Financial Advisor Jobs in Rosemead, CA

Transform the financial landscape by managing a $3-5M portfolio, advising 20-40 companies, and leading a team to deliver operational excellence and strategic insights that shape the future of finance...

Lead the charge in driving financial due diligence for M&A engagements, managing buy-side and sell-side advisory processes, while mentoring staff and ensuring exceptional client service and timely del...

Innovate customer experiences by building and nurturing relationships with affluent clients, providing tailored financial strategies to meet complex needs while collaborating with internal partners fo...

Help us deepen relationships with affluent customers by providing tailored banking solutions, managing complex financial needs, and driving growth across deposits, credit, and investments. Join a coll...

Drive relationship growth with affluent clients, managing complex financial needs through personalized banking solutions and strategic outreach, collaborating with internal teams for integrated servic...

Transform the future of equity administration sales by leading growth strategies for mid-market public companies across the Western US, collaborating with cross-functional teams to enhance client expe...

Build lasting relationships with affluent clients by delivering comprehensive financial strategies tailored to their needs. Collaborate with an expert team to enhance customer satisfaction while manag...

Elevate customer relationships by providing tailored financial solutions, managing complex needs, and driving growth through proactive engagement while collaborating across teams to ensure a seamless...

Grow your career by building lasting relationships with affluent customers, providing tailored financial strategies and solutions. Collaborate with internal partners to meet complex needs, ensure exce...

Engage affluent clients by managing complex financial needs and relationships. You will provide tailored banking strategies and comprehensive solutions, driving growth in deposits, investments, and lo...

Join a team that's dedicated to enhancing customer relationships by providing tailored financial advice and solutions. Leverage your expertise to manage a diverse portfolio, fostering trust and satisf...

Grow your career by managing relationships with affluent customers, providing tailored banking solutions, and collaborating with a dedicated team to deliver exceptional service and support customers...

Accelerate progress at our National Branch Network by cultivating affluent customer relationships. You'll be the go-to financial partner who delivers integrated solutions while managing a portfolio, e...

Support Ultra-High Net Worth clients by managing complex workflows, enhancing operational efficiency, and delivering exceptional client experiences. Engage in client interactions while streamlining pr...

Engage with affluent customers to deepen relationships, provide tailored financial solutions, and drive growth through proactive outreach and collaboration within a dynamic team environment...

Lead transformative banking experiences by deepening relationships with affluent clients while driving innovative financial strategies. Collaborate with internal teams to deliver seamless solutions an...

Join a team that's dedicated to providing financial solutions while driving sales success. As a key point of contact, you'll help clients navigate debt settlement processes and meet monthly performanc...

Drive the marketing strategy for an ETF asset management firm, overseeing comprehensive campaigns to enhance brand visibility, investor engagement, and asset growth while collaborating closely across...

Join a team that's shaping the future of risk management by assessing complex property exposures, providing strategic insights, and delivering exceptional service to high net worth homeowners with aut...

Manage complex client risk assessments and collaborate on financial presentations. Lead underwriting support teams, analyze client data for product solutions, and ensure accurate reporting in a fast-p...

Play a key role in ensuring data integrity for HMDA and CRA compliance. Oversee data reviews, coordinate submissions, and collaborate cross-functionally to support regulatory standards and best practi...

Unlock strategic value as a Senior Private Equity Broker, managing complex placements and serving as a senior advisor throughout the investment lifecycle while mentoring team members and cultivating r...

Join a team that's dedicated to developing investment strategies and capital markets projects. As an Analyst, you will collaborate with senior finance executives to analyze financial data and drive im...

Drive the future of wealth management by leading ultra-high net worth client relationships, developing tailored strategies, and growing the business through proactive client engagement and collaborati...

iCapital is seeking a Regional Senior Vice President or Managing Director to lead the Midwest market's Alternative Investment sales team. This role involves overseeing a team, developing client relati...