Investment Advisor Jobs in Glendale, CA

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...

Optimize global compliance strategies, driving innovation and operational excellence while overseeing regulatory frameworks and developing talent. Collaborate across teams to enhance program effective...

Champion a team in fostering growth for Ultra High Net Worth clients through strategic investment management and relationship building while overseeing portfolio construction and advising on market op...

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...

Support our growing asset management team by conducting complex financial analysis, modeling, and reporting for our West Coast property portfolio, enabling strategic decision-making and enhancing perf...

Lead and manage a high-performing team in wealth management, fostering client relationships and driving sales growth while ensuring adherence to regulatory standards and internal controls in the Great...

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...

Transform the legal landscape of crypto capital markets by supporting complex transactions, partnering with global teams to drive innovative solutions that enhance revenue and mitigate risk in a rapid...

Transform research security by assessing risks and implementing compliance controls. Collaborate with stakeholders to enhance institutional practices aligned with federal regulations, ensuring respons...

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...

Unlock potential by driving new business and building relationships in mid-market food sectors. Focus on achieving sales targets, managing the sales process, and delivering tailored SaaS solutions tha...

Manage a diverse portfolio of complex client relationships, ensuring exceptional service delivery while driving retention, growth, and strong business results through strategic relationship management...

Drive client relationships by managing complex portfolios, executing strategies, and enhancing client satisfaction to achieve retention and profitability goals through collaborative solutions and proa...

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...

Unlock potential by leveraging your expertise in investment advice and client management to cultivate relationships with ultra-high net worth individuals, driving innovative solutions in a collaborati...

Empower high net worth investors with financial expertise, providing tailored investment strategies and market analysis. Collaborate with Private Bankers to enhance client relationships and advise on...

Lead the charge in managing key accounts by enhancing relationships, driving revenue growth, training clients, and collaborating with cross-functional teams to optimize service delivery and client sat...

Support Ultra-High Net Worth clients by managing complex workflows, enhancing operational efficiency, and delivering exceptional client experiences. Engage in client interactions while streamlining pr...

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...

Champion high-impact initiatives in wealth management, advising high-net-worth clients and executives. Drive strategic relationships and complex lending solutions, while leading teams in a collaborati...