Banking and Financial Services Jobs in Corona Del Mar, CA

• Minimum 1+ year of experience in medical billing, A/R follow-up, or revenue cycle management

• Strong understanding of EOBs, denial codes, and payer guidelines (HMO, PPO, Medi-Medi)

• Experience with insurance collections (payer-focused, not patient collections)

• Excellent communication and teamwork skills

• Strong attention to detail and time management

• Referrals really pay off! Do you know of someone in healthcare looking for work? Refer them to MediQuest and earn up to $500 per referral depending on the type of position they accept!
• No limit to the number of referrals you provide, or the amount of money you can earn! Anyone can earn a referral bonus, not just MediQuest Candidates!
• Restrictions apply, please contact your local MediQuest Representative for more details.

About Origence

With 30 years at the forefront of fintech innovation, we specialize in SaaS lending solutions that lead the industry. Our core mission is customer-centric, focusing on empowering Credit Unions across the United States with the tools to offer accessible, competitive lending services. We're deeply committed to enhancing the financial ecosystem for a broad network of credit unions, members and auto dealers. We invest in our greatest assets, our employees, and foster a culture of innovation and ownership through freedom and responsibility. We celebrate fiscal accountability, operational rigor and efficiency to create a sustainably healthy and robust business for the long term.

The Associate Corporate Attorney has experience in indirect lending, direct lending, financial services, privacy, and FinTech matters in the Credit Union Service Organization and licensed lender space. The Associated Corporate Attorney provides direct support for senior attorneys, is an active partner to internal business clients in addition to providing timely and accurate advice, drafts and negotiates complex and novel contracts with minimal supervision, ensures compliance with regulatory standards, and actively contributes to legal risk mitigation strategies.

What You’ll Be Doing:

• Draft, review, and negotiate a wide variety of commercial contracts, including but not limited to licensing agreements, service agreements, NDAs, data protection agreements, lender agreements, partner and lead generator letters of understanding, and other legal documents independently or at the direction of the senior attorneys.
• Provide legal advice on regulatory, compliance, privacy, and business issues affecting financial services, licensed lender, and SaaS operations.
• Conduct legal research and analysis of statutes, regulations, and case law relevant to company operations.
• Support litigation matters, including strategy, calendaring, discovery, briefings, and outside counsel involvement as needed.
• Update internal policies, procedures, and manuals.
• Monitor and interpret changes in regulatory frameworks and industry best practices affecting the credit union and licensed lender industry.
• Maintain organized legal files, and report on and track key deadlines.

The Ideal Candidate:

Education:

• Juris Doctor (J.D.) from an accredited law school and admission to the California Bar (Registration under Rule 9.46. Registered In-House Counsel accepted but must be indicated on application).

Experience:

• Juris Doctor (J.D.) from an accredited law school and admission to the California Bar (Registration under Rule 9.46. Registered In-House Counsel accepted but must be indicated on application. If admitted under Rule 9.46, please provide proof of successful bar passage, applicable state diploma privilege will not be accepted as proof of successful bar passage.).
• Minimum 2-3 years of relevant legal experience in a law firm, in-house legal department, or similar setting. 3+ years of prior experience as a non-attorney in financial services will count toward the minimum years of experience.
• Experience with financial services, licensed lender, or FinTech legal issues OR SaaS/technology company legal matters.

Specialized Skills:

• Strong drafting, negotiation, and analytical skills.
• Excellent communication and stakeholder management capabilities.
• Ability to prioritize and manage multiple assignments under tight deadlines.
• Experience advising on regulatory compliance (e.g., consumer financial protection statutes, data privacy, software licensing).
• Exposure to commercial technology contracts or subscription services.
• Prior exposure to litigation support or regulatory investigations.

Why you should apply:

• Flexible Working Environment
• Paid Time Off
• 401k (8% match)
• College Tuition Benefits/ Tuition Reimbursement
• Good Benefits options
• Company Culture! Cultural and Holiday celebrations, Theme days like Star Wars Day & Bring your Kids to Work Day, Monthly Townhalls and Quarterly Company Meetings that ensure awareness, inclusion, and transparency.

The starting salary range for this full-time position in Irvine, CA is $111800 - $139800 per year. This base pay will take into consideration internal equity, candidate’s geographic region, job-related knowledge and experience among other factors. Origence maintains a highly competitive compensation program. Under company guidelines, this position is eligible for an annual bonus to provide an incentive to achieve targeted goals. Bonuses are awarded at company’s discretion on an individual basis.

Origence is an equal opportunity employer. All recruitment, hiring, training, compensation, benefits, discipline, and other terms and conditions of employment will be based upon an individuals’ qualifications regardless of race, religion, color, sex, gender identity, sexual orientation, national origin, ancestry, military service, marital status, pregnancy, age, protected medical condition, genetic information, disability or any other category protected by federal, state or local law.

About Us:

Chamberlain Group is an independent financial services firm based in the Newport Beach/Irvine, CA area. For over 49 years, our boutique practice has delivered tailored wealth management solutions to business owners, ultra-high-net-worth individuals, and their families, with client net worth ranging from $50 million to $5 billion.

We specialize in investment advisory, estate and succession planning, life insurance, executive benefits, and non-qualified plans, with a steadfast commitment to preserving and growing our clients’ wealth across generations. Our firm prides itself on enduring client relationships, exceptional products and services, and a team culture rooted in integrity and stewardship.

Enjoy a vibrant workplace with a collaborative, supportive environment and unique perks that make our corporate culture truly special. Apply today to join a team dedicated to excellence and long-term success.

Opportunity:

The Wealth Management Paraplanner provides support to the Advisory team in a one-to-one working relationship, primarily to the CEO (Mike Kiley) and secondarily to other advisors.

The primary functions of this role include but are not limited to: (1) advisor support; (2) client proposals; (3) plan implementation; and (4) research, in order to support and leverage the efforts of the CEO and other advisors in all matters, meetings and events involving clients and prospects.

The Wealth Management Paraplanner must be resourceful and enjoy working within a small, entrepreneurial environment that is mission-driven, results-driven and community oriented. The ideal individual will have the ability to exercise good judgement in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities.

The Wealth Management Paraplanner will have the ability to work independently on projects, from conception to completion, and must be able to work under pressure at times to manage a variety of activities and confidential matters with discretion.

Key Responsibilities:

Advisor Support

• Understand and implement complex strategies, including Wealth Transfer, Estate Tax Mitigation, and Charitable Strategies.
• Facilitate data collection and management.
• Receive, process, and disseminate data to team according to standard office procedures.
• Organize, prepare and/or execute client communication, including but not limited to agenda, meeting minutes, and follow up and engagement letters.
• Provide internal professional opinions, advice, and recommendations to advisors.

Client Proposals

• Manage development and maintenance of client facing materials and library.
• Complete and/or coordinate initiation, production, compiling, tracking, and archiving prospective client proposals and current client reports.
• Create case analysis, narrative, spreadsheets, schematics, and calculations.
• Prepare and deliver multi-life employer and employee communications.
• Schedule, prepare for, and participate in multi-life employee meetings.

Plan Implementation

• Coordinate, manage and/or execute implementation with client advisors and designated client team in a progressive timeline to full completion of task(s); keeping all necessary parties informed.
• Assist to help implement legal documentation for non-qualified plans, insurance, and estate planning strategies. May include follow-up with or assistance in design for non-qualified plans with attorney or legal resources to help clients implement the desired strategies.
• Collaborate in the internal maintenance of client documentation and files, including, but not limited to legal documents, meeting notes, etc.

Research

• Research client questions or strategies, which may include, but are not limited to insurance, income taxation, estate taxation, legal, and non-qualified plans.
• Continually invest time in Education (reading, researching, etc.) and share as applicable to the advisor team and/or CG staff to help maintain compliance with new rules, laws, court cases, etc.

Requirements

• Strong work tenure: 10+ years in life insurance - marketing support, and/or advisor support.
• BA/BS degree in Business, Finance or related.
• CLU, ChFC, CFP, CPA, or Law Degree.
• Measured competency in mathematics and financial spreadsheets.
• Knowledge of life insurance products and marketing techniques.
• Strong initiative, critical thinking, flexibility, accountability.
• Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines.
• Platinum-level interpersonal skills and ability to build relationships with advisors, staff, clients, client advisors, and vendors.
• Ability to work autonomously and perform well under pressure.
• Expert level written and verbal communication skills.
• Highly proficient in Microsoft Office, CRM systems, and able to develop competency in common software programs.
• Ability to use personal discretion to deal with sensitive and confidential data, with tact, diplomacy, and a courteous bedside manner.
• Willingness to pursue industry licenses and designations as directed.
• Must be available to travel occasionally.

Compensation:

• Base Salary: For CA based positions, the base salary range is $175,000 - $200,000. This represents base salary range only.
• Other Compensation: In addition to the base salary, this position will be eligible to be considered for an annual performance bonuses.

Benefits:

• Performance bonus
• Health, dental and vision insurance
• 401(k)/Profit Sharing
• Paid holidays
• Paid time off

Work Location: In person

The Commercial Auto Risk Analyst supports underwriting and risk management activities related to commercial vehicle exposures within the Property and Casualty Insurance industry. This role assists in evaluating risk, supporting underwriting decisions, and managing portfolio exposures for accounts insured under Commercial Auto Insurance policies. Working within a large global insurer, the analyst contributes to risk assessment, reinsurance placement, and broker relations while ensuring compliance with applicable Insurance Regulation and company underwriting guidelines.

Responsibilities:

• Assist underwriting teams in evaluating commercial auto accounts by analyzing exposure data, loss history, fleet composition, driver profiles, and operational risk factors.
• Review submissions and supporting documentation to ensure risks meet internal underwriting guidelines and regulatory requirements.
• Support the development of underwriting recommendations by identifying risk characteristics, potential loss drivers, and appropriate risk mitigation strategies.
• Assist in identifying risks that require facultative or treaty reinsurance support.
• Coordinate with reinsurance partners and internal underwriting teams to secure appropriate reinsurance coverage for individual risks or broader commercial auto portfolios.
• Prepare and organize underwriting information, exposure summaries, and loss data required for reinsurance placement and negotiations.
• Maintain documentation related to reinsurance agreements and ensure alignment with internal risk management policies.
• Communicate regularly with insurance agencies, Insurance Brokers, third-party administrators (TPAs), and other insurers regarding account information, underwriting requirements, and risk evaluation outcomes.
• Respond to inquiries related to underwriting submissions, policy terms, and risk management considerations.
• Assist in analyzing commercial auto loss data, claim trends, and risk metrics to support underwriting and portfolio management decisions.
• Prepare reports and summaries related to account performance, risk exposure, and underwriting results for internal stakeholders.
• Maintain accurate documentation within underwriting and risk management systems to support compliance and internal audits.

Requirements:

• Experience with commercial auto underwriting and risk analysis, loss data analysis and portfolio risk monitoring
• Expertise with Regulatory compliance and underwriting guidelines
• Familiarity with Reinsurance coordination and documentation
• Highly proficient with MS Office (Excel, Word, PowerPoint)
• Must be analytical, detail-oriented, and ability to make data-driven decisions

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Role Overview:

As an Account Executive at Paramount Financial, you will be responsible for driving revenue growth by developing relationships with businesses seeking equipment financing. This role offers a competitive base salary and uncapped commission, providing significant earning potential. You will be the primary point of contact for our clients, helping them navigate the financing process, understanding their equipment needs and offering the right financial solutions. As an Account Executive you will receive direct mentorship from experienced industry professionals, ensuring you have the support and guidance to thrive in your role while maximizing your earning potential and career growth.

Key Responsibilities:

• Client Acquisition & Development: Proactively identify, target, and develop new business opportunities within small to mid-sized businesses requiring equipment financing.
• Sales Process Management: Guide prospects through the entire sales process, from initial contact to deal closing, ensuring a smooth and efficient customer experience.
• Relationship Building: Establish and nurture long-term relationships with clients, ensuring customer satisfaction and repeat business.
• Consultative Selling: Understand client needs, present appropriate financing solutions, and handle objections to close deals effectively.
• Revenue Growth: Achieve or exceed monthly and quarterly sales targets by managing a pipeline of qualified leads and driving revenue through new client acquisition.
• Cross-Department Collaboration: Work closely with underwriting, operations, and other departments to ensure deals are processed efficiently.
• Market Knowledge: Stay updated on industry trends and competitor activities to ensure Paramount Financial remains competitive in the marketplace.

Qualifications:

• Proven experience in a sales-driven role
• Strong communication, negotiation, and presentation skills.
• Ability to build and maintain relationships with clients at all levels.
• Self-motivated, goal-oriented, and able to thrive in a fast-paced environment.
• Experience using CRM systems to track and manage sales activity.
• Bachelor's degree in business, finance, or a related field preferred, but not required.

What We Offer:

• $48,000 base salary with uncapped commission.
• Comprehensive training and ongoing development programs.
• Health, dental, and vision insurance.
• Paid time off and holidays.
• Opportunities for career advancement within a rapidly growing company.

About Paramount Financial Services:

For 25 years, Paramount Financial Services has been a leading provider of equipment financing and & leasing solutions. We specialize in offering businesses the financial tools they need to grow by providing flexible and tailored equipment financing options. We are committed to excellence, customer satisfaction, and long-term relationships. As Paramount enters a season of rapid growth, we are expanding our team and providing exciting opportunities for career advancement within our growing company.

Public Finance Attorney

Newport Beach, CA

A top-tier, multi-office firm is expanding its Public Finance practice in San Francisco and is seeking a sharp, motivated associate with 0–3 years of transactional experience.

Prior public finance experience is welcome but not required. What matters most is intellectual rigor, strong drafting skills, and the ability to thrive in a sophisticated, fast-moving transactional environment.

The Practice

The Public Finance Group advises state and local governments and underwriting banks on public infrastructure financings throughout the western United States. This is meaningful, high-impact work — funding schools, transportation systems, utilities, and essential public projects. Associates gain early exposure to complex transactions that shape communities.

This is not a backroom drafting role. Associates work directly with experienced partners and clients on financings that demand precision, sound judgment, and strong execution.

The Platform

Our client has grown to 120 attorneys across 12 offices. The firm offers a dynamic blend of transactional strength and litigation depth, with practice areas spanning corporate transactions, securities, complex business litigation, private equity, mergers and acquisitions, and venture capital.

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The Development Advantage

Associates receive structured mentoring from day one, designed to build practical skills that translate into long-term success. Training includes focused instruction in transactional negotiations, mock depositions, and practice-area-specific programming. Business development fundamentals begin in the first year, with group training and quarterly one-on-one coaching sessions led by experienced professionals.

Partnership is real. Associates are generally first eligible for shareholder consideration seven years after law school graduation, though there is no minimum time requirement — advancement is performance-driven.

Who Will Thrive in the Public Finance Attorney position

• 0–3 years of transactional experience

• Strong academic credentials

• Excellent analytical and drafting skills

• Interest in public finance and complex deal work

This is an opportunity as a Public Finance Attorney to build a serious transactional career within a respected, growing platform — handling sophisticated public finance matters while developing the business skills that sustain long-term success.

For Public Finance Attorney candidates ready to move beyond theory and into real-world impact, this is the place to do it.

Junior Tax Advisor (Enrolled Agent – EA)

Location: Irvine, CA (Onsite)

Compensation: $72,000–$80,000 base + monthly bonus

Great opportunity for an entry level EA with their enrolled agent certification. Great company culture, benefits and growth potential. 

Overview

• Junior-level tax resolution role supporting clients with IRS matters
• Client-facing position managing assigned cases from start to resolution
• Onsite role in a fast-paced, team-based environment

Key Responsibilities

• Manage a small portfolio of complex tax resolution cases
• Serve as main point of contact for assigned clients
• Review financials, IRS notices, and compliance gaps
• Request, collect, and review client documentation
• Prepare resolution packages, including Offers in Compromise
• Partner with Tax Professionals and Tax Preparers
• Explain options, timelines, and next steps to clients
• Maintain clear and accurate case notes in the system
• Flag risks, issues, and items needing escalation

Requirements

• Active Enrolled Agent (EA) certification required
• 1+ year experience in tax resolution or EA role
• Experience with IRS collections and complex cases
• Solid understanding of IRS procedures
• Strong written and verbal communication skills
• Highly organized with strong time management
• Comfortable handling multiple cases at once
• Experience using CRM or case management tools

About Auris

Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.

Job Summary

Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM).

Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses.

During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in.

Responsibilities

• Responsible for prospecting new clients
• Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
• Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
• Attend weekly team meeting and weekly one-on-one with leader
• Additional responsibilities may be assigned as needed

Minimum Qualifications

• 18 years of age or older
• Valid Driver’s License and valid automobile insurance
• Successful completion of pre-employment background check
• Must live in area relative to job posting location
• At least two years of relevant experience
• Excellent prospecting, communication, presentation, and networking skills
• Works well independently and as part of a team
• Incentive-driven sales “hunter”
• Professional demeanor and impeccable integrity
• High sense of urgency and innate sales talent
• Enjoys cold-calling and speaking with people face to face
• Accountable for measurable, high-quality, timely results
• Ability to be in the field, a minimum of 50% of the time

Preferred Qualifications

• High school diploma/GED
• Prior experience in a B2B Sales role
• Prior experience with a CRM tool, such as Salesforce or Hubspot

Competencies

• Awareness
• Driven
• Resilient
• Respectful
• Committedness

Compensation (pay transparency) and Benefits

• It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
• We're not messing around with compensation. A first-year professional may expect an average of $120,000 - $170,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity.
• We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement.

***State Specific***

Nevada and Colorado

Tax Manager to join our team in Newport Beach. This role will review and prepare tax returns for high-net-worth clients, focusing on individuals, businesses, trusts, and estate tax returns. Our firm values work-life balance and operates a paperless process. The role requires working in the office.

• Review and prepare federal and state income tax returns for individuals, partnerships, and corporations to ensure compliance and support tax planning.
• Develop tax strategies to help clients comply with tax regulations. Conduct budget and cash flow projections. Keep abreast of tax legislation changes and inform the team.
• Supervise, train, and mentor Tax preparer staff. Identify tax issues and provide solutions. Utilize tax laws to determine deductions for clients. Prepare and file tax documents with relevant agencies. Cultivate client relationships to enhance business growth.

• Preferred 8+ years' experience in a public accounting firm.
• Minimum 2 years of management experience. Proven client service and business development skills. Strong leadership and technical expertise. Commitment to the firm's growth and success. Interest in mentoring junior staff. Experience with tax preparation software.

• Current California CPA License or Master's Degree in Tax.
• Proficiency in Lacerte Tax Preparation and QuickBooks Software.

• Salary up to $150K plus performance-based bonuses and relocation assistance (if needed).
• 100% employer-paid medical, dental, and vision for employees. 3% company 401K matching with immediate eligibility. 10 days of Paid Time Off accrued yearly with 9 holidays for the 1st year. Flexible time off options, with a hybrid work model.
• Bonuses are based on performance.

• 401(k) matching 3%
• Bonus based on performance
• Competitive salary
• Dental & vision insurance
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

The company is seeking a Product Associate to assist with efforts on the Public Strategy Fixed Income product team. This position will work with and support the Product Strategy Group and the Fixed Income team covers our Multi-Sector and Credit Strategies. The Product Associate must build solid internal relationships and partnerships with Business Developments, Portfolio Managers, Account Associates and Account Managers across our Global Wealth Management and Institutional channels. This job will be based in Newport Beach.

• Support Product Strategists in delivering portfolio solutions for clients
• Lever the effectiveness of the Fixed Income Product Strategy team so that they can focus on strategy advice and implementation by supervising data/information coordination and analysis
• Work with the product strategy team to monitor and manage the project queue to help prioritize opportunities, follow up with AM’s to ensure continued connectivity and sustained involvement with clients
• Perform detailed portfolio research and quantitative analysis with Excel,, Bloomberg, and Business Query
• Perform risk management, attribution, market commentary, and other product analysis reports on a weekly/monthly/quarterly basis.
• Assist in the development of new products and funds
• Be an internal resource for client servicing and marketing groups for municipal related questions and inquiries.
• Ad Hoc research projects related to the municipal bond market
• Maintain marketing materials such as presentation books and other general education materials
• Assist with RFPs

• 1-2 years of Fixed Income experience
• Strong mathematical and quantitative abilities
• Strong production and results orientation
• Demonstrate the ability to organize and communicate information effectively in writing and interpersonal communications.
• Well organized, high energy level/self-starter, must work well in a team environment
• The ability to work effectively and professionally with all levels of personnel both internally and externally
• Enthusiasm for the financial markets and investment management
• Good Fixed income and/or derivatives investment knowledge base required
• Advanced knowledge of Excel and reasonable proficiency with Business Query, Bloomberg and other index provider systems (Yield Book, etc) preferred
• A major in Business/Finance, Economics, Mathematics, or Accounting preferred