Investment Advisor Jobs in Long Beach, CA

Collaborate with dynamic teams to deliver data-driven insights, enhancing M&A strategies. Drive analytics projects across industries, supporting client transactions from pre-deal to post-deal phases w...

Advance your career by shaping digital strategies for impactful organizations. Build trust with senior clients, guide transformative decisions, and lead multidisciplinary teams from strategy creation...

Oversee fund reporting and financial analysis, ensuring accuracy in NAV calculations and compliance with GAAP. Collaborate with teams to support financial operations while mentoring junior staff in th...

Transform IT governance by developing service capabilities, assessing security, and enhancing compliance across client engagements through effective project management and clear communication...

Unlock potential by transforming data into actionable insights through the design and delivery of dynamic dashboards using Tableau and Amazon QuickSight, collaborating closely with stakeholders to dri...

Deliver exceptional service to small business clients by managing account processes, renewals, and premium negotiations. Collaborate with teams to provide solutions, maintain client relations, and ens...

Unlock potential by guiding clients through real estate transactions with expert support. You'll generate leads, manage client relationships, and negotiate contracts while receiving mentorship to grow...

Join a dynamic team to oversee risk management for a fast-growing trading platform, ensuring compliance and developing innovative multi-asset products while analyzing market risks and client impacts...

Join a team that drives commercial real estate lending through innovative broker relationships, focused on structuring, closing, and managing loans while achieving production goals. Build connections...

Join a team that's driving innovation in commercial real estate lending by fostering key partnerships and turning broker referrals into successful funded loans while achieving production goals through...

Empower customer success by owning account strategy and growth. Collaborate with key stakeholders, drive product adoption, and enhance customer satisfaction to contribute to overall company objectives...

Innovate within a leading multi-family capital organization by applying your underwriting expertise. Utilize analytical skills to assess risks, manage complex portfolios, and ensure compliance, all wh...

Pioneer impactful tax strategies and team development while managing client relationships and compliance for insurance-related taxation. Drive growth through mentoring and technical expertise in the e...

Elevate client relationships by delivering exceptional Employee Benefits solutions. You'll drive strategic consulting and marketing efforts, ensuring client satisfaction while collaborating with inter...

Collaborate with product teams to craft clear, engaging content that simplifies complex financial concepts for users, leveraging AI to enhance product experiences and streamline content processes...

Optimize client acquisition in healthcare staffing by identifying, securing, and nurturing relationships with new clients. Lead growth initiatives and achieve sales targets through strategic networkin...

Join a team that's focused on optimizing portfolio health through effective oversight, strong relationship management, and proactive operational solutions. Drive excellence in trading and client servi...

Accelerate progress by leading a dynamic team of sales professionals, driving revenue growth, mentoring new talent, and fostering cross-collaboration within a national network to achieve ambitious sal...

Lead the charge in driving revenue growth and coaching select sales producers, ensuring achievement of sales targets while fostering strong relationships across the organization for better cross-selli...

Unlock potential by driving revenue growth and leading Select sales teams, enhancing client solutions. Engage in full cycle management, coaching producers, and fostering cross-sell initiatives to achi...

Optimize wholesale energy and capacity contracts, ensuring compliance and performance across transactions. Drive process improvements and collaborate with cross-functional teams to align strategic goa...

Contribute to client success by managing complex transaction engagements, leading operational assessments, and driving value creation through strategic initiatives and detailed analysis, all while emp...

Join a team that empowers clients through strategic operational evaluations, driving value creation during the entire transaction lifecycle while collaborating closely with seasoned professionals to e...

Lead the charge in transforming complex data into actionable insights for life insurance and annuity product performance, while partnering with cross-functional teams to drive profitability and data-d...

Champion operational excellence by managing the onboarding of new consumer and business accounts. Ensure compliance, improve processes, and lead a dedicated team to provide quality service and effecti...