Investment Advisor Jobs in Whittier, CA

Execute your expertise in mortgage banking by sourcing affluent clients, building relationships, and delivering compliant jumbo loans. Drive visibility in the market while adhering to critical complia...

Execute compliance initiatives to ensure adherence to securities laws and regulations across regulated entities. Support the testing and development of policies while collaborating with teams to facil...

As a Tax Advisor at H&R Block, you will build year-round client relationships and provide comprehensive tax preparation, planning, and audit support. You will assist clients with diverse tax needs and...

Create a centralized RFP function to enhance proposal processes, drive growth, and increase win rates across the organization by leading a high-performing team focused on innovation and excellence...

Advance your career by managing high-value commercial real estate portfolios, analyzing credit risks, and developing loan proposals. Collaborate with relationship managers to deliver exceptional servi...

Pioneer business transformation in Consumer Banking, leading engagements from strategy to execution. Build senior client relationships, deliver impactful results, and support practice growth through i...

Drive impactful M&A integration initiatives, guiding clients through complex transformations and ensuring successful post-merger stabilization while fostering strong relationships and delivering measu...

Drive transformative M&A integration for large organizations, overseeing all lifecycle phases from planning to stabilization, while partnering with stakeholders and developing junior consultants to de...

Join a team that drives financial strategy and operational efficiency, partnering with cross-functional leaders to support R&D investments and resource allocation, ensuring alignment and accountabilit...

Join a dynamic team supporting Account Executives in client service and documentation management. Build relationships, enhance client retention, and contribute to a collaborative culture while develop...

Contribute to a dynamic litigation team, enhancing your skills through hands-on case management and active client engagement in a supportive environment focused on strategic legal solutions...

Accelerate success by expertly managing complex enterprise software systems. You will ensure application performance, lead deployments, and enhance user experiences through innovative solutions in a r...

Drive talent acquisition excellence by sourcing top Wealth Advisors, guiding strategic workforce planning, and enhancing candidate experiences in a dynamic, fast-paced environment. Collaborate with se...

Join a dynamic team to innovate and launch annuity products, balancing profit and risk while driving insights to support strategic decisions and market competitiveness. Collaborate across functions fo...

Explore your capabilities as you design and implement decision strategies within a low-code platform. Collaborate with teams to translate business needs into effective solutions, ensuring precision an...

Optimize sales growth by managing client portfolios, driving revenue, and executing strategies to enhance customer satisfaction and secure long-term contracts across the Small Government sector...

Play a key role in negotiating complex fintech agreements globally, supporting enterprise sales, and navigating legal challenges in a dynamic, fast-paced environment committed to financial innovation...

Lead the charge in developing and managing vital intervention programs, ensuring quality client services and staff mentorship while representing the organization in the community and engaging with key...

Drive financial planning and analysis through data insights, mentorship, and operational initiatives, working closely with leaders to enhance business performance and support decision-making across mu...

Innovate with us to design and implement an AI-driven growth engine that transforms visitor engagement into sales-ready buyers, optimizing the entire buyer journey across multiple channels with integr...

Explore dynamic underwriting opportunities by ensuring effective risk selection and collaborating with various teams to drive success. Leverage leadership skills to mentor others while managing comple...

Discover the impact of strategic leadership as you drive growth and alignment within Fixed Income operations. Leverage your expertise to execute business strategies and enhance client solutions in a c...

Accelerate progress at impactful business transformation projects as you lead cross-functional teams in program execution, ensuring alignment with strategic goals and delivering on time and within sco...

Elevate your career by driving growth and profitability through client relations, business development, and tailored banking solutions for businesses in your market's $2mm-$20mm segment, while ensurin...

Unlock potential by driving business growth through strong networking and client relationships. Focus on prospecting new clients while deepening existing connections, and excel in delivering tailored...