Investment Advisor Jobs in Pasadena, CA

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...

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...

Join a dynamic team to enhance client relationships and drive growth through strategic collaboration, data insights, and tailored client solutions, ensuring optimal service delivery and satisfaction a...

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...

Serve as a trusted advisor, originating and structuring sophisticated custom credit solutions for high-net-worth clients. Manage comprehensive lending strategies while collaborating closely with advis...

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...

Lead the delivery of bespoke credit solutions to High and Ultra High-Net-Worth clients, managing all aspects of custom lending. This role demands strong relationship management, strategic thinking, an...

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...

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...

Explore a rewarding career in financial services, where you'll impact lives by guiding clients through financial challenges, building strong relationships, and presenting tailored solutions for their...

Empower financial wellness by delivering tailored retirement plans and expert advice for large clients. Collaborate with participants to navigate financial goals, providing support throughout their jo...

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...

Join a dedicated team to manage and grow a diverse credit portfolio while ensuring compliance and delivering exceptional client service. Help originate new credits and mentor junior staff in the dynam...

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...

Join us to deliver outstanding client service while supporting Financial Advisors and teams. Leverage your expertise in financial planning, reporting, and digital marketing in a dynamic, collaborative...

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...

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...

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...

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

Elevate mentorship by spearheading a private wealth team, managing art gallery events, and cultivating relationships with UHNW clients while driving capital growth and innovative asset allocation stra...

Champion robust legal analysis and counsel on tax matters across product lines, ensuring compliance with federal and state laws while mentoring junior counsels and supporting strategic business object...

Develop and manage sales strategies for investment products and managed accounts, enhancing client relationships and market presence across the assigned region. Collaborate with teams to drive product...