87 Results for

Financial Consultant Jobs in Costa Mesa, CA

Jobs

East Irvine, CA11 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

New!

Irvine, CA1 day ago

$48,000–$50,000 Per Year

Best Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships, integrated employment, leadership development, inclusive living, and family support for individuals with intellectual and developmental disabilities (IDD). Guide participants, guardians and family members in navigating Social Security issues, offering referrals to local Work Incentives and Planning and Assistance (WIPA) and/or Community Work Incentive Counselors (CWIC) available through their state Vocational Rehabilitation.

Irvine, CA28 days ago

$96.55–$96.55 Per Hour
Temporary
Contractor
Full-time

They collaborate with internal stakeholders to identify cost-saving opportunities, manage supplier relationships, and negotiate favourable contract terms while ensuring compliance with company policies and best practices for the following categories of spend: FinOps, End User Support, Global Technology Operations such as Compute Storage and IaaS, Cloud Engineering, and Enterprise Technology (ETOC) such as Network Technologies, Digital Workplace Solutions, Endpoint Resilience, Endpoint Technology, Telecom, and Collaboration Technology. After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.

New!

Costa Mesa, CAToday

Minimum of 2 year of previous experience as a Scrum Master or in project management leading Agile teams working on configurable solutions, software products, or cloud “as a service” products. The ideal candidate will facilitate Agile ceremonies, remove impediments, and ensure smooth collaboration between business, technical teams, and stakeholders spread across multiple locations.

Newport Beach, CA19 days ago

The Senior Tax Planner is responsible for overseeing our firm’s tax planning technology tools, and meeting directly with advisors and clients to deliver comprehensive tax planning, strategic advice, and solutions. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Irvine, California12 days ago

$20–$26 Per Hour

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Help assist the Financial Consultant to create, maintain, and implement business plans designed to identify revenue growth opportunities for new and existing clients.

Century City, CA30+ days ago

Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.

Inglewood, CA14 days ago

You’ll receive training, mentorship, and support to earn the licenses required to work with clients in areas such as life insurance, retirement planning, and basic investment strategies. This role is ideal for people who want to build a career helping families improve their financial futures, even if they’re starting with no prior industry experience.

Irvine, CA30+ days ago

As a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals. At Vessel Advisors, we prioritize integrity, creativity, and teamwork, and we are excited to find a Fractional CFO who aligns with our core values and is ready to drive excellence in our clients’ financial endeavors.

Irvine, CA21 days ago

At Vessel Advisors, we prioritize integrity, creativity, and teamwork, and we are excited to find Fractional CFOs who align with our core values and are ready to drive excellence in our clients’ financial endeavors. As a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals.

New!

Long Beach, California5 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Irvine, CA30+ days ago

Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development. Senior Associate level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies.

New!

Los Angeles, CA2 days ago

Remote

$30,000–$50,000 Per Year

This role combines customer service, contract fulfillment, and relationship-driven sales while serving as the primary point of contact for clients. Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning.

Santa Ana, California30+ days ago

Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.

New!

Irvine, CA5 days ago

Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.

Long Beach, California19 days ago

$21–$23 Per Hour

Leasing training - Leasing Designation Program unique to IMT with training courses for service and leasing associates to obtain more knowledge and build skills which can lead to career advancement, bonuses, and pay raises. Our recruiting team looks for a desire to learn and perform the job combined with an alignment to our IMTeam values of Integrity, Motivation, Teamwork, Excellence, Accountable and Memorable.

Newport Beach, CA30+ days ago

$17.25–$26 Per Hour

As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. + Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

Inglewood, CA30+ days ago

$20–$25.77 Per Hour

Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Montclair, CA30+ days ago

$20–$24.09 Per Hour

Inglewood, CA30+ days ago

$22.69–$30.24 Per Hour

Costa Mesa, CA10 days ago

$50,000–$150,000 Per Year

Total Compensation: First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.

El Segundo, CA7 days ago

$100,000–$300,000 Per Year

As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team.

Newport Beach, CA30+ days ago

Familiarity with APM/monitoring, REST APIs, scripting (Python/Shell/Groovy), and Git/CI-CD (Jenkins/Azure DevOps/GitHub). 7+ yrs in Data Engineering/TDM; 2+ yrs hands-on K2View (Fabric Studio/Server, mDBs, masking, orchestration).

Yorba Linda, CA30+ days ago

$22.69–$30.24 Per Hour

Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

New!

Rosemead, CA4 days ago

$76.30–$86.32

Job Title: Business Control Consultant IVWork Location: Rosemead, CA 91770Job Duration: 6 MonthsJob Type: Temporary AssignmentWork Type: Hybrid onsite Mon & TueDescription: TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide.

Mission Viejo, CA30+ days ago

$42,000–$80,000 Per Year

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time; This description reflects managements assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned. Facilitate programs to gather requirements and features from customers and their communities to augment sales, marketing, development, support, product management, and business and technology partnerships, and others as needed.

Irvine, California30+ days ago

The ideal candidate will bring extensive experience in public company executive compensation, strong analytical and modeling skills, and the ability to collaborate with senior leadership, legal teams, and external advisors. We are seeking an experienced Senior Executive Compensation Consultant to support executive compensation strategy and governance within a large publicly traded organization.

New!

Irvine, California5 days ago

$80–$85 Per Hour

Seeking a Project Finance Consultant to support financial management of a ~$60M data center program. Experience supporting capital or large-scale projects preferred.

El Segundo, California16 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

New!

Irvine, CA5 days ago

You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.

Newport Beach, CA30+ days ago

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. This individual will work with our Wealth Advisors and play an integral role in adding value for our clients, focused on servicing sophisticated individuals and families.

Newport Beach, CA30+ days ago

Specific responsibilities include, but are not limited to: Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

New!

Irvine, CA4 days ago

Full-time

What you will be doing:HAEA is seeking an experienced Budget and Financial Planner to support Key Account Management by owning planning, forecasting, and monthly financial management for all IT OPEX and G&A budget items across the North America CBUs that HAEA provides services to. Create and maintain a CBU-level OPEX/G&A billing tracker as the single source of truth (budget, IO/coding, billing period, amount, invoice owner, status, and key dates), and institute a regular review cadence to ensure invoices are prepared, coded correctly, and submitted on time.

LA, LA30+ days ago

Full-time
Employee

PRIMARY PURPOSE: To handle complex or high exposure claim issues; to provide medical knowledge of the health care system and health care issues; to independently investigate, analyze and evaluate medical malpractice claims for self-insured and commercially insured clients; to provide information needed to clients as needed to determine liability issues and exposure; and to assist in identification of risk management issues to decrease liability exposure and associated legal costs. Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines.

Tustin, CA15 days ago

$22–$23

Generates and handles traffic, qualifies prospective residents, leases apartments, prepares lease documentation, and completes move-in paperwork and processes. Inspects apartments prior to resident move-ins and ensures apartments are in move-in condition by coordinating move-in/out needs and schedules with the maintenance team.

New!

Irvine, California6 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Our Mergers and Acquisitions practice works with owners and investors to help structure transactions, ease their tax burden and quantify tax exposures in a wide range of business transactions, including buy-side and sell-side, restructuring, taxable and tax-free transactions.

Long Beach, CA30+ days ago

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. + Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs.

IRVINE, CA30+ days ago

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

Ontario, CA30+ days ago

Proactively works with the Sales Manager, General Sales Manager, and/or General Manager to develop action plans to immediately correct performance in order to consistently meet and exceed sales goals; attends and actively participates in all sales meetings. Develops, implements, monitors, and adjusts sales goals (financial and volumes) with sales management to achieve personal and Company sales objectives; reviews and analyzes actions at the end of each day, week, month, and year to determine how to plan more effectively in the future.

Costa Mesa, CA30+ days ago

$102,000–$188,000 Per Year

Bring together varied technologies including AI, GenAI, Agentic solutions, Edge-cloud infrastructure, IIoT sensor & devices data, sensor fusion and varied systems integrations to design and implement specific solutions enabling desired client outcomes. + Manage full operations lifecycle for hybrid edge AI solutions engagements for clients including managing work breakdown for the team, project planning, day-to-day engineering delivery, integration of parts and delivery of complete solutions.

Costa Mesa, CA30+ days ago

$63,080–$119,520 Per Year

Primary duties may include but are not limited to: + Supports Employee Assistance Program (EAP) service department by responding to initial customer contacts and request for services; receives client request, assesses situation, determines appropriate course of action. Requires a HS diploma or equivalent and a minimum of 5 years of direct psychiatric and/or substance abuse experience and prior managed care experience; or any combination of education and experience, which would provide an equivalent background.

Huntington Beach, CA28 days ago

Full-time

Manages own mortgage loan pipeline; responsible for building the pipeline, working the loan until it closes ensuring that minimum production volume is consistently achieved. This position is responsible for the origination and retention of residential first and second mortgages via telephone inquiries, walk-ins, online, referrals from branches and employees.

Aliso Viejo, California22 days ago

Note: We do not use text messaging or third-party messaging apps like Telegram to communicate with applicants, so please exercise caution if you are approached in this way and only interact with people claiming to be Quest employees if they have an email address ending in @quest.com. The team acts as a critical point of contact for the sales force, coordinating input from multiple stakeholders to proactively and creatively structure deals that maximize profit margins, drive ARR growth and limit economic risk to the company while minimizing time-to-close.

Irvine, California20 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Work closely with client executives and management teams to understand their businesses and assist in identifying, assessing, and managing financial and operational risks within their business processes, and systems, including complex multinational environments, experience with China entities is a plus.

Irvine, California30+ days ago

$95,000–$120,000 Per Year

Support the development and execution of client benefits strategies and global project implementations interacting directly with client teams and other Aon cross functional teams. Manage coordination of multiple country services provided by local Aon teams including renewals, policy placement, benchmarking projects, M&A and benefits audits.

TORRANCE, CA30+ days ago

Full-time

Calsoft Systems is a gold partner of Microsoft Corp and a certified service provider for Microsoft products and services such as Dynamics 365 ERPs based in Los Angeles, New York, Chicago, Texas, Atlanta, Japan, China, Malaysia, UK and Mexico. Oversee project scope, quality, schedule, and budget in collaboration with the Technical Project Manager and delivery team, while ensuring alignment with business objectives and leading project governance, including reporting and escalation management.

Culver City, CA30+ days ago

Diversity, Equity & Inclusion: Commitment to diversity, equity, and inclusion through initiatives like Diversity Day (paid leave to observe a holiday or cultural celebration of your choice) Employee Resource Groups (Racial Equity, Gender Equity, LGBTQ2IA+, Accessibility, Environmental Justice), DEI education initiatives, and equitable practices, including regular equity assessments and inclusive recruitment protocols. Paid Time Off: A comprehensive time off package, including up to 15 vacation days (prorated upon hire and increasing to 20 days after 2 years of employment), 5 sick days, 3 personal days, 1 Diversity Day, 1 Volunteer Day, and 8 recognized holidays annually.

New!

Rosemead, CA4 days ago

Contractor

Bachelor's Degree Day-to-Day Responsibilities / Workload Lead the consolidation of financial results across multiple subsidiaries, including preparation of consolidated financial statements Perform intercompany eliminations, top-side adjustments, and reconciliation of consolidated balances Delivers the preparation of assigned sections in the financial statements papers and proper documentation to support filings with the SEC. Desired Skills / Attributes Experience with working in Workiva reporting tool Experience with interpreting and applying Uniform System of Accounts under Federal Energy Regulatory Commission Advanced Excel skills, including financial modeling and data analysis

El Segundo, CA30+ days ago

Full-time

Background: Avasant is a Los Angeles, California-based top management consulting and research firm providing strategic sourcing, IT and business transformation, and global strategy services to the global Fortune 1000. Description: Project manage the delivery of business process transformation and technology engagements and work streams for large enterprises, focusing on enterprise transformation and optimization strategies.

Anaheim, CA30+ days ago

Full-time

After your 13-week training period, you will be ready to identify and secure new customers, build relationships, and deliver customized solutions for all types of businesses in food & beverage, industrial and healthcare industries that use linen, uniforms, and facility services like first aid and restroom supplies. At Alsco Uniforms, we don’t just sell uniforms and linen laundry services – we offer solutions to help businesses maintain a safe and clean environment for their employees and customers.

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Financial Consultant Jobs in Costa Mesa, CA

Jobs

Financial Consultant - Brea, CAFidelity Investments

Employment ConsultantBest Buddies International

Senior Strategic Sourcing ConsultantSolugenix Corp

AVP, Scrum Master – Financial AppsSynchrony Financial

Senior Tax PlannerBeacon Pointe Advisors LLC

Financial Consultant AssociateEast West Bank

VP, Financial ConsultantCharles Schwab

Work From Home - Entry-Level Financial Services Consultant IIVirgo & Aries LLC

Fractional CFO for Construction CompanyVessel Advisors

Fractional CFOVessel Advisors

Financial AdvisorNorthwestern Mutual

Accounting Advisory - ConsultantRegal Executive Search

Remote ConsultantGFI Ikigai

Fractional CFOB2Bcfo

Financial Advisor-SeattleRK Partners

Leasing ConsultantIMT Residential

Beauty Sales ConsultantCVS Health

Client Relationship Consultant 2 (Banker) - Inglewood, CAU.S. Bank

Client Relationship Consultant 2 (Banker) - Montclair, CA (35hrs)U.S. Bank

Client Relationship Consultant 3 (Banker) - Inglewood, CAU.S. Bank

Financial AdvisorGoldBook Financial

Financial AdvisorSagient

QE Test Data Management consultantDiverse Linx

Client Relationship Consultant 3 (Banker) - Yorba Linda, CAU.S. Bank

Business Control Consultant IVTekWissen LLC

Solutions ConsultantSaratech

Senior Executive Compensation ConsultantTaj Staffing

Project Finance Consultant -Capital ProjectsUltimate Staffing Services

Senior Consultant Transactions Advisory ServicesBaker Tilly Advisory Group, LP

Financial Planner-Seattle, WARK Partners

Financial PlannerBeacon Pointe Advisors LLC

Senior Financial PlannerBeacon Pointe Advisors LLC

10756 - Budget & Financial PlannerHyundai Autoever America

RN Consultant Sr - Professional LiabilitySedgwick Claims Management Services, Inc.

Leasing ConsultantAvenue5 Residential, LLC

Senior Consultant, Mergers & Acquisitions (M&A) TaxBaker Tilly Advisory Group, LP

CA-WA Community Mortgage Bank Sales Consultant (SAFE) -Bilingual SpanishWells Fargo

CA-WA Mortgage Retail Sales Consultant (SAFE)Wells Fargo

Sales Consultant | Genesis OntarioRUSNAK

Operations Technology Consultant-Specialist SeniorDeloitte

Behavioral Health /EAP Consultant IIElevance Health

Mortgage Originations - Mortgage Loan Consultant - (No.CA) - OnsiteNuvision Federal Credit Union

Deal Desk ConsultantQuest Software

Internal Audit & Risk Advisory Senior Consultant (Chinese Language Skills Required)Baker Tilly Advisory Group, LP

Global Benefits Sr. ConsultantAon Corporation

Project Engagement Lead ConsultantCalsoft Systems

FCM - Dedicated Corporate Travel ConsultantLiberty Travel

Business Control Consultant IVIntegrated Resources, Inc

Senior ConsultantAvasant

Outside Sales ConsultantAlsco

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