Top 1120 Finance Jobs in Laguna Hills Ca

Wealth Planner
Sunflower Bank NA —Irvine, CA
- $78,000 - $113,000 a year
- Online Application
- CPA
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
Finance and Insurance Specialist - West
JM Family Enterprises —California
- $49,920 - $124,163 a year
- Full-time
- Dealership
- Mid-level
- Travel
- Profit sharing
- Health insurance
Senior Analyst
Behr Paint Company —Santa Ana, CA
- $106,500 - $167,200 a year
- Full-time
- CPA
- Research
- Mid-level
3d
Financial Professional - AI Trainer
DataAnnotation —Irvine, CA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Financial Professional
New York Life Insurance Company —Irvine, CA
- $50,000 - $125,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Customer service
- Disability insurance
- Health insurance
Quick Apply
Financial Representative - Seeking Growth
Foster Region - Modern Woodmen of America —Laguna Hills, CA
- $97,000 - $192,000 a year
- Full-time
- Hybrid work
- Management
- Children
- Recruiting
- Health insurance
- Dental insurance
Quick Apply
6d
Institutional Analyst - Finance & Student Funding
Stanbridge University —Irvine, CA
- $75,000 - $90,000 a year
- Full-time
- Background check
- Classroom
- 5 years
- Wellness program
- AD&D insurance
Quick Apply
Transaction and Document Coordinator (Equipment Finance)
First National Capital Corp. —Irvine, CA
- $55,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Health savings account
- Health insurance
Quick Apply
Financial Analyst (Accounting & Cost Management)
Global 1st Flagship —Irvine, CA
- $40 - $45 an hour
- Full-time
- ERP systems
- Mid-level
- Office
Quick Apply
12d
Junior Financial Analyst (Financial Analyst I)
CorVel Corporation —Irvine, CA
- $62,306 - $93,123 a year
- Full-time
- Hybrid work
- ERP systems
- Office
- Finance
- Health savings account
- Disability insurance
Quick Apply
FINANCIAL ANALYST
Groupe Seb —Irvine, CA
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Finance
- Paid holidays
- Health insurance
Fund Banking Analyst
Stifel —Irvine, CA
- $70,000 - $100,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Financial Analyst II, Corporate Finance
Anduril Industries —Costa Mesa, CA
- $77,000 - $102,000 a year
- Email
- Oracle
- CPA
- Mid-level
Quick Apply
13d
Financial Analytics Associate
AIR Communities —Irvine, CA
- $75,000 - $90,000 a year
- Full-time
- Writing skills
- Pass drug screening
- Mid-level
- Commuter assistance
- Paid parental leave
Quick Apply
Financial Analyst
American Education and Translation Services —Irvine, CA
- Mid-level
- Office
- Finance
Finance Associate, EDV Program
Rivian —Irvine, CA
- Full-time
- Oracle
- Writing skills
- Finance
Quick Apply
Sales Finance Analyst
loanDepot —Irvine, CA
- $83,000 - $110,000 a year
- Hybrid work
- Mid-level
- Office
- Finance
- Wellness program
- Health insurance
Quick Apply
Financial Analyst/Financial Analyst, Associate
Orange County Transportation Authority —Orange, CA
- $38.71 - $53.76 an hour
- Full-time
- Mid-level
- Office
- Finance
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 Analyst
Foundation Building Materials —Santa Ana, CA
- $35 - $40 an hour
- Full-time
- Office
- Residential
- Finance
- Health savings account
- AD&D insurance

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Wealth Planner

Sunflower Bank NA -
Irvine, CA

Quick Apply

Job Details

Full-time
$78,000 - $113,000 a year

Benefits

Paid holidays
Dental insurance
Tuition reimbursement
Paid time off
401(k) 6% Match
Vision insurance
401(k) matching
Gym membership
Life insurance

Qualifications

Investment management advisory services
Income tax planning
Bachelor's degree
Financial risk management
Insurance for risk management
Estate planning

Full Job Description

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.

Sunflower Bank, N.A/First Foundation Advisors is looking for an energetic, highly motivated individual to fill the position of a full-time Wealth Planner at the Irvine, CA location.

The salary range for this position is $78,000 to 113,000 depending on knowledge, skills, abilities, experience, and location.

Description:

The Wealth Planner is responsible for supporting comprehensive financial planning and advisory services to high-net-worth and affluent clients. This individual works collaboratively with Relationship Managers, Wealth Advisors, and other members of the Planning Team to deliver tailored wealth management solutions that align with clients’ financial goals, risk tolerance, and life priorities. The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth Planners in all aspects of enhancing client relationships and growing the organization’s wealth management business.

Responsibilities:

Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates.
Understands and complies with the requirements of all laws and regulations applicable to the position.
Conduct client discovery and gather financial data to support the development of personalized financial plans.
Analyze client financial information (cash flow, investments, retirement goals, risk profile) and prepare planning summaries or recommendations for advisor review.
Provide guidance to clients on foundational financial planning topics, such as budgeting, insurance needs, retirement readiness, and basic tax considerations.
Prepare plan projections, scenario analyses, and modeling using approved financial planning software.
Support Wealth Advisors and Senior Wealth Planners by identifying planning opportunities and proposing suitable strategies within firm guidelines.
Exercise independent judgment in evaluating client needs, prioritizing planning tasks, and determining appropriate planning pathways.
Participate in client meetings to explain planning concepts, gather additional information, and address routine client questions.
Collaborate with internal specialists (investment, trust, tax, banking) to coordinate planning recommendations and ensure holistic service delivery.
Draft client deliverables, planning outlines, and follow-up communications with limited oversight.
Monitor client progress and update financial plans as circumstances change, ensuring plans stay aligned with client objectives.
Maintain current knowledge of financial planning regulations, tax law changes, and wealth management trends.
Support business development by identifying cross-selling opportunities and preparing pre-meeting planning insights for prospective clients.
Uphold compliance requirements and exercise discretion in handling confidential client information and sensitive financial decisions.
Spot potential problems and opportunities.
Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines.
Understand and participate in the Bank’s Community Reinvestment Act program.
Perform other duties as assigned.

Education / Experience:

Minimum of 2-3 years of experience in wealth management, financial planning, investment advisory, or a related financial services role
Bachelor’s Degree in Finance, Economics, Business Administration, or a related field required.
Advanced degree (MBA, Master’s in Finance or Financial Planning) preferred but not required
CFP® (Certified Financial Planner) designation preferred.
Other relevant certifications such as CFA®, ChFC®, or CPA are a plus
Demonstrated experience working with high-net-worth or mass-affluent clients preferred
Proven ability to develop comprehensive financial plans, including investments, retirement, tax, estate, and risk management strategies
Must be bondable.

Working Conditions

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.

Sunflower Bank Benefits

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.

Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:

Rooted in Strength
Propelled by Growth
Individuals in a Great Whole
Creating Possibility
Community Focused

Associates enjoy outstanding benefits, including:

401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!

If you qualify, apply online at www.sunflowerbank.com/careers.

You’ve never worked anyplace like Sunflower Bank!

EOE/AA: Minorities/Females/Disabled/Vets

Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy.

Quick Apply

Refine Your Search

finance jobs in laguna hills ca

Wealth Planner

Finance and Insurance Specialist - West

Senior Analyst

Financial Professional - AI Trainer

Financial Professional

Financial Representative - Seeking Growth

Institutional Analyst - Finance & Student Funding

Transaction and Document Coordinator (Equipment Finance)

Financial Analyst (Accounting & Cost Management)

Junior Financial Analyst (Financial Analyst I)

FINANCIAL ANALYST

Fund Banking Analyst

Financial Analyst II, Corporate Finance

Financial Analytics Associate

Financial Analyst

Finance Associate, EDV Program

Sales Finance Analyst

Financial Analyst/Financial Analyst, Associate

Investment Associate, Direct Equity - Irvine

Financial Analyst

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