Investment Advisor Jobs in Van Nuys, CA

Take ownership of operational processes, ensuring seamless bank reconciliations, trade settlements, and corporate actions while supporting team effectiveness and delivering high-quality financial repo...

Analyze client needs and drive the entire sales cycle, from prospecting to closing, while educating potential clients on our innovative platform. Collaborate with leadership to enhance revenue strateg...

Drive client success through strategic relationship management and tailored financial solutions. Collaborate with experts to enhance client experiences, meet shifting needs, and proactively develop bu...

Empower clients by managing relationships and providing holistic financial solutions. You'll develop strategies, collaborate with experts, and ensure exceptional service while driving business growth...

Lead impactful structured securities offerings for real estate clients. Collaborate with diverse teams in a dynamic environment, leveraging your legal expertise to drive complex transactions. Contribu...

Join a team that champions client relationships and ensures effective loan management. Oversee credit evaluation and portfolio performance while providing innovative solutions to complex financial cha...

Strategize portfolio management to enhance loan performance and client relations. Oversee underwriting and credit risk, ensuring compliance and financial evaluation. Collaborate with teams to drive su...

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...

Help us shape the future of wealth management by guiding high-net-worth clients in navigating complex Special Needs Trusts, delivering exceptional service, and driving innovative solutions across fidu...

Explore a critical role overseeing diverse commercial real estate debt transactions, requiring expertise in investment fundamentals and complex reviews across various U.S. markets while collaborating...

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...

Create impactful estate and tax planning strategies for High Net Worth clients. Collaborate with a dynamic team to deliver exceptional client service, ensuring compliance and maximizing wealth transfe...

Champion operational excellence by leveraging your expertise to enhance portfolio performance for Private Equity clients, while collaborating on finance, strategy, and accounting projects that drive i...

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

Elevate your career by cultivating relationships with executives in the B2B software sector. As a vital team member, you will drive strategic investments and foster high-value partnerships to support...

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...

Discover a dynamic role that drives seamless operational processes, enhances governance, and fosters collaboration across teams, empowering investors and ensuring alignment with strategic initiatives...

Drive business success by engaging clients and supporting investment strategies, utilizing strong market insights and portfolio management expertise to enhance growth and retention of Multi-Asset Mode...

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...

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...

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...

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...