Financial Advisor Jobs in Pasadena, CA

Elevate the compliance framework for registered funds, ensuring adherence to SEC regulations. Collaborate with internal teams and fund boards, while managing due diligence and reporting to support gov...

The Director of Strategic Finance will lead the Strategic Finance practice, overseeing teams that deliver complex financial analyses and modeling to support client decision-making. This role requires...

Join a team that's dedicated to providing exceptional service to commercial insurance clients. This role focuses on client relationship management, ensuring efficient account servicing, renewals, and...

Shape client relationships by developing tailored action plans, managing portfolios, and collaborating with sales to expand clientele. Utilize your expertise in account management to drive growth and...

Unlock potential by leveraging your Epic Advisor expertise to drive solutions, enhance healthcare processes, and collaborate with cross-functional teams to improve patient outcomes and streamline proj...

Champion the insurance needs of high-net-worth clients by offering tailored coverage and building lasting relationships. Leverage your expertise in personal lines to deliver exceptional service and st...

Empower growth by developing engaging marketing strategies that elevate brand awareness, build client relationships, and drive revenue across multiple channels through collaboration with sales and sub...

Analyze and underwrite hard money loans efficiently while making sound decisions that balance risk and production. Collaborate with loan teams to drive successful outcomes and support business growth...

Redefine sales leadership by driving performance, building teams, and owning the revenue strategy. As a player-coach, you will close deals and shape the future while creating a legacy in a high-perfor...

Unlock potential by driving new business and building relationships in mid-market food sectors. Focus on achieving sales targets, managing the sales process, and delivering tailored SaaS solutions tha...

Join us in optimizing portfolio operations, enhancing client experiences, and executing strategic solutions across diverse teams. Collaborate to ensure efficiency, navigate challenges, and drive succe...

Empower client relationships by optimizing investment strategies and delivering exceptional service. Collaborate closely with leadership to enhance portfolio performance and foster client trust in a d...

Drive actionable business insights by leading analytics efforts, guiding teams, and transforming complex data into strategies that influence high-level decisions and optimize operations across the org...

Empower retirement plan sponsors and financial professionals by managing client relationships and leading a specialized service team. Drive client satisfaction through strategic problem-solving and pr...

Drive success in the Multifamily Investment Sales team, leading deal processes and offering strategic insights while mentoring junior team members in a dynamic, collaborative environment across Southe...

Champion growth by driving sales excellence, managing client relationships, and utilizing innovative marketing tools to achieve targets while ensuring renewal success and compliance with best practice...

Join a dynamic team to drive sales growth, manage client relationships, and leverage expertise. Utilize innovative marketing tools and strategies to meet goals and ensure high renewal rates within a f...

Lead risk assessments and strategic intelligence efforts, collaborating across departments to identify emerging risks while mentoring junior staff and driving innovation in risk monitoring...

Join a team that's dedicated to providing exceptional client service and operational support. Coordinate client onboarding, asset allocations, and respond to inquiries in a fast-paced environment whil...

Deliver exceptional service to small business clients by managing account processes, renewals, and premium negotiations. Collaborate with teams to provide solutions, maintain client relations, and ens...

Shape the future of federal financial management by leading critical analysis, budget planning, and interagency collaboration, ensuring effective execution of financial strategies to meet USDA FPAC go...

Empower independent decision-making by analyzing complex financial transactions and managing credit risk. Collaborate with stakeholders to ensure compliance with regulations while serving as a guiding...

Deliver comprehensive underwriting solutions by analyzing complex loan transactions, managing risks, and collaborating with clients. Provide expert credit structuring advice while mentoring junior und...

Elevate financial performance by owning capital management and modeling. Drive strategic insights for senior leadership through expert analysis in insurance finance, ensuring clear communication and c...

Contribute to client success by delivering exceptional accounting and support services. Collaborate with the Fiscal Operations Advisory team to enhance operational efficiencies and provide top-notch s...