Financial Advisor Jobs in Santa Fe Springs, CA

Engage with employee benefits clients to develop and enhance coverage strategies. Utilize your expertise in account management and insurance concepts to provide strategic recommendations and ensure co...

Empower clients by leveraging your expertise in employee benefits management. As a primary contact, you’ll develop strategic plans and foster strong relationships, ensuring compliance and satisfaction...

Shape the future of regulatory compliance by managing the preparation and submission of essential investment company filings, overseeing governance documents, and collaborating with regulatory agencie...

Lead the charge in advancing alternative investment fund accounting services, enhancing client relationships, and ensuring compliance. Collaborate with a dynamic team to optimize processes, mentor sta...

Partner with us to manage a diverse commercial loan portfolio, ensuring exceptional service and compliance, while identifying growth opportunities through strong client relationships and thorough cred...

Transform your career by managing a diverse commercial loan portfolio, fostering client relationships, and driving new business opportunities while ensuring excellent service and risk management in a...

Partner with us to enhance wholesaler proficiency through training on sales enablement tools like Salesforce and Tableau. Drive sales efficiency, support user onboarding, and deliver insights for a st...

Pioneer innovative sales training support, optimizing CRM and sales tools to enhance wholesaler efficiency and drive sales growth, while ensuring top-tier user experience across multiple platforms and...

Accelerate progress at our finance team by leveraging your expertise to enhance the month-end close cycle, streamline cash reconciliations, manage customer payments, and drive automation initiatives f...

Elevate your career by underwriting credit facilities for technology firms, analyzing financial performance, and presenting credit recommendations. Engage with bankers and sponsors while leading risk...

Partner with us to innovate and evaluate multifamily loans, leveraging strong analytical skills and communication expertise, while mitigating credit risks. Contribute to our mission and make impactful...

Transform your career in a dynamic development program, where you'll engage with clients and support the Asset Management Group's objectives while gaining essential skills through immersive training a...

Elevate your career by managing high net worth client relationships while leading a skilled team in wealth management. Utilize your expertise to provide tailored solutions and drive growth for clients...

Optimize compliance programs within Wealth Management, ensuring adherence to OCC regulations and improving operational efficiency. Collaborate with compliance and business teams to implement effective...

Accelerate progress at a leading firm by managing a diverse portfolio of stabilized LIHTC and affordable housing investments, guiding performance analysis, and mentoring junior team members to achieve...

Contribute to elite tax strategies for ultra-high net worth families, ensuring seamless collaboration with advisors. Drive client success through integrated tax planning and lead a team committed to e...

Empower growth by managing a diverse portfolio of stabilized equity investments in affordable housing, ensuring optimal performance and compliance while leading junior team members and enhancing asset...

Lead finance operations and enhance reporting, planning, and automation processes. Collaborate with management to drive strategic decisions and continuously improve workflow efficiencies within the fi...

Unlock potential by joining our Customer Success team to shape Financial Services. Collaborate with clients, drive product evaluations, and contribute to innovative AI-driven solutions that directly i...

Lead innovative electrical system design for diverse building projects. Strengthen client relationships, mentor team members, and ensure technical excellence across multiple MEP projects. Collaborate...

Empower your career by supporting energy and infrastructure projects, enhancing your expertise in financial modeling, tax credit advisory, and commercial due diligence while working closely with clien...

Build and lead a high-performing team while driving operational excellence in Middle Office operations, supporting trade processes and enhancing capabilities across investment management in a dynamic...

Join a team that's focused on driving new logo growth through strategic sales of data, AI, and analytics solutions. Engage with senior stakeholders, manage sales cycles, and help enterprises modernize...

Unlock potential by driving analytical insights and developing models to optimize Medicare Advantage strategies. Collaborate with experts, tackle complex datasets, and support financial performance th...

Grow your career with a role that enhances financial accuracy and efficiency. Manage cash reconciliations, fixed assets, and month-end close processes, while collaborating with auditors and driving ac...