Investment Advisor Jobs in El Monte, CA

Drive M&A advisory for consumer brands, focusing on transaction execution with a collaborative team. Lead due diligence, build valuation models, and prepare client-facing materials while fostering rel...

Drive our financial strategy by building key models, overseeing metrics, and managing commercial partnerships to support rapid growth in a dynamic fintech environment. Collaborate closely with the exe...

Join a team that's dedicated to providing personalized financial guidance to clients. Leverage your expertise to develop lasting client relationships and deliver tailored investment solutions while em...

Join a team that's dedicated to providing exceptional investment solutions while fostering client relationships and promoting diversity. You will guide clients in their financial journey, from saving...

Play a key role in providing tailored financial planning and advice to diverse clients, enhancing their investment experience through exceptional relationship management and technological integration...

Engage clients by providing tailored financial planning and investment solutions, leveraging technology and strong relationship skills. Support diverse clientele, ensuring exceptional service and holi...

Take ownership of high-stakes litigation cases, ensuring efficient representation and successful outcomes through trial and settlement strategies. Collaborate with a skilled team to drive exceptional...

Build your career by delivering tailored financial solutions and advancing client relationships. Support clients in achieving their investment goals while promoting a culture of diversity and growth w...

Explore the intersection of strategy and operations in energy markets. Lead a team that drives MW market participation while partnering with executives to shape AGent's future in multiple regulatory l...

Lead the transformation of portfolio companies through strategic initiatives, operational assessments, and financial restructuring to drive growth and efficiency across diverse markets...

Join a team that drives revenue growth by engaging retail accounts through strategic selling. You'll manage the full sales cycle, building enduring relationships while leveraging your industry experti...

Lead the management of loan servicing operations, ensuring compliance, enhancing customer satisfaction, and optimizing processes. Collaborate across departments to monitor performance metrics and impl...

Lead workplace strategy and asset optimization, creating next-gen experiences for clients in a dynamic hybrid work environment, leveraging data and design to drive measurable success across the West C...

Develop and manage SBA lending solutions within assigned territory to generate income. Collaborate with sales teams to enhance business relationships and ensure compliance with regulations, driving gr...

Unlock potential as you lead accounting operations, ensuring compliance with GAAP, managing month-end close processes, and enhancing efficiency through system implementations while mentoring junior st...

Develop robust financial management systems for a dynamic research environment, ensuring compliance and accuracy in budgeting, reporting, and administration for grant funding sources and research proj...

Collaborate with senior leadership to drive financial performance and transparency. As a strategic financial partner, enhance financial reporting and analysis while translating complex data into actio...

Partner with us to drive financial performance and enhance reporting across business units. This strategic role involves collaborating with senior leadership to support decision-making and optimize fi...

Join a team that's dedicated to healthcare excellence, driving sales and collaboration across a territory. Engage with providers to achieve product goals while ensuring compliance with industry standa...

Lead strategic asset management efforts, overseeing leasing and performance across the regional portfolio. Mentor teams, drive operational excellence, and ensure alignment with fund objectives through...

Unlock potential by leading corporate accounting and financial reporting initiatives. Collaborate with executive leadership to drive efficiency, ensure compliance, and implement technical accounting s...

Champion the governance processes for federal investment decisions, enhancing oversight and operational efficiency while coordinating high-level executive communications in a dynamic environment...

Engage with utility CFOs to transform financial and regulatory operations, leveraging your consulting expertise to lead impactful projects in the highly regulated utilities finance sector across North...

Drive strategic IT purchasing initiatives, providing expert recommendations and managing procurement processes for the Bond Program, ensuring compliance and effective stakeholder communication through...

Join a dynamic team as a Senior Associate, managing diverse tax engagements for high-net-worth clients. You'll lead projects, mentor junior staff, and enhance your expertise through collaborative cons...