Investment Advisor Jobs in Long Beach, CA

Join a team that's driving broker-influenced sales growth across diverse markets by cultivating strategic partnerships, enhancing client engagement, and leading impactful business initiatives within y...

Engage in commercial real estate sales by actively prospecting for clients, managing databases, and coordinating transaction materials while pursuing professional growth in a dynamic, collaborative en...

Make your mark as a Business Development Manager by driving growth, managing client relationships, and identifying upsell opportunities while working collaboratively with teams to deliver impactful in...

Elevate growth by driving client relationships, identifying upsell opportunities, and leading the sales process. Become the go-to expert in delivering value through our innovative products while foste...

Join a team that's dedicated to providing exceptional service to commercial insurance clients. This role focuses on client relationship management, ensuring efficient account servicing, renewals, and...

Transform the evaluation and structuring of credit requests, ensuring compliance while analyzing risk for various financial products. Collaborate with internal teams to provide insightful financial as...

Drive strategic marketing initiatives that support business unit objectives and foster client relationships. Collaborate cross-functionally to enhance campaigns while mentoring and leading your team t...

Shape the future of business marketing strategies, bridging practice leaders and marketing teams to drive growth through compelling campaign plans and personalized client engagement. Manage budgets, o...

Empower high net worth clients by providing tailored financial solutions through relationship building and expert guidance, ensuring compliance and seamless financial planning. Foster growth through c...

Lead the charge in risk management, utilizing analytical skills to enhance operational resilience across business units. Collaborate with teams to develop metrics, monitor performance, and report on r...

Champion the growth of strategic partnerships in lighting and electrical solutions, driving enterprise-level account management and innovative growth strategies across North America to support clean t...

Analyze and assess internal controls and governance frameworks. Take ownership of end-to-end audits, risk assessments, and consulting services while leveraging data analytics and AI tools to enhance a...

Analyze and execute internal audits to enhance governance and risk management. Collaborate with management and the Audit Committee to provide insightful assessments and recommendations, leveraging ana...

Join a team that drives strategic investment initiatives by engaging advisors, managing relationships, and advancing opportunities in alternative investments, ensuring success in a dynamic financial s...

Oversee territory performance by engaging advisors and executing effective strategies. Cultivate relationships and drive sales through expert knowledge in investment strategies, ensuring a proactive a...

Join a team that's dedicated to optimizing fund operations and performance metrics, engaging across finance and investment teams to ensure compliance, enhance profitability, and support strategic deci...

Lead the charge in managing a complex commercial loan portfolio, ensuring sound credit quality and compliance while driving strategic growth and fostering a robust credit culture across the organizati...

Transform client engagement by architecting high-impact frameworks that elevate the Financial Services Industry Advisor team. Collaborate with specialist sales to drive strategic growth, enhancing ind...

The Wholesale Account Executive is responsible for marketing wholesale and correspondent mortgage products to prospective brokers and managing established broker relationships. This role involves form...

Champion growth by overseeing asset management of LIHTC portfolios, managing compliance, and collaborating with internal teams to maximize investor returns and ensure alignment with regulations and pe...

Lead the charge in managing retirement plan clients while enhancing expertise and relationships. Design tailored plan structures, engage with clients, and collaborate with internal teams to ensure an...

Unlock value by partnering with finance leaders to drive enterprise planning, budgeting, forecasting, and reporting. Engage in data accuracy, support financial system enhancements, and contribute insi...

Partner with us to deliver risk management solutions in the Energy & Power sector. You will advise clients, manage complex strategies, and innovate insurance products while collaborating with a top-ti...

Elevate your career as you manage mortgage accounting operations, ensuring compliance with GAAP while overseeing loan transactions and financial reporting. Collaborate with cross-functional teams to e...

Transform digital product strategies into measurable outcomes by leveraging data analytics. Collaborate with cross-functional teams to drive business growth, enhance customer engagement, and innovate...