Investment Advisor Jobs in Brea, CA

Unlock potential by leading credit risk oversight and monitoring across consumer lending, establishing frameworks for performance analysis and risk assessment to support innovation and regulatory comp...

Unlock your potential by advising clients on wealth management strategies. You'll utilize your financial expertise to build relationships, generate new business, and deliver tailored solutions while e...

Drive your career with an influential role in talent acquisition, managing the full recruitment lifecycle while ensuring top-tier hiring strategies for client success and organizational excellence...

Help us deliver exceptional financial solutions to small businesses by deepening customer relationships and driving new opportunities through innovative service and collaboration with internal partner...

Champion business growth by developing strategic partnerships, managing market expansion, and launching next-gen products tailored for commercial sectors. Drive revenue and foster customer relationshi...

Elevate your career by conducting comprehensive financial analyses and structuring credit requests for business clients. Join us in ensuring compliance, evaluating risk, and providing insights that dr...

Elevate your career by providing critical financial and credit analysis to support lending decisions for middle market clients. Take charge of credit relationships and compliance while collaborating w...

Engage as a thought leader in the Utilities domain, driving transformation initiatives. Lead client teams and execute growth strategies while mentoring top talent in a dynamic consulting environment f...

Play a key role in managing leveraged loan portfolios by analyzing transactions, conducting credit research, and collaborating with senior analysts. Your insights will help drive investment decisions...

Unlock your potential by joining a dynamic team to drive analytical insights that impact key business areas, from growth to partnerships. Collaborate across functions to define analytics that steers d...

Transform client experiences by leading software implementation projects. Collaborate with diverse teams to define project objectives, manage resources, and drive successful deployments while ensuring...

Manage a diverse portfolio of client accounts, driving revenue growth through consultative sales and strategic client relationships, while exceeding targets through proactive outreach and disciplined...

Manage and enhance accounting operations through effective leadership, strategic process improvement, and collaboration across teams. Drive compliance with U.S. GAAP while ensuring accurate, timely fi...

Partner with us to elevate client insurance strategies, manage renewals, and address complex issues. Utilize your expertise in Life & Health while mentoring others and staying abreast of industry chan...

Oversee all aspects of profit growth in your territory. Lead Surety underwriting and marketing efforts, optimizing workflows for productivity and relationship management to achieve division goals and...

Shape the future of regulatory affairs by driving strategies for late-stage development programs. Collaborate across teams to ensure compliance, manage submissions, and support critical milestones in...

Drive the design and implementation of enterprise process automation strategies, managing workflow solutions and project delivery while mentoring a team of automation managers to enhance organizationa...

Drive client relationships with HNW individuals by delivering tailored financial solutions. Manage portfolio risk and profitability, fostering growth through strong teamwork and proactive communicatio...

Join a dynamic team as an analytics leader to drive sales performance insights, foster talent development, and optimize customer experience across phone and digital channels. Your strategic analysis w...

Join a team that leads federal financial reporting efforts, ensuring compliance, managing contract performance, and coordinating with government stakeholders to deliver high-quality, audit-ready finan...

Drive the execution of A2A payment solutions, enhancing bank-direct payment capabilities while collaborating across teams to achieve innovative, scalable products that meet partner demands and improve...

Champion advanced credit analytics and AI-driven strategies to elevate underwriting efficiency, enhance investor relations, and drive strategic growth initiatives within the capital markets landscape...

Reimagine international market strategies as a Downstream Marketing Manager, driving growth and aligning global initiatives. Shape strategic plans with KPIs, manage product launches, and analyze marke...

Drive the legal strategy in a dynamic environment, collaborating across teams to provide expert legal guidance, ensuring compliance, and navigating complexities in privacy and business law for a growi...

The Enterprise Account Manager will drive growth and maintain strong relationships with U.S.-based customers who have 150-999 vehicles. This role involves strategic sales practices and proactive accou...