Financial Advisor Jobs in Long Beach, CA

Help us empower mass affluent households by serving as a lead advisor, delivering tailored financial strategies, and ensuring a first-class client experience while collaborating with a dedicated team...

Empower business growth by managing credit portfolios and delivering tailored solutions. Collaborate with clients and teams to assess creditworthiness, mitigate risk, and optimize financial opportunit...

Optimize portfolio performance by managing business banking credits, providing tailored solutions, and ensuring compliance with risk management standards. Collaborate with clients and partners to deli...

Empower businesses by delivering advanced tax and wealth strategies. Lead client meetings, providing personalized advice with the latest tech tools in a rapidly growing firm focused solely on advisory...

Empower high net worth investors with financial expertise, providing tailored investment strategies and market analysis. Collaborate with Private Bankers to enhance client relationships and advise on...

Empower investment success by delivering expert financial analyses, modeling, and market research. Collaborate with a dynamic team to provide critical insights for multifamily real estate transactions...

Drive your career forward by supporting Financial Advisors and enhancing client experiences through strategic execution and targeted development, while collaborating within a dynamic team in the Finan...

Inspire the future of financial planning. Collaborate with a dedicated team to create personalized strategies for high-net-worth clients, driving impactful results and achieving financial success thro...

Manage daily cash management operations, enhancing liquidity and reporting accuracy while collaborating on strategic projects. Contribute to operational efficiency and protect company assets through e...

Champion relationship growth by partnering with clients to implement innovative financial wellness programs, ensuring alignment with their goals and strengthening existing partnerships while managing...

Deliver innovative financial wellness solutions as you strengthen client relationships. Collaborate with teams to enhance offerings and ensure client satisfaction, while managing a diverse portfolio o...

Empower your future by leveraging your expertise as a Senior Financial Advisor. Engage with clients to assess their financial needs and build lasting relationships while delivering outstanding, fiduci...

Shape the future of fiduciary administration by managing Special Needs Trusts, collaborating with professionals to enhance beneficiaries' lives while ensuring compliance with applicable laws and polic...

Pioneer the administration of Special Needs Trusts, ensuring compliance with regulations. Collaborate with diverse professionals to support beneficiaries’ needs and improve processes while mentoring p...

Grow client relationships by driving innovative financial wellness solutions. Collaborate with teams to increase market share while managing risks and enhancing client satisfaction. Achieve sales goal...

Lead the delivery of bespoke credit solutions to High and Ultra High-Net-Worth clients, managing all aspects of custom lending. This role demands strong relationship management, strategic thinking, an...

Serve as a trusted advisor, originating and structuring sophisticated custom credit solutions for high-net-worth clients. Manage comprehensive lending strategies while collaborating closely with advis...

Invent powerful actuarial solutions as you build and operationalize innovative analytics tools, collaborating closely with teams to enhance client decision-making in insurance deal cycles through impa...

Lead and oversee development teams while driving innovative software solutions across platforms like Salesforce and Workday, ensuring technical excellence and best practices for project delivery. Ment...

Grow your career with a dynamic sales environment where you'll engage with high-net-worth clients, driving strategic sales initiatives and implementing tailored solutions to optimize outcomes across f...

Empower your career by leading high-impact valuation projects in financial services. Drive business development, mentor talent, and oversee client relationships in a dynamic environment focused on M&A...

Join a team that's redefining defense innovation, driving financial strategy, and enhancing business growth with top-tier analysis and reporting to support advanced technologies and operations in a dy...

Unlock success as you analyze international financial data, support forecasting cycles, and partner with teams to deliver insightful variance analysis and reporting. Drive process improvement across g...

Unlock your potential by building strong business relationships and driving growth through innovative financial solutions in a collaborative banking environment that nurtures community development...

Lead the charge in managing a $27 billion investment portfolio, evaluating external managers, and conducting due diligence across asset classes. Collaborate with senior executives to develop strategie...