Investment Advisor Jobs in Glendale, CA

Join a team that's dedicated to providing exceptional client service and operational support. Coordinate client onboarding, asset allocations, and respond to inquiries in a fast-paced environment whil...

Help us expand and grow as a Financial Advisor, leveraging educational seminars and client relationships to build a strong local presence and scale your practice with comprehensive firm support and re...

Elevate your career by overseeing complex custom software projects, partnering directly with enterprise clients to identify needs, manage requirements, and ensure high-quality implementations that dri...

Champion financial system excellence by collaborating with cross-functional teams to enhance reporting processes, support month-end close, and drive compliance improvements for informed decision-makin...

Partner with us to drive innovation in wealth management by leading legal counsel for product development. Collaborate with cross-functional teams to ensure compliance while delivering impactful solut...

Shape your career with actionable insights in portfolio analytics. Collaborate with financial strategists to enhance client investment decisions and gain broad exposure to financial markets in a dynam...

Drive impactful regulatory strategy by conducting vital market research and analyses, assisting leadership in informed decision-making, and fostering collaboration across departments to enhance Survei...

Join a team that oversees the advisor transition process, collaborating across departments to deliver exceptional client experiences and facilitate new advisor assimilation, while driving initiatives...

Help us transform the educational landscape by driving investment strategies and advancing M&A initiatives that enhance access to education, while managing an impact investment portfolio and collabora...

Collaborate with senior investors to manage full investment lifecycle in private and structured credit, enhancing exposure to diverse lending opportunities in a dynamic financial environment...

Support efficient operations by overseeing daily reconciliations and loan servicing activities. Collaborate with fund admins and stakeholders to ensure accuracy and compliance while continuously impro...

Accelerate progress at driving new business growth by establishing relationships with UHNW clients and leveraging financial solutions through collaboration and expertise to enhance client service and...

Champion client relationships by providing strategic consulting and support for retirement plans. Manage ongoing client engagement, resolve issues, and foster profitability while enhancing service del...

Unlock potential by joining our strategic account management team, driving key client relationships, enhancing service offerings, and maximizing revenue through effective communication and collaborati...

Help us deliver exceptional investment solutions for ultra-high net worth clients. As a trusted advisor, you will drive long-lasting relationships and influence strategic direction while leading innov...

Lead tax planning and structuring for private equity and hedge funds, collaborating with teams across the organization. Drive innovation in fund launches, compliance, and deal structuring while enhanc...

Drive meaningful relationships with affluent customers by delivering tailored banking solutions, enhancing their financial journeys through strategic outreach and seamless collaboration within our bra...

Engage in critical surveillance of sales practices to safeguard compliance and mitigate risks across the organization. Collaborate with various teams to enforce policies and improve procedural control...

Innovate customer experiences by managing and deepening relationships with affluent clients, delivering integrated banking solutions through strategic outreach and collaboration with internal teams. C...

Grow strong relationships with affluent customers by providing tailored financial strategies and solutions across deposits, lending, and investments. Collaborate with internal partners to deliver exce...

Unlock potential by leveraging your Epic Advisor expertise to drive solutions, enhance healthcare processes, and collaborate with cross-functional teams to improve patient outcomes and streamline proj...

Join a team that's dedicated to originating investment property loans for real estate investors. Engage in relationship management and business development while providing tailored financing solutions...

Drive the retention and growth of high net worth client relationships while building a skilled team to deliver exceptional wealth management solutions, leveraging extensive experience in managing comp...

Pioneer exceptional IT solutions as you resolve complex technical issues, enhance critical infrastructure, and lead proactive support efforts in a dynamic environment, driving success and client satis...

Oversee comprehensive portfolio management for clients, collaborating with servicers to enhance asset performance while defining strategies and reporting on key metrics. Drive operational excellence a...