Newport Beach, California, United States · On-site
$50k–$91k/yr
Application Deadline: 08/30/2026 Address: 4400 MacArthur Blvd. Job Family Group: Wealth Sales & Service Provides support and product expertise for the financial planning business development, sales and service delivered …
Skills: Financial Planning, Wealth Management, Client Relationship Management, Market Research, Analytical Problem Solving
Newport Beach, California, United States · On-site
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: Outbound Prospecting, Relationship Building, Lead Generation, Written Communication, Verbal Communication
Newport Beach, California, United States · On-site
$55k–$83k/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: Office Procedures, PC Knowledge, Typing Skills, Oral Communication, Written Communication
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
$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 · On-site
$16/hr–$43/hr
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients,…
Skills: Client Service, Financial Product Knowledge, Microsoft Office, Time Management, Interpersonal Skills
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
$132k–$224k/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: Lending Products, Credit Processes, Loan Servicing, Client Servicing, Risk Management
Newport Beach, California, United States · On-site
$24/hr–$40/hr
Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…
Skills: Client Relationship Management, Financial Planning, Investment Solutions, Consultative Selling, Risk Mitigation
Newport Beach, California, United States · Remote OK
$99k–$165k/yr
Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more…
Skills: Financial Planning, Investment Solutions, Consultative Sales, Customer Service, Risk Mitigation
Newport Beach, California, United States · On-site
$125k–$145k/yr
Company Mission Clean Energy is changing the way the world fuels its vehicles. Reducing pollution from the transportation industry is an important goal for our nation, and we at Clean Energy know just how realistic and a…
Skills: Month-end close, External audits, SOX compliance, GAAP, Financial reporting
Newport Beach, California, United States · On-site
$28/hr–$40/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Account Management, Attention To Detail, Collaboration, Recording/Organizing Information, Written Communications
Newport Beach, California, United States · On-site
$151k–$262k/yr
Application Deadline: 08/02/2026 Address: 4400 MacArthur Blvd. Job Family Group: Wealth Sales & Service BMO Wealth Management is seeking a Managing Director to lead and grow our Orange County market, one of the most stra…
Skills: People Management, Financial Planning, Credit Risk Management, Negotiation, Strategic Planning
Newport Beach, California, United States · On-site
$120k–$135k/yr
COMPANY MISSION Clean Energy is changing the way the world fuels its vehicles. Reducing pollution from the transportation industry is an important goal for our nation, and we at Clean Energy know just how realistic and a…
Skills: Microsoft SQL Server, C#, .NET Framework, .NET Core, Database Design
Newport Beach, California, United States · On-site
$79k–$96k/yr
CalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion. Job Title Sr. Payroll Administrator / HR Generalist Department Human Resources Reports To EVP / CHIEF PEOPLE OFFICER FLSA St…
Skills: Full Cycle Payroll, Wage And Hour Compliance, HRIS Maintenance, Onboarding, Records Management
Newport Beach, California, United States · On-site
$75k–$130k/yr
Description As a Relationship Manager, you will play a pivotal role in expanding our treasury management business by acquiring new clients, fostering deposit growth, and cultivating strong client relationships. Your focu…
Skills: Treasury Management, Business Development, Relationship Management, Cash Management, Sales Negotiation
Newport Beach, California, United States · On-site
$140k–$170k/yr
Clearwater Newoprt is looking for a seasoned leader looking for a new and exciting opportunity. This community was designed with seniors & the team in mind. Do you love changing lives for the better, collaborating with p…
Skills: Operational Management, Financial Oversight, Regulatory Compliance, Staff Leadership, Budgeting
Newport Beach, California, United States · On-site
$90k–$110k/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: Quantitative Analysis, Financial Reporting, Product Development, Excel, Bloomberg
Newport Beach, California, United States · Hybrid
$3k–$5k/mo
Auzo Inc. | Valencia or Orange County/Costa Mesa, CA | ~20 hrs/week | $40-$55/hr, commensurate with experience About Auzo Auzo is on a mission to save people time for the things that matter. We do it by picking up your c…
Skills: NetSuite Financials, Bookkeeping, Accounts Payable, Accounts Receivable, Bank Reconciliation
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Provides product expertise and administrative support to wealth advisors to enhance the client experience and drive business growth. Manages client relationships, prepares financial plan reports, and ensures compliance with risk management frameworks.
Requires 3-5 years of relevant experience and a post-secondary degree in a related field. Proficiency in financial planning, wealth management, and sales software is required, with a financial planning designation preferred.
Application Deadline:
Address:
4400 MacArthur Blvd.Job Family Group:
Wealth Sales & ServiceProvides support and product expertise for the financial planning business development, sales and service delivered by wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience.
Salary:
$49,500.00 - $91,300.00The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so you can build a meaningful career and thrive as a part of a winning culture. Sound like your kind of place? Then we should be co-workers.
Offices: First Canadian Place, 100 King Street, Toronto, ON M5X 1A1, CA · 111 W Monroe St, Chicago, IL 60603, US
Based on 152 listings with disclosed salaries, most finance & accounting jobs in Newport Beach, CA pay between $35k–$168k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 172 open finance & accounting positions in Newport Beach, CA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Pacific Life, PIMCO, Bank of America, HUB International, Northern Trust Asset Management, among others. Browse the listings above to see every active employer.
Yes — 46 of the 172 open finance & accounting positions offer remote or hybrid work (5 remote, 41 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.
