Financial Advisor Jobs in Calabasas, CA

Join a team that plays a key role in enforcing compliance by supervising accountants, leading audits and investigations, providing technical guidance, and developing staff, all while addressing comple...

Strategize client acquisition and portfolio management in specialty deposits, ensuring adherence to regulations and delivering exceptional service while driving growth and maximizing relationships acr...

Bring your expertise to enhance financial management tools as a lead developer. Collaborate with stakeholders, design MS Access applications, and integrate cloud solutions to modernize critical system...

Lead impactful financial due diligence on middle-market transactions, empowering clients through expert analysis and tailored advisory services, while nurturing the next generation of talent in a dyna...

Unlock potential by serving as a strategic legal advisor, ensuring compliance across technology transactions, privacy, employment, and M&A while driving efficiency through legal operations and AI inno...

Lead a critical business area by managing operations, risk management, and compliance initiatives. Collaborate with stakeholders to enhance efficiency and compliance, while fostering a safe environmen...

Shape the future of our enterprise sales segment by driving growth and account success. Take ownership of new logo acquisitions, deepen existing client relationships, and establish best practices for...

Drive your career forward by leading corporate development efforts. As our first dedicated hire, you'll establish M&A strategies, manage complete deal lifecycles, and collaborate with cross-functional...

Drive sales success by managing full-cycle sales from lead generation to closing, while delivering tailored product demonstrations and collaborating with cross-functional teams to enhance customer exp...

Strategize the future of SaaS sales by driving efficiency in industrial environments. Engage with executives to optimize operations, deliver impactful proposals, and secure buy-in through detailed dis...

Engage with clients as a trusted home lending advisor, leveraging your expertise to guide them through the mortgage process, while collaborating with teams to enhance customer experiences and achieve...

Transform client needs into innovative Salesforce solutions, leading requirements sessions and developing user stories. Collaborate with teams to ensure project success while delivering training to en...

Join a team that drives strategic technology integration, overseeing projects that enhance operational efficiency and business outcomes. Lead and mentor a team of analysts to optimize processes and ad...

Engage in the dynamic process of underwriting in the General Construction sector. Responsible for managing relationships, pricing policies, and driving portfolio performance through data analysis and...

Join a team that's focused on expanding market share among emerging affluent clients. Lead and mentor investment professionals to drive sales and strategic partnerships in a dynamic regional environme...

Pioneer robust data governance and analytics for ALM functions, ensuring precision in managing interest rate risk and liquidity. Lead initiatives to enhance data process efficiency, aligning with regu...

Drive the financial strategy as CFO, guiding debt management, M&A readiness, and compliance. Lead a dynamic team and influence strategic decisions to fuel growth and investor confidence in the company...

Drive governance excellence by collaborating with legal, operations, and tech teams to ensure compliance and effective processes. This role entails managing complexities of conflicts checks, matter in...

Transform the public sector sales landscape by owning Fieldguide's AI platform sales across federal, state, and local entities. You will lead a greenfield initiative, shaping strategies and relationsh...

Transform the healthcare landscape by driving new business growth in risk adjustment solutions. Engage with executives across health plans and providers to deliver strategic insights, fostering consul...

Engage in our dynamic Accounting Advisory practice, delivering innovative solutions across diverse industries. You will guide clients through accounting transformations and operational improvements, e...

Transform sales performance by leading, coaching, and developing teams to achieve strategic growth objectives. Drive results through planning, a focus on talent acquisition, and a commitment to foster...

Engage and empower multinational clients by managing global relationships to drive revenue growth. Collaborate with cross-functional teams to deliver value-driven solutions and navigate complex decisi...

Elevate your career by leading innovative retirement planning initiatives. Leverage your expertise in ERISA and IRC to guide strategy and empower financial professionals in enhancing client services a...

Take ownership of complex medical malpractice claims to ensure timely resolution, manage costs, and maintain high customer satisfaction while leading case management in compliance with standards and b...