Financial Advisor Jobs in Santa Fe Springs, CA

Lead our accounting initiatives by conducting thorough analyses and fostering team collaboration, ensuring accuracy in financial reporting while guiding department functions and supporting overall com...

Join a team that's shaping investment analytics by forecasting net investment income and optimizing portfolio performance across diverse asset classes. Collaborate with finance leadership to drive str...

Transform your career by driving financial insights and strategic decision-making. Collaborate with teams to analyze data and improve performance while ensuring regulatory compliance in a dynamic, fas...

Unlock new business opportunities by spearheading outbound prospecting efforts in aircraft management. Leverage relationships with high-net-worth individuals to drive growth, manage pipelines, and adv...

Inspire growth by spearheading outbound prospecting and pipeline development for aircraft management. Identify and engage with high-value prospects, leveraging existing networks, while overseeing CRM...

Oversee client service management and relationship building within retirement services. Ensure high levels of client satisfaction, compliance with regulations, and team collaboration while driving ren...

Lead the charge in fostering client relationships and enhancing service delivery for corporate retirement plans while guiding a dedicated team to meet business retention and growth goals...

Lead the management of commercial dealer portfolio risk by monitoring performance, identifying risks, and collaborating with stakeholders to ensure effective mitigation strategies are in place to prot...

Join a team that's redefining financial processes in a fast-paced environment. You'll lead reporting, compliance, and forecasting to support strategic decisions, while ensuring operational excellence...

Join our Corporate FP&A team to transform financial data into strategic insights. Your expertise in revenue forecasting and financial modeling will enhance decision-making processes, driving planning...

Innovate relationships with key strategic accounts to drive revenue growth. Manage complex negotiations, identify new business opportunities, and ensure successful renewals. Elevate customer satisfact...

Advance your career by leading financial strategies that drive sustainability and support educational missions. Collaborate with diverse stakeholders to optimize budgeting, reporting, and grant manage...

Optimize client relationships by overseeing complex employee benefit programs and renewals. Lead strategic planning and service delivery, ensuring compliance and data-driven solutions while mentoring...

Lead the charge in expanding our payables division by acquiring and managing strategic enterprise clients. Utilize your expertise to drive sales growth, develop client relationships, and implement mar...

Build your expertise to ensure regulatory compliance while leading a team. Oversee the Bank Secrecy Act program and mitigate fraud through analysis and strategic guidance. Collaborate across departmen...

Elevate annuity pricing strategies by leading model validation, compliance, and risk management initiatives while ensuring product profitability aligns with corporate objectives and regulatory standar...

Drive impactful healthcare consulting solutions by assessing client needs, managing large projects, and ensuring timely delivery within budget. Collaborate across teams to enhance technology adoption...

Unlock potential by leading healthcare consulting projects. Utilize your expertise in EHR and practice management systems to assess client needs, recommend improvements, and manage implementation for...

Oversee back-office operations for financial account onboarding, ensuring compliance, processing accuracy, and team leadership. Drive improvements and coordinate with various departments to enhance se...

Explore new product opportunities while leading strategy and execution for innovative tax solutions. You'll enhance user experiences, ensure compliance, and drive core enhancements for a critical soft...

Reimagine the future of finance technology by leading a diverse team of engineers to enhance our LOS/CRM platform. Drive automation and agentic orchestration to streamline the refinance process while...

Elevate employee benefits by leading end-to-end lifecycle management, ensuring compliance and enhancing programs. Collaborate with leadership to deliver a superior employee experience, and drive conti...

Manage the full lifecycle of benefits programs, ensuring strategy, compliance, and employee satisfaction. Collaborate with leadership, vendors, and teams to deliver high-value benefits solutions while...

Shape the future of enterprise sales by partnering with leaders to enhance strategic selling practices, coach high-impact negotiations, and elevate team performance across diverse market landscape for...

Unlock potential by leading our new Mid-Market Absence, Disability Management, and Life Insurance practice. Shape strategy, build a high-performing team, and deliver impactful solutions to clients in...