Investment Advisor Jobs in Brea, CA

Optimize Workday Student solutions through strategic leadership, mentoring, and innovation in a rapidly growing team. Drive excellence in implementations and empower clients to master their use of Wor...

Champion client success by leading a dynamic team responsible for delivering custom data solutions. Collaborate cross-functionally to drive engagement, innovation, and efficiency in comprehensive proj...

Join a team that's redefining credit analysis in the manufactured housing sector. Lead complex underwriting assignments, mentor junior staff, and collaborate across teams to enhance portfolio performa...

Contribute to strategic pricing proposals for government contracts, ensuring compliance and accuracy. Collaborate across teams to drive financial assessments, optimize proposals, and support continuou...

Engage in transformative Treasury operations by managing funding activities, enhancing processes, and leveraging technology for operational excellence while supporting continuous growth and innovation...

Shape the future of compliance by leading a dynamic team that ensures regulatory excellence and operational efficiency while fostering collaboration and development across financial services...

Drive strategic partnerships and business development to maximize the impact of innovations within the life sciences sector, ensuring effective collaboration and revenue opportunities through leadersh...

Unlock potential by leading transformative projects across functions, enhancing processes and operating models. Collaborate with teams to identify solutions, drive concept to implementation, and ensur...

Elevate your career by leading a dynamic team of financial professionals to achieve sales excellence and foster client relationships, while implementing strategic initiatives that drive growth and inn...

Drive your career forward by expanding our client base and enhancing relationships in the Human Resource Services sector, utilizing innovative sales strategies to meet client needs and increase compan...

Champion internal audits by leading IT SOX controls and collaboration with cross-functional teams. Drive compliance and risk management initiatives while enhancing operational effectiveness through st...

Explore opportunities to drive growth by engaging clients in customized retirement solutions, enhancing customer satisfaction and retention through strategic presentations and exceptional service deli...

Grow your career by managing business client relationships, providing tailored financial solutions, and enhancing overall client experience in a dynamic banking environment focused on risk management...

Champion client success by managing a diverse portfolio of business clients, providing tailored financial solutions while enhancing their overall experience and navigating risk management to foster lo...

Elevate client experiences by managing a diverse portfolio of business clients, delivering tailored financial solutions and fostering long-lasting relationships to enhance client success and business...

Elevate business relationships by providing tailored financial solutions to clients. Manage and advise a diverse portfolio of businesses, enhancing their financial well-being while ensuring risk manag...

Drive client success by building strong relationships and providing tailored financial solutions. Manage a diverse portfolio, ensuring exceptional client experiences while upholding risk management an...

Grow your career with a role focused on fostering client relationships, providing tailored financial advice, and managing a diverse business client portfolio, while emphasizing risk management and cli...

Empower clients by managing a diverse portfolio, delivering tailored financial solutions, and enhancing business relationships through proactive engagement and risk management while ensuring complianc...

Unlock new opportunities by driving client growth and enhancing market share through effective sales strategies and excellent service delivery in Human Resource Services. Join us to make impactful con...

Join a team that's focused on independently managing complex California workers' compensation claims, investigating, determining compensability, and strategizing resolutions while ensuring compliance...

Manage high-stakes tax compliance and consulting services for high net-worth clients. Lead a team to identify client needs, enhance service delivery, and develop new business opportunities while ensur...

Join our team to deliver tailored tax compliance and consulting services for high net-worth clients, utilizing your expertise in complex financial structures, while managing engagements and mentoring...

Join the team to drive accuracy in financial operations and regulatory reporting. Leverage your expertise in accounting to prepare, review, and support timely submissions of required bank regulatory f...

Empower growth by providing expert tax planning, compliance, and client management. Leverage your extensive experience to mentor a dynamic team while delivering innovative solutions in a fast-paced ac...