Investment Advisor Jobs in Brea, CA

Engage with affluent clients to deepen relationships, identify needs, and provide tailored financial solutions. Collaborate across teams to enhance client experiences while ensuring compliance and sup...

Inspire operational excellence by leading global treasury functions, optimizing cash management, and supporting financial decision-making. Collaborate across departments to enhance liquidity, banking...

Transform distributor relationships through dynamic training and tailored sales support, driving growth in Life and Annuity products. This role emphasizes collaboration, impactful training, and high v...

Optimize investment insights by closely analyzing hedge fund performance and risk exposure, turning data into actionable intelligence while collaborating with senior leaders and external managers in a...

Join a team that's focused on driving sales within Wealth Management, engaging with both new and existing clients. Shape and implement strategies to identify opportunities, negotiate, and close deals...

Lead the charge in shaping AI product strategy for digital solutions, driving engagement and efficiency for wealth management clients. Collaborate across teams to launch innovative AI-powered products...

Unlock growth in liability underwriting by leading a high-performing team to develop strategic solutions and strong broker relationships while managing complex accounts for optimal profitability and i...

Lead integrated risk management efforts through RCSA and PRCSA programs, ensuring compliance and effectiveness across multiple US business units. Foster a strong risk culture while guiding a team of s...

Invent powerful actuarial solutions as you build and operationalize innovative analytics tools, collaborating closely with teams to enhance client decision-making in insurance deal cycles through impa...

Grow your career with a leading investment firm as you manage complex fund accounting, collaborate with investment teams, and contribute to financial reporting for private markets. This role offers ex...

Transform learning experiences by leading the design of enterprise learning architectures. Influence content strategy and governance, ensuring a human-centered approach while delivering scalable, inno...

Engage clients by delivering expert risk management solutions and strategic insights in the Energy & Power sector. Develop innovative insurance products, manage proposals, and build lasting relationsh...

Join a team that's revolutionizing mortgage lending with AI technology, dedicated support, and a vast network of investors to help you achieve your goals and maximize your potential in a remote enviro...

Empower client success as a Property & Casualty Account Manager focused on middle market clients in life sciences and technology, ensuring exceptional service, operational efficiency, and strategic ri...

Lead digital transformation initiatives for financial services, driving product innovation and collaboration between sales and technical teams to exceed revenue goals and deliver tailored client solut...

Transform business outcomes by leading strategic growth initiatives, enhancing client relationships, and driving alignment between business development and marketing efforts across key markets and sec...

Shape business growth by leading strategic development efforts, enhancing client relationships, and aligning marketing initiatives. Drive market engagement and manage a team of professionals to achiev...

Join a dynamic team to shape innovative treasury solutions for complex healthcare and educational clients, enhancing financial operations and client relationships while providing strategic insights to...

Architect a pioneering workplace benefits solution, driving product development and strategic partnerships to enhance financial wellness offerings across a diverse national client base while owning P...

Drive innovation in financial wellness solutions, leading product strategy and distribution for workplace-based 529 and ABLE programs. Engage partners to build a sustainable offering that scales acros...

Join a team that's passionate about developing software solutions with cutting-edge technologies. You'll collaborate across functions, solve complex challenges, and drive projects from inception to pr...

Join us to manage a diverse portfolio of trust real estate, providing proactive oversight on property operations, transactions, and renovations while ensuring compliance with risk policies to elevate...

Lead the charge in effective management of diverse trust real estate assets, ensuring robust oversight and communication across dynamic portfolios, negotiations, and risk management strategies to enha...

Partner with us to enhance client experiences by showcasing properties, generating leads, and supporting a dynamic sales team. This role is ideal for those seeking growth in real estate through hands...

Lead the charge in driving the financial success and strategy of Trust and Securities Services. Oversee operations, client management, and risk governance while fostering key internal and external rel...