Financial Advisor Jobs in Rosemead, CA

Join a team that's focused on expanding market share among emerging affluent clients. Lead and mentor investment professionals to drive sales and strategic partnerships in a dynamic regional environme...

Pioneer robust data governance and analytics for ALM functions, ensuring precision in managing interest rate risk and liquidity. Lead initiatives to enhance data process efficiency, aligning with regu...

Drive the financial strategy as CFO, guiding debt management, M&A readiness, and compliance. Lead a dynamic team and influence strategic decisions to fuel growth and investor confidence in the company...

Drive governance excellence by collaborating with legal, operations, and tech teams to ensure compliance and effective processes. This role entails managing complexities of conflicts checks, matter in...

Drive credit analysis and decision-making to optimize loan extensions, manage risk, and enhance credit quality while leveraging technology and analytical skills for informed recommendations and outcom...

Transform the public sector sales landscape by owning Fieldguide's AI platform sales across federal, state, and local entities. You will lead a greenfield initiative, shaping strategies and relationsh...

Transform the healthcare landscape by driving new business growth in risk adjustment solutions. Engage with executives across health plans and providers to deliver strategic insights, fostering consul...

Innovate strategic national territory plans for risk adjustment solutions, targeting health plans and provider organizations. Drive new business acquisition and consultative sales leveraging deep indu...

Engage in our dynamic Accounting Advisory practice, delivering innovative solutions across diverse industries. You will guide clients through accounting transformations and operational improvements, e...

Unlock potential by joining a dynamic Client Service team focused on enhancing client experience through strategic operational initiatives and innovative solutions in treasury and cash management lead...

Pioneer your career by leading global financial operations, driving efficiency in AP, AR, and revenue processes while ensuring regulatory compliance and operational excellence across cross-functional...

Shape the future of financial planning and analysis by developing models, preparing budgets, and delivering insights to drive strategic decisions, enhancing performance across teams and presenting fin...

Engage and empower multinational clients by managing global relationships to drive revenue growth. Collaborate with cross-functional teams to deliver value-driven solutions and navigate complex decisi...

Elevate your career by leading innovative retirement planning initiatives. Leverage your expertise in ERISA and IRC to guide strategy and empower financial professionals in enhancing client services a...

Take ownership of complex medical malpractice claims to ensure timely resolution, manage costs, and maintain high customer satisfaction while leading case management in compliance with standards and b...

Engage in credit analysis and decision-making while mentoring SBA Credit Underwriters. This role demands a deep understanding of financing, strong communication skills, and the ability to navigate com...

Elevate your career by analyzing complex credit applications, structuring loans, and mentoring teams while maintaining compliance with SBA regulations. Collaborate and support financial operations for...

Join a team that's dedicated to reviewing and analyzing credit applications, guiding loan approvals, and mentoring peers. Leverage your expertise in financing to ensure efficient operations and outsta...

Build impactful data products that empower top investors to make informed decisions. Own end-to-end analytics on complex datasets, ensuring accuracy while collaborating across teams to enhance methodo...

Shape the future of data insights for top investors by owning and enhancing data products. Your analytical skills will drive accurate market and company performance assessments, enabling strategic dec...

Join a team that's dedicated to providing exceptional financial solutions. Leverage relationship-building skills to support clients through comprehensive financial planning while fostering a culture o...

Unlock your potential as you provide personalized investment solutions while fostering client relationships in a diverse environment. Support clients of various financial backgrounds through holistic...

Optimize client investment strategies by providing personalized financial planning and solutions. Collaborate with teams to build strong client relationships, supported by deep market knowledge and in...

Unlock potential by leading transformative projects across functions, enhancing processes and operating models. Collaborate with teams to identify solutions, drive concept to implementation, and ensur...

Lead the charge in managing complex investment portfolios for agency and trust accounts. Collaborate with teams, ensure regulatory compliance, and drive new business efforts while delivering exception...