Investment Advisor Jobs in Brea, CA

Join a team that's dedicated to healthcare excellence, driving sales and collaboration across a territory. Engage with providers to achieve product goals while ensuring compliance with industry standa...

Lead strategic asset management efforts, overseeing leasing and performance across the regional portfolio. Mentor teams, drive operational excellence, and ensure alignment with fund objectives through...

Unlock potential by leading corporate accounting and financial reporting initiatives. Collaborate with executive leadership to drive efficiency, ensure compliance, and implement technical accounting s...

Champion the governance processes for federal investment decisions, enhancing oversight and operational efficiency while coordinating high-level executive communications in a dynamic environment...

Engage with utility CFOs to transform financial and regulatory operations, leveraging your consulting expertise to lead impactful projects in the highly regulated utilities finance sector across North...

Join a dynamic team as a Senior Associate, managing diverse tax engagements for high-net-worth clients. You'll lead projects, mentor junior staff, and enhance your expertise through collaborative cons...

Champion the integration of M&A accounting functions, ensuring swift execution and financial alignment while driving compliance and collaboration across cross-functional teams in a dynamic, fast-paced...

Deliver exceptional client service by managing renewals, driving new business, and supporting Producers with marketing strategies, proposals, and effective communication. Collaborate with clients to e...

Advance your career by managing complex relationships within Corporate Banking, supporting senior team members while growing your own portfolio of clients in a fast-paced, dynamic environment focused...

Address complex fiduciary accounts by providing expert administration and compliance oversight in trust management. Collaborate with internal and external partners to ensure client needs are met while...

Transform strategic growth by leading corporate development initiatives, including M&A and partnerships. Drive evaluations, negotiations, and integration to enhance business opportunities and create v...

Optimize budgeting and forecasting processes in technology finance. Partner with CIO and executive leadership to drive impactful investment decisions, enhance financial governance, and support AI init...

Champion customer experience by leading a dynamic team to achieve strategic goals and drive business growth. Utilize your leadership skills to enhance client relationships while managing risks and dev...

Engage with clients to deliver tailored Salesforce solutions, leveraging multi-cloud capabilities. Collaborate with team members on administration tasks and enhance client processes through innovative...

Collaborate with cross-functional teams to drive financial strategy and performance management for the GTM business, focusing on user acquisition, profitability, and new opportunities in a fast-paced...

Champion project insurance strategies and risk management processes, collaborating across departments to evaluate and mitigate risks in a complex industrial and energy landscape, driving successful pr...

Grow your career with a dynamic underwriting team, leading efforts in D&O, Employment Practices, and Fiduciary Liability to enhance our wholesale brokerage business while managing a skilled underwrite...

Lead the charge in driving operational strategy and execution for Customer Support, fostering cross-functional collaboration, and enhancing efficiency through innovative tooling and unified processes...

Lead the charge in providing strategic leadership across complex consulting engagements, managing multidisciplinary teams while driving growth and client satisfaction for public agencies and utilities...

Unlock your potential as a strategic leader, driving high-impact consulting for public agencies and utilities. Lead multi-disciplinary teams, enhance client relationships, and elevate funding practice...

Join a team that excels in managing complex commercial loan relationships. Develop and maintain partnerships to drive new business, ensuring high-quality credit management and compliance while leading...

Join a dynamic team as you leverage your actuarial expertise to develop innovative solutions in pricing, reserving, and financial modeling, while collaborating across departments to influence strategi...

Unlock potential by providing strategic guidance on technical accounting and financial reporting for complex transactions. Lead teams through ambiguity, delivering impactful solutions while fostering...

Oversee the full lifecycle of 20-30 active listings, ensuring timely and professional execution. Optimize operations by identifying inefficiencies and enhancing systems, all while collaborating closel...

Transform complex business requirements into robust data solutions while collaborating with cross-functional teams. Utilize advanced analytical skills to enhance regulatory reporting and oversight in...