Investment Advisor Jobs in Pasadena, CA

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...

Advance your career by managing consumer loan subservicers while ensuring compliance and operational efficiency. Leverage your expertise to oversee reporting, onboarding, and performance analysis. Col...

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...

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

Lead the charge in managing and overseeing investment fund accounting operations while ensuring accurate financial reporting and compliance with GAAP standards. Foster staff development and liaise wit...

Advance IT asset management by overseeing inventory, provisioning, and disposal processes. Collaborate with teams to ensure efficiency in IT operations while providing exemplary service to employees a...

Join a team that's dedicated to delivering accurate financial insights and enhancing commission processes while supporting the CFO and leadership in critical decision-making through data analysis and...

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...

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...

Join a team that's dedicated to enhancing the financial experience for affluent customers by providing tailored banking solutions while actively managing relationships and delivering expert financial...

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...

Bring your expertise to managing complex Workers' Compensation claims, ensuring thorough investigations and compliance with California regulations to drive resolution and support clients efficiently...

Elevate financial performance by driving strategic market expansion. Collaborate with senior leaders, leveraging strong analytical skills to foresee opportunities and risks while enhancing profitabili...

Champion customer engagement by building and managing relationships with affluent clients, delivering tailored banking solutions and advice for comprehensive financial needs while driving growth acros...

Deliver exceptional financial solutions by proactively managing relationships with affluent customers, translating their goals into strategies across banking, investments, and lending, while fostering...

Empower clients by cultivating relationships, offering tailored financial solutions, and delivering a seamless banking experience. Collaborate with internal teams to achieve integrated service across...

Grow your career by building and deepening relationships with affluent customers. Leverage comprehensive solutions in banking, lending, and investments to enhance customer experiences while managing a...

Pioneer customer relationships by providing tailored financial solutions, driving retention and growth for affluent clients through strategic outreach and collaboration with internal experts. Experien...

Manage comprehensive financial crime investigations, ensuring compliance with US regulations while coordinating with global teams on risk management and crime prevention strategies. Utilize data analy...

Drive talent acquisition excellence by sourcing top Wealth Advisors, guiding strategic workforce planning, and enhancing candidate experiences in a dynamic, fast-paced environment. Collaborate with se...

Join a dynamic team to innovate and launch annuity products, balancing profit and risk while driving insights to support strategic decisions and market competitiveness. Collaborate across functions fo...

Optimize sales growth by managing client portfolios, driving revenue, and executing strategies to enhance customer satisfaction and secure long-term contracts across the Small Government sector...