Investment Advisor Jobs in Pasadena, CA

Unlock potential in Commercial Banking by managing portfolios and underwriting credit, analyzing financial data, and collaborating on optimal structures while ensuring compliance and risk management t...

Transform administrative operations by leading our Client Service Associates team. Leverage your expertise in the financial services sector to enhance advisor support and drive business success throug...

Join a team that's dedicated to delivering tailored financial solutions to high-net worth individuals. Grow relationships, assess clients' financial needs, and collaborate closely with experienced adv...

Join a dynamic team to cultivate relationships with high-net-worth clients, providing tailored financial solutions and strategic investment advice. Enhance your expertise while collaborating with seas...

Contribute to the financial success of multifamily and commercial real estate funds by managing fund-level accounting, performance reporting, and investor relations, ensuring that fund metrics align w...

Transform client wealth management by collaborating with leadership, managing high-net-worth portfolios, and delivering tailored financial solutions in a dynamic, growth-focused environment...

Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...

Help us empower mass affluent households by serving as a lead advisor, delivering tailored financial strategies, and ensuring a first-class client experience while collaborating with a dedicated team...

Unlock potential by driving sales success through expertise and client engagement, while mastering innovative tools and methodologies to ensure long-term results and renewal rates in a dynamic insuran...

Drive growth by mastering sales strategies, engaging clients, and building lasting relationships. Leverage sales tools to exceed quotas and manage a robust pipeline while collaborating closely with Cl...

Support the development and management of alternative credit products, collaborating across teams to ensure successful product launches, client engagement, and strategic growth within a dynamic and fa...

Engage with key stakeholders in the Private Equity sector, driving strategic relationships and business development initiatives that enhance value creation across portfolio companies through technolog...

Elevate client relationships by managing requests and providing expert support. Collaborate with a dynamic team while ensuring compliance and enhancing investment knowledge to drive firm growth and cl...

Unlock potential by spearheading unified financial planning processes. Lead a team of planners to enhance the financial experience for ultra-high net worth clients through training, innovation, and st...

Manage client relationships and drive business growth by identifying opportunities. Collaborate with teams to deliver customized solutions, enhance client experiences, and execute strategic initiative...

Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...

Join a team that's dedicated to providing exceptional client service and operational support. Coordinate client onboarding, asset allocations, and respond to inquiries in a fast-paced environment whil...

Serve as trusted legal advisor providing guidance on complex regulatory matters, including investment and corporate governance laws, while collaborating with diverse business teams to enhance legal co...

Drive operational excellence in CLO processes by supporting trade and reporting functions, engaging with traders and analysts, and enhancing workflow efficiencies to ensure accurate settlement and com...

Grow your career with a client-facing role, driving innovative insurance solutions and strategic partnerships to meet complex client needs in a dynamic Marine environment...

Lead and oversee development teams while driving innovative software solutions across platforms like Salesforce and Workday, ensuring technical excellence and best practices for project delivery. Ment...

Help us expand and grow as a Financial Advisor, leveraging educational seminars and client relationships to build a strong local presence and scale your practice with comprehensive firm support and re...

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...

Lead the charge in delivering expert financial analysis and testimony in legal matters, leveraging deep industry knowledge and strong analytical skills to support banking and compliance practices whil...

Partner with us to drive innovation in wealth management by leading legal counsel for product development. Collaborate with cross-functional teams to ensure compliance while delivering impactful solut...