Investment Advisor Jobs in Whittier, CA

Unlock potential by managing employee benefits for small businesses, providing expert consultation, compliance education, and strategic planning while serving as the primary contact for clients and ca...

Engage clients with consultative support, managing employee benefits for small businesses. Lead strategy, compliance, and implementation while optimizing communication and problem resolution with clie...

Champion compliance automation by translating complex investment guidelines into effective controls. Collaborate across teams to enhance compliance systems while ensuring regulatory adherence and effi...

Unlock potential by delivering comprehensive financial and tax guidance to employees through digital platforms. Collaborate with a remote team to enhance user experience and support clients in achievi...

Elevate the mortgage lending landscape by pioneering renovation financing. As a Senior Loan Officer, you will expand your referral network and empower homeowners to access their future home value, dri...

Unlock potential by driving portfolio oversight and analytics in private credit. Engage with capital partners, ensuring compliance and effective communication while enhancing portfolio management func...

Drive strategic growth and client relationships in public sector advisory services, focusing on innovative solutions for municipal and higher education clients to enhance organizational value and meet...

Contribute to strategic growth in Public Sector advisory services, fostering executive-level client relationships and driving complex initiatives. Leverage expertise in infrastructure and economic dev...

Lead the charge in developing strategies and client relationships within Municipal Advisory and Public-Private Partnership services, fostering growth and delivering customized solutions for public sec...

Join a team that's driving strategic growth in public sector advisory services. Lead initiatives, cultivate executive relationships, and deliver tailored solutions for municipalities and educational i...

Unlock potential by advising corporate clients on tailored trade finance solutions. This role enhances cross-border trade and optimizes working capital through strong collaboration with teams and comp...

Advance your product management career by supporting banking product lifecycle management. Collaborate with cross-functional teams, track metrics, enhance client experiences, and drive compliance in a...

Deliver strategic financial solutions by managing complex commercial loans and developing client relationships, driving growth for the bank through effective negotiation and underwriting in alignment...

Shape the future of enterprise observability by architecting comprehensive telemetry ecosystems. Drive alignment across platforms and applications, ensuring scalable, resilient monitoring for AI-drive...

Contribute to enterprise observability by engineering scalable telemetry solutions that enhance real-time visibility across diverse platforms, ensuring robust governance, data integrity, and intellige...

Lead engineering for premier platforms, balancing production health and velocity. Directly mentor team members while driving technical strategies and AI integration. Collaborate across teams to enhanc...

Support our monthly close process while ensuring accurate financial reporting and compliance. Collaborate with the Controller to maintain a strong accounting function and address challenges in a growi...

Unlock success as you analyze international financial data, support forecasting cycles, and partner with teams to deliver insightful variance analysis and reporting. Drive process improvement across g...

Empower your career by managing portfolios for clients with annual revenues of $20MM to $2B. This role involves credit research, process improvements, and collaboration to guide effective lending solu...

Lead the charge in supporting an elite sponsor finance team on complex private equity transactions. Become a vital client-facing member, managing transaction execution and enhancing client relationshi...

Join a dynamic team managing complex employee benefit accounts while delivering exceptional client support, compliance guidance, and customized solutions to enhance client relationships and drive oper...

Pioneer transformative compliance strategies within financial services, leading large-scale programs on KYC, AML, and fraud. Collaborate with executive teams to enhance operational excellence and driv...

Shape the future of employee benefits by managing complex client accounts, offering expert guidance, and leading strategic initiatives to enhance service delivery and compliance while ensuring client...

Develop strong client relationships and lead complex accounts, negotiating terms while managing multi-faceted coverages with minimal supervision. Guide junior staff while maintaining industry complian...

Join a dynamic team to drive residential mortgage sales, cultivate client relationships, and deliver exceptional service in a fast-paced environment while ensuring compliance with industry standards a...