Top 766 Member 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
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
- Office
- US work authorization
- Paid holidays
- Health insurance
11d
Head of Finished Vehicle Logistics [211416]
Aquent Talent —Irvine, CA
- $290,000 - $315,000 a year
- Full-time
- Master's degree
- Bachelor's degree
- Mentoring
- Relocation assistance
- Health insurance
Service Business Development Center (BDC) Representative
Capistrano Valley Toyota —San Juan Capistrano, CA
- $3,350 - $4,800 a month
- Full-time
- Bilingual
- Background check
- Dealership
- Wellness program
- Paid holidays
Quick Apply
Certified Financial Planner (Tax Focused)
Compak Asset Management —Newport Beach, CA
- $105,000 - $210,000 a year
- Email
- CPA
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Accounting Manager
Recruit 360 —Santa Ana, CA
- $70,000 - $90,000 a year
- Full-time
- Office
- Analysis skills
- Supervising experience
Quick Apply
2d
Corporate Counsel
Strike Acceptance —Laguna Hills, CA
- $125,000 - $150,000 a year
- Full-time
- Writing skills
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Certified Financial Planner
Compak Asset Management —Newport Beach, CA
- $100,000 - $200,000 a year
- Email
- CPA
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Chief Financial Officer - Property Management
Aperto Property Management, Inc —Irvine, CA
- $185,000 - $215,000 a year
- Full-time
- 7 years
- CPA
- Office
- Disability insurance
- Health insurance
Quick Apply
Human Resources Manager
Lexor Manufacturing, LLC —Westminster, CA
- $70,000 - $85,000 a year
- Full-time
- Writing skills
- 11+ years
- English
- Paid holidays
- Health insurance
Quick Apply
Executive Assistant / Paralegal / Office Manager
Altametrics —Costa Mesa, CA
- $65,000 - $85,000 a year
- Full-time
- Google Workspace
- English
- Research
- Travel reimbursement
- Health savings account
Quick Apply
Electrical Engineer - Power Distribution Systems (Medium Voltage) – Municipal Water Infrastructure
West Yost —Irvine, CA
- $109,315 - $180,685 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Travel reimbursement
- Profit sharing
Quick Apply
Planning Advisor* (Outside Sales)
Forest Lawn —Cypress, CA
- From $27 an hour
- Weekends as needed
- Bilingual
- Pass drug screening
- Driver's License
- Paid training
- Mileage reimbursement
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
Financial Advisor
New York Life —Newport Beach, CA
- $65,358 - $150,685 a year
- Full-time
- Business development
- Bachelor's degree
- In-person
- Health insurance
- Dental insurance
Quick Apply
Consulting Actuary
Martin and Company —California
- $120,000 - $150,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- 5 years
- Health savings account
- Paid holidays
3d
Service Advisor
Santa Margarita Ford —Rancho Santa Margarita, CA
- $16.50 - $24.75 an hour
- Email
- Background check
- 18 years or older
- Clean driving record
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Advisor
Edward Jones —Irvine, CA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Insurance Agent with Training
Foster Region - Modern Woodmen of America —Laguna Hills, CA
- $82,000 - $129,000 a year
- Full-time
- Hybrid work
- Military
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Trust & Estate Administration Attorney
Leoforce —Irvine, CA
- $150,000 - $275,000 a year
- Mid-level
- 3 years
- Math
- Health insurance
- 401(k)
Quick Apply
7d

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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

member advisor jobs in costa mesa, ca

Private Equity Investment Sales Associate

Insurance Defense Trial Attorney

Head of Finished Vehicle Logistics [211416]

Service Business Development Center (BDC) Representative

Certified Financial Planner (Tax Focused)

Accounting Manager

Corporate Counsel

Certified Financial Planner

Chief Financial Officer - Property Management

Human Resources Manager

Executive Assistant / Paralegal / Office Manager

Electrical Engineer - Power Distribution Systems (Medium Voltage) – Municipal Water Infrastructure

Planning Advisor* (Outside Sales)

Paraplanner

Financial Advisor

Consulting Actuary

Service Advisor

Associate Financial Advisor

Insurance Agent with Training

Trust & Estate Administration Attorney

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected