Financial Advisor Jobs in Rosemead, CA

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...

Transform your career by leading financial forecasts, budgeting, and strategic analysis. Partner with departments to ensure revenue accuracy, analyze performance trends, and drive decision-making to s...

Join a team that's dedicated to developing and maintaining broker relationships to drive sales of wholesale mortgage loan products while ensuring compliance and facilitating efficient loan processing...

Transform client relationships by managing affluent consumer and business accounts while ensuring seamless service delivery, operational efficiency, and compliance. Leverage expertise in Treasury Mana...

Grow your career with a leading technology firm as a Senior Sales Executive, driving market expansion and revenue growth by guiding clients through complex sales cycles and building strategic partners...

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...

Innovate by driving new business in commercial real estate through targeted sales strategies. Leverage AI tools and collaborate with marketing to build relationships, manage a high-volume pipeline, an...

Champion revenue growth by optimizing demand generation and marketing tech. Leverage data analytics to enhance lead-to-revenue processes, driving key insights and alignment between marketing and sales...

Contribute to client acquisition by marketing to carriers, negotiating coverage, and managing onboarding processes. Leverage your expertise in commercial insurance to build relationships and drive suc...

Elevate financial performance by supporting TDIO leadership through P&L management, budgeting, and reporting, while driving efficiency and strategic insights that enhance decision-making and business...

Help us enhance member experiences by leading a team focused on core and voluntary benefits, ensuring service quality, operational performance, and continuous process improvement for optimal employee...

Accelerate your career as a key player in financial planning and analysis, leading strategic decision-making through robust forecasting, budgeting, and performance reporting while mentoring future lea...

Empower customer satisfaction by facilitating seamless financing solutions. Engage directly with clients, deliver transparent pricing, and ensure compliance while achieving sales targets. Leverage you...

Shape the future of Impact Finance by managing critical investor relationships, enhancing service delivery, and ensuring seamless financial operations for LIHTC/NMTC Funds while working with a collabo...

Champion credit risk analysis by managing complex underwriting processes, providing expert recommendations, and guiding teams in best practices to ensure successful outcomes and compliance with intern...

Drive credit excellence by using your expertise to make strategic underwriting decisions, evaluate risks, and lead projects within a complex portfolio while coaching others to enhance best practices...

Partner with us to enhance our accounting operations by ensuring accurate financial record maintenance, reconciliations, and insightful reporting across multiple retail and distribution entities in a...

Join a dynamic team as you engage in full-stack development, creating innovative solutions in a collaborative environment. You'll resolve complex issues and shape the future of our software engineerin...

Lead the underwriting and credit analysis for complex transactions in our insurance portfolio, providing guidance and support to enhance credit structures while ensuring compliance with policies and r...

Engage with complex CLO transactions by managing negotiations, closings, and ongoing administration for elite clients. Collaborate with legal and internal teams to ensure operational efficiency and co...

Partner with us to manage complex CLO transactions, providing expert negotiation and administration for our top clients. Ensure compliance and operational effectiveness as you lead from negotiation to...

Join a dynamic team to drive growth by developing partnerships, enhancing community relations, and expanding deposits and business banking services while leading a team focused on high-quality executi...

Join us in managing complex commercial real estate loan relationships, driving revenue growth and optimizing profitability while ensuring compliance and fostering a collaborative team environment. Lea...

Lead the charge in overseeing loan accounting, ensuring compliance with GAAP and enhancing internal controls while managing a team to drive operational efficiency and strategic initiatives...

Engage in strategic oversight of data-driven decision-making across credit risk, business strategy, and finance. Collaborate with stakeholders to ensure compliance and accuracy in reporting while enha...