3 financial analysis consultant jobs found in Irvine

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high-touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention. Provide advice and support to plan fiduciaries via committee meetings in the areas of investment   selection , plan provisions, and strategic recommendations to improve the plan.   Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts        Conduct participant...

The ideal candidate will contribute to the growth of revenue by assisting in the management of insurance bonding solutions and projects to meet client needs in a dynamic and growing organization. This position is the primary support position for account teams and will be a point of contact for customers. It is responsible for the day to day support of Account Managers/Producers as well as assisting in developing relationships with clients. Individual will perform a variety of client related functions in a rapidly growing company. Some insurance bonding/surety skills are required, and may require the taking of additional insurance course work. Your Impact:  Responds timely to account team requests in resolving client issues and related questions. Assists in producing client proposals, analysis and presentations as may be necessary. Assist in managing the billing and receivable activity on specific accounts. Establishes, maintains, and updates files, databases, records,...

As a Health and Benefits Financial/Actuarial Senior Director, you will serve as the financial lead for large, complex client assignments. You’ll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital.   The Role Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance Leads Medium to Large clients’ financial/actuarial engagements Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients  Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions Provides consulting quality reviews and client delivery for all types of...