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Costa Mesa private client advisor

8 private client advisor jobs found in Costa Mesa

Acrisure
03/15/2026  
Sales Enablement Manager
Job Description Job Description: Sales Enablement Manager Location: Hybrid/Costa Mesa, CA (United States) Reporting to: Head of Sales Enablement, North American Retail (NAR) About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Sales Enablement Manager, to support the Head of Sales...
Acrisure Costa Mesa, CA, USA Full Time
Acrisure
03/15/2026  
Administrative Assistant
Job Description Job Description   Job Title:  Administrative Assistant  Department:  Administration  Location:  West Division  About Us:   Acrisure’s West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership.    Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s...
Acrisure Costa Mesa, CA, USA Full Time
Freeway Insurance Services America
03/06/2026  
Sales Representative (Sales, Customer Service)
Sign-On Bonus Opportunity of up to $4,000* Pay Range: $31 - $72 / hour $65,000-$150,000 per year Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital...
Freeway Insurance Services America Costa Mesa, CA, USA Full Time
Acrisure
02/22/2026  
Client Advisor - Transportation
Job Description About Acrisure    Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.       Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to   $4.8 billion   in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client   centricity   and an indomitable will to win.       Your Next Chapter:     Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure,   we’re   redefining what it means to be a sales professional - giving you   cutting-edge   tools,...
Acrisure Costa Mesa, CA, USA
Acrisure
02/22/2026  
Placement Specialist-1
Job Description Job Description     Job Title :   Carri er   Placement Specialist   Department :   Client Solutions   Location :   West Division       Acrisure’s   West Division   began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed   the individual   strengths and   the extraordinary advantage   at   their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure   West Division   to where it is today, with a culture built on organic partnership.    Acrisure is a fast-growing fintech leader that   operates   a global insurance broker. Acrisure   provides   a broad array of insurance and financial related solutions, including   commercial   property and...
Acrisure Costa Mesa, CA, USA Full Time
Acrisure
02/08/2026  
Account Executive
Job Description Job Description   Job Title:   Account Manager     Department:   Commercial Lines   Location:   West Division     About Us:   Acrisure’s   West Division   began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed   the individual   strengths and   extraordinary advantages   at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure   West Division   to where it is today, with a culture built on organic partnership.    Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits...
Acrisure Costa Mesa, CA, USA Full Time
Acrisure
02/01/2026  
Producer/Commercial Account Executive
Job Description Job Description     Job Title:   Client Advisor   Department:   Growth   Location:  Acrisure West Division    About Acrisure    Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.     Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and   has   grown from $38 million to   $4.8 billion   in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client   centricity   and an indomitable will to win.     Your Next Chapter:      Do you thrive in an environment where technology,...
Acrisure Costa Mesa, CA, USA Full Time
Acrisure
01/25/2026  
Account Manager
Job Description Job Description   Job Title:   Account Manager     Department:   Commercial Lines   Location:   West Division     About Us:   Acrisure’s   West Division   began with a small group of agency partners joining together for the best interest of their clients and teams.   Through collaboration and trust, they revealed   the individual   strengths and   extraordinary advantages   at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure   West Division   to where it is today, with a culture built on organic partnership.    Acrisure is a fast-growing fintech leader that   operates   a global insurance broker. Acrisure   provides   a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and...
Acrisure Costa Mesa, CA, USA Full Time

 

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