Investment Advisor Jobs in Brea, CA

Engage affluent customers by fostering relationships while delivering comprehensive banking solutions. Utilize strategic outreach to identify needs and promote products across lending, deposits, and i...

Join a team that's serving high net worth clients, managing complex insurance portfolios, and leading relationships with business managers. Leverage your expertise to negotiate terms and deliver tailo...

Elevate financial performance by owning capital management and modeling. Drive strategic insights for senior leadership through expert analysis in insurance finance, ensuring clear communication and c...

Elevate your career with a pivotal role structuring vehicle financing and ensuring compliance. Join a dynamic team committed to customer satisfaction and fostering strong lender relationships in a thr...

Elevate your career by architecting the in-house fund operating system, ensuring strategic financial operations and controls. Play a critical role in scaling fund management capabilities while driving...

Take ownership of Infra One's fund accounting architecture, developing a strategic in-house operating system that scales with fund management complexities, establishing robust controls, and optimizing...

Empower product innovation in Wealth Management by bridging business, tech, and AI. Collaborate with cross-functional teams to enhance advisor and client experiences while leveraging modern technologi...

Explore a pivotal leadership role managing a diverse real estate portfolio, enhancing community satisfaction, driving operational excellence, and fostering a collaborative team environment. Chart a pa...

Drive commercial legal strategies by overseeing contract negotiations, fostering collaboration across teams, and enhancing processes to align business objectives with legal agreements. Lead projects t...

Join a team that's transforming healthcare through innovative Epic solutions. Utilize your expertise to guide clients, enhance systems, and deliver impactful results in a collaborative environment tha...

Empower your career by leading a talented accounting team, ensuring compliance and evaluating operational processes in a dynamic financial services environment. Drive innovation and enhance efficiency...

Join a cutting-edge team as a Senior Underwriter, focusing on contractor's professional liability, leveraging your expertise to underwrite and manage a national portfolio while strengthening broker re...

Optimize business operations by partnering with the CRO to enhance efficiency, streamline scheduling, and support a globally dispersed sales team in achieving revenue goals across the dynamic interact...

Lead strategic marketing initiatives within the Transactions team to enhance client engagement, elevate the firm's market presence, and identify new business opportunities through data-driven campaign...

Join us in delivering premier tax consulting services, mentoring teams, and developing client relationships to optimize business tax incentives and credits. Utilize your skills in analysis, communicat...

Elevate customer relations by managing and growing a robust portfolio of affluent clients, delivering tailored financial strategies with a focus on deposits, investments, and lending while collaborati...

Join a team that's passionate about driving revenue growth in our POS and Payments solutions. You will lead the sales strategy, manage direct and channel sales, and maximize customer engagement to boo...

Pioneer AI-driven product strategies, leading cross-functional teams to innovate and enhance the software development lifecycle. You'll collaborate with engineering, data science, and market experts t...

Develop foundational legal strategies and support across divisions, handling pre-litigation and minor litigation while enhancing legal judgment, all under senior mentorship to drive effective resoluti...

Deliver foundational legal support in pre-litigation and minor litigation matters. Collaborate across divisions to handle claims, disputes, and regulatory issues while developing strategic legal judgm...

Grow customer relationships by proactively engaging and assisting affluent clients, translating their financial goals into tailored strategies while collaborating with a diverse team for integrated ba...

Engage in independent financial and credit analysis to assess middle market needs, ensuring compliance with regulatory standards and managing relationships through structured evaluations and recommend...

Join a team focused on providing comprehensive credit analysis and risk assessment, independently structuring lower complexity credit requests while ensuring regulatory compliance and recommending inf...

Accelerate business growth by leading new client acquisition and building strategic partnerships in IT and BPO services. Leverage your sales expertise to create tailored solutions and expand market re...

Unlock potential by driving the design and configuration of finance solutions in SAP S/4 HANA. Collaborate with Finance teams to optimize processes, ensure data integrity, and mentor users throughout...