Financial Advisor Jobs in Long Beach, CA

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...

Join a dynamic team as a Senior Home Lending Advisor, utilizing your expertise to lead clients through the mortgage journey, while collaborating with branch teams to enhance customer experiences and d...

Elevate the Red Team Program by managing engagements, coordinating stakeholders, and tracking outcomes. This role requires strong organizational skills and relationship management to enhance cybersecu...

Lead the charge in optimizing business operations for Financial Advisors, managing support teams, and driving strategic initiatives to enhance client services and team productivity, aligning team goal...

Shape the future of HR solutions by engaging with small and midsized businesses to provide tailored human resource services. You'll leverage your network to drive sales and build lasting partnerships...

Advance financial operations by analyzing data to guide planning, managing vendor spend, and enhancing reporting processes. Collaborate with teams to provide insights that drive business performance a...

Lead M&A tax due diligence and structuring processes for diverse transactions. Mentor teams, manage client relationships, and deliver high-quality analyses while identifying tax risks and opportunitie...

Join a dynamic team to enhance client relationships and drive growth through strategic collaboration, data insights, and tailored client solutions, ensuring optimal service delivery and satisfaction a...

Advance your career by managing complex relationships within Corporate Banking, supporting senior team members while growing your own portfolio of clients in a fast-paced, dynamic environment focused...

Support key client relationships while overseeing financial statement preparation and compliance. Collaborate with stakeholders to resolve accounting issues and enhance process efficiencies through st...

Contribute to transaction-related tax accounting matters and support corporate clients in navigating tax reporting, governance, and audit readiness. Lead initiatives, mentor teams, and drive business...

Manage complex fund accounting services by leading a team, resolving multifaceted client issues, and driving process improvements to enhance efficiency and accuracy in reporting and reconciliation tas...

Innovate the financial services landscape by driving revenue and forging relationships with c-suite executives. Lead the entire sales cycle, collaborating cross-functionally to enhance client experien...

Join a team that's committed to innovative problem-solving and data analysis. Leverage your skills to manage multiple client engagements and deliver insightful solutions, driving impactful results for...

Join a team that's dedicated to advocating for policy change, building relationships with legislators and regulators, and shaping New York Life's governmental affairs strategy to influence legislative...