Financial Advisor Jobs in Woodland Hills, CA

Own and grow a portfolio of mid-market accounts while driving retention, expansion, and new business opportunities. Collaborate with clients and internal teams to ensure satisfaction and maximize acco...

Lead the charge in transforming accounting operations while driving strategic growth initiatives in a dynamic, private equity-backed organization. Foster financial accuracy, build scalable systems, an...

Analyze data to enhance product strategy, optimize pricing, and improve customer retention. Collaborate with cross-functional teams to deliver actionable insights and recommendations that drive busine...

Elevate your career by driving origination activities and managing a dynamic team. Oversee production goals, foster relationships, and implement new lending products to enhance service quality and ach...

Join a team that's focused on building client relationships and delivering tailored employee benefits solutions. Experience a collaborative environment with opportunities for professional growth while...

Grow and manage a robust pipeline of clients while delivering customized employee benefits solutions. Partner with internal teams to enhance client relationships and ensure satisfaction from acquisiti...

Join a team that's focused on underwriting profitable National Accounts Liability business by leveraging strong broker relationships and collaborative problem-solving skills to drive innovative soluti...

Champion complex client relationships and provide strategic commercial banking solutions. Drive business development, lead collaboration, and mentor colleagues while influencing key financial operatio...

Empower institutional clients by expertly managing relationships and ensuring timely delivery of investment data and reporting. This role requires a keen focus on client satisfaction while leveraging...

Shape the future of financial technology sales by driving new business opportunities. You will manage the complete sales cycle, leveraging strong communication and negotiation skills to exceed quotas...

Drive your career by managing a diverse portfolio of LIHTC projects, ensuring stakeholder engagement and proactive risk management. Collaborate across departments to deliver innovative solutions and e...

Reimagine investment strategies as a Senior Portfolio Manager. Lead initiatives in liquid agency MBS within a team managing $6 billion in diverse client portfolios. Drive superior performance with inn...

Elevate business outcomes by providing expert legal guidance on commercial agreements. Join a dynamic corporate legal team to analyze complex contracts, mitigate risks, and influence strategic decisio...

Unlock potential by driving sales through strategic relationships with RIAs and FOs. Leverage your expertise in intermediary investment products to achieve ambitious sales goals and collaborate effect...

Champion financial insights within the Payer Business Unit, driving FP&A excellence by leveraging SaaS metrics and forecasting models, enhancing decision-making processes, and collaborating with cross...

Drive community development strategies that enhance lending & investment initiatives. Collaborate with leadership and stakeholders to balance financial goals with community engagement, evaluating oppo...

Transform your career by architecting a robust fund operating system. Lead financial operations, design controls, and establish scalable solutions for multiple funds, enhancing efficiencies and ensuri...

Drive excellence in managing multi-asset portfolios through model development, risk analysis, and innovative research. Collaborate with cross-functional teams to enhance investment processes and commu...

Manage engineering operations and maintenance for multiple building sites, ensuring compliance with safety regulations. Lead staff training, project management, and cost control efforts to maintain op...

Lead the charge in optimizing sales force effectiveness through strategic planning, performance management, and process improvement, ensuring productivity and aligning with organizational goals for su...

Support and enhance cost accounting practices to ensure accurate financial reporting and inventory valuation. Collaborate cross-functionally to resolve complex issues and improve methodologies, while...

Join a team that develops and executes marketing strategies to connect employees with financial support, leveraging insights to enhance engagement and drive growth within Employee Planning programs. Y...

Unlock potential by driving SBA loan origination and fostering partnerships in targeted sectors. Join a dynamic team focused on revenue growth and relationship development through your established net...

Join a team that's driving financial strategy and performance in the retail space. Lead the FP&A efforts, provide insights to senior management, and mentor a dynamic team to enhance the financial heal...

Support the Portfolio Management team in executing investment strategies with precision. Collaborate with various departments to enhance portfolio performance and deliver superior client service while...