Investment Advisor Jobs in Brea, CA

Make your mark at a leading financial institution by nurturing affluent relationships and providing tailored banking solutions. Engage with clients, collaborate with teams, and drive growth through a...

Optimize commercial contracts and compliance in a fast-paced, mission-driven environment. Collaborate across teams to mitigate legal risks while supporting sustainable growth in delivering telehealth...

Lead the charge in overseeing loan accounting, ensuring compliance with GAAP and enhancing internal controls while managing a team to drive operational efficiency and strategic initiatives...

Transform compliance processes by leading adherence to FCRA, FDCPA, and ensuring organizational policies reflect the latest regulatory changes. Collaborate with teams to address compliance issues and...

Reimagine the home lending experience by guiding clients to ownership with expert advice, collaborative marketing, and team leadership. Drive success through relationships and a deep understanding of...

Unlock new opportunities as you lead a dedicated team in home lending, fostering client relationships, enhancing customer experience, and driving mortgage loan originations through expert guidance and...

Unlock growth by driving retail site acquisition and lease negotiation to expand market presence across California, ensuring alignment with brand strategies and fostering strong relationships with loc...

Lead the charge in implementing complex benefit solutions for large clients, ensuring smooth onboarding and ongoing satisfaction through effective communication and project management. Collaborate wit...

Unlock potential by leading client relationships and enhancing service delivery. Manage a portfolio of commercial banking clients, ensuring operational excellence, proactive engagement, and cross-sell...

Make your mark at a dynamic organization by providing critical financial insights, ensuring compliance, and enhancing accuracy in reporting, reconciliations, and audits to support strategic business d...

Elevate your career as a Vice President in Investment Banking. Lead M&A advisory and capital raising in Beauty, Personal Care & Wellness. Drive execution and origination with a dynamic team. Your expe...

Transform financial planning by leading FP&A processes, analyzing data, and driving decision-making. Collaborate with cross-functional teams to enhance performance and support operational strategies i...

Grow your career with us as you manage corporate credit portfolios, drive revenue growth, and enhance client relationships while maintaining and expanding existing partnerships in the banking sector...

Unlock potential by managing client relationships, enhancing revenue, and mitigating risks in asset-based lending while collaborating with internal and external partners to optimize client satisfactio...

Advance your career by independently assessing and structuring credit requests, managing client relationships, and ensuring compliance in a dynamic financial services environment. Utilize your experti...

Champion the assessment and analysis of credit products for mid-market clients. Manage credit relationships, perform risk evaluations, and ensure compliance with financial regulations, driving informe...

Elevate your career by leading a dynamic administrative team, driving performance, and fostering collaboration while ensuring exceptional support aligned with business needs and values in a high-paced...

Develop your accounting expertise by managing reinsurance agreements and reporting. Collaborate cross-functionally to analyze and improve financial processes while ensuring compliance and accuracy in...

Deliver exceptional service to small business clients by managing account processes, renewals, and premium negotiations. Collaborate with teams to provide solutions, maintain client relations, and ens...

Empower data stewardship excellence by enhancing tax assessor data practices. Lead governance, ensure data fitness, and unlock strategic value through AI and effective stakeholder collaboration in thi...

Drive transformative financial solutions through innovative systems architecture, ensuring data integrity and workflow automation. Collaborate across teams to empower growth with high-value financial...

Elevate risk management by collaborating across teams to implement effective solutions, analyze data, and enhance risk processes within a dynamic environment for a comprehensive enterprise risk framew...

Innovate within a leading multi-family capital organization by applying your underwriting expertise. Utilize analytical skills to assess risks, manage complex portfolios, and ensure compliance, all wh...

Elevate client relationships by delivering exceptional Employee Benefits solutions. You'll drive strategic consulting and marketing efforts, ensuring client satisfaction while collaborating with inter...

Lead the enterprise data management strategy by optimizing tax assessor data quality and governance. Act as the expert liaison, ensuring data is fit-for-use and empowering teams with AI-ready data for...