Investment Advisor Jobs in Whittier, CA

Join our dynamic Global Transaction Tax team to drive strategic tax solutions, deliver quality planning services, and cultivate client relationships within a fast-paced, collaborative environment. Mak...

Lead the Corporate Finance function, delivering critical insights for forecasting and strategic planning. Collaborate with cross-functional teams to drive financial narratives and optimize operational...

Build your career with a dynamic team that leverages quantitative analysis to deliver tailored investment solutions for clients, driving growth through innovation and collaboration across global marke...

Manage a profitable inland marine portfolio by underwriting risks, fostering broker relations, and ensuring timely policy servicing while focusing on growth and retention. Drive performance monitoring...

Champion growth by building relationships in the eDiscovery sector. Develop and manage a robust sales pipeline while aligning client needs with our comprehensive service offerings to ensure mutual suc...

Accelerate progress at our finance team by leveraging your expertise to enhance the month-end close cycle, streamline cash reconciliations, manage customer payments, and drive automation initiatives f...

Optimize business operations by providing strategic insights and support. Collaborate with the Directorate Business Leadership Team to enhance efficiency, streamline processes, and drive informed deci...

Join a dynamic legal team supporting business and technology initiatives while advising on commercial agreements, privacy, and emerging technologies. Collaborate cross-functionally to drive business s...

Enable go-to-market readiness by collaborating with cross-functional teams to create impactful training materials, ensuring customer-facing teams are equipped to articulate product updates and enhance...

Drive marketing strategy across specialty insurance, focusing on engaging broker communication and go-to-market initiatives for cyber solutions. This role demands creative leadership, independent proj...

Unlock potential by driving financial analysis to support strategic decisions. Collaborate with teams, develop financial models, and enhance operational efficiency. Contribute to business performance...

Support the growth of regulated prediction markets by providing essential legal guidance, translating complex regulatory frameworks into practical advice, and collaborating with cross-functional teams...

Drive equity trading success by managing client trades and market analysis. Utilize technical tools and communication skills for informed decision-making and service excellence in the dynamic Asian ma...

Transform residential mortgage operations by leading a dynamic team, ensuring exceptional service, compliance, and strategic growth. Drive strategies that align lending products with market trends for...

Transform corporate accounting operations by leading the team to optimize processes, ensure compliance, and drive efficiency while achieving strategic financial objectives with hands-on, autonomous le...

Champion new business growth in the animal health sector. Drive strategic CMO partnerships targeting veterinary pharmaceuticals and innovate manufacturing solutions while managing complex, multi-milli...

Champion strategic sales initiatives to drive revenue growth by fostering and expanding franchise and association referral partnerships. Leverage consultative selling to meet goals and enhance client...

Lead the charge in managing ETF launch operations, ensuring timely execution, coordination across teams and clients, and flawless communication in a dynamic, high-volume environment while supporting a...

Empower national security by analyzing trade compliance, enhancing risk management, and leading audits while facilitating clarity between businesses and regulators. Join a dynamic team dedicated to sa...

Join a team that delivers exceptional service as the primary contact for all insurance claims and programs. Manage client relationships, analyze data, and ensure seamless coordination between internal...

Transform customer experiences by leading the multi-location product initiative, driving strategy, and developing innovative solutions that scale across the platform for diverse users, empowering them...

Contribute to actuarial validation tools, conduct product testing, and collaborate across teams to ensure system accuracy and support product launches in a dynamic environment focused on annuities and...

Join our dynamic team as a key contributor in Transaction Advisory Services, overseeing due diligence for diverse clients and engaging across all levels. Shape financial insights and enhance outcomes...

Lead the charge in developing and nurturing complex relationships within Investor Real Estate, driving growth for clients with significant revenue. Leverage financial expertise to deliver tailored sol...

Contribute to client acquisition by marketing to carriers, negotiating coverage, and managing onboarding processes. Leverage your expertise in commercial insurance to build relationships and drive suc...