Investment Advisor Jobs in Irvine, CA

Drive comprehensive service delivery for complex employee benefit accounts by leading client relations, facilitating communication between clients and carriers, and providing expert compliance guidanc...

Join a high-impact team to drive new client acquisition and revenue growth in Financial Services. Shape and negotiate multi-year agreements, fostering strategic partnerships and leveraging market insi...

Engage in expert risk identification and regulatory strategy development for crypto firms. This role demands comprehensive knowledge of crypto operations, trading platforms, and security protocols, wh...

Drive the resolution of complex conflicts within a legal environment, ensuring compliance with ethical protocols. Leverage analytical skills to support attorneys and maintain the integrity of firm eng...

Drive impactful conflict resolution by analyzing complex requests and collaborating with attorneys. Leverage your expertise in legal ethics while advising on potential conflicts, ensuring compliance i...

Join a dynamic team to manage tax compliance for private equity funds, collaborating with clients and mentors to ensure accurate reporting and compliance while enhancing your professional growth in a...

Join a team that's dedicated to enhancing the financial experience for affluent customers by providing tailored banking solutions while actively managing relationships and delivering expert financial...

Take ownership of the mortgage origination process, building strong relationships with clients and industry contacts. Leverage your expertise to provide compliant jumbo loans while delivering exceptio...

Unlock potential by cultivating relationships and delivering exceptional mortgage solutions tailored for affluent clients, ensuring compliance and outstanding client service to drive business success...

Execute your expertise in mortgage banking by sourcing affluent clients, building relationships, and delivering compliant jumbo loans. Drive visibility in the market while adhering to critical complia...

Create a centralized RFP function to enhance proposal processes, drive growth, and increase win rates across the organization by leading a high-performing team focused on innovation and excellence...

Elevate project delivery through innovative methodologies. Lead teams in assessing governance, risk, and control frameworks while mentoring junior staff. Drive compliance in AI technologies, ensuring...

Contribute to a dynamic litigation team, enhancing your skills through hands-on case management and active client engagement in a supportive environment focused on strategic legal solutions...

Manage comprehensive financial crime investigations, ensuring compliance with US regulations while coordinating with global teams on risk management and crime prevention strategies. Utilize data analy...

Accelerate success by expertly managing complex enterprise software systems. You will ensure application performance, lead deployments, and enhance user experiences through innovative solutions in a r...

Drive talent acquisition excellence by sourcing top Wealth Advisors, guiding strategic workforce planning, and enhancing candidate experiences in a dynamic, fast-paced environment. Collaborate with se...

Join a dynamic team to innovate and launch annuity products, balancing profit and risk while driving insights to support strategic decisions and market competitiveness. Collaborate across functions fo...

Join a team that's driving excellence in transaction advisory services. Lead due diligence engagements, analyze financial data, and collaborate with clients across diverse industries to deliver insigh...

Optimize sales growth by managing client portfolios, driving revenue, and executing strategies to enhance customer satisfaction and secure long-term contracts across the Small Government sector...

Play a key role in negotiating complex fintech agreements globally, supporting enterprise sales, and navigating legal challenges in a dynamic, fast-paced environment committed to financial innovation...

Drive financial planning and analysis through data insights, mentorship, and operational initiatives, working closely with leaders to enhance business performance and support decision-making across mu...

Innovate with us to design and implement an AI-driven growth engine that transforms visitor engagement into sales-ready buyers, optimizing the entire buyer journey across multiple channels with integr...

Explore dynamic underwriting opportunities by ensuring effective risk selection and collaborating with various teams to drive success. Leverage leadership skills to mentor others while managing comple...

Accelerate progress at impactful business transformation projects as you lead cross-functional teams in program execution, ensuring alignment with strategic goals and delivering on time and within sco...

Elevate your career by driving growth and profitability through client relations, business development, and tailored banking solutions for businesses in your market's $2mm-$20mm segment, while ensurin...