Investment Advisor Jobs in Whittier, CA

Shape the future by spearheading business development, fostering key client relationships, and mentoring a high-performing team in commercial real estate. Drive growth and market presence while managi...

Transform the insurance landscape by driving growth and profitability in the Life Sciences underwriting sector, utilizing your strong negotiation and analytical skills to deliver tailored solutions fo...

Lead the development of integration strategies for large-scale client engagements, ensuring alignment between technical architecture and business goals while managing complex relationships across team...

Drive project financial management by forecasting, analysis, and compliance. Collaborate with engagement teams to ensure financial integrity, support reporting processes, and optimize project outcomes...

Lead product management for our digital portal platform in life and annuities. Collaborate with cross-functional teams, define user journeys, and ensure alignment with product strategy while enhancing...

Empower affluent clients through strategic banking solutions, building and nurturing relationships while delivering exceptional service across various financial products. Shape your career by driving...

Lead the charge in underwriting dynamic commercial insurance solutions. Drive profitable growth through effective renewal management and new business generation while collaborating seamlessly with age...

Champion profitable growth through strategic underwriting and client management, driving new business and renewals within varied insurance products while collaborating effectively with agents, brokers...

Transform client relationships by overseeing tax processes, providing comprehensive tax services, and strategizing tax strategies in collaboration with the team to enhance client satisfaction and oper...

Lead acquisition initiatives, market analysis, and financial modeling. Support investment transactions while collaborating across departments to drive business growth and enhance asset performance wit...

Lead the charge in driving commercial deals from initiation to execution, ensuring seamless contract progression. Collaborate with cross-functional teams to streamline processes, resolve blockers, and...

Empower financial decision-making by serving as a strategic FP&A partner, leading forecasting, reporting, and analytics to drive business performance. Collaborate with cross-functional leaders to alig...

Play a key role in shaping legal strategies across commercial, compliance, and IP domains. Collaborate with teams to navigate complex contracts and ensure regulatory compliance while supporting innova...

Contribute to the growth and success of our Consumer Markets Division by leading strategic marketing initiatives for annuity products. Your expertise will shape compelling campaigns, drive insights, a...

Engage with new clients and carrier partners, leveraging market analytics and negotiation skills to finalize insurance solutions. Foster relationships and optimize onboarding processes while maintaini...

Lead the charge in driving financial excellence for our Public Credit Funds, overseeing accounting operations and financial reporting. Collaborate with strategic partners, ensure compliance, and enhan...

Unlock potential by building relationships with carriers and prospects, driving commercial insurance solutions, and ensuring seamless onboarding. Leverage expertise to negotiate terms, manage submissi...

Transform financial operations by owning controllership and treasury functions, ensuring compliance, enhancing reporting quality, and driving efficiency through automation, while collaborating effecti...

Drive success by analyzing commercial loan requests, ensuring compliance, and fostering client relationships. Collaborate with teams to evaluate risks, mentor junior staff, and contribute to community...

Unlock potential by delivering exceptional service and support for retirement plan clients, liaising effectively with internal and external stakeholders to ensure compliance, administration, and educa...

Unlock efficiency in a fast-paced legal environment by providing vital administrative support to legal teams. Utilize your organizational skills to facilitate smooth operations, improve document accur...

Transform product delivery by defining strategic roadmaps and influencing AI innovations. Collaborate with leadership to ensure accountability and mentor emerging talent across a vital sector in retir...

Elevate compliance by driving U.S. tax operations for 27k+ funds, leveraging tech to ensure accuracy and efficiency. Collaborate across teams, manage complex analyses, and improve workflows in a fast...

Lead our IT Services sales initiatives across North America, driving growth by engaging senior stakeholders in key domains while developing transformative solutions and fostering strong, long-term cli...

Lead client success through strategic equipment finance solutions, driving sales growth while managing high-value relationships and building a portfolio that delivers exceptional service and profitabi...