Investment Advisor Jobs in Van Nuys, CA

Join a team that's dedicated to fostering client success through strategic leadership, executive engagement, and operational excellence, ensuring long-term satisfaction and growth across healthcare te...

Shape the future of financial sales as a leader driving growth in mid-market banking. You'll own the complete sales cycle, manage key relationships, and exceed revenue targets while fostering lasting...

Join a dynamic team leading fund accounting for diverse clients, managing resources, overseeing NAV processes, and ensuring compliance with GAAP and IFRS while fostering growth and collaboration acros...

Transform the ERP ecosystem by leading system strategy and configuration. Drive financial systems optimization and team leadership while enhancing integrations and processes to support operational gro...

Unlock potential by managing accounting, payroll, and compliance operations. Lead the full cycle of financial reporting and streamline processes while mentoring junior staff and ensuring tax accuracy...

Transform client experiences by leading wealth servicing operations, ensuring high-quality, relationship-focused service in a complex, multi-channel environment. Drive strategic execution and operatio...

Lead the design and documentation phases for diverse civic and cultural projects, collaborating with teams to ensure high-quality deliverables while fostering client relationships and innovative solut...

Join a team that's redefining capital markets by leveraging analytics and collaboration to enhance lending operations. Shape strategic financial decisions and engage with cross-functional partners to...

Drive growth by cultivating commercial lending relationships and guiding clients through financing solutions that empower small businesses. Collaborate with internal teams to enhance client experience...

Manage residential property valuations and pricing strategies, ensuring accurate market estimates and maximized ROI across the U.S. Collaborate with sales and construction teams to meet acquisition ob...

Lead innovative laboratory design projects, leveraging extensive experience and strong collaboration skills to drive successful execution in dynamic environments. Prioritize effective communication an...

Contribute to strong relationships and sales with strategic wirehouse firms by engaging with financial advisors, delivering insights, and leveraging investment solutions to drive growth in a competiti...

Partner with us to transform investment experiences by managing client relationships, conducting portfolio analyses, and delivering educational support to enhance business development...

Engage and drive growth by identifying business opportunities in Private Assets, leveraging relationships and expertise to enhance operational processes within the Private Equity, Credit, and Real Est...

Champion growth by identifying opportunities within Private Client sectors, enhancing client relationships, and executing strategic initiatives for tax, assurance, and advisory services while navigati...

Accelerate business success by providing insightful financial planning and analysis. Collaborate with cross-functional teams to turn data into actionable insights that drive performance and foster ope...

Transform the independent agent landscape by architecting a new seminar-driven distribution network. Lead market expansion, build a performance-focused team, and optimize the customer journey for scal...

Transform the sales landscape by architecting a robust agent network from the ground up, driving strategic market expansion, and leading a performance-driven team to achieve ambitious growth objective...

Unlock potential by advising a diverse client base on financial solutions, managing over 120,000 client relationships, and driving effective financial planning and investment strategies in a dynamic t...

Engage with diverse financial service clients to lead strategic advisory projects. Utilize accounting expertise to solve complex issues while fostering client relationships and ensuring satisfaction a...

Empower your legal expertise in ERISA by providing compliance services and consulting on employee benefit plans while collaborating with a dedicated team to enhance organizational processes and client...

Oversee the loan portfolio to ensure quality assessments, timely renewals, and business opportunities. Perform cash flow analyses, credit reviews, and maintain compliance, all while supporting account...

Drive improvements in client onboarding and data management for Investor Services. Collaborate across teams to enhance processes and technologies while maintaining investor data accuracy and respondin...

Build strong client relationships to drive sales of Avantis ETF and Mutual Fund solutions, collaborating with team members to leverage financial insights and execute a consultative sales process, achi...

Transform financial planning and analysis by driving project profitability, tracking KPIs, and collaborating with cross-functional teams to provide key insights for executive decision-making across al...