Investment Advisor Jobs in Van Nuys, CA

Join a high-performing team as you lead client account management, driving revenue growth and operational excellence while overseeing contract negotiations and ensuring strong client relationships...

Analyze and underwrite hard money loans efficiently while making sound decisions that balance risk and production. Collaborate with loan teams to drive successful outcomes and support business growth...

Unlock potential by serving as a strategic partner in customer data management, leveraging strong analytical skills and technical expertise to define solutions for Group Insurance clients, while drivi...

Unlock potential by managing corporate banking credit relationships, driving revenue growth, and enhancing customer satisfaction through strategic underwriting and risk management. Expand your experti...

The Vice President of Annuity Product Management at Corebridge Financial is responsible for the strategic development and management of retirement services' annuity products. This role involves collab...

Advance in a dynamic real estate advisory role, conducting cost segregation studies, analyzing property components, and supporting financial modeling to maximize tax savings and returns for diverse re...

Join a team that's driving healthcare innovation by leading consulting initiatives and mentoring Service Delivery staff. Utilize your expertise in payment methodologies and healthcare operations to en...

Provide expert technical support and administration for Yardi products, enhancing real estate investment operations by collaborating with teams to optimize fund accounting processes and resolve comple...

Engage with high-net-worth homeowners to conduct comprehensive risk assessments and recommend tailored loss prevention strategies, enhancing property safety while driving key underwriting decisions an...

Partner with us to enhance our Residential Mortgage platform by managing post-closing transactions, executing compliance procedures, and providing operational oversight to ensure smooth functioning ac...

Engage with clients to design optimal benefit plans and manage day-to-day account service. Collaborate internally to enhance products and maintain strong relationships with accounts, ensuring timely r...

Drive high-impact investigations into serious misconduct, safeguarding integrity across a global workforce. Collaborate with key stakeholders to ensure thoroughness and compliance, while contributing...

Empower clients by providing expert financial guidance and wealth management solutions. Build lasting relationships while taking ownership of your professional journey in a collaborative team environm...

Join a team that's dedicated to driving sales success through data analysis and insights. You will manage reporting, pricing strategies, and collaborate with cross-functional teams to enhance decision...

Contribute to institutional transformation by connecting education goals with innovative solutions. Collaborate across teams to deliver strategic outcomes while engaging with leadership to quantify an...

Drive institutional sales strategy and delivery of liquidity solutions while fostering relationships with corporate treasurers and institutional investors in the western U.S. Collaborate with teams to...

Lead the charge in enhancing client relationships and team performance through strategic coaching and mentorship, while managing a portfolio of mid-sized companies to foster growth and satisfaction...

Elevate the client experience by mentoring Client Relationship Managers and managing a strategic book of business. Drive team performance, improve client satisfaction, and lead initiatives for growth...

Grow your career with a dynamic sales environment where you'll engage with high-net-worth clients, driving strategic sales initiatives and implementing tailored solutions to optimize outcomes across f...

Empower retirement plan sponsors and financial professionals by managing client relationships and leading a specialized service team. Drive client satisfaction through strategic problem-solving and pr...

Collaborate with Financial Advisors to deliver exceptional client service, manage investment accounts, and maintain operational excellence across various platforms while ensuring compliance and foster...

Empower participants by designing and executing lifecycle marketing strategies that enhance engagement and financial outcomes while collaborating with cross-functional teams to influence and optimize...

Lead the charge in driving revenue growth within the banking industry by developing and maintaining client relationships, prospecting new leads, and implementing effective sales strategies across assi...

Transform financial markets by generating leads and driving business growth in the banking sector. Cultivate relationships and use a consultative sales approach to exceed revenue targets while managin...

Drive excellence in client investment management by supporting brokers, executing trades, and collaborating with a skilled team while maintaining confidentiality in a fast-paced banking environment...