Investment Advisor Jobs in Brea, CA

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...

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...

Unlock potential by leveraging your mortgage expertise to drive rapid loan closings, enhance client relationships, and utilize cutting-edge technology to streamline operations for success in a remote...

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...

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...

Play a key role in driving corporate growth through analysis and execution of M&A activities, supporting strategic initiatives while collaborating with internal teams and external partners for success...

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...

Empower your career with a dynamic consulting role focused on analyzing business processes and implementing NetSuite solutions, while gaining hands-on experience and collaborating with industry expert...

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...

Accelerate progress at a leading firm by managing a diverse portfolio of stabilized LIHTC and affordable housing investments, guiding performance analysis, and mentoring junior team members to achieve...

Empower growth by managing a diverse portfolio of stabilized equity investments in affordable housing, ensuring optimal performance and compliance while leading junior team members and enhancing asset...

Collaborate with senior leadership to drive impactful talent initiatives that align business strategies with workforce needs, fostering a culture of effectiveness and engagement across the organizatio...