Investment Advisor Jobs in Irvine, CA

Empower high net worth investors with financial expertise, providing tailored investment strategies and market analysis. Collaborate with Private Bankers to enhance client relationships and advise on...

Reimagine investment strategies by leading research in private markets. Collaborate with deal teams, enhance methodologies, and develop relationships with fund managers to identify and underwrite high...

Drive exceptional lending experiences by partnering with Relationship Managers to build and expand business client relations while applying your credit analysis expertise and managing client solutions...

Lead the development and execution of a comprehensive privacy strategy, ensuring compliance with global regulations while driving organizational readiness. Collaborate cross-functionally to embed priv...

Join a team that drives advisor growth through tailored coaching and market strategies. Leverage your expertise in wealth management to enhance client relationships and facilitate program engagements...

Support Ultra-High Net Worth clients by managing complex workflows, enhancing operational efficiency, and delivering exceptional client experiences. Engage in client interactions while streamlining pr...

Unlock potential by providing expert legal guidance for LIHTC transactions, ensuring compliance throughout investment lifecycles. Collaborate with teams while managing legal documentation and external...

Champion high-impact initiatives in wealth management, advising high-net-worth clients and executives. Drive strategic relationships and complex lending solutions, while leading teams in a collaborati...

Lead tax planning and structuring for private equity and hedge funds, collaborating with teams across the organization. Drive innovation in fund launches, compliance, and deal structuring while enhanc...

Transform the future of equity administration sales by leading growth strategies for mid-market public companies across the Western US, collaborating with cross-functional teams to enhance client expe...

Join our team to identify, source, and nurture exceptional financial advisors with $25M+ AUM. As a crucial member of Advisor Growth, you'll engage strategically to enhance our recruiting efforts and b...

Lead the charge in driving revenue growth by managing and developing a high-performing regional sales team. Collaborate with leadership to enhance training, implement strategies, and ensure exceptiona...

Drive the marketing strategy for an ETF asset management firm, overseeing comprehensive campaigns to enhance brand visibility, investor engagement, and asset growth while collaborating closely across...

Engage in critical surveillance of sales practices to safeguard compliance and mitigate risks across the organization. Collaborate with various teams to enforce policies and improve procedural control...

Shape the future by leading wealth management strategies for individuals and businesses. Drive client acquisition and retention, cultivating robust relationships while ensuring comprehensive financial...

Oversee US regulatory reporting and stand-alone financial audits while providing critical business support. Drive compliance and enhance internal reporting across multiple sectors, contributing to str...

Empower business growth by managing credit portfolios and delivering tailored solutions. Collaborate with clients and teams to assess creditworthiness, mitigate risk, and optimize financial opportunit...

Optimize portfolio performance by managing business banking credits, providing tailored solutions, and ensuring compliance with risk management standards. Collaborate with clients and partners to deli...

Drive financial management initiatives by supporting federal financial planning, budget execution, and performance analysis for USDA FPAC. Contribute to reports, audits, and compliance while enhancing...

Join a team that's dedicated to evaluating international small/mid-cap companies through in-depth research and analysis. You will leverage your financial expertise to recommend investments while maint...

Champion innovative estate planning solutions while managing client relationships and legal documentation. This role requires expertise in trusts, estates, and transactions, making a meaningful impact...

Unlock potential by leveraging your Epic Advisor expertise to drive solutions, enhance healthcare processes, and collaborate with cross-functional teams to improve patient outcomes and streamline proj...

Transform client engagement strategies by proactively identifying and qualifying opportunities in the RIA channel, leveraging financial technology to enhance growth and drive adoption of innovative in...

Drive the retention and growth of high net worth client relationships while building a skilled team to deliver exceptional wealth management solutions, leveraging extensive experience in managing comp...

Lead the charge in fiduciary and investment account management and risk administration, ensuring compliance while optimizing client relationships and team collaboration. Utilize your expertise to enha...