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Newport Beach financial advisor

11 financial advisor jobs found in Newport Beach

Pacific Life
09/10/2026  
Portfolio Management Consultant
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 the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.   We’re actively seeking a talented Project Portfolio Management Consultant to join our Portfolio and Program Management team in Newport Beach, CA. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office.   As a Project Portfolio Management Consultant, you’ll move...
Pacific Life Newport Beach, CA Full Time
Pacific Life
09/05/2026  
VP, Financial Planning & Analysis
Job Description: At Pacific Life, we're committed to building a healthier, more resilient future for our policyholders, employees, communities, and shareholders. As a purpose-driven organization, we empower our leaders to make a meaningful impact while fostering an environment of collaboration, innovation, and continuous growth. We are seeking a Vice President of Financial Planning & Analysis to join our Consumer Markets Division (CMD). This position may be based in Newport Beach, CA, Omaha, NE, or Charlotte, NC. This role follows a hybrid schedule of four days in the office (on-site). If you are not currently located near one of our offices, we offer comprehensive relocation assistance. This highly visible leadership role will serve as a strategic partner to senior executives and business leaders, providing financial leadership, business insights, and decision support that help drive profitable growth, optimize performance, and advance key strategic...
Pacific Life Newport Beach, CA Full Time
Pacific Life
08/22/2026  
Internal Wholesaler - Life
Job Description: This position includes incentive compensation in addition to the annual salary. 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 the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  We’re actively seeking a talented Internal Wholesaler - Life to join our Life Insurance Sales Desk in Omaha, NE, Newport Beach, CA and our new location in Charlotte, NC! As an Internal Wholesaler, you’ll move Pacific Life and your career, forward by proactively...
Pacific Life Newport Beach, CA Full Time
Pacific Life
08/12/2026  
Operations Advisor Management Specialist
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 the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job; it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Operations Advisor Management (“OAM”) Specialist or Analyst to join our Life OAM team. This role is hybrid based in our Newport Beach, CA or Omaha, NE office. As an OAM Specialist/Analyst, you’ll move Pacific Life, and your career forward by facilitating complex inquiries for our Inforce Life business. You will be assigned...
Pacific Life Newport Beach, CA Full Time
Pacific Life
08/04/2026  
Senior Salesforce Marketing Cloud Engineer
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 the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because   it’s   the right thing to do. Pacific Life is more than a   job,   it’s   a career with purpose.   It’s   a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  Pacific Life is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience.       We’re   actively seeking a talented  S enior S alesforce Marketing Cloud   Engineer   working in our Newport...
Pacific Life Newport Beach, CA Full Time
EPIC Insurance Brokers & Consultants
07/01/2026  
Client Executive- Commercial Insurance Real Estate
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 beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining...
EPIC Insurance Brokers & Consultants Newport Beach, CA
Pacific Life
08/29/2026  
Senior Retirement Income Product Manager
Job Description: Pacific Life is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented Senior Retirement Income Product Manager to join the Institutional Division in Newport Beach, CA, Omaha, NE, or Charlotte, NC. As a Senior Retirement Income Product Manager, you’ll play a key role in Pacific Life’s growth and long-term success by leading efforts to drive Defined Contribution Lifetime Income (DCLI) and other Institutional Retirement Income strategies, connect market needs to retirement product roadmaps and collaborate with internal stakeholders and external partners to define and communicate the product vision, goals and roadmap based on market research and company objectives. How you will make an impact: · Lead efforts in defining institutional lifetime income product features and necessary documentation to facilitate knowledge transfer and...
Pacific Life Newport Beach, CA Full Time
EPIC Insurance Brokers & Consultants
08/21/2026  
Vice President-P&C Claims
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 beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...
EPIC Insurance Brokers & Consultants Newport Beach, CA
Pacific Life
08/16/2026  
Private Fund Counsel
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 the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job; it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Private Fund Counsel to join our Legal team in Newport Beach, CA. As Private Fund Counsel you’ll move Pacific Life, and your career, forward by providing hands-on legal support across our private funds platform — both helping launch and operate our own private equity and private credit funds and supporting the firm’s...
Pacific Life Newport Beach, CA Full Time
Pacific Life
07/09/2026  
Annuity Marketing Strategist
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 the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Annuity Marketing Strategist to fill an existing role on our Marketing Strategy Team in Newport Beach, CA or Omaha, NE.   As an Annuity Marketing Strategist, you’ll move Pacific Life, and your career, forward by driving the Consumer Markets Division’s growth and long-term success. You will lead the development and go-to-market...
Pacific Life Newport Beach, CA Full Time
Pacific Life
03/30/2026  
Senior Annuity Marketing Strategist
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 the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  We’re actively seeking a talented Senior Annuity Marketing Strategist to fill an existing role on our Marketing Strategy Team in Newport Beach, CA or Omaha, NE.  As a Senior Annuity Marketing Strategist, you’ll move Pacific Life, and your career, forward by driving the Consumer Markets Division’s growth and long-term success. This is a hybrid role that...
Pacific Life Newport Beach, CA Full Time

 

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