- Office
- Disability insurance
- Health insurance
Quick Apply
Controller
NOW CFO —Newport Beach, CA
- $140,000 - $170,000 a year
- Full-time
- Hybrid work
- Senior level
- 10 years
- Health insurance
- Dental insurance
Quick Apply
Preplanning Sales Advisor
Envision Strategic Partners —Anaheim, CA
- $50,000 - $70,000 a year
- Full-time
- Spanish
- English
- Mid-level
- Flexible schedule
Quick Apply
Insurance Agent - Full Training Provided!
Aflac —Los Alamitos, CA
- Full-time
- Leadership
- Entry level
- Under 1 year
- On-the-job training
- Life insurance
Quick Apply
12d
Insurance Agent - Full Training Provided!
Aflac —Whittier, CA
- Full-time
- Leadership
- Entry level
- Under 1 year
- On-the-job training
- Life insurance
Quick Apply
California Litigation Attorney | 100% Remote | Complex Civil
Everforth, Cybercoders —Costa Mesa, CA
- $150,000 - $200,000 a year
- Full-time
- Remote
- Writing skills
- Mid-level
- Analysis skills
Accounting & Finace Manager- Japanese Bilingual
PASONA N A, INC. —Irvine, CA
- $90,000 - $110,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- English
- Paid holidays
- Health insurance
Chief of Police
Cal State Long Beach —Long Beach, CA
- $230,000 - $250,000 a year
- Background check
- 7 years
- Driver's License
- Relocation assistance
- 401(k)
5d
Controller
Virtium —Rancho Santa Margarita, CA
- $130,000 - $160,000 a year
- Full-time
- Background check
- CPA
- Office
- Health savings account
- AD&D insurance
Quick Apply
9d
Entry-Level Financial Advisor
National Life Group - Northern California Agency —Irvine, CA
- $60,000 - $250,000 a year
- No experience needed
- English
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Analyst, Private Strategies (Resi)
PIMCO —Newport Beach, CA
- $110,000 - $125,000 a year
- Online Application
- Writing skills
- Office
- Residential

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Private Equity Investment Sales Associate

Paulson Investment Company, LLC
Newport Beach, CA

Quick Apply

Job Details

Full-time
$50,000 - $200,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance

Qualifications

Sales
Series 66
Series 7
FINRA License
Experience practicing in the securities industry
Marketing
Series 63

Full Job Description

Must be Fully licensed: FINRA Series 7/63 & 65 or 66

Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of investment banking services, fee-based investment advisory services, trading, marketing making, and financial products to our clients.

Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members.

The firm's emphasis includes products such as private investment in public equity (PIPES), registered direct offerings, Regulation D offerings, secondaries, and initial public offerings (IPOs) with an emphasis on emerging companies in the biotechnology and technology industries.

This is a commission-based position, though draw packages are available for those with existing books of business and other qualifying candidates.

About You

· Two or more years of client-facing experience

· FINRA Series 7/63 and 65 or 66

· Experience in Center of Influence marketing

· Excellent communications and persuasion skills

· Self-motivated, high energy

· Transferable book of business highly desired

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. PIC is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Job Type: Full-time

Pay: $50,000.00 - $200,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Paid time off
Vision insurance

Experience:

Sales: 1 year (Preferred)

License/Certification:

FINRA Series 7/63 & 65 or 66 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

level financial advisor jobs in costa mesa, ca

Private Equity Investment Sales Associate

ESTATE PLANNING SENIOR PARALEGAL

Financial Advisor (Commission-based)

Senior Underwriter & Underwriter

Tax Expert - Expert Center (West)

Paraplanner

Head of Commercial Growth [210794]

Preplanning Advisor

Insurance Defense Trial Attorney

Chief Financial Officer - Property Management - CORP

Controller

Preplanning Sales Advisor

Insurance Agent - Full Training Provided!

Insurance Agent - Full Training Provided!

California Litigation Attorney | 100% Remote | Complex Civil

Accounting & Finace Manager- Japanese Bilingual

Chief of Police

Controller

Entry-Level Financial Advisor

Analyst, Private Strategies (Resi)

I want to receive the latest job alert for level financial advisor in costa mesa, ca

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