Investment Advisor Jobs in Long Beach, CA

Join a team that's redefining data-driven marketing strategies by leading insights and optimization initiatives. Drive growth through analytics, develop dashboard solutions, and mentor a high-performi...

Unlock potential by leading analytics strategies that connect marketing initiatives to firm growth, while empowering teams with actionable insights through innovative, user-friendly dashboards and dat...

Empower real estate investors by managing portfolios, building relationships, and connecting them with off-market opportunities while driving growth in our investor network and achieving set targets...

The Solutions Advisor II will be responsible for presenting and demonstrating Solera's software solutions to prospective and current clients within the automotive industry. This role involves collabor...

Shape the future of energy by leading and mentoring the Asset Management team. Oversee operational plans, drive customer satisfaction, and ensure compliance while maximizing efficiency and safety acro...

Support compliance monitoring for fixed income portfolios. Collaborate with diverse teams to review trading activities and ensure adherence to guidelines, driving efficient compliance processes and re...

Transform compliance processes by monitoring fixed income activities. Collaborate with diverse teams to ensure adherence to guidelines and enhance workflows while managing multiple priorities with att...

Empower homeowners by managing inquiries and guiding them through options, while building and nurturing a sales pipeline for effective lead conversion and strong relationship development in a dynamic...

Help us build a robust operational platform by architecting investor onboarding and trade operations. You'll shape critical processes, mentor junior analysts, and ensure seamless coordination across m...

Elevate your career by managing a diverse portfolio of employer clients, enhancing their benefits experience, and driving business growth through collaborative partnership and innovative solutions acr...

Join our team to drive oncology portfolio growth through strategic account management. Build strong relationships with healthcare professionals, ensure patient access, and leverage market insights to...

Empower growth by leading sales efforts and forging partnerships with customers, acting as a trusted consultant. Drive strategies in a dynamic environment to meet sales targets while fostering a cultu...

Join a team that empowers affluent customers by providing holistic banking solutions. You'll deepen relationships while managing and growing a portfolio through proactive engagement and collaboration...

Engage with affluent customers, deepening relationships and managing their complex financial needs through tailored solutions and proactive outreach. Collaborate with internal partners to enhance the...

Empower affluent clients by cultivating lasting relationships through tailored financial strategies. Drive customer engagement and deliver integrated banking solutions while collaborating with interna...

Shape the future of customer banking by building and managing relationships with affluent clients. Thrive in a dynamic environment focused on delivering integrated financial solutions and enhancing cu...

Join a dynamic team as you cultivate and manage relationships with affluent clients, offering tailored financial strategies across multiple banking products. Drive growth through proactive outreach, c...

Manage affluent client relationships by delivering tailored banking strategies that drive growth and retention. Collaborate with internal partners to provide integrated financial solutions while ensur...

Grow and deepen relationships with affluent customers, offering tailored banking solutions through proactive outreach and strategic engagement. This role emphasizes collaboration and comprehensive fin...

Elevate customer banking experiences by building strong relationships with affluent clients. Manage a diverse portfolio while delivering tailored financial strategies across deposits, investments, and...

Join a team that's redefining commercial real estate lending by independently analyzing and structuring complex credit requests. Engage with clients, assess risk, and prepare comprehensive recommendat...

Pioneer comprehensive analyses and assessments of complex commercial real estate loan requests, ensuring detailed credit evaluations and risk structures are developed to optimize financing solutions f...

Drive client relationships and sales growth by leveraging expertise in SBA lending. Collaborate with teams to achieve goals, enhance banking services, and ensure compliance, while developing new busin...

Contribute to asset optimization by transforming complex data into actionable insights, enhancing decision-making in power markets, and developing scalable analytical tools to support trading and oper...

Oversee comprehensive loan and pool accounting processes, ensuring compliance and operational efficiencies while leading a team to deliver accurate financial management and reporting across multiple e...