Newport Beach, California, United States · Hybrid
$25/hr–$45/hr
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Newport Beach, California, United States · On-site
$122k–$262k/yr
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for profitable busin…
Skills: Business Development, Portfolio Management, Financial Statement Analysis, Commercial Credit Training, Underwriting
Newport Beach, California, United States · Hybrid
$80k–$91k/yr
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable ac…
Skills: Financial Analysis, Actuarial Projection, Underwriting, Budget Development, Risk Assessment
Newport Beach, California, United States · Hybrid
$25/hr–$30/hr
Come join our team! This role sits in Galway Family OfficeTM, a division of Galway Holdings, the parent company of EPIC Insurance Brokers & Consultants. Galway Family Office empowers professional athletes and entertainer…
Skills: Bookkeeping, Accounts Payable, Accounts Receivable, Bank Reconciliation, Cash Flow Reporting
Newport Beach, California, United States · Hybrid
$130k–$140k/yr
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common b…
Skills: Property & Casualty Insurance, Client Relationship Management, Negotiation, Risk Management, Market Submissions
Newport Beach, California, United States · On-site
$87k–$93k/yr
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of exp…
Skills: Data Analysis, Transaction Reconciliation, Trade Lifecycle Management, Python, SQL
Newport Beach, California, United States · Hybrid
$152k–$186k/yr
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have…
Skills: Project Management, Agile Methodology, Scrum, Kanban, SAFe
Newport Beach, California, United States · Hybrid
$113k–$139k/yr
Job Description: The Third Party Risk Management (TPRM) Capability Lead is a senior individual contributor responsible for governing and overseeing Pacific Life’s enterprise TPRM program within the 2nd line of defense, w…
Skills: Third Party Risk Management, Cybersecurity Due Diligence, Operational Risk, Governance Risk and Compliance, Regulatory Compliance
Newport Beach, California, United States · Remote OK
$150k–$185k/yr
Job DetailsJob Location: NEWPORT BEACH, CA 92660Salary Range: $150,000.00 - $185,000.00 Salary/yearExante360, Inc., is looking for an Enterprise Automation & AI Developer that wants to join us on our bold initiative of &…
Skills: AI-Assisted Development, Full-Stack Development, QA Automation, API Design, Enterprise Application Development
Newport Beach, California, United States · Hybrid
$95k–$130k/yr
Company Description At Coffman Engineers, we serve as both prime consultant and sub consultant on projects large and small, including commercial, retail, institutional, government, industrial, and project/construction ma…
Skills: HVAC Design, Piping Design, Plumbing Systems, AutoCAD, Revit
Newport Beach, California, United States · On-site
YOUR IMPACT Are you motivated to help grow institutional relationships within a firm dedicated to holistic financial counseling? Do you believe in the impact that a corporate-sponsored financial planning benefit can have…
Skills: Relationship Management, Strategic Growth, Employee Benefits, Compensation, Financial Planning
Newport Beach, California, United States · Hybrid
$30/hr–$42/hr
BKF is a multi-service infrastructure consulting firm providing civil engineering and surveying services across California, the Pacific Northwest, and beyond. With offices throughout California and the Portland area, BKF…
Skills: Microsoft Office Suite, Project Coordination, Billing Tracking, Contract Drafting, Bluebeam Revu
Newport Beach, California, United States · Hybrid
$30/hr–$42/hr
BKF is a multi-service infrastructure consulting firm providing civil engineering and surveying services across California, the Pacific Northwest, and beyond. With offices throughout California and the Portland area, BKF…
Skills: Microsoft Office Suite, Project Coordination, Billing Tracking, Contract Drafting, Bluebeam Revu
Newport Beach, California, United States · Hybrid
$80k–$100k/yr
Project Accountant - Construction Costa Mesa, CA (Hybrid) Join a growing project management and construction consulting firm where you'll own Procore Financials, help shape financial processes, and work on commercial hos…
Skills: Procore Financials, QuickBooks Online, Job Costing, Contract Administration, Vendor Billing
Newport Beach, California, United States · On-site
$189k–$331k/yr
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: Investment Management, Portfolio Management, Financial Planning, Risk Management, Analytical Thinking
Newport Beach, California, United States · Hybrid
$90k–$120k/yr
Position Overview Green Street's Sales team is a high-performance, team-oriented environment where you will be empowered to sell industry-leading research and data products to a targeted set of high-fit accounts. We are …
Skills: B2B Sales, Pipeline Generation, Outbound Prospecting, CRM Hygiene, Discovery
Newport Beach, California, United States · Hybrid
$152k–$186k/yr
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have…
Skills: Project Management, Agile Methodology, Scrum, Kanban, SAFe
Fountain Valley, California, United States · Hybrid
$70k–$80k/yr
Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we …
Skills: Advisory, Account Management, Client Experience Branding, Customer and Client Focus, Oral Communications
Fountain Valley, California, United States · On-site
$70k–$80k/yr
Job Description: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we …
Skills: Advisory, Account Management, Client Experience Branding, Customer and Client Focus, Oral Communications
Newport Beach, California, United States · On-site
$110k–$187k/yr
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, fa…
Skills: Client Profiling, RFP Orchestration, Fee Proposal Development, Cross-selling, Market Research
Newport Beach, California, United States • Hybrid
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Provide comprehensive client service support to multiple Financial Advisors by acting as the primary point of contact for client needs. Ensure operational excellence and risk management while promoting the bank's banking offerings to deepen client relationships.
Must hold or obtain FINRA SIE, Series 7, and Series 66 licenses within a specified timeframe. Requires a high school diploma and advanced knowledge of investment products and client-centric service.
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code.
Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Pay Transparency details
US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814)Pay and benefits informationPay range$25.00 - $45.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
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Based on 71 listings with disclosed salaries, most consulting jobs in Newport Beach, CA pay between $74k–$186k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 81 open consulting positions in Newport Beach, CA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Pacific Life, Bank of America, BKF Engineers, PIMCO, EPIC Insurance Brokers & Consultants, among others. Browse the listings above to see every active employer.
Yes — 45 of the 81 open consulting positions offer remote or hybrid work (7 remote, 38 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
