Investment Advisor Jobs in Brea, CA

Reimagine your career with a leadership role guiding sales teams to exceed targets, fostering professional growth and driving business success. Collaborate across departments to enhance performance an...

Elevate sales performance by leading a team to exceed targets while fostering professional growth and ensuring operational efficiency. Collaborate with leadership to streamline processes and drive cli...

Champion sales excellence by leading teams towards achieving and exceeding revenue goals. Drive growth through strategic planning, coaching, and collaboration with diverse stakeholders while ensuring...

Lead cross-functional teams to translate strategic priorities into actionable initiatives, ensuring alignment and delivering measurable client outcomes while managing performance and execution from co...

Drive outstanding customer experiences by securing tailored financing and leasing options. Collaborate with sales teams and financial institutions to facilitate transparent transactions while ensuring...

Support customers in navigating their financing and leasing options by collaborating with sales and lenders, ensuring compliance, and providing a seamless experience, all while maintaining a strong cu...

Drive your career with a dynamic team focused on regulatory compliance and legislative strategy, fostering connections through thoughtful guidance and support while advancing employee health and welfa...

Join a dynamic team to underwrite energy-related risks, ensuring profitability while fostering relationships with key producers. Engage in impactful projects, utilize analytical skills, and mentor eme...

Shape the future of energy underwriting by analyzing risks, guiding projects, and mentoring teams to drive profitability in new business and renewals while ensuring compliance and effective relationsh...

Join a team that's pivotal in driving financial insights and analysis, supporting budgeting, forecasting, and reporting for a growing aerospace and defense company. Collaborate with cross-functional t...

Oversee financial leadership in manufacturing operations, ensuring compliance with policies, facilitating accurate reporting, and driving cost management strategies while collaborating closely with ma...

Join a team that's dedicated to enhancing client relationships by managing account services and ensuring effective insurance policy administration. Your expertise in personal lines will drive client s...

Join a dynamic team to drive financial analysis and investment strategies for real estate acquisition and development in the live entertainment sector, enhancing your expertise in a fast-paced, entrep...

Grow your career with a dynamic team driving client success in Commercial Banking. As a strategic partner, you will manage national relationships, leverage innovative solutions, and exceed sales goals...

Lead the charge in providing strategic, high-impact support to C-level executives by managing priorities, communications, and workflow, ensuring alignment with organizational goals while maintaining c...

Elevate your career by assisting clients with energy policy analysis, regulatory proceedings, and innovative solutions in the electric and gas utility sectors while ensuring high client satisfaction a...

Join a team that's driving growth in retail markets through dynamic sales strategies. Lead account development, foster relationships, and manage the full sales lifecycle to achieve revenue targets in...

Empower a high-performing sales team to drive new logo acquisition and expansion in the US Mid-Market segment while setting strategic direction, optimizing processes, and achieving ambitious revenue t...

Take ownership of product innovation and strategy in the P&C insurance space. Collaborate with cross-functional teams to enhance product offerings, identify market opportunities, and drive profitable...

Transform client relationships by providing tailored financial strategies and solutions. Engage affluent consumers and businesses, delivering comprehensive banking support, while ensuring a seamless e...

Drive impactful financial strategies by leading underwriting and valuation for high-profile real estate transactions, partnering directly with senior brokers and clients to build client deliverables a...

Transform audiences’ understanding by owning narrative and messaging strategies. Collaborate with product and marketing teams to create compelling storytelling frameworks that drive adoption across di...

Champion exceptional guest experiences by leading operations across multiple short-term rental properties, optimizing revenue through innovative pricing strategies while ensuring compliance and mainta...

Manage construction projects by navigating entitlements and permitting processes, ensuring compliance with regulations while delivering on time and within budget. Collaborate with stakeholders to achi...

Lead the charge in exceeding sales goals by driving prospect engagement, managing a robust pipeline, and executing strategic sales plans focused on pre-IPO and emerging growth companies in equity mana...