Investment Advisor Jobs in Brea, CA

Drive regional execution of client strategies, ensuring alignment and growth through effective sales planning and collaboration with market leaders, while fostering strong client relationships across...

Empower the Property and Casualty team by analyzing data and trends to support State Managers. You'll provide project leadership, insights, and recommendations to enhance product strategies and meet c...

Empower financial excellence across multiple healthcare facilities by providing strategic leadership, driving accountability, and fostering collaboration to enhance financial performance and operation...

Elevate financial insights by assisting with budgeting and forecasting, analyzing variances, and contributing to corporate finance projects to drive effective decision-making across departments...

Shape the future of operational finance by leading financial strategy, managing complex revenue models, and ensuring compliance. Collaborate with the CEO and COO to enhance growth and oversee a high-p...

Champion the growth of key academic accounts by managing sales activities, coordinating resources, and fostering collaboration across teams to achieve long-term revenue success in the education techno...

Optimize financial processes by leading Workday Financials implementations to enhance operational efficiency and meet client needs through innovative solutions and project management...

Champion innovative software solutions by collaborating with cross-functional teams. Leverage your expertise to mentor others, drive quality development, and make informed technology decisions in a dy...

Join a team that's committed to delivering tailored wealth management solutions, working alongside Relationship Managers and Wealth Advisors to support high-net-worth clients in achieving their financ...

Champion innovative product strategies in AI-driven development, guiding end-to-end feature delivery while collaborating with cross-functional teams to drive customer value and ensure market success...

Transform the underwriting process by leveraging market expertise and data-driven insights to manage complex portfolios, develop relationships with brokers and agents, and drive profitable business ou...

Lead the charge in managing complex projects by defining scope, ensuring quality compliance, and delivering results within budget. Collaborate with stakeholders and teams to execute strategies that en...

Empower clients by providing strategic guidance on complex accounting and financial reporting issues related to capital markets and transactions. Build relationships, mentor junior staff, and navigate...

Drive business success by analyzing and document operational needs, managing projects, and ensuring seamless communication between IT and business stakeholders. Utilize analytical skills to support sy...

Tackle client engagement by determining case viability, addressing concerns, and leveraging firm strengths to secure client signings while managing expectations seamlessly in a full in-office environm...

Join a team that's dedicated to ensuring compliance and mitigating tax risks. As a key member of our Finance division, you'll collaborate with various departments to enhance tax processes and support...

Shape the future of multiple product lines by developing strategic market plans, ensuring profitability, and guiding teams towards achievement of goals while adhering to regulatory standards and foste...

Manage a high-performing branch team focused on customer needs and driving sales growth. Utilize your expertise to balance operational risk with dynamic leadership, enhancing customer relationships an...

Oversee the execution of a comprehensive capital planning program, managing multiple projects and cross-functional collaboration to enhance portfolio performance and ensure strategic alignment with fi...

Pioneer innovative AI initiatives by partnering across teams to drive GenAI adoption, optimize stakeholder engagement, and execute complex projects. Leverage your expertise to enable data-driven decis...

Champion growth by driving strategic financial leadership, optimizing operations, and supporting new product initiatives within the organization. Collaborate closely with executives to ensure sustaine...

Join a team that supports Actuarial Management by analyzing market segments and improving financial forecasting. Contribute to product development and collaborate in cross-functional initiatives while...

Drive strategic legal initiatives for the development and financing of battery energy storage and solar projects, ensuring compliance while navigating complex commercial agreements and collaborating w...

Elevate financial analysis capabilities while partnering with leaders to drive insights and support strategic initiatives in a dynamic, growth-focused division. Contribute to data-driven decision-maki...

Elevate your career by leading a diverse sales team, driving revenue growth, and shaping strategic sales initiatives while fostering client relationships across regions for high performance and succes...