Top 27 Activity specialist Jobs in Laguna Woods, Ca

Junior Wealth Advisor - The Baldwin Group Financial Services
The Baldwin Group —Irvine, CA
- From $80,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- 3 years
- Finance
LVN for ASSISTED LIVING/MEMORY CARE: Part Time 6am - 2:30pm, Sunday and Monday
Town and Country Manor —Santa Ana, CA
- $31 - $34 an hour
- Part-time
- CPR Certification
- LVN
- Patient monitoring
- Employee assistance program
- Employee discount
Quick Apply
Memory Care Activity Specialist
Atria Senior Living - Del Sol —Mission Viejo, CA
- $17.00 - $20.40 an hour
- Part-time
- High school diploma or GED
- 1 year
- Entry level
- Paid holidays
- Health insurance
Regional Activity Specialist (Transitions)
Oakmont Senior Living —Irvine, CA
- $75,000 - $80,000 a year
- Weekends as needed
- Mid-level
- Criminal background check
- Travel
- Store discount
- COVID-19 protective measures
Quick Apply
Martial Arts Instructor
Impact Kids —Costa Mesa, CA
- $40 - $75 an hour
- Teaching Certification
- Mid-level
- Bachelor's degree
Quick Apply
Membership Specialist
UFC Gym —Huntington Beach, CA
- $16.90 - $25.00 an hour
- Part-time
- Computer literacy
- High school diploma or GED
- Organizational skills
Quick Apply
Activities Specialist, Technical Communities
IEEE Corporate —Los Alamitos, CA
- $60,350 - $89,000 a year
- Full-time
- Data analysis skills
- Research
- Mid-level
Inspection Specialist
Qcells —Irvine, CA
- Full-time
- Customer service
- Mid-level
- Office
Quick Apply
Marketing Specialist - Critical Infrastructure & Networking Solutions
Phoenix Contact —Irvine, CA
- $79,000 - $119,000 a year
- Call employer
- Hybrid work
- Microsoft Excel
- Marketing
- English
- Paid parental leave
- Disability insurance
Reimbursement Specialist, Appeals
Lucid Diagnostics —Lake Forest, CA
- Full-time
- HIPAA
- Mid-level
- Bachelor's degree
- Employee stock purchase plan
- Paid holidays
Quick Apply
Marketing Specialist | B2B Technology | Industrial Networking
Phoenix Contact —Irvine, CA
- $79,000 - $119,000 a year
- Call employer
- Hybrid work
- Microsoft Excel
- Marketing
- English
- Paid parental leave
- Disability insurance
2d
Staff Dentist (Part-Time, Remote, Nevada /California License)
LIBERTY DENTAL PLAN CORPORATION —Tustin, CA
- $74 - $82 an hour
- Part-time
- Hybrid work
- 6 years
- Doctoral degree
- Computer literacy
- Paid holidays
- Dental insurance
Quick Apply
Specialist, Materials Test Technician
Virgin Galactic —Irvine, CA
- $61,526 - $87,516 a year
- Extended hours
- Computer literacy
- Mid-level
- High school diploma or GED
Manager, Territory Sales - Midwest
JENAVALVE TECHNOLOGY INC —Irvine, CA
- $95,000 - $104,500 a year
- Full-time
- Marketing
- Hospital
- Inpatient
Quick Apply
Installer Service Specialist
O'Reilly Automotive Stores —Lake Forest, CA
- $16.90 - $24.90 an hour
- ASE Certification
- Mid-level
- Team management
- Employee stock purchase plan
- Health insurance
Quick Apply
Pediatric Surgery - Physician Trauma Medical Director
CHOC Specialists —Orange, CA
- $450,000 - $616,000 a year
- Full-time
- Surgery
- University
- Critical & Intensive Care
Quick Apply
Laguna - Assistant Branch Manager 1 - Full Time - Onsite (So.CA)
Nuvision Federal Credit Union —Laguna Hills, CA
- $34.16 - $51.24 an hour
- Full-time
- Bilingual
- Microsoft Excel
- Microsoft Outlook
- Paid training
- Health insurance
Specialized Digital System Architect - Technical Sales
Schneider Electric —Costa Mesa, CA
- Online Application
- Up to 50% travel
- 5 years
- Computer literacy
- Dental insurance
- Military leave
Staff Substation Structural Engineer
Black & Veatch Family of Companies —Irvine, CA
- $125,879 - $210,220 a year
- Full-time
- Background check
- 5 years
- Engineering
- Wellness program
- AD&D insurance
Enlisted Operations Careers - Military Service
U.S. Coast Guard —United States
- $32,650 - $72,540 a year
- Full-time
- No experience needed
- English
- High school diploma or GED
- Relocation assistance
- Health insurance
Quick Apply

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activity specialist jobs near laguna woods, ca

Junior Wealth Advisor - The Baldwin Group Financial Services

The Baldwin Group -
Irvine, CA

Apply Now

Job Details

Full-time
From $80,000 a year

Qualifications

Customer communication

Full Job Description

The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin’s integrated advice platform. You’ll collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes.

PRIMARY RESPONSIBILITIES:

Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation.

Assist in developing comprehensive financial plans focused on goals such as wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations.

Help with portfolio construction and monitoring, including gathering data, updating performance and allocation reports, and organizing recommendations aligned with client goals, risk profiles, and time horizons.

Participate in client meetings and review cycles, taking notes, preparing summaries, and ensuring timely completion of agreed-upon action items to reinforce trust and retention.

Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up.

Learn and effectively use Baldwin’s planning, CRM, and investment platforms to support client onboarding, account maintenance, reporting, and business development activities.

Coordinate with internal specialists across wealth, retirement, and insurance to help deliver integrated solutions that protect assets, optimize income, and support long-term financial outcomes for clients.

Maintain accurate and organized client files, meeting notes, and compliance documentation, following internal policies, regulatory requirements, and fiduciary standards.

Proactively build foundational knowledge of investments, capital markets, tax considerations, and planning strategies, staying current on changes that impact clients’ financial plans.

KNOWLEDGE, SKILLS & ABILITIES:

Proficient with MS Office – Word, Excel, PowerPoint, Outlook. Strong verbal and written communication skills with the ability to explain basic investment and financial planning concepts in clear, practical language.

Service-oriented mindset with an outgoing, professional demeanor and a strong drive for sales support, business development, and relationship management in a client-facing environment.

Foundational understanding of investment principles, asset allocation, risk/return tradeoffs, and personal financial planning concepts, with the desire to deepen expertise in advanced wealth strategies.

Strong attention to detail and organizational skills, with the ability to manage multiple tasks, meet deadlines, and maintain accurate records in a fast-paced environment.

Comfort working with data and reports (e.g., performance reports, statements, allocations) and translating information into clear summaries or talking points for advisors and clients.

Demonstrated initiative, curiosity, and willingness to learn from senior team members and accept coaching and feedback.

EDUCATION & EXPERIENCE:

Bachelor’s degree in Finance, Business, Economics, Accounting or a related field preferred.

3-5 years of experience in financial services, wealth management, banking, or a related client service role (internships, co-ops, or equivalent experience will be considered).

Series 65 or 66 and state Life & Health Insurance License may be required or obtained within 90 days.

Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.

OTHER:

Ability to work in a fast-paced environment, multi-task, and adapt to changing priorities.

Occasional travel may be required for client meetings and internal training or events.

IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Compensation starts at $80,000+ annually and is negotiable at time of hire.

#LI-KC1

#LI-Hybrid

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Apply Now

Refine Your Search

activity specialist jobs in laguna woods, ca

Junior Wealth Advisor - The Baldwin Group Financial Services

LVN for ASSISTED LIVING/MEMORY CARE: Part Time 6am - 2:30pm, Sunday and Monday

Memory Care Activity Specialist

Regional Activity Specialist (Transitions)

Martial Arts Instructor

Membership Specialist

Activities Specialist, Technical Communities

Inspection Specialist

Marketing Specialist - Critical Infrastructure & Networking Solutions

Reimbursement Specialist, Appeals

Marketing Specialist | B2B Technology | Industrial Networking

Staff Dentist (Part-Time, Remote, Nevada /California License)

Specialist, Materials Test Technician

Manager, Territory Sales - Midwest

Installer Service Specialist

Pediatric Surgery - Physician Trauma Medical Director

Laguna - Assistant Branch Manager 1 - Full Time - Onsite (So.CA)

Specialized Digital System Architect - Technical Sales

Staff Substation Structural Engineer

Enlisted Operations Careers - Military Service

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