22 financial advisor jobs found in Newport Beach

As part of our National Pharmacy Practice, the Region Pharmacy Consultant will serve as a strategic partner to our Market Leaders and their Producer and Client Management teams. This role acts as the pharmacy benefits subject matter expert; providing deep knowledge of the pharmacy space and a level of clinical independence to drive new client growth and increased retention. This individual will be responsible for consultative support, focusing on designated strategic size clients depending on the specific market. This role may work remotely but may require up to 50% travel. Major Responsibilities   Serves as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation Communicates strategic and tactical...

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 Vice President, Chief Compliance & Ethics Officer to join Pacific Life in Newport Beach, CA. This leader will architect, lead, and continuously strengthen Pacific Life’s enterprise-wide compliance and ethics function, ensuring the highest standards of integrity, regulatory adherence, and ethical conduct across a...

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 Mutual Fund/Investment Compliance Analyst II to join our Regulatory Filings and Compliance Team, supporting Pacific Life Fund Advisors LLC (PLFA) in Newport Beach, CA. As a Senior Mutual Fund/Investment Compliance Analyst II you’ll move Pacific Life, and your career, forward by providing expertise on a variety of...

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 an experienced Senior Risk Analyst Business Resilience to join our Operational Risk & Resilience team in Newport Beach, CA. As a Senior Risk Analyst Business Resilience/Business Continuity/Disaster Recovery , you will play a key role in advancing and sustaining enterprise business resilience capabilities that enable the organization...

WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive, exciting, and friendly work environment you are seeking.  We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.  We welcome ALL candidates and are proud of our wonderfully diverse employee population.  WE’LL TAKE CARE OF YOU. We care about our...

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 Sr Software Engineer to join our Compliance and Legal Technology team in Newport Beach, CA. Pacific Life is on a mission to innovate and drive our business forward through impactful corporate software projects. We are seeking a talented and passionate Software Engineer who is not only a strong technologist, but...

WHO WE ARE. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive, exciting, and friendly work environment you are seeking.  We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.  We welcome ALL candidates and are proud of our wonderfully diverse employee population.  WE’LL TAKE CARE OF YOU. We care about our...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Account Manager II manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues; manages complex risk and exposures and acts with a high degree of independent discretion, autonomy, and decision-making. The Account Manager II also supports Producers and other support...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Employee Benefits Account Management provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitates positive and effective relationships sales and/or account team colleagues. DUTIES & RESPONSIBILITIES: Manages all aspects...

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 Director of Fundamental Research to join Pacific Life Fund Advisors in Newport Beach, CA. Relocation assistance may be provided. As the Director of Fundamental Research, you’ll play a key role in Pacific Life’s growth and long-term success by generating investment decisions for the Pacific Life Fund Advisors (PLFA) managed...

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 Enterprise Architect to join our Enterprise Architecture team in Newport Beach, CA or Charlotte, NC. Expectations for the role include spearheading technology direction, technology adoption, and technology experimentation. As the Enterprise Architect overseeing architecture in our Workforce Benefits Division (WBD) you’ll move...

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 Enterprise Architect to join our Enterprise Architecture team in Newport Beach, CA. This role is on-site. You’ll work at our state-of-the-art Newport Beach headquarters. As an Enterprise Architect you’ll move Pacific Life, and your career, forward by analyzing the role of product distribution in the insurance value chain,...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Employee Benefits Account Representative works collaboratively with the Producer and Account Team managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and...

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 Mutual Fund/Investment Compliance Analyst to join our Funds Law Team. Preference is for this person to be based in Newport Beach, CA (hybrid 4 days per week in office) but open to Omaha, NE office as well. As a Mutual Fund/Investment Compliance Analyst, you’ll play a key role in Pacific Life’s growth and long-term success by supporting the legal requirements for Pacific Select Fund (mutual fund) and Pacific Life Fund Advisors (investment adviser) and cross-train with our Variable Products Team.  You will fill an existing role that sits on a team of four in the Corporate Division, Office of the General Counsel. Your team colleagues will include counsel, paralegal and analyst professionals in a close-knit supportive team environment. How you will make an impact:...

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...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Personal Lines Account Manager provides critical support to clients, manages a book of insurance business by acting with a high degree of independent discretion, autonomy, and decision-making. The Account Manager facilitates positive and effective relationships sales and/or account team colleagues.    DUTIES & RESPONSIBILITIES: Works closely with Producers...

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 Compliance Consultant (PFML and Leave Programs) with a focus on leave and absence programs to join our Workforce Benefits legal support team in Newport Beach, CA, or Omaha, NE. As a Compliance Consultant focusing on leave and absence with our Workforce Benefits legal support team you’ll move Pacific Life, and your career, forward...

Job Description: Pacific Life is seeking a strategic and consultative leader to serve as the AVP, Compensation, with a Business‑Aligned focus. This role leads the translation of enterprise compensation strategy into division‑specific programs and practices, serving as the primary compensation partner for business leaders and HR Business Partners globally. The AVP ensures programs are market‑competitive, governed consistently, executed flawlessly, and tailored to the needs of each division while maintaining alignment with global enterprise standards. This role can be located in one of our office location: Newport Beach, CA, Omaha, NE or Charlotte, NC. What You’ll Do: Lead Compensation Strategy for Divisions and Functions Define and execute division and function -level compensation strategies aligned to enterprise objectives, financial plans, and workforce priorities  Lead the compensation advisory team that partners with senior executives and HR Business...

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 Organizational Development & Change Management Consultant to join our Talent Management team on-site in Newport Beach, CA or Charlotte, NC. As an Organizational Development and Change Management Consultant, you’ll move Pacific Life, and your career, forward by advising on changes to Pacific Life’s business structures,...