Investment Advisor Jobs in Monrovia, CA

Transform your career by partnering with leadership as a Strategic Financial Business Partner. Drive financial strategies and enhance performance management within a multi-billion dollar Wealth Segmen...

Lead the charge in overseeing Mortgage subservicers, ensuring compliance with guidelines, managing relationships, and driving superior performance within consumer loan servicing. Collaborate across fu...

Empower business success by driving the design, implementation, and optimization of Workday Financials solutions, focusing on Foundation Data Model (FDM) to align financial strategies with operational...

Shape the future of mortgage servicing by overseeing subservicer relationships. Leverage your expertise to resolve loan issues, conduct analysis, and ensure compliance with regulations while supportin...

Join a team that champions strategic risk management solutions for large, global clients. This role requires developing complex policies, enhancing market relationships, and leading efforts in a high...

Unlock potential by joining a dynamic team specializing in M&A advisory for the healthcare and life sciences sectors. Contribute to all phases of deal execution and develop impactful financial analyse...

Lead the charge in driving financial due diligence for M&A engagements, managing buy-side and sell-side advisory processes, while mentoring staff and ensuring exceptional client service and timely del...

Drive comprehensive service delivery for complex employee benefit accounts by leading client relations, facilitating communication between clients and carriers, and providing expert compliance guidanc...

Join a high-impact team to drive new client acquisition and revenue growth in Financial Services. Shape and negotiate multi-year agreements, fostering strategic partnerships and leveraging market insi...

Engage in expert risk identification and regulatory strategy development for crypto firms. This role demands comprehensive knowledge of crypto operations, trading platforms, and security protocols, wh...

Drive the resolution of complex conflicts within a legal environment, ensuring compliance with ethical protocols. Leverage analytical skills to support attorneys and maintain the integrity of firm eng...

Drive impactful conflict resolution by analyzing complex requests and collaborating with attorneys. Leverage your expertise in legal ethics while advising on potential conflicts, ensuring compliance i...

Join a dynamic team to manage tax compliance for private equity funds, collaborating with clients and mentors to ensure accurate reporting and compliance while enhancing your professional growth in a...

Optimize global employment law strategies, providing expert counsel on compliance, litigation, and workforce management while collaborating with diverse business units to mitigate risks and support or...

Unlock potential by driving strategic growth initiatives for PE-backed companies. Collaborate with experts to enhance value creation across diverse industries, leading high-impact projects while mento...

Execute comprehensive financial analyses to guide clients in M&A transactions, assessing risks and value drivers across various industries while collaborating with a dynamic team of professionals in a...

Champion excellence in Fund Accounting service delivery, driving accountable and timely outcomes while leading a high-performing team. Engage deeply with clients, ensuring satisfaction and effective i...

Support investment lifecycle activities by evaluating deals, managing due diligence, and enhancing portfolio performance. Collaborate closely with leadership and management teams to drive cross-functi...

Drive transformative change as a Consultant Accountant, leading automation initiatives that enhance financial reporting accuracy and efficiency. Collaborate across functions to modernize accounting op...

Unlock innovation in financial operations as you drive automation and continuous improvement initiatives, enhancing accuracy and efficiency within an accounting team. Collaborate with cross-functional...

Take ownership of the mortgage origination process, building strong relationships with clients and industry contacts. Leverage your expertise to provide compliant jumbo loans while delivering exceptio...

Unlock potential by cultivating relationships and delivering exceptional mortgage solutions tailored for affluent clients, ensuring compliance and outstanding client service to drive business success...

Execute your expertise in mortgage banking by sourcing affluent clients, building relationships, and delivering compliant jumbo loans. Drive visibility in the market while adhering to critical complia...

Execute compliance initiatives to ensure adherence to securities laws and regulations across regulated entities. Support the testing and development of policies while collaborating with teams to facil...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...