Investment Advisor Jobs in Brea, CA

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...

Lead the finance team in managing core accounting operations, ensuring accuracy and timeliness of financial reporting while driving process improvements and maintaining compliance with internal contro...

Lead the charge in implementing technology solutions that enhance operational efficiency, drive measurable business results, and improve quality in homebuilding operations through strategic cross-func...

Join us to manage and enhance client service operations, ensuring seamless communication and support across all departments. Work closely with clients and internal teams to exceed service expectations...

Optimize tax strategies by overseeing complex income tax preparation and compliance while leading a dedicated team in meeting objectives and enhancing financial reporting procedures across diverse ind...

Transform the healthcare landscape by driving new business growth in risk adjustment solutions. Engage with executives across health plans and providers to deliver strategic insights, fostering consul...

Innovate strategic national territory plans for risk adjustment solutions, targeting health plans and provider organizations. Drive new business acquisition and consultative sales leveraging deep indu...

Engage with cross-functional teams in Finance & Accounting, driving month-end close and supporting revenue analysis. Leverage your expertise to pave the way for process improvements and ensure complia...

Empower product innovation in Wealth Management by leading cross-functional teams, driving AI adoption, and enhancing client experiences across platforms. Influence strategy while executing against a...

Lead the charge in enhancing our Financial Center network, driving performance growth, coaching leaders, and ensuring exceptional Member First experiences while managing operational excellence and str...

Empower a team of Client Service Managers to enhance client relationships, drive change, and optimize service in a dynamic environment while fostering a culture of trust and transparency...

Deliver exceptional underwriting services by managing renewals, marketing initiatives, and broker relations to drive business growth. Collaborate with teams to analyze submissions and maintain effecti...

Advance your career by supporting critical legal operations for the upcoming 2028 Games. Collaborate with the legal team to negotiate contracts, manage legal risks, and ensure compliance, all while en...

Elevate your career by managing the Smart Communications suite, driving platform strategies and optimizations. Lead product management efforts to enhance digital correspondence, collaborating closely...

Unlock potential by leading product strategy for Smart Communications, optimizing digital correspondence solutions. Collaborate with cross-functional teams to enhance user experience, ensuring efficie...

Lead transformative technology solutions by driving presales and delivery governance. Collaborate with engineering teams to achieve defined outcomes and enhance organizational change through strategic...

Accelerate the success of investor relations by managing complex reporting, cash movements, and reconciling transactions. Collaborate with teams to ensure compliance and enhance processes while delive...

Drive innovative sales strategies to capture new healthcare clients and enhance pilot initiatives. Leverage extensive consultative selling expertise to build relationships with C-suite executives, sec...

Drive business growth by leading new logo acquisition and account management across mid-tier retail accounts, ensuring effective sales strategies for revenue targets and maintaining strong customer re...

Build expertise in transaction advisory, driving financial due diligence for diverse clients. Engage with stakeholders, manage projects, and mentor staff while ensuring impactful deliverables in a dyn...

Elevate your career by leading cutting-edge initiatives in AI and cybersecurity. Drive strategy, build a high-performing team, and innovate security tooling to enable data integration and analytics wi...

Join a team that's pivotal in conducting comprehensive financial due diligence. You'll collaborate with diverse clients, mentor staff, and enhance operational strategies across various industries whil...

Transform our Transaction Advisory Services by spearheading due diligence efforts, collaborating with diverse industries, and mentoring team members to ensure impactful deliverables and client satisfa...

Analyze and optimize Global Treasury operations, managing payments, bank accounts, and compliance while collaborating with cross-functional teams to enhance financial processes and ensure efficient wo...