Investment Advisor Jobs in Brea, CA

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...

Collaborate with cross-functional teams to manage products from vision to launch. Drive product development and deliver intuitive tech solutions for diverse stakeholders while supporting alignment acr...

Join a dynamic accounting team to empower families by managing complex financial tasks, building trusted client relationships, and leading accounts payable/receivable processes, all while enhancing yo...

Transform broker relationships by providing insights and strategies that enhance trust and collaboration. Leverage your sales expertise to drive HealthEquity’s growth in your territory through strong...

Lead the charge in streamlining origination operations, managing a robust team to ensure efficient underwriting and funding processes while fostering dealer relationships and maintaining compliance in...

Tackle international market expansion as you lead the global launch of SaaS products. Own the strategy, drive integrations, and collaborate cross-functionally to establish a strong presence in Canada...

Optimize revenue forecasting and reporting processes while partnering with sales teams to provide insightful analysis. Enhance business strategies through collaboration and effective communication wit...

Strategize and build innovative customer success systems, leading a dynamic team to enhance client retention and growth. Shape operational models while actively managing key accounts in a mission-driv...

Lead the charge in creating seamless operational infrastructure as you connect functions across the organization, driving compliance and enhancing efficiency to support our fast-paced growth in a dyna...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

Join a team that's dedicated to elevating client engagement strategies, fostering multi-level relationships, and driving retention among top-tier customer accounts while ensuring satisfaction and coll...

Elevate client financial strategies by leveraging operational and technical accounting expertise. Collaborate across industries, delivering tailored solutions to complex challenges while supporting dy...

Manage operations of retail properties, enhancing profitability and tenant relations. Drive compliance, oversee budgets, and ensure high performance through effective strategies and strong vendor part...

Manage daily operations of retail properties by fostering tenant/vendor relationships, overseeing maintenance, and executing initiatives to enhance profitability and performance. Ensure compliance and...

Grow your career with a strategic role enhancing provider engagement and performance. Lead initiatives that strengthen relationships, improve operational efficiency, and ensure compliance across a div...

Champion the growth of our Energy Practice by providing expert broking and risk management strategies, while managing client relationships and innovating solutions tailored to strategic priorities in...

Transform your career by leading a high-performing sales team focused on innovative retail and commercial solutions. Drive growth through strategic market opportunities and executive relationships in...

Analyze and manage underwriting operations for General Construction, driving profitable growth while engaging with brokers, assessing risk, and ensuring compliance with guidelines to support strategic...

Lead and manage M&A transactions from evaluation to close, guiding a small team through sourcing, financial analysis, and negotiation to drive inorganic growth in strategic areas. Collaborate across f...

Accelerate solutions by leading a dynamic engineering team to innovate and enhance lending technology. Manage architecture, foster talent, and integrate AI in development to ensure efficient, quality...

Drive the growth of North America's Frontline Worker business by leading sales, developing strategic partnerships, and building a high-performance team. Shape market presence and propel revenue from e...

Lead the charge in crafting a transformative capital markets ecosystem strategy that drives adoption and innovation, positioning the blockchain network as a leader in institutional finance through par...

Grow your career with an innovative role focused on developing new business and building strategic relationships in commercial banking markets, while promoting our financial products and services to a...

Engage in a dynamic role as a Branch Manager, leading teams to drive customer growth and strengthen financial solutions. Foster a high-performing culture through targeted coaching and operational exce...