Client Advisor
Finance advisor job in San Juan Capistrano, CA
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, entrepreneurial freedom, and the backing of a $4.8B global fintech leader.
We're seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you'll join that evolution.
What You'll Do:
Revenue Growth & Business Development
Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota.
Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.
Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.
Client Acquisition & Relationship Management
Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value.
Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.
Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leader.
Sales Process & Cadence Discipline
Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create-convert-close-retain cycle.
Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.
Market Research & Competitive Analysis
Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.
Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.
What You'll Bring:
Minimum 2 years of experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred.
Property and Casualty license preferred, or ability to obtain license upon hire.
Our ideal candidate will bring:
Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.
Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.
Demonstrated technology skills, including experience using CRM and AI applications.
If you're ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to submit an application today and take the next step in your sales career. Welcome, your new opportunity awaits you.
The base salary range for this position is $65,000 - $100,000 annually and is eligible for commissions. This range reflects Acrisure's good faith estimate at the time of this posting. Actual compensation will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
Pay Details:
The base compensation range for this position is $60,000 - $100,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting
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California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
Oracle Functional Specialist - Finance
Finance advisor job in Torrance, CA
Our client is seeking candidates for an Oracle Cloud Finance Specialist. This analyst will be part of the Fusion Cloud team, specializing in Financial functions (General Ledger, Sub-Ledgers, Accounts Payables, Accounts Receivables, Chart of Accounts, Fixed Assets, Inter Company Transactions), and related business functions.
Location: Torrance, CA
Work Hours: 9:00am - 5:00pm PST
Work Schedule: Monday and Friday Remote. Onsite Tues/Wed/Thurs
Expected Compensation: $160K - $175K base salary, plus annual bonus (10%).
The offered compensation to a successful candidate will be dependent on several factors that may include (but are not limited to) the type and length of experience within the industry, education, etc.
Position Description:
This individual will be responsible for resolution of day-to-day user service requests, implementation of enhancements and new modules, and redesign of current processes to optimize the use of the ERP software.
Elicit, analyze, validate, and document the stated and implicit business requirements and map those requirements to the features and functions provided by Oracle Fusion Cloud ERP
Serve as a liaison between business stakeholders and the IT teams to specify business and system processes for implementation on Oracle Fusion Cloud ERP
Identify and document technical and functional gaps in the current state of the implementation of Oracle Fusion Cloud ERP
Develop and implement remediation plans to improve the current state of implementation
Identify opportunities to leverage additional features and functions within the software to improve business operations
Provide functional support to end users including issue resolution and performing root cause analysis
Collaborate with internal and external teams to resolve issues in transactions and dataflows that span multiple systems integrating with the Oracle Fusion Cloud ERP
Required Skills:
Bachelor's degree in Business, Accounting, Computer Science, or equivalent technical and business experience.
5-6 years experience as an Oracle Cloud business analyst
Expert level knowledge of the Oracle Fusion Cloud ERP modules of General Ledger, Payables, Receivables, Chart of Accounts, Fixed Assets, and Inter Company Transactions.
Experience with process mapping, group facilitation, data gathering and analysis
Minimum 2 large scale Oracle ERP Cloud implementations.
Proven project delivery through full life cycle from requirements through deployment /support.
Experience with one or more Oracle Reporting tools including Financial Reporting Studio (FRS), Smart View, OTBI, BI Reports, QlikView and/or Tableau.
Soft Skills:
Must be self-motivated.
Ability to work independently with minimal supervision.
Strong interpersonal skills and communication skills.
Ability to write reports, business correspondence, and procedure manuals.
Please apply today!
Financial Analyst
Finance advisor job in Irvine, CA
CAM Analyst
Direct Hire; $90K - $95K base salary
Irvine, CA 92612
*Must have commercial property management experience with processing CAM.
KEY RESPONSIBILITIES:
· Have a thorough understanding of retail accounting principles including recovery ratios and methods, allocating costs to various CAM/CAMA pools, accrual, and cash basis accounting, reading, and understanding financials and being able to abstract information from a lease.
· Responsible for processing monthly Base Rent/CAM/INS and RE taxes, including other miscellaneous financial obligations.
· Assist with conducting audits and analyzing lease documents, addressing any discrepancies, issues, and questions, make recommendations and implement solutions.
· Tracking and maintaining critical lease dates.
· Reviewing lease documents and databases to ensure accuracy and lease compliance.
· Abstracting and interpreting commercial lease documents (leases, amendments, sublease, CCR's).
· Assist in completing other tasks within the department when additional resources are needed.
· Establish and implement a lease audit function to review existing data in the Yardi system and identify areas of improvement and maximize revenue opportunities/CAM savings.
· Responsible for responding to internal and external communication regarding leases and rent/cam charges.
NOTE: Company reserves the right to adjust your duties and responsibilities at any time.
QUALIFICATIONS:
Experience:
· Minimum of 5-10 years of experience in commercial property management, with a focus on retail and office spaces.
Education:
Bachelor's degree in business administration - Accounting - Financial Management.
Skills:
· Strong financial acumen and experience with CAM/CAMA pools.
· Accrual and cash basis accounting.
· Lease Abstract, processing monthly Base Rent/CAM/INS.
· Budgeting and Financial reporting.
· Excellent communication and interpersonal skills.
· Proficiency in property management software (i.e., Yardi).
· Ability to multitask and prioritize in a fast-paced environment.
· Strong problem-solving and decision-making abilities.
Benefits:
· Health, dental, and vision insurance
· 401(k) plan
· Paid time off and holidays
· Professional development opportunities
Revenue Analyst III Finance
Finance advisor job in Costa Mesa, CA
Revenue Analyst III : Finance
Costa Mesa, CA, United States
Primary Duties and Responsibilities
The Revenue Analyst III is a technical expert with strong analytical experience in a healthcare environment with emphasis in managed care and government reimbursement. This role serves as a financial resource for both clinical and administrative areas and will act as a lead analyst on projects.
As part of the Finance Revenue team, this position will support Managed Care Contracting for contract modeling and revenue impact analysis in support of negotiations, helping to identify underpayments, and tracking profitability within our managed care contracts.
Will also prepare analyses related to the financial impact of Medicare and Medi-Cal changes in reimbursement to identify financial and or operational impacts to revenue.
Will support the annual build of the Hoag operating budget, touching across multiple entities with regards to volume and revenue projection.
Responsible for a designated Hoag entity to analyze and present monthly performance to executive leadership as it relates to volume, revenue, payor mix and case mix, as well as perform the month end contractual reserve calculation for Accounting.
Additionally, the Revenue Analyst III will support Accounting's management team for cost report preparation, OSHPD reporting, Bond/Rating Agency reporting, as well as year-end and interim audit.
Provides support for all levels of leadership with requested ad-hoc revenue impact analysis related to items such as payer mix, acuity, reimbursement, and volume.
Own and maintain specific recurring reporting related to volume and revenue performance.
Performs other duties as assigned.
Qualifications
Education and Experience
Bachelor's degree in business administration, finance, accounting, or healthcare administration.
5+ years' experience as an analyst in a healthcare environment with emphasis on managed care reporting and reimbursement
General understanding of DRG and CPT/HCPC Medical Coding and Medical Terminology. Strong understanding of Managed Care and Government reimbursement methodologies
General knowledge of hospital operations (Revenue Cycle: Registration, Patient Accounting/Billing, data processing).
Understanding of Accounting Principles and Hospital Financial Reporting.
About Us
Hoag Memorial Hospital Presbyterian is a nonprofit regional health care delivery network in Orange County, California, consisting of three acute-care hospitals with sixteen urgent care centers, eleven health centers and a network of more than1,800 physicians, 100 allied health members, 8,000 employees, and 2,000 volunteers. More than 30,000 inpatients and 550,000 outpatients choose Hoag each year.
For over 70 years, Hoag has delivered a level of personalized care that is unsurpassed among Orange County's health care providers. Since 1952, Hoag has served the local communities and continues its mission to provide the highest quality health care services through the core strategies of quality and service, people, physician partnerships, strategic growth, financial stewardship, community benefit and philanthropy.
Hoag offers a comprehensive blend of health care services including six institutes providing specialized care in the areas of cancer, heart and vascular, neurosciences, women's health, orthopedics, and digestive health through our institutes.
Hoag was the highest ranked hospital in Orange County in the 2024-2025 U.S. News &World Report, the only Orange County hospital ranked in the top 10 for California. The organization was ranked the #5 hospital in the Los Angeles Metro Area and the #10 hospital in California.
To learn more about Hoag's awards and accreditations, visit: *******************************************************
Hoag is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Hoag is committed to the principle of equal employment opportunity for all employees and providing employees with a work environment free of discrimination and harassment. Hoag hires a diverse group of people in a manner that allows them to reach their full potential in the pursuit of organizational objectives.
Job Info
Job Identification 126503
Job Category Finance, Accounting & Planning
Posting Date 08/14/2025, 04:22 PM
Job Shift Day
Locations 2975 Red Hill Ave, Costa Mesa, CA, 92626, US
Pay Range $40.41 - $62.36/hr
Onsite
Job Schedule Full Time
Financial Advisor
Finance advisor job in Huntington Beach, CA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyFinancial Advisor - Licensed
Finance advisor job in Newport Beach, CA
Job Description
As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their clients. This also means you are CRIA licensed (Corporate Registered Investment Advisor). Requirement options for CRIA: Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.
Responsibilities
Prospecting for clients through referrals, personal observation and networking
Developing and maintaining long-term relationships with clients
Fact gathering and needs analyses to arrive at client-centric financial solutions
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications
Strong interpersonal skills and customer service focus
Experience working with vlients virtually
Market development/networking abilities
Presentation and organization skills
Strong work ethic, self-motivated and goal-oriented
BA, BS, and/or graduate degree or equivalent work experience required
Benefits
Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K.
In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long term.
LOCATION:
Newport Beach, CA and Virtual
Senior Payroll & Equity Analyst
Finance advisor job in Aliso Viejo, CA
RxSight is an ophthalmic medical technology corporation headquartered in Aliso Viejo, California that has commercialized the world's first and only adjustable intraocular lens (IOL) that is customized after cataract surgery. The company's mission is to revolutionize the premium cataract surgery experience by allowing surgeons to partner with their patients to achieve optimized results for every unique eye.
OVERVIEW:
The Senior Payroll & Equity Analyst ("Sr. P&E Analyst") performs full cycle US payroll on a weekly and semi-monthly basis, working with a team composed of a manager and a junior accountant. The position assists with the management of data in Equity Edge Online (EEO), including uploading stock option grants, coordinating vesting of restricted stock units and employee stock purchase (ESPP) contributions. This role will partner cross functionally with teams such as HR and Accounting, and we are looking for an individual that will take initiative to drive process improvements and automation of manual tasks.
Requirements
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Payroll: Process accurate and timely weekly and semi-monthly payroll using Paylocity payroll system and record payroll activity to the G/L.
* Maintain integrity of employee payroll data in Paylocity to ensure records are up to date and resolve discrepancies.
* Enter and/or update payroll records including benefits deductions, wage garnishments, compensation, department transfer, etc.
* Review timecards for accuracy or missing information and process all payroll adjustments as well as supplemental income such as bonuses and commissions.
* Process equity compensation income including RSU, ISO/NQO and ESPP as applicable.
* Ensure payroll operations comply with all applicable federal, state, and local regulations, including tax filings, garnishments, and wage/hour laws.
* Ensure that all employee contributions are timely entered into the retirement plan and health savings account and upload contributions in respective portals.
* Review benefit contribution data imports from PlanSource to Paylocity for accuracy.
* Lead year-end payroll activities, including W2 preparation, tax reconciliations and system updates.
* Prepare, analyze, and reconcile payroll reports and metrics for Finance, HR and audit purposes.
* Completing ad hoc reporting and analysis as requested.
Equity: Oversee stock-based compensation processing (RSUs, ISO/NQO and ESPP).
* Maintain EEO database and conduct regular audits against Paylocity database for completeness (new hires, terminations, account changes, etc.).
* Upload any changes to employees from Paylocity to E*TRADE.
* Update the database for wages and taxes after each semi-monthly payroll to ensure that the taxes are up to date.
* Monitor EEO for stock option transactions and process transactions in payroll to meet statutory reporting and withholding obligations.
Audit
* Ensure compliance with SOX controls.
* Assist with annual external audit.
* Assist with Workers' Compensation audit.
REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:
* Intermediate/Advanced MS Excel
* Must possess excellent written and verbal communication skills along with strong problem-solving skills, good organizational skills, attention to detail as well as excellent interpersonal skills
* Ability to prioritize assignments, meet critical deadlines and manage various projects
* Ability to review and understand federal and state laws as well as government regulations
* Ability to form positive and constructive relationships with managers and employees
* Ability to maintain confidentiality of employee information
EDUCATION, EXPERIENCE, and TRAINING:
* Bachelor's degree in accounting or finance
* Minimum of 5 years' experience in Payroll and Equity Experience required
* Payroll certification is preferred but not required
* Must be flexible and adaptable to change
* Self-motivated with the ability to prioritize multiple projects under tight deadlines and work independently
* Ability to work professionally with all levels of management
* Support our company values (Customer Focused, Sense of Urgency, Teamwork, Respect)
* Training to be completed in accordance with the training plan for this position as maintained in the document control system
* The training requirements on TRN-10007 Insider Trading Policy, TRN-10008 Global Anti-Bribery and Anti-Corruption Policy and TRN-10009 Code of Business Conducts and Ethics must be diligently completed within 30 days from the hiring date and on an annual basis
COMPUTER SKILLS:
* ERP a plus
* MS Office (Excel, Word, PowerPoint, Outlook)
Notice to Staffing Agencies and Search Firms:
RxSight does not accept unsolicited resumes or candidate submissions from staffing agencies or search firms for any employment opportunities. All agency engagements must be authorized in writing for a specific position by RxSight's Talent Acquisition department. Any resumes or candidate information submitted without such specific engagement will be considered unsolicited and the property of RxSight. No fees will be paid in the event a candidate is hired under these circumstances.
Salary Description
$90,000 To $110,000 Per Year
Investment - Intern
Finance advisor job in Irvine, CA
About Us:
Founded in 1936, Niterra North America, Inc. (Formally NGK Sparkplugs, Inc.), is the world leader in technology, innovation, and world-class quality in designing spark plugs and oxygen sensors. Today, that tradition continues as we transform our organization's business portfolio, expanding our core ceramic technologies, exploring capabilities beyond traditional areas, and challenging ourselves to develop solutions and services that use technologies to resolve social issues while contributing to a sustainable society.
Academic Skills/Knowledge/Experience:
Currently pursuing or recently graduated with a bachelor's or master's degree in business, finance, economics, engineering, or a related field. MBA candidates are also welcome.
Demonstrated interest in venture capital, entrepreneurship, or technology-driven industries (through coursework, projects, internships, or extracurricular activities).
Strong analytica and research skills, with the ability to gather and synthesize data into clear insights.
Basic understanding of valuation techniques, including Discounted Cash Flow (DCF) analysis, Comparable Company Analysis (CCA), and precedent transactions, with a strong interest in further developing these skills. Familiar with three-statement financial models and excited to deepen expertise in fund-of-funds modeling, assessing capital efficiency, and creating scenarios for potential returns on invested capital (ROIC) under supportive mentorship and direction.
Building an understanding of sensitivity analysis with a growing ability to identify and quantify key financial and operational risks. Eager to enhance skills in advanced financial modeling techniques with support and guidance.
Familiar with key legal concepts through coursework or related knowledge, including term sheets, legal documents, ROFRs, cap tables, 409A valuations, and exit strategies. Excited to develop skills in legal document review, deal structuring, and negotiation while learning from experienced professionals.Ability to work collaboratively in a fast-paced, cross-functional environment and adapt to diverse needs.
Strong analytical capabilities and research skills with a strategic and tactical mindset. Able to quickly assess market opportunities and competitive positioning, synthesizing these into clear investment rationales.
Experience working in a multinational or cross-cultural environment, with a keen interest in learning more about Japanese business practices and culture. Open to gaining insights into cross-cultural collaboration and applying them effectively in a professional setting
Exceptional verbal and written communication skills, including the ability to craft compelling investment narratives for executive-level decision-making. Fluency in Japanese is highly desirable.
Familiarity with tools like Pitchbook, Microsoft Office, Google Slides/Sheets, and Adobe Acrobat. Willingness to develop proficiency with CRMs such as Affinity or Airtable is highly encouraged.
Responsibilities
Assist in identifying, evaluating, and executing investment strategies aligned with Niterra's corporate goals. Contribute to the development of strategies to maintain a strong pipeline of potential investments and deal flow in targeted technology sectors while learning from experienced team members.
Proactively support efforts to identify and screen high-potential investment opportunities that align with Niterra's strategic objectives. Work alongside the team to build relationships with founders, venture capitalists, and industry experts, gaining early exposure to promising opportunities.
Learn to foster relationships with key stakeholders, including internal teams, entrepreneurs, industry partners, and other investors, to enhance collaboration and leverage Niterra's investment network effectively.
Support due diligence processes by contributing to financial analysis, market and industry assessments, and risk evaluations. Demonstrate an eagerness to develop expertise in creating financial models, such as DCF, sensitivity analyses, and multi-scenario projections, under the mentorship of experienced colleagues.
Assist in tracking the performance of portfolio companies, collecting operational data, and monitoring key performance indicators (KPIs) to inform decision-making.
Collaborate with senior team members to gain insights into the strategic and operational challenges of portfolio companies while contributing your perspective to foster innovation.
Actively seek mentorship and provide mutual support to fellow interns and team members, helping to build a high-performing, collaborative, and adaptive investment team culture.
Contribute to preparing performance reports for senior team members, using data-driven analysis to highlight key portfolio metrics and recommend strategic adjustments based on market conditions.
Demonstrate flexibility and adaptability by undertaking special projects as assigned by management, viewing them as opportunities for growth and learning.
Fulfill any additional tasks or responsibilities required to ensure team success.
Auto-ApplyInvestment - Intern
Finance advisor job in Irvine, CA
About Us: Founded in 1936, Niterra North America, Inc. (Formally NGK Sparkplugs, Inc.), is the world leader in technology, innovation, and world-class quality in designing spark plugs and oxygen sensors. Today, that tradition continues as we transform our organization's business portfolio, expanding our core ceramic technologies, exploring capabilities beyond traditional areas, and challenging ourselves to develop solutions and services that use technologies to resolve social issues while contributing to a sustainable society.
Academic Skills/Knowledge/Experience:
* Currently pursuing or recently graduated with a bachelor's or master's degree in business, finance, economics, engineering, or a related field. MBA candidates are also welcome.
* Demonstrated interest in venture capital, entrepreneurship, or technology-driven industries (through coursework, projects, internships, or extracurricular activities).
* Strong analytica and research skills, with the ability to gather and synthesize data into clear insights.
* Basic understanding of valuation techniques, including Discounted Cash Flow (DCF) analysis, Comparable Company Analysis (CCA), and precedent transactions, with a strong interest in further developing these skills. Familiar with three-statement financial models and excited to deepen expertise in fund-of-funds modeling, assessing capital efficiency, and creating scenarios for potential returns on invested capital (ROIC) under supportive mentorship and direction.
* Building an understanding of sensitivity analysis with a growing ability to identify and quantify key financial and operational risks. Eager to enhance skills in advanced financial modeling techniques with support and guidance.
* Familiar with key legal concepts through coursework or related knowledge, including term sheets, legal documents, ROFRs, cap tables, 409A valuations, and exit strategies. Excited to develop skills in legal document review, deal structuring, and negotiation while learning from experienced professionals.Ability to work collaboratively in a fast-paced, cross-functional environment and adapt to diverse needs.
* Strong analytical capabilities and research skills with a strategic and tactical mindset. Able to quickly assess market opportunities and competitive positioning, synthesizing these into clear investment rationales.
* Experience working in a multinational or cross-cultural environment, with a keen interest in learning more about Japanese business practices and culture. Open to gaining insights into cross-cultural collaboration and applying them effectively in a professional setting
* Exceptional verbal and written communication skills, including the ability to craft compelling investment narratives for executive-level decision-making. Fluency in Japanese is highly desirable.
Familiarity with tools like Pitchbook, Microsoft Office, Google Slides/Sheets, and Adobe Acrobat. Willingness to develop proficiency with CRMs such as Affinity or Airtable is highly encouraged.
Responsibilities
* Assist in identifying, evaluating, and executing investment strategies aligned with Niterra's corporate goals. Contribute to the development of strategies to maintain a strong pipeline of potential investments and deal flow in targeted technology sectors while learning from experienced team members.
* Proactively support efforts to identify and screen high-potential investment opportunities that align with Niterra's strategic objectives. Work alongside the team to build relationships with founders, venture capitalists, and industry experts, gaining early exposure to promising opportunities.
* Learn to foster relationships with key stakeholders, including internal teams, entrepreneurs, industry partners, and other investors, to enhance collaboration and leverage Niterra's investment network effectively.
* Support due diligence processes by contributing to financial analysis, market and industry assessments, and risk evaluations. Demonstrate an eagerness to develop expertise in creating financial models, such as DCF, sensitivity analyses, and multi-scenario projections, under the mentorship of experienced colleagues.
* Assist in tracking the performance of portfolio companies, collecting operational data, and monitoring key performance indicators (KPIs) to inform decision-making.
* Collaborate with senior team members to gain insights into the strategic and operational challenges of portfolio companies while contributing your perspective to foster innovation.
* Actively seek mentorship and provide mutual support to fellow interns and team members, helping to build a high-performing, collaborative, and adaptive investment team culture.
* Contribute to preparing performance reports for senior team members, using data-driven analysis to highlight key portfolio metrics and recommend strategic adjustments based on market conditions.
* Demonstrate flexibility and adaptability by undertaking special projects as assigned by management, viewing them as opportunities for growth and learning.
* Fulfill any additional tasks or responsibilities required to ensure team success.
Financial Analyst - Corporate Development
Finance advisor job in Redlands, CA
The Financial Analyst position on our corporate development team in Accounting and Finance is responsible for monitoring and coordinating activities associated with our international distribution network. Activities include measuring performance against plans, producing and presenting informational reporting pertinent to the business, assisting in all aspects of valuation and financial analysis in support of acquisition and divestiture transactions, and assisting in due diligence efforts in support of corporate development needs.
Join the team fully onsite at our stunning campus in Redlands, CA.
Responsibilities
Monitor and analyze the performance of current investments which includes preparing regular reports on the financial health and performance of the portfolio and identifying areas for improvement or divestment based on financial analysis
Prepare presentations, reports, and documentation for department and corporate management
Assist in conducting due diligence for potential acquisitions and investments, including financial, legal, and operational aspects through effective collaboration with participating members of the cross-functional teams
Coordinate and perform activities related to drafting contract language, renewing agreements, fulfilling contractual commitments, and monitoring general business obligations and requirements
Understand business objectives and issues and conduct insightful, fact-based analysis to help solve complex problems
Maintain and update systems used to track acquisition activity and key information
Requirements
2+ years of prior experience or relevant experience
Experience with budgeting and planning methodologies and tools
Advanced Microsoft Excel skills, including XLOOKUPS and pivot tables
High level of attention to detail, excellent organizational skills and ability to prioritize demands and meet deadlines
Familiarity with accounting financial statements
Ability to work independently
Analytical and problem-solving skills
Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US
Bachelor's in Accounting, Finance, or in a related field
Recommended Qualifications
Experience working with SAP or other large ERP systems
Experience working with advanced reporting tools such as Power BI
Familiar with SQL and relational databases
#LI-Onsite
#LI-JH2
Auto-ApplyWealth Advisor Associate Intern
Finance advisor job in Newport Beach, CA
As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time Wealth Advisor Associate Intern to join our award-winning team ! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelor's degree with related coursework in Finance, Business, or Economics. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you, we want to hear from you, ASAP!
As a Wealth Advisor Associate Intern, your service-oriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management, and you also possess a high emotional IQ. You're articulate, polished, and have an aptitude for financial vernacular. Extremely analytical and a great listener, you will learn data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language. Your commitment to making a positive impact in other people's lives parallels your drive for personal and professional growth.
Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients' lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.
Day-to-Day as Wealth Advisor Associate Intern:
Work with a high-performing & growth-oriented team of advisors
Provide technical and financial support to the advisor team
Contribute to research projects
Create client presentation materials
Be exposed to ongoing client service, sales presentations, and new client onboarding
Grow yourself personally and professionally with the goal to advance into a Wealth Advisor Associate, Senior Wealth Advisor Associate, and then ultimately a Wealth Advisor role after succeeding in the supporting positions
What You Bring as Wealth Advisor Associate Intern:
Self-starter with a proactive approach to asking questions and problem solving
Basic knowledge base across investments, economics, accounting, and financial planning
A desire to learn more about the wealth management industry
Excellent attention to detail, multi-tasking, and time management skills
Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
Outstanding ability to communicate, present, and influence your team
Requirements :
Graduation date in the Spring of 2027
Able to commit 15-29 hours a week throughout your Senior year
Start date in May 2026
Job Type : Part-time, hourly, non-exempt
Location : This position is based out of our office in Orange County. This is an in-office position.
Salary : $22/hour
Please submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management. Be sure to share one of your favorite volunteer projects, too!
Auto-ApplyAnalyst, Corporate Finance & Accounting
Finance advisor job in Newport Beach, CA
BKM Capital Partners is a growing firm, and we are looking for driven, entrepreneurial professionals that want to grow with us and are passionate about their work. Located in our Newport Beach California office, the Analyst of Corporate Finance & Accounting will be an integral part of the corporate finance accounting team for both BKM Capital Partners and BKM Management Company. Reporting directly to the Senior Director, Finance & Accounting, the Analyst of Corporate Finance & Accounting will be responsible for maintaining the corporate books and records, including bank reconciliations, general ledger review and producing financial statement packages. In addition, this position will lead loan draw processes, including review of financing arrangements, debt covenants and reporting requirements.
The Job Essentials:
Reporting & Analysis:
* Lead financing draw down processes, including reporting packages and lender submissions
* Lead new bank account processing, including KYC and compliance reporting
* Prepare quarterly reporting packages, including detailed financial close packages
* Lead monthly corporate expense processing and approval
* Analyze financial statements and results
* Prepare revenue stream reconciliations and segmented analysis
* Assist with tax compliance and tax returns
* Assist with financial statement reporting process, including the review of support schedules, budget-to-actual variances as well as monthly and quarterly MD&A (Management's Discussions & Analysis) reports.
* Perform ad hoc assignments, as needed
Accounting:
* Lead full-cycle accounting duties for the BKM corporate entities including preparation and analysis of the financial statements, general ledgers and subsidiary ledgers
* Ensure complete and accurate books for all management entities within Yardi, including general partner entities
* Ensure accuracy and effectiveness in all corporate accounting tasks
* Oversee the verification, allocation, and posting of accounts payable and receivable
* Review and approve accurate entries/reports/schedules needed to complete a timely financial close in accordance with GAAP
* Oversee maintenance of fixed assets processes and GL subledger
* Perform ad hoc assignments, as needed
The Qualifiers:
* Bachelor's degree in Accounting, Business Administration, Finance or related degree
* 2+ years of corporate accounting or finance experience, preferably in investment management or real estate.
* Advanced Excel capabilities, including cash flow modeling.
* Knowledge of departmentalized / segment accounting & consolidation
* Strong organizational skills with a keen attention to detail
* Motivated and results-driven with strong work ethic
* Yardi Voyager experience desired
The Perks:
* Competitive Pay
* Medical, Dental, Vision, Long Term Disability, Pet, and Life Insurance
* Paid Time Off
* 401k Plan + Match
* Professional Development Resources
* Fun Work Vibe (Indoor basketball/gym with shower, brand new office to name a few…)
Analyst, Corporate Finance & Accounting
Finance advisor job in Newport Beach, CA
Job Description
BKM Capital Partners is a growing firm, and we are looking for driven, entrepreneurial professionals that want to grow with us and are passionate about their work. Located in our Newport Beach California office, the Analyst of Corporate Finance & Accounting will be an integral part of the corporate finance accounting team for both BKM Capital Partners and BKM Management Company. Reporting directly to the Senior Director, Finance & Accounting, the Analyst of Corporate Finance & Accounting will be responsible for maintaining the corporate books and records, including bank reconciliations, general ledger review and producing financial statement packages. In addition, this position will lead loan draw processes, including review of financing arrangements, debt covenants and reporting requirements.
The Job Essentials:
Reporting & Analysis:
· Lead financing draw down processes, including reporting packages and lender submissions
· Lead new bank account processing, including KYC and compliance reporting
· Prepare quarterly reporting packages, including detailed financial close packages
· Lead monthly corporate expense processing and approval
· Analyze financial statements and results
· Prepare revenue stream reconciliations and segmented analysis
· Assist with tax compliance and tax returns
· Assist with financial statement reporting process, including the review of support schedules, budget-to-actual variances as well as monthly and quarterly MD&A (Management's Discussions & Analysis) reports.
· Perform ad hoc assignments, as needed
Accounting:
· Lead full-cycle accounting duties for the BKM corporate entities including preparation and analysis of the financial statements, general ledgers and subsidiary ledgers
· Ensure complete and accurate books for all management entities within Yardi, including general partner entities
· Ensure accuracy and effectiveness in all corporate accounting tasks
· Oversee the verification, allocation, and posting of accounts payable and receivable
· Review and approve accurate entries/reports/schedules needed to complete a timely financial close in accordance with GAAP
· Oversee maintenance of fixed assets processes and GL subledger
· Perform ad hoc assignments, as needed
The Qualifiers:
· Bachelor's degree in Accounting, Business Administration, Finance or related degree
· 2+ years of corporate accounting or finance experience, preferably in investment management or real estate.
· Advanced Excel capabilities, including cash flow modeling.
· Knowledge of departmentalized / segment accounting & consolidation
· Strong organizational skills with a keen attention to detail
· Motivated and results-driven with strong work ethic
· Yardi Voyager experience desired
The Perks:
· Competitive Pay
· Medical, Dental, Vision, Long Term Disability, Pet, and Life Insurance
· Paid Time Off
· 401k Plan + Match
· Professional Development Resources
· Fun Work Vibe (Indoor basketball/gym with shower, brand new office to name a few…)
Summer 2026 Internship Investment Solutions
Finance advisor job in Newport Beach, CA
Job Description
ABOUT
At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives.
Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm that has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in eleven locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; and Silicon Valley, CA) and 88 employees. The firm manages over $8.25 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
OPPORTUNITY
The Bahnsen Group (TBG) is seeking an Intern to join their Investment Solutions team (reporting/analytics/trading, and research). The role is a in-office position in our Newport Beach, CA office. The intern will work closely with experienced wealth management analysts, gaining exposure to the daily operations of a high-performing, client focused firm. This role offers ample opportunity to participate in meaningful work as well as professional development opportunities.
RESPONSIBILITIES
Support equity and macro research projects with data collection and fact-finding
Support client reporting function with data preparation, analysis, and furnishing reports for clients
Provide ad hoc support to the Department Director and Associates for projects related to research, trading, alternatives processing, and reporting
QUALIFICATIONS
Minimum GPA of 3.0 in Accounting, Business Administration, Finance, or Economics
Self-starter with initiative to seek out opportunities in a fast-paced environment
Detail-oriented, possess excellent time management and prioritization skills
Proficiency in MS Office applications (Word, Excel, and PowerPoint)
Corporate Finance Analyst, Capital Markets
Finance advisor job in Gardena, CA
The Company:
Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact.
Your Role:
The Corporate Finance Analyst of Capital Markets is responsible for supporting and managing full cycle execution across equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams.
Responsibilities:
Capital Markets Execution:
Support operational execution of equity and debt financings, and structured capital raises.
Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements.
Manage closing deliverables and post-deal investor transactions; serve as one of the primary interfaces with investors to ensure smooth and timely execution.
Track and maintain detailed financing schedules and documentation.
Maintain relationships and ongoing engagement with investment banks.
Investor Relations:
Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases.
Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics.
Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments.
Monitor and analyze stock performance, trading activity, and market sentiment.
Maintain and regularly update the investor relations (IR) website.
Regulatory & Compliance Support:
Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings.
Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions.
Cross-Functional Leadership:
Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams.
Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements.
Contribute to long-term capital planning and financial strategy development in partnership with the executive team.
Basic Qualifications:
Bachelor's degree in Finance, Accounting, Business, or related field.
2+ years of experience in capital markets, investor relations, investment banking, or corporate finance.
Proven experience executing debt and equity financing transactions and managing investor-facing communications.
Strong understanding of SEC filings, public company reporting, and capital structure mechanics.
Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines.
Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR).
A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision
Excellent communication skills and team-working tendencies
A penchant for multi-tasking and self-starting
Preferred Qualifications:
CPA, CFA, or MBA preferred.
Annual Salary Range:
($85K-$95K DOE), plus benefits and incentive plans
Perks + Benefits
Healthcare + dental + vision benefits (Free for you/discounted for family)
401(k) options
Relocation assistance + reimbursement
Casual dress code + relaxed work environment
Culturally diverse, progressive atmosphere
Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Auto-ApplyAcademic Advisor Intern (Bilingual Mandarin)
Finance advisor job in Irvine, CA
Responsibilities: Consultation and Guidance Support
Assist in providing academic consultation to students and parents under the guidance of senior staff.
Support in preparing personalized curriculum suggestions based on students' interests and goals.
Help set and document learning objectives in collaboration with academic advisors.
Student Progress Monitoring
Help track student academic performance through data collection and basic analysis.
Support implementation of follow-up strategies to address learning challenges.
Assist in coordinating with teachers and staff to enhance the student learning experience.
Renewals and Referrals Assistance
Support the student renewal process by preparing forms and scheduling meetings.
Assist in identifying opportunities for extracurricular or enrichment programs for students.
Help maintain positive relationships with students and families to support retention and referrals.
Communication and Reporting
Draft communication templates and assist in preparing student progress updates.
Help compile basic reports on student performance for review by senior staff.
Professional Development
Actively participate in training sessions and team meetings.
Stay informed about trends in education, student support, and career pathways.
Compensation: $16.50 per hour
Auto-ApplyRotational Banking Intern - Irvine, CA
Finance advisor job in Irvine, CA
California Bank & Trust's Internship and Banker Development Program positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.
We are currently looking for our next class of Rotational Banking Interns. This 8-week full-time is available for current college students.
California Bank & Trust's Summer Internship Program gives students the opportunity to gain valuable and practical work experience in their majors, explore the banking/finance industry, and learn about our culture and business philosophy.
Each intern will rotate through various departments, allowing students to gain experience in several areas of banking and explore different career alternatives and choices. Duties include but are not limited to: conducting industry research, preparing client prospect lists, assisting with credit presentations, and observing the process of spreading financial statements and underwriting loans.
The internship experience also includes several networking events with executives and other managers around the Bank, professional development and training sessions, case studies, overviews of various areas of the Bank, and social events.
The combination of hands-on assignments, programmed trainings, and events provides each intern with a well-rounded summer experience.
Former interns have gained exposure to areas such as:
Commercial Banking
Finance
Real Estate
Minimum Qualifications:
Must be currently enrolled in a College/University and be within 1 year of graduation at the time of internship. A minimum GPA of 3.0 is required and candidates should be working toward a Bachelor's or Master's degree in Accounting, Finance, Economics, or similar degree (be sure to include your GPA on resume or cover letter).
Interests in business and banking/finance
Broad application of general business practices
Ability to meet deadlines, possess creative thinking and solve problems
Self-confidence and willingness to make recommendations
Intermediate knowledge of Windows and the Microsoft Office Suite Products
Effective customer service and communication skills
Local California candidates preferred
Please apply no later than October 31st to be considered for this position. Resume and unofficial transcripts must be included with your application. We will be reaching out for interviews throughout late October and early November.
This position is eligible to earn a base rate of $20/hr.
Intern - Financial Analyst
Finance advisor job in Irvine, CA
Financial Analyst Intern
Duration: 1-6 months (Specific dates to be agreed upon with the selected candidate)
We are seeking a diligent and analytical Financial Analyst Intern to assist our investment team during the upcoming winter break period. The intern will gain hands-on experience in real estate financial reporting, analysis, and forecasting within a fast-paced business environment.
Responsibilities
- Collaborate with the investment team to gather and evaluate real estate marketing data, ensuring alignment with business objectives.
- Provide innovative solutions and recommendations to enhance financial performance and support cost-reduction strategies.
- Support the development of financial models for forecasting and budgeting purposes.
- Analyze industry trends to identify potential investment opportunities or financial risks.
- Contribute to the preparation of detailed reports and presentations for investors.
Qualifications
- Previous experience in finance, particularly within the real estate sector, is highly desirable.
- Involvement in student union or leadership experience in campus organizations.
- Legal work status in the United States (U.S. citizens and Green Card holders preferred).
- Strong analytical skills and proficiency in Microsoft Excel, PPT and financial modeling.
- Excellent organizational, communication, and presentation skills.
Note to Applicants: These internships are designed to provide significant educational experience and are aligned with the intern's formal education program. They will provide opportunities for professional development in a real-world context and are intended to complement and enhance the intern's academic learning.
Assistant to Financial Advisor
Finance advisor job in Arcadia, CA
Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisor's calendar, and other projects as assigned. Act as a liaison between the client, Financial Advisor, and back office.
ESSENTIAL FUNCTIONS
Answer telephone calls (responding, screening, and delegating calls as appropriate), and provide other assistance to callers if possible.
Manage Financial Advisor's calendar and schedule appointments.
Arrange customer seminars and branch employee training.
Assist in coordinating activities, prepare presentation materials, and support Financial Advisor for business-related functions.
Prepare requested reports.
Process documents, open client account, and upload to Smartworks Docupace.
Assist Financial Advisor in marketing activities, use MarketingCentral and maintain client relationship management database.
Establish and maintain customer files.
Help Financial Advisor prepare for auditing.
QUALIFICATIONS
* Education: College degree with business classes preferred but not mandatory.• Experience: 2-5 years of applicable administrative experience required.• Skills/Ability: Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook); strong communication and presentation skills; excellent follow-up and organizational skills; ability to work successfully both independently and as a team player. Be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills.
OTHER DETAILS
Without License: $20.00 - $21.63 / hour
With License: $21.64-$25.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.
2026 Summer Intern - Finance & Accounting Analyst
Finance advisor job in Newport Beach, CA
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
2026 Summer Internship - Finance & Accounting Analyst, US
Internship positions are located at PIMCO's Newport Beach, CA Headquarters.
You're eligible to apply if you:
* Pursuing an undergraduate degree
* Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027
* Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026)
* Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university
* Are business proficient in English
You'll excel as a Finance & Accounting Analyst if you:
* Possess knowledge of accounting, finance, audit, and tax principles
* Have effective analytical, critical thinking, and problem solving skills
* Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely.
* Demonstrate proficiency with Microsoft Excel
* Possess excellent verbal and written communication skills
* Have a desire to join a high performance, fast-paced culture
* Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker
See yourself as a Finance & Accounting Analyst
The Finance team is responsible for PIMCO's financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world.
You'll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office.
While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above.
The PIMCO Internship Experience:
* The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program
* During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success
* Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts
* Join us for a variety of cross-divisional education, networking & social events!
* Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer
* You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals
* Want to learn more? Hear about The PIMCO Internship Experience from past interns
* As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations
How you should apply:
Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready.
What to expect during the interview process:
* After we receive your application, we will conduct an initial review of your resume
* If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview
* If you are chosen to proceed after the video interview, you will then take an assessment
* Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions
PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.
For more information on PIMCO and Career Opportunities, please visit ********************************************
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Hourly Rate: $ 34.61
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
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