Investment Advisor Jobs in Brea, CA

Join a dynamic team as you maintain financial records for private partnerships, prepare reports, and collaborate with external stakeholders while ensuring accuracy and compliance in investment account...

Champion due diligence engagements for diverse industries, fostering client relationships and collaborating with teams, while delivering impactful financial analyses and project reports to ensure clie...

Unlock potential by managing consulting projects for mid- to large-market employers, crafting innovative benefit solutions, and ensuring compliance, all while fostering robust client relationships in...

Partner with us to lead transformative Salesforce solutions in financial services. As a trusted advisor, you'll guide architectural strategies and ensure successful implementation, focusing on innovat...

Accelerate your career as you oversee multiple midsize projects, engaging with clients and coordinating a global team to deliver consistent, high-quality Salesforce solutions while gaining hands-on le...

Empower client success by building relationships, resolving challenges, and collaborating with internal teams to enhance client satisfaction and retention. Drive actionable results through effective c...

Advance your career with a leadership role in data infrastructure and AI strategy. You'll architect data platforms, evaluate AI tools, mentor engineers, and ensure compliance with security standards w...

Drive the profitability of the warranty portfolio, managing performance across accounts through advanced data analysis, pricing strategies, and process improvements to support organizational growth an...

Elevate client relationships by providing expert tax guidance and solutions. Collaborate with team members to tackle complex tax issues while enhancing your professional skills in a dynamic, fast-pace...

Contribute to strategic financial planning by enhancing forecasting, budgeting, and reporting capabilities, while collaborating with Finance leadership to analyze results and drive operational perform...

Shape the future of internal controls as you lead complex advisory engagements, influencing stakeholder decision-making and promoting sustainable risk management solutions across all business function...

Support a sustainable control environment by leading complex advisory engagements, influencing senior stakeholders, and implementing practical solutions in a swiftly changing risk landscape, particula...

Shape the future of business development by leading growth strategies, identifying new opportunities, and nurturing client relationships in the B2B and infrastructure sectors to achieve sustainable re...

Transform real estate litigation by managing complex cases, drafting motions, and driving high-level strategy. Collaborate closely with partners, fostering relationships to achieve successful outcomes...

Unlock potential by joining the Hospital Finance Team, providing insights and support for budget management, capital planning, and financial analysis to enhance operational efficiency and guide leader...

Join our Hospital Finance Team to drive financial analysis, budgeting, and capital planning. Partner with leaders to optimize performance and manage projects efficiently. Shape strategies that enhance...

Partner with us to enhance our accounting operations by ensuring accurate financial record maintenance, reconciliations, and insightful reporting across multiple retail and distribution entities in a...

Lead the charge in driving new business sales through strategic partnerships with major benefit distributors. Engage in comprehensive market analysis, effective relationship management, and proactive...

Unlock potential by leading a dynamic FP&A team, driving financial transparency, and enhancing strategic alignment through advanced analytics and global reporting aimed at optimizing budget and foreca...

Develop relationships with Small Business clients by providing expert financial advice and solutions. Manage client needs through proactive outreach, facilitating credit requests, and ensuring complia...

Shape the future of treasury management by leading banking relationships and developing strategies across a global network. Collaborate with finance and operations to enhance banking performance and s...

Champion the management of cash disbursements and banking functions, enhancing cash liquidity oversight, operational efficiency, and compliance across global platforms while providing support for fore...

Lead impactful financial due diligence on middle-market transactions, empowering clients through expert analysis and tailored advisory services, while nurturing the next generation of talent in a dyna...

Drive operational excellence in data licensing by managing contracts, ensuring compliance, and serving as the primary contact for partners, while collaborating across departments to scale the Data API...

Advance customer success by leading onboarding and implementation for agency partners. Your role involves managing projects, improving workflows, and fostering collaboration to ensure fast and effecti...