Finance & Accounting Jobs in Newport Beach, CA (Now Hiring) — 172 open — Page 2
Credit Analyst
Newport Beach, California, United States · On-site
$60k–$73k/yr
Mid level
Job Summary: Job Summary: As a Credit Analyst at United Auto Credit, you'll review and manage loan applications, ensuring they meet lending guidelines and are processed efficiently. You'll follow up with dealerships to s…
Skills: Credit Analysis, Underwriting, Loan Processing, Risk Assessment, Deal Restructuring
Jr. Underwriter
Newport Beach, California, United States · On-site
$20/hr–$24/hr
Entry level
Job Summary: Job Summary: Job Description Join our team as a Junior Underwriter and play a key role in turning approvals into contracts. You’ll call dealerships on applications that have been approved or conditionally ap…
Skills: Communication, Interpersonal Skills, Organization, Time Management, Relationship Building
Senior Personal Banker
Newport Beach, California, United States · On-site
$64k–$103k/yr
Mid level
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: Banking Operations, Client Relationship Management, Cross Selling, Risk Management, Compliance
Associate, Personal CFO
Newport Beach, California, United States · Hybrid
$76k–$114k/yr
Mid level$2.3B raised
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Bookkeeping, Accounts Payable, Bank Reconciliation, Journal Entries, Microsoft Excel
Pricing Associate/ Senior Associate
Newport Beach, California, United States · On-site
$87k–$113k/yr
Mid level
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: Security Price Validation, Fixed Income Pricing, Derivatives Valuation, SQL, Python
Contract Administrator, Corporate and Professional Services
Newport Beach, California, United States · On-site
$94k–$114k/yr
Mid level$1.4B raised
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: Contract Administration, Legal Document Review, Due Diligence, Contract Negotiation, Risk Management
J.P. Morgan Advisors - Senior Client Associate - Newport Beach, CA
Newport Beach, California, United States · On-site
$70k–$100k/yr
Mid level$1.6B raised
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team an…
Skills: Client Onboarding, Account Maintenance, Investment Recommendations, Equity Trading, Mutual Fund Orders
Restaurant Office Administrator
Newport Beach, California, United States · On-site
Mid level
Overview Mastro’s Restaurants are renowned for delivering an upscale steakhouse experience defined by premium USDA Prime steaks, fresh seafood, and a sophisticated yet lively atmosphere. Known for exceptional servi…
Skills: Bookkeeping, Financial Auditing, Inventory Management, Payroll Records, Microsoft Office
Relationship Officer
Newport Beach, California, United States · On-site
$69k–$90k/yr
Mid level$27M raised
CalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion. Job Title Relationship Officer Department Branch Operations Reports To Branch Manager or Client Service Manager FLSA Status …
Skills: Customer Service, Cross Selling, Account Opening, BSA/AML Compliance, Treasury Management
Administrative Assistant III
Newport Beach, California, United States · Hybrid
$25/hr–$52/hr
Mid level$3.6B raised
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: Administrative Services, Attention To Detail, Customer And Client Focus, Planning, Prioritization
Senior Financial Planner (Newport, Beach CA)
Newport Beach, California, United States · Hybrid
$77k–$90k/yr
Senior
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax…
Skills: Financial Planning, Portfolio Analysis, Tax Planning, Relationship Management, Analytical Skills
Thoerner & Toma
Tax Advisory Firm Office Manager
Newport Beach, California, United States · On-site
$40/hr–$55/hr
Senior
Benefits: 401(k) Employee discounts Health insurance Paid time off 401(k) matching Bonus based on performance Dental insurance Opportunity for advancement Vision insurance About the Role We're a multi-office tax advisory…
Skills: Tax Return Assembly, E-filing, Team Leadership, Office Management, Client Deliverables
Private Wealth Client Associate
Newport Beach, California, United States · On-site
$25/hr–$44/hr
Mid level$3.6B raised
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
Sr. Agile Practitioner
Newport Beach, California, United States · On-site
$152k–$186k/yr
Senior$1.4B raised
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: Agile Practice, Product Management, Release Train Engineering, Portfolio Management, Program Management
Senior Actuary - Life and Annuity Pricing Modeler
Newport Beach, California, United States · Hybrid
$145k–$205k/yr
Senior$1.4B raised
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: Actuarial Modeling, C#, Python, Life and Annuity Pricing, Model Development
Investment Consultant - Portfolio Management Specialist
Newport Beach, California, United States · On-site
$68k–$120k/yr
Senior+
Job Description POSITION SUMMARY The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset alloca…
Skills: Portfolio Management, Asset Allocation, Investment Strategy, Financial Analysis, Client Prospecting
Customer Service Representative
Newport Beach, California, United States · On-site
$20/hr–$25/hr
Entry level
Mechanics Bank is currently searching for a full time Customer Service Representative to join our team at our Newport Beach Branch. Under general supervision, but in line with established policies and procedures, perform…
Skills: Cash Handling, Customer Service, Banking Transactions, Account Maintenance, Regulatory Compliance
Administrative Assistant (Trade Floor Support Assistant)
Newport Beach, California, United States · On-site
Entry level
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: Phone Coverage, Administrative Support, Expense Management, Microsoft Word, Microsoft Excel
Vice President, Institutional Channel Marketing Manager (Data & Audience-Led)
Newport Beach, California, United States · On-site
$150k–$225k/yr
Senior+
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: Audience Segmentation, Account-Based Marketing, Growth Marketing, Marketing Analytics, Channel Strategy
Administrative Assistant (Newport Beach, CA)
Newport Beach, California, United States · On-site
Senior
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: Calendar Management, Travel Coordination, Expense Reporting, Event Planning, Executive Support