Investment Advisor Jobs in Long Beach, CA

Redefine sales leadership by driving performance, building teams, and owning the revenue strategy. As a player-coach, you will close deals and shape the future while creating a legacy in a high-perfor...

Drive success by leading client engagements, configuring solutions, and ensuring seamless product adoption through effective collaboration and communication across teams, enhancing client satisfaction...

Shape the future of a global finance platform by driving innovative solutions for improved data reporting and analytics. Collaborate across teams to maximize system effectiveness and ensure the delive...

Engage with high net worth clients to foster relationships, lead a team of diverse financial experts, and navigate complex wealth management issues while delivering tailored solutions and guidance to...

Shape the future of customer engagement by driving RQI Portfolio adoption, achieving order targets, and building lasting relationships within healthcare accounts to enhance the lifesaving mission thro...

Join a team that's dedicated to crafting impactful in-person and virtual events. Drive brand visibility and thought leadership while managing complex projects and collaborating across departments to e...

Elevate your career by managing impactful virtual and in-person events that align with business objectives. Collaborate with stakeholders, lead project management, and execute strategies to enhance br...

Drive client relationships and support a dynamic sales team to provide tailored wealth management solutions, ensuring a high-quality experience throughout the sales pipeline in a collaborative environ...

Drive actionable business insights by leading analytics efforts, guiding teams, and transforming complex data into strategies that influence high-level decisions and optimize operations across the org...

Unlock your potential by joining a dynamic legal team providing strategic counsel on fiduciary administration and investment management for personal trust services within a national banking environmen...

Engage with high-net-worth clients, converting prospects to loyal partners. Leverage provided leads and support to educate about wealth management solutions while developing your sales expertise in a...

Optimize financial performance by analyzing complex data, developing models, and supporting strategic decision-making. Collaborate with leaders to enhance reporting and forecasting accuracy while guid...

Deliver impactful project management solutions to enhance business processes, optimize resources, and achieve organizational goals while fostering strong relationships with key stakeholders across var...

Transform software applications by designing, developing, and maintaining solutions through collaborative efforts. Oversee MOVEit Transfer and Automation while ensuring system performance and technica...

Engage in high-stakes project management and strategic business development by leading the creation of compelling RFPs and pitches, collaborating with stakeholders to enhance the firm's market positio...

Collaborate with clients and stakeholders to expertly administer fiduciary accounts, ensuring compliance with legal standards and enhancing client relations while driving process improvements and ment...

Join a team that's enhancing client satisfaction through expert service leadership. Drive initiatives, build lasting relationships, and collaborate across teams to deliver exceptional client experienc...

Accelerate progress at our dynamic financial services firm, engaging high-net-worth clients to showcase tailored wealth management solutions while leveraging comprehensive support and training resourc...

Engage with high-net-worth clients and convert prospects into loyal clients by effectively showcasing wealth management solutions. Drive growth in the Pacific Region with ongoing support and resources...

Join our dynamic team as an Analyst, where you'll perform financial analysis, conduct industry research, and support senior bankers in high-stakes client interactions and strategic advisory activities...

Advance your career by driving M&A transactions and strategic advisory solutions. Leverage client management and business development skills across various industries while mentoring junior bankers in...

Transform client relationships by providing exceptional support to Financial Advisors and teams. Focus on digital marketing assistance, financial planning, and performance metrics to enhance client se...

Empower clients by guiding them through financial hurdles while delivering tailored solutions. In this role, you'll help individuals and families enhance their financial well-being through expert advi...

Champion growth in the US insurance sector by driving sales of innovative technology and accounting solutions, managing prospects, and focusing on client relationships to achieve high close rates and...

Innovate scalable data engineering solutions by leading cross-functional initiatives, implementing modern data services, and driving enterprise-wide data transformation while mentoring senior engineer...