Financial Advisor Jobs in Long Beach, CA

Empower your career with a critical role in healthcare capital markets, analyzing, underwriting, and executing real estate transactions to deliver actionable insights and support investment sales stra...

Transform client relationships by navigating complex financial needs through holistic solutions. Drive success by building connections, anticipating needs, and ensuring regulatory compliance while enh...

Unlock potential by leveraging analytical skills and relationship management to deepen client connections. Lead financial planning initiatives for affluent clients, delivering tailored solutions that...

Deliver impactful project management solutions to enhance business processes, optimize resources, and achieve organizational goals while fostering strong relationships with key stakeholders across var...

Drive comprehensive service delivery for complex employee benefit accounts by leading client relations, facilitating communication between clients and carriers, and providing expert compliance guidanc...

Make your mark as a Business Development Manager by driving growth, managing client relationships, and identifying upsell opportunities while working collaboratively with teams to deliver impactful in...

Elevate mid-market growth by driving total sales lifecycle in the banking sector. Build lasting business relationships, manage pipelines, and lead efforts to exceed revenue goals through innovative so...

Champion the growth and retention of complex institutional client accounts, fostering deep relationships with C-suite executives and navigating intricate governance structures to drive impactful engag...

Optimize the ESG data management process, ensuring accurate reporting and compliance with global standards. Collaborate cross-functionally to enhance data integrity and efficiency while addressing reg...

Join our dynamic team to guide clients through homeownership, leveraging your expertise in mortgage lending while collaborating with a supportive team committed to exceptional customer service and gro...

Deliver strategic financial solutions by managing complex commercial loans and developing client relationships, driving growth for the bank through effective negotiation and underwriting in alignment...

Develop comprehensive forensic accounting analyses to support institutional investors, focusing on U.S. Industrials. Conduct qualitative and quantitative research, preparing high-impact reports and co...

Unlock potential by collaborating across finance and program teams to ensure financial commitments are met. Drive analysis, reporting, and effective communication while managing budgeting and Earned V...

Optimize tax strategies by overseeing complex income tax preparation and compliance while leading a dedicated team in meeting objectives and enhancing financial reporting procedures across diverse ind...

Engage with us to drive revenue growth nationally by managing Insurance product sales. Collaborate with various teams to identify market opportunities and optimize support for Financial Advisors, alig...

Build and enhance complex claim allocation models to support forensics teams. Collaborate with clients and stakeholders, delivering insightful analytics and reports that guide decision-making for larg...

Tackle product analytics, driving insights that shape customer experience and strategy. Lead experimentation, design dashboards, and unify data to enhance product performance while collaborating acros...

Generate new business opportunities in the Private Assets sector, focusing on client relationships, sales strategy, and market insights to drive revenue growth and enhance operational efficiencies for...

Engage and drive growth by identifying business opportunities in Private Assets, leveraging relationships and expertise to enhance operational processes within the Private Equity, Credit, and Real Est...

Contribute to strategic donor management and fundraising success by coordinating data entry, overseeing portfolio performance, and facilitating collaboration among frontline gift officers in the Justi...

Contribute to high yield municipal trading by supporting trade execution, credit analysis, and market research, while collaborating with internal teams for seamless operations across municipal securit...

Serve as trusted legal advisor providing guidance on complex regulatory matters, including investment and corporate governance laws, while collaborating with diverse business teams to enhance legal co...

Pioneer innovative fund accounting strategies while leading a dynamic team. Oversee financial reporting and compliance initiatives to drive efficiency and stakeholder collaboration, enhancing overall...

Contribute to strong relationships and sales with strategic wirehouse firms by engaging with financial advisors, delivering insights, and leveraging investment solutions to drive growth in a competiti...

Engage with healthcare leaders to drive financial strategies and enhance performance. Collaborate on complex analyses, deliver actionable insights, and support organizational growth amid financial cha...