Financial Advisor Jobs in Santa Fe Springs, CA

Partner with us to support Private Banking client teams by delivering expert investment analysis and financial planning for high-net-worth clients, fostering strong relationships and business developm...

Manage organizational initiatives within Commercial Banking by acting as a strategic partner. Lead project scope development, coordinate resources, and communicate effectively to ensure successful exe...

Empower our regulatory accounting team to ensure compliance and best practices for broker-dealers, oversee financial reporting, and lead cross-functional collaboration while managing relationships wit...

Optimize portfolio management by leveraging expertise in credit analysis and risk evaluation to enhance banking relationships within the retail petroleum sector while ensuring compliance and effective...

Transform complex loan servicing processes as a Senior Servicing Officer, managing a diverse portfolio in commercial real estate. Contribute to client partnerships and lead initiatives, while expandin...

Drive innovation at scale by leading the development of robust data pipelines and frameworks. Mentor teams, streamline processes, and ensure data solutions meet quality and security standards, contrib...

Engage as a strategic partner to manage and grow a portfolio of complex client relationships. Drive outcomes through consultative approaches, focusing on retention and profitability in group benefits...

Join a team that's shaping the future of global health financing by developing sustainable investment strategies that enhance national health systems. Drive impactful solutions and collaborate with co...

Optimize financial strategies by leading FP&A for Product & Engineering and Customer Support. Collaborate cross-functionally to create models and dashboards that drive business insights and enhance cu...

Transform complex client tax needs into innovative, high-quality solutions while leading teams and fostering client relationships. Drive strategic growth and operational excellence across diverse mark...

Support a high-performing team to manage client relationships, transactions, and operational functions. Engage in projects, enhance market knowledge, and contribute to a thriving business with upward...

Architect comprehensive tax strategies for ultra-high-net-worth families, guiding tailored solutions and leading a talented team to enhance client experiences while ensuring seamless integration with...

Lead financial operations with hands-on ownership of accounting, compliance, and reporting. Drive clean close processes, optimize revenue recognition, and ensure audit readiness while evolving into st...

Grow your career with a dynamic legal team analyzing investment company regulations, providing strategic guidance, and refining policies in a highly impactful environment. Collaborate across offices t...

Strategize innovative financial solutions for senior executives, delivering personalized financial planning and asset management support. Collaborate with a dynamic team to enhance client engagement a...

Analyze and drive mortgage lending success by cultivating strategic relationships and leading a skilled sales team. Ensure compliance with industry standards while achieving ambitious sales targets an...

Drive compliance excellence by translating complex employee benefits regulations into clear insights. Develop educational materials and support advisory work, collaborating with teams to foster a cult...

Deliver analytical excellence by managing financial operations for defense projects. Support government budgeting and reporting, leveraging Navy ERP tools, ensuring compliance with regulations while f...

Build strong plan sponsor relationships by advising on retirement strategies, conducting enrollment for 403(b)/457 plans, and providing participant education. Drive business growth and support clients...

Take ownership of financial planning and analysis for Film Sales, driving revenue forecasting, budgeting, and business insights. Collaborate with executives to enhance financial strategies and support...

Join a team that drives sales and builds relationships with financial advisors. Manage outreach, provide product expertise, and collaborate with partners to enhance business strategies in the U.S. ret...

Deliver advanced tax strategies while leading and mentoring a team. Build client relationships and refine strategy systems. Drive process improvements and embrace AI tools to enhance efficiency in a h...

Lead client engagement efforts by optimizing estate planning, ensuring compliance, and adapting strategies to meet High Net Worth families' needs, while collaborating with internal teams to foster las...

Elevate client experiences by managing relationships and providing legal counsel on trust services. Use your expertise to ensure compliance, mitigate risks, and support trust operations while deliveri...

Join a team that's dedicated to high net worth client growth and retention. Leverage your expertise in wealth management and relationship building to drive exceptional service and exceed client needs...