Investment Advisor Jobs in Pasadena, CA

Drive growth by managing a portfolio of commercial real estate clients. Build and maintain relationships, structure financing solutions, and collaborate with teams to close transactions while ensuring...

Join a team that delivers advanced analytics to diverse clients, including healthcare systems and government agencies. Contribute impactful insights through data analysis, modeling, and research in a...

Advance customer success by leading onboarding and implementation for agency partners. Your role involves managing projects, improving workflows, and fostering collaboration to ensure fast and effecti...

Empower customer relations by negotiating effective strategies, enhancing profitability, and tailoring solutions to each client’s needs. Collaborate across departments to ensure timely service deliver...

Unlock potential by supporting and growing distributor relationships, driving recruitment, and executing business plans to ensure revenue growth and effective market positioning for products. Collabor...

Analyze digital marketing performance and optimize paid media strategies, providing insights through comprehensive reporting and collaboration with cross-functional teams to enhance ticket sales and b...

Champion your career with this dynamic remote role, supporting customers through their life insurance journey. Leverage your sales expertise to personalize coverage, drive conversions, and provide exc...

Optimize client and fund operations through timely and accurate accounting. Lead the workflow in compliance with policies, addressing client requests, and managing project implementation effectively w...

Transform client relationships in the energy sector by driving sales through proactive outreach, effective presentations, and collaborative teamwork to achieve revenue targets and exceptional customer...

Pioneer client relationships through proactive engagement, expert consultations, and tailored energy solutions, while driving your sales success in a dynamic and collaborative team environment...

Shape the future of federal partnerships by driving channel growth and leveraging your network within compliance and cybersecurity. Collaborate closely with sales and marketing teams to enhance lead g...

Grow your career by partnering with clients to assess and manage business risks, enhance compliance, and drive process optimizations. Collaborate with a dynamic team to deliver exceptional service and...

Lead the charge in identifying and managing business risks while optimizing processes through collaboration and strategic client engagement, empowering them to achieve their vision and enhance grows w...

Join a team that's dedicated to enhancing financial processes and driving strategic objectives. Leverage your expertise to support reporting, analysis, and forecasting while collaborating with cross-f...

Elevate your career by leading financial operations and strategy for diverse client entities. Monitor, analyze, and enhance financial performance while fostering a high-performance team culture to dri...

Join a dynamic sales team to drive full-cycle deals, cultivate client relationships, and utilize top-notch sales tools. Leverage your skills to manage a robust pipeline and contribute to customer succ...

The Planned Giving Officer at Claremont McKenna College is responsible for cultivating and soliciting life income and bequest gifts from alumni, parents, and friends. This role involves managing donor...

Unlock your potential by advising clients on wealth management strategies. You'll utilize your financial expertise to build relationships, generate new business, and deliver tailored solutions while e...

Empower growth as a national aviation market leader. Drive strategic client engagement, oversee market initiatives, and lead a dynamic team. Collaborate cross-functionally to achieve sales goals and e...

Drive your career with an influential role in talent acquisition, managing the full recruitment lifecycle while ensuring top-tier hiring strategies for client success and organizational excellence...

Help us deliver exceptional financial solutions to small businesses by deepening customer relationships and driving new opportunities through innovative service and collaboration with internal partner...

Unlock potential by leading credit risk oversight and monitoring across consumer lending, establishing frameworks for performance analysis and risk assessment to support innovation and regulatory comp...

Play a key role in managing leveraged loan portfolios by analyzing transactions, conducting credit research, and collaborating with senior analysts. Your insights will help drive investment decisions...

Elevate your career by conducting comprehensive financial analyses and structuring credit requests for business clients. Join us in ensuring compliance, evaluating risk, and providing insights that dr...

Elevate your career by providing critical financial and credit analysis to support lending decisions for middle market clients. Take charge of credit relationships and compliance while collaborating w...