Financial Advisor Jobs in Long Beach, CA

Contribute to client success by driving strategic engagement and maximizing platform value through partnership. Develop deep client insights to foster retention and renewal while collaborating across...

Join a dynamic team to shape innovative treasury solutions for complex healthcare and educational clients, enhancing financial operations and client relationships while providing strategic insights to...

Partner with us to drive sales compensation excellence by calculating and managing commission payouts, supporting the Sales team with analytical insights, and enhancing our financial processes for opt...

Advance the compensation function through strategic AI application, enhancing processes and decision-making. Collaborate with stakeholders to modernize systems, ensuring operational excellence and com...

Empower the Private Credit team through vital portfolio reporting and analytics. Collaborate cross-functionally to enhance decision-making, support strategic projects, and deliver key insights that dr...

Optimize compliance in mortgage origination as you influence product design, share regulatory insights, and guide teams. Lead Vesta's compliance strategy while navigating evolving mortgage regulations...

Champion strategic actuarial solutions, leading client engagements and innovative initiatives. Provide high-impact insights to executive stakeholders, manage complex analyses, and foster team developm...

Inspire growth and retention as a Mid-Market Business Advisor, managing high-value partnerships and driving strategic value through consultative support and tailored account strategies in the dynamic...

Drive your career by supporting critical modernization efforts in healthcare. Collaborate with stakeholders to gather requirements and transform legacy systems, ensuring improved services for veterans...

Transform client engagements by delivering expert transaction advisory services while collaborating with leadership to drive strategic growth and develop industry expertise, enhancing your career and...

Unlock your potential by providing expert transaction advisory services, collaborating with leadership to drive client success. Shape your career in a fast-paced, growth-oriented environment while bui...

Shape the future of financial advisory by providing due diligence and advisory services, partnering with leadership to drive client success and business growth while fostering strong relationships and...

Join a dynamic team to elevate financial performance and optimize operations in Commercial Banking. Collaborate with leadership and drive impactful analysis in a fast-paced environment while developin...

Innovate growth strategies and lead enterprise expansion efforts by collaborating across teams. Drive new product initiatives and commercial execution while crafting executive-ready proposals and scal...

Analyze employee benefits compliance risks, providing strategic advice and guidance to clients and internal teams on complex federal regulations like ERISA and ACA, while developing resources and tool...

Lead the design and delivery of impactful finance data solutions that enhance operational excellence and decision-making across cross-functional teams. Leverage technical, analytical, and finance expe...

Drive customer success by managing relationships and expanding revenue within existing accounts. Leverage strategic sales execution and cross-functional collaboration to ensure customer retention and...

Drive excellence in claims management by fostering relationships, guiding teams, and ensuring financial accuracy to meet business goals. Lead strategic initiatives to enhance productivity and resolve...

Architect a pioneering workplace benefits solution, driving product development and strategic partnerships to enhance financial wellness offerings across a diverse national client base while owning P...

Drive innovation in financial wellness solutions, leading product strategy and distribution for workplace-based 529 and ABLE programs. Engage partners to build a sustainable offering that scales acros...

Partner with us to enhance wholesaler proficiency through training on sales enablement tools like Salesforce and Tableau. Drive sales efficiency, support user onboarding, and deliver insights for a st...

Join a dynamic team as you leverage your actuarial expertise to develop innovative solutions in pricing, reserving, and financial modeling, while collaborating across departments to influence strategi...

Elevate mentorship by spearheading a private wealth team, managing art gallery events, and cultivating relationships with UHNW clients while driving capital growth and innovative asset allocation stra...

Partner with us to enhance billing accuracy and support a dynamic finance team. You will manage partner inventories, track escalations, and collaborate across departments to ensure financial integrity...

Support the Billing team by managing partner inventories and ensuring accurate inventory management while collaborating across departments to resolve complex billing matters in a fast-paced environmen...