Top 323 Investment banking Jobs in Foothill Ranch, 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
Fund Banking Analyst
Stifel —Irvine, CA
- $70,000 - $100,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Investment Associate, Direct Equity - Irvine
Pathway Capital Management —Irvine, CA
- $100,000 - $140,000 a year
- Full-time
- Remote
- Microsoft Word
- Writing skills
- Mid-level
- Health insurance
- 401(k) matching
Quick Apply
Financial Planning Associate
Perigon Wealth Management —Irvine, CA
- Microsoft Excel
- Research
- Finance
- Dental insurance
- 401(k)
10d
Alternative Investment Analyst - Irvine, CA
In-N-Out —Irvine, CA
- $97,500 - $123,500 a year
- Full-time
- CPA
- Customer service
- Research
- Profit sharing
- Relocation assistance
2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst
Goldman Sachs —Newport Beach, CA
- Seasonal
- Office
- Internship
- Entry level
Senior Research Analyst
Confidential —Irvine, CA
- $30 - $35 an hour
- Contract
- Organizational skills
- In-person
- Senior level
Quick Apply
VP, Financial Consultant- Brea, CA
Charles Schwab —Brea, CA
- $70,000 - $120,000 a year
- Background check
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan
Relationship Banker - AI Trainer
DataAnnotation —Irvine, CA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Hedge Fund Analyst - AI Trainer
DataAnnotation —Irvine, CA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
Analyst, PDC Operations- Investments (Bilingual Korean)
Mobis Parts America, LLC. —Fountain Valley, CA
- $62,518.54 - $92,214.85 a year
- Inventory management
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
VP, Portfolio Manager
Cathay Bank —Rowland Heights, CA
- $95,000 - $135,000 a year
- Full-time
- English
- Bachelor's degree
- Computer skills
- Health savings account
- Disability insurance
Quick Apply
Investment Analyst - AI Trainer
DataAnnotation —California
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Doctor of Philosophy
- Master of Business Administration
Quick Apply
Real Estate Financial Analyst - AI Trainer
DataAnnotation —Riverside, CA
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
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
Northwestern Mutual - Anaheim Hills —Anaheim, CA
- $103,192 - $200,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Wealth Management Trainee (CA)
Bankers Life —Corona, CA
- $80,000 - $100,000 a year
- Full-time
- Entry level
Quick Apply
Investment M&A Finance Lead Consultant
Ledgent Technology —Foothill Ranch, CA
- $90 - $104 an hour
- Contract
- Office
- Fair chance
- Senior level
Quick Apply
4d
Wealth Management Trainee (CA)
Bankers Life —Brea, CA
- $80,000 - $100,000 a year
- Full-time
- Entry level
Quick Apply
Senior Emerging Companies & Venture Capital (ECVC) Associate
Wicker Hamilton —California
- $250,000 - $400,000 a year
- Full-time
- Remote
- US work authorization
- Senior level
- Commercial
- Health savings account
- Health insurance
Quick Apply
1d

I want to receive the latest job alert for investment banking in foothill ranch, ca

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

Explore jobs in more locations

investment banking jobs near foothill ranch, ca

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

investment banking jobs in foothill ranch, ca

Private Equity Investment Sales Associate

Fund Banking Analyst

Investment Associate, Direct Equity - Irvine

Financial Planning Associate

Alternative Investment Analyst - Irvine, CA

2027 | Americas | Newport Beach | Wealth Management, Financial Planning | Summer Analyst

Senior Research Analyst

VP, Financial Consultant- Brea, CA

Relationship Banker - AI Trainer

Hedge Fund Analyst - AI Trainer

Analyst, PDC Operations- Investments (Bilingual Korean)

VP, Portfolio Manager

Investment Analyst - AI Trainer

Real Estate Financial Analyst - AI Trainer

Paraplanner

Financial Advisor

Wealth Management Trainee (CA)

Investment M&A Finance Lead Consultant

Wealth Management Trainee (CA)

Senior Emerging Companies & Venture Capital (ECVC) Associate

I want to receive the latest job alert for investment banking in foothill ranch, ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected