Top 1274 Position management data associate Jobs in Newport Beach, 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
Jr. Production Planner
ATLAS SPECIALTY PRODUCTS —Anaheim, CA
- $25 - $28 an hour
- Overtime
- Office
- Ability to sit for extended periods
- Experience equivalent to degree accepted
- Dental insurance
- 401(k)
Quick Apply
Investment Associate - AI Trainer
DataAnnotation —Anaheim, CA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
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HR/Admin Associate (Bilingual English/Korean)
PK Retail Holdings —Brea, CA
- $26 - $33 an hour
- Full-time
- Background check
- Microsoft Outlook
- English
- Health insurance
- Dental insurance
Quick Apply
ABA Assessor-Board certified Behavior Analyst (BCBA)- Anaheim/Fullerton
Developmental Pathways Inc. —Anaheim, CA
- $45 - $50 an hour
- Part-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Mileage reimbursement
- Health insurance
Quick Apply
Training and Policy Administrator
Western National Property Management —Irvine, CA
- $35 - $40 an hour
- Clean driving record
- Microsoft Outlook
- Mid-level
Quick Apply
Associate Medical Director - Outpatient Rehab
Elevance Health —Costa Mesa, CA
- $188,051 - $294,910 a year
- Full-time
- Medicine
- BC/BE
- Physical & Rehabilitation Medicine
- Employee stock purchase plan
- Paid holidays
1d
California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)
Blais & Associates —California
- From $25 an hour
- Part-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Research
- 401(k)
- 401(k) matching
Quick Apply
Construction Litigation Attorney (100% Remote – California)
Bay Legal, PC —California
- $130,000 - $190,000 a year
- Full-time
- Remote
- Writing skills
- Mid-level
- Mentoring
- Health insurance
- Dental insurance
Quick Apply
6d
Career Services Coordinator
National Polytechnic College —Lakewood, CA
- $23 - $25 an hour
- Full-time
- Classroom
- Microsoft Outlook
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Part-Time Licensed Psychologist (California) – Clinical Supervisor & Intake Director
Counseling Services, Inc. —California
- $120 - $150 an hour
- Part-time
- Remote
- Mid-level
- Outpatient experience
- Psychology
Quick Apply
6d
M&A Associate - AI Trainer
DataAnnotation —Anaheim, CA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Vice President of Public Finance
Fieldman, Rolapp & Associates, Inc. —Irvine, CA
- $120,000 - $150,000 a year
- Full-time
- Management
- Computer literacy
- English
- Profit sharing
- Health savings account
Quick Apply
Investment Associate - AI Trainer
DataAnnotation —Irvine, CA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Senior Endpoint Engineer
HCL Technologies Limited - Business Services —Irvine, CA
- $65,000 - $116,000 a year
- Full-time
- Computer Science
- System design
- Windows
- Health insurance
- Dental insurance
Quick Apply
Nurse Clinic Manager (RN) - Bilingual
Share Ourselves —Costa Mesa, CA
- $105,000 - $130,000 a year
- Full-time
- Microsoft Word
- Spanish
- Nursing
- Free parking
- Continuing education credits
Quick Apply
Inside Sales Associate at nationwide distributor of top brand name baby, kids, toys products
Best Babie Inc. —Irvine, CA
- $2,948 - $5,548 a month
- Full-time
- Merchandising
- Business development experience
- Children
- Health insurance
- Employee discount
Quick Apply
Accounting Associate
GIT America Inc. —Irvine, CA
- $50,000 - $60,000 a year
- Weekends as needed
- Bilingual
- English
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Field Operations Representative
Bento —Fullerton, CA
- $24 an hour
- Urgently hiring
- Microsoft Outlook
- Merchandising
- Mid-level
- Mileage reimbursement
- Opportunities for advancement
Quick Apply
DRR Case Manager Assistant - Nonprofit Ministry
Orange County Rescue Mission —Silverado, CA
- $23 an hour
- Part-time
- Basic math
- Administrative experience
- Driver's License
- Employee assistance program
- Referral program
Quick Apply
12d

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position management data associate jobs near newport beach, ca

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.

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Refine Your Search

position management data associate jobs in newport beach, ca

Wealth Planner

Jr. Production Planner

Investment Associate - AI Trainer

HR/Admin Associate (Bilingual English/Korean)

ABA Assessor-Board certified Behavior Analyst (BCBA)- Anaheim/Fullerton

Training and Policy Administrator

Associate Medical Director - Outpatient Rehab

California Based Federal & State Grant Writer – Municipal Clients (1–3 Years Experience)

Construction Litigation Attorney (100% Remote – California)

Career Services Coordinator

Part-Time Licensed Psychologist (California) – Clinical Supervisor & Intake Director

M&A Associate - AI Trainer

Vice President of Public Finance

Investment Associate - AI Trainer

Senior Endpoint Engineer

Nurse Clinic Manager (RN) - Bilingual

Inside Sales Associate at nationwide distributor of top brand name baby, kids, toys products

Accounting Associate

Field Operations Representative

DRR Case Manager Assistant - Nonprofit Ministry

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