Investment Advisor Jobs in Brea, CA

Unlock potential by delivering exceptional service and support for retirement plan clients, liaising effectively with internal and external stakeholders to ensure compliance, administration, and educa...

Unlock efficiency in a fast-paced legal environment by providing vital administrative support to legal teams. Utilize your organizational skills to facilitate smooth operations, improve document accur...

Transform product delivery by defining strategic roadmaps and influencing AI innovations. Collaborate with leadership to ensure accountability and mentor emerging talent across a vital sector in retir...

Elevate compliance by driving U.S. tax operations for 27k+ funds, leveraging tech to ensure accuracy and efficiency. Collaborate across teams, manage complex analyses, and improve workflows in a fast...

Lead our IT Services sales initiatives across North America, driving growth by engaging senior stakeholders in key domains while developing transformative solutions and fostering strong, long-term cli...

Lead client success through strategic equipment finance solutions, driving sales growth while managing high-value relationships and building a portfolio that delivers exceptional service and profitabi...

Lead strategic client engagements and develop teams to deliver exceptional financial services for ultra-high-net-worth individuals and families, enhancing operational excellence and driving business g...

Join a dynamic team to shape and scale impactful talent programs that enhance employee experience, advance culture, and foster business growth through strategic initiatives and cross-functional collab...

Discover a role that champions data governance, enabling cross-functional collaboration and operational excellence in data management while delivering impactful projects that drive strategic advantage...

Shape the future of financial crime compliance by leading program developments, assessments, and strategic oversight to mitigate risks and strengthen governance in a dynamic fintech environment...

Innovate operational efficiencies by leading a dynamic team focused on enhancing agent servicing. Drive the strategy and evolution of scalable platforms while collaborating with cross-functional teams...

Grow your career with a dynamic team specializing in multifamily and commercial appraisals, where you'll enhance your skills in valuation and contribute to high-quality appraisal reports for diverse p...

Grow your career by leading public finance initiatives for not-for-profit healthcare, driving client relations, and executing complex financial transactions nationwide. Transform challenges into strat...

Join us to drive HR strategy and talent management, overseeing recruiting, employee relations, compliance, and process improvements across a diverse workforce to achieve organizational objectives...

Accelerate success in the mortgage industry by optimizing capital markets strategies, managing risks, and enhancing investor relations. Collaborate with leadership to maximize profitability and mainta...

Oversee and lead audit engagements for financial institutions, ensuring high-quality delivery of risk-based advisory services while mentoring teams and enhancing client relationships...

Lead the appraisal process for complex commercial real estate transactions. Engage appraisers, ensure regulatory compliance, and manage review quality to meet lending deadlines while collaborating clo...

Drive your career with a key role leading proposal development, collaborating with cross-functional teams to deliver compelling narratives and ensuring compliance for diverse pursuits in a dynamic env...

Execute data-driven insights to inform strategic decisions across product, growth, and partnerships. Own the analytics process, collaborate with teams to define problems, and drive actionable recommen...

Champion growth within the ETF sector by collaborating with Consultants to enhance distribution strategies and educate clients on innovative investment solutions across diverse portfolios. Drive net s...

Shape growth strategies by collaborating with major retail broker partners, translating insights into actionable plans. Serve as a strategic interface to drive profitable outcomes through relationship...

Join a dynamic team to manage and close commercial real estate transactions, overseeing processes from engagement through closing while effectively liaising with clients and capital sources in a fast...

Drive sales excellence by managing projects that enhance operations, optimize processes, and improve collaboration across teams. You will support the sales force through strategic execution, analytics...

Accelerate growth by engaging clients, mastering real estate transactions, and collaborating in a mentorship-driven team. Utilize provided leads to develop skills and achieve earning potential exceedi...

Take ownership of land use and entitlement strategies, ensuring project sites are legally developable. Lead applications, public hearings, and negotiations while managing cross-functional teams to sec...