Financial Advisor Jobs in Long Beach, CA

Strategize and lead estate and trust tax engagements, serving as a primary client contact and managing a dynamic team to deliver high-quality results and mentoring opportunities in a supportive, hybri...

Drive your career forward as a strategic leader overseeing Term Life Insurance Sales, managing multiple teams, defining KPIs, and fostering a high-performance culture to achieve ambitious growth goals...

Lead the charge in optimizing actuarial methodologies and modernizing planning systems. Collaborate with finance and technology teams to drive strategic transformations while overseeing a dedicated te...

Lead the charge in delivering tailored financial and estate planning solutions for high net worth clients, collaborating with advisors and leveraging financial planning tools to enhance client engagem...

Join a dynamic team as an F&I Manager, driving customer satisfaction through tailored financing solutions. Collaborate in a no-haggle environment, ensuring compliance and building strong relationships...

Manage compliance operations by supervising training programs, reviews, and federal regulations. Collaborate across teams to enhance internal controls and mitigate risks. Ensure adherence to laws with...

Drive renovation management efforts across key markets, ensuring project execution, contractor engagement, and adherence to client specifications while maintaining schedules, budgets, and operational...

Unlock potential by leading strategic donor engagement strategies, fostering relationships with ultra-high-net-worth individuals and advisors, and overseeing regional philanthropic teams to enhance ch...

Champion financial leadership for a pioneering health technology team, driving strategic initiatives, planning, and analysis while influencing product success through insights from complex data and cr...

Shape the future by leading recruitment strategies to attract top agent talent, overseeing a smooth hiring process while fostering excellent candidate experiences and maintaining robust pipelines for...

Launch impactful assessments of clients' credit profiles to drive informed lending decisions. Collaborate with teams to analyze financials and risks, ensuring adherence to regulatory standards while s...

Unlock the potential of financial intelligence by leading due diligence projects, collaborating with clients, and guiding cross-functional teams to deliver actionable insights across diverse industrie...

Contribute to a dynamic team by leading valuation and consulting efforts for institutional clients. Leverage your financial acumen and appraisal expertise to provide analytical insights, ensuring high...

Advance the valuation process by leading a dedicated team, delivering comprehensive appraisal reports and analytics for institutional clients across diverse property types, while ensuring methodologic...

Shape strategic decision-making by analyzing series economics and market dynamics. Partner with cross-functional teams to deliver data-driven insights that support investment choices for a dynamic por...

Take ownership of defining and operationalizing a customer ROI framework across teams, fostering strategic growth initiatives through measurable value outcomes while enabling effective customer engage...

Engage with small to midsized businesses to provide tailored HR solutions. Thrive in a supportive environment and build lasting relationships, driving your success while consulting effectively with C...

Analyze and evaluate mortgage loan files to ensure compliance and quality. Deliver timely underwriting decisions while maintaining productivity standards and supporting team training. Communicate effe...

Elevate client relationships by offering personalized banking solutions to High-Net-Worth individuals. Leverage your expertise in wealth management to enhance client satisfaction and drive growth, whi...

Unlock your potential as you cultivate meaningful relationships with High-Net-Worth clients, delivering tailored financial strategies and solutions while driving growth in deposits and credit. Success...

Drive your career with an established firm as you lead sales and build relationships with financial intermediaries in a defined territory, supporting the growth of investment products and achieving bu...

Join a team that's dedicated to evaluating international small/mid-cap companies through in-depth research and analysis. You will leverage your financial expertise to recommend investments while maint...

Champion data governance and strategy as you unlock insights from appraisal data. Lead cross-functional teams to ensure data integrity and drive AI readiness in this strategic, high-impact role focuse...

Champion cross-functional collaboration to drive transparent portfolio governance and project prioritization, ensuring alignment with strategic goals and optimized value realization across the enterpr...

Champion impactful global marketing campaigns for our innovative fintech solutions. Drive strategy, collaboration, and analyze results to maximize engagement, growth, and pipeline success. Collaborate...