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Wright Ford Young & Co
Irvine, CA, United States
Planning Consultant (Remote or In-Office) *We are looking for a remote or in-office candidate who can see clients in Southern California when needed. We are mainly looking for candidates in Southern California, but we are open to Utah and Nevada as well. Role and Responsibilities · Wright Ford Young is one of the only large local CPA firms in Orang
Job Source: Wright Ford Young & CoFidelity TalentSource LLC
Irvine, CA, United States
Job Description: Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships? Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supp
Job Source: Fidelity TalentSource LLCButler America
Buena Park, CA, United States
Title : Planning Manager Location: Buena Park, CA Job ID#: 68187 Duration: Permanent Salary Range:$110,000.00 - $135,000.00 Travel - 15% Job Summary The Planning Mangers primary objective is to provide effective leadership to the planning team, ensuring timely delivery of parts to our customers in a cons-effective manner. This role encompasses gene
Job Source: Butler AmericaMicroVention, Inc.
Aliso Viejo
**12239BR** **Title:** Planning Coordinator **Job Description:** Responsible for managing and preparation of daily manufacturing build records for Finished Goods and Sub-Assemblies, scanning completed products, reconciling daily output/scanned products between manufacturing, warehouse clerks and assigning manufacturing/sterilization lot numbers per
Job Source: MicroVention, Inc.MicroVention
Aliso Viejo, CA, United States
Responsible for managing and preparation of daily manufacturing build records for Finished Goods and Sub-Assemblies, scanning completed products, reconciling daily output/scanned products between manufacturing, warehouse clerks and assigning manufacturing/sterilization lot numbers per build records. Daily tracking of manufacturing output reports, m
Job Source: MicroVentionAmerican Family Care Ladera Ranch
Mission Viejo, CA, United States
Benefits/Perks Great small business work environment Flexible scheduling Paid time off, health insurance, dental insurance, retirement benefit, CME stipend, and more! Company Overview American Family Care (AFC) is one of the largest primary and urgent care companies in the U.S. providing services seven days a week on a walk-in basis. Our state
Job Source: American Family Care Ladera RanchRH-USA Inc
Costa Mesa, CA, United States
Job Description RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxu
Job Source: RH-USA IncFirst American Financial Corp.
Santa Ana, CA, United States
Who We Are Join a team that puts its People First! Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive,
Job Source: First American Financial Corp.Newport Beach, CA, United States
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 Advanced Planning Consultant to join our Advanced Designs team in Newport Beach, CA. This role can be on-site, hybrid or fully remote (depending on location).
The Advanced Planning Consultant provides technical and marketing support to financial advisors, professional advisors, field management and other support personnel in furtherance of advanced life insurance sales in the estate planning, retirement planning, business succession, and executive benefits markets.
How you will make an impact:
Provide exceptional advanced case design support to Pacific Life recruiters, financial advisors, and professional advisors in the areas of estate, retirement, business, and charitable planning.
Conduct phone or virtual consultations with Pacific Life recruiters, financial advisors and professional advisors.
Develop marketing, sales, and educational materials on advanced concepts in estate, retirement, business and charitable planning.
Present at internal and industry meetings, as well as deliver informal presentations during office visits or to study groups.
Develop strong relationships with Pacific Life recruiters and financial advisors.
Responsible for understanding Pacific Life's financial underwriting guidelines and rationale for such guidelines.
Stay abreast of any regulatory/legislative changes impacting our industry to ensure that our organization, distributors and sales personnel are well-informed
Execute additional tasks as assigned.
Ability to travel approximately 15% of the time.
The experience you will bring:
Bachelor's Degree
JD Degree
3+ years supporting advanced life insurance sales in the estate planning, retirement planning, business succession, and executive benefits markets.
Strong verbal and written communication skills, including public speaking and delivering engaging presentations
Strong collaboration skills with the ability to work effectively with the Advanced Designs team and across functional areas
Ability to communicate effectively with Pacific Life recruiters, financial advisors, and professional advisors such as attorneys and CPAs.
Knowledge and experience with software such as Crescendo and NumberCruncher
What will make you stand out:
LLM in Taxation, CPA, CLU, or ChFC
You belong at Pacific Life
At Pacific Life we are committed to a culture of belonging, a space where all employees are empowered to be authentic. One way we cultivate an inclusive culture is through our employee connection groups. The purpose of these employee-led groups is to offer a place to build community, connection, camaraderie, and a sense of belonging. Each group can be active in education, advocacy, recruitment, and community building throughout our organization. Learn more about our employee connection groups at www.pacificlife.com.
Want to learn more about life at Pacific Life? Take an inside look at our company culture: Instagram.com/lifeatpacificlife.
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Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$131,040.00 - $160,160.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
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Email Alert for Advanced Planning Consultant jobs in Newport Beach, CA, United States
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Please refresh the page and try again.
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.