Financial Advisor Jobs in Santa Monica, CA

Help us drive success in investment strategy for UHNW clients, overseeing portfolio management from proposal to implementation. Utilize your experience to lead analysis, due diligence, and build stron...

Help us empower clients by driving meaningful financial conversations and consolidating their assets to achieve savings goals using industry-leading tools and expertise, while cultivating strong relat...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

Lead a team of financial planners to drive client acquisition and enhance engagement, while fostering a high-performance culture to achieve both team and organizational goals...

Empower Wealth Advisors by driving investment management services, consulting on portfolio strategies, and ensuring seamless implementation. Collaborate across departments to enhance service delivery...

Champion your career transition by driving client success and delivering tailored financial solutions in this dynamic advisory program, designed to foster your growth as a Financial Advisor while coll...

Unlock insights as a Financial & Sales Operations Analyst, enhancing company performance through advanced financial modeling, KPI tracking, and sales operations support while collaborating closely wit...

Grow your career with a client-facing role, driving innovative insurance solutions and strategic partnerships to meet complex client needs in a dynamic Marine environment...

Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...

Drive financial strategy by partnering with leaders to enhance forecasting, build data-driven models, and improve operational insights. Play a key role in scaling FP&A processes within a high-growth S...

Join a dynamic finance team, impacting strategy through data analysis. Collaborate with leaders on forecasting, model building, and performance improvement in a high-growth SaaS environment, driving b...

Unlock potential by managing accounting, payroll, and compliance operations. Lead the full cycle of financial reporting and streamline processes while mentoring junior staff and ensuring tax accuracy...

Shape regulatory strategy by conducting thorough market research, assessing risks, and collaborating with senior leaders to ensure effective decision-making in surveillance operations and compliance w...

Transform potential by developing client relationships and delivering tailored financial advice. Engage in comprehensive training and mentorship to grow your expertise and drive business growth within...

Lead the charge in transforming executive talent strategies for top clients, providing insights and recommendations that drive leadership effectiveness across diverse industries and geographies, while...

Develop relationships with high-net worth clients, identify needs, and recommend tailored financial solutions while building your practice and achieving performance goals through mentorship and collab...

Join a team that's dedicated to driving financial insights and strategic planning. As a Financial Analyst, you will enhance our financial processes, support budgeting and forecasting, and ensure compl...

Join a team that's driving business growth and client engagement in the Insurance industry. As a key player, you'll develop customized investment strategies and manage complex relationships, contribut...

Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...

Collaborate with clients and stakeholders to expertly administer fiduciary accounts, ensuring compliance with legal standards and enhancing client relations while driving process improvements and ment...

Empower clients by providing expert financial guidance and wealth management solutions. Build lasting relationships while taking ownership of your professional journey in a collaborative team environm...

Optimize financial performance by analyzing complex data, developing models, and supporting strategic decision-making. Collaborate with leaders to enhance reporting and forecasting accuracy while guid...

Engage with diverse financial service clients to lead strategic advisory projects. Utilize accounting expertise to solve complex issues while fostering client relationships and ensuring satisfaction a...

Champion a sales-driven approach to engaging high-net-worth clients, leveraging qualified leads. Manage your territory effectively with a comprehensive support system to drive success in financial ser...

Optimize wealth planning strategies by fostering deep client relationships and delivering comprehensive financial solutions to meet future goals, ensuring a high level of service and loyalty while man...