Investment Advisor Jobs in Whittier, CA

Drive multi-dimensional revenue growth for high-value accounts by shaping client strategies and navigating complex relationships. Influence senior stakeholders and identify innovative opportunities to...

The Solutions Advisor II will be responsible for presenting and demonstrating Solera's software solutions to prospective and current clients within the automotive industry. This role involves collabor...

Unlock your potential by coordinating and conducting comprehensive examinations, reviewing loan files, and enhancing credit risk management within the bank’s portfolio. Drive improvements and offer in...

Shape the future of energy by leading and mentoring the Asset Management team. Oversee operational plans, drive customer satisfaction, and ensure compliance while maximizing efficiency and safety acro...

Support compliance monitoring for fixed income portfolios. Collaborate with diverse teams to review trading activities and ensure adherence to guidelines, driving efficient compliance processes and re...

Transform compliance processes by monitoring fixed income activities. Collaborate with diverse teams to ensure adherence to guidelines and enhance workflows while managing multiple priorities with att...

Transform relationships into growth by managing a diverse portfolio of global ecommerce merchants. Build strategic partnerships, optimize client experiences, and drive revenue through collaboration an...

Empower homeowners by managing inquiries and guiding them through options, while building and nurturing a sales pipeline for effective lead conversion and strong relationship development in a dynamic...

Help us build a robust operational platform by architecting investor onboarding and trade operations. You'll shape critical processes, mentor junior analysts, and ensure seamless coordination across m...

Transform data-driven strategies as a senior leader, championing AI and analytics for a mission-critical platform. Drive innovation, collaborate with cross-functional teams, and ensure scalable value...

Drive exceptional mortgage solutions by leveraging extensive industry experience and a strong sales background. Join a dynamic team focused on delivering superior customer service while maximizing ear...

Elevate your career by managing a diverse portfolio of employer clients, enhancing their benefits experience, and driving business growth through collaborative partnership and innovative solutions acr...

Champion customer success by driving product adoption and engagement. Collaborate cross-functionally to align customer goals with solutions, ensuring value realization and long-term success through ef...

Join our team to drive oncology portfolio growth through strategic account management. Build strong relationships with healthcare professionals, ensure patient access, and leverage market insights to...

Empower growth by leading sales efforts and forging partnerships with customers, acting as a trusted consultant. Drive strategies in a dynamic environment to meet sales targets while fostering a cultu...

Shape the future of our enterprise sales segment by driving growth and account success. Take ownership of new logo acquisitions, deepen existing client relationships, and establish best practices for...

Contribute to our Corporate Accounting team by overseeing global financial closes, ensuring compliance with U.S. GAAP, and collaborating with cross-functional teams to support our rapidly growing mult...

Join a team that empowers affluent customers by providing holistic banking solutions. You'll deepen relationships while managing and growing a portfolio through proactive engagement and collaboration...

Engage with affluent customers, deepening relationships and managing their complex financial needs through tailored solutions and proactive outreach. Collaborate with internal partners to enhance the...

Empower affluent clients by cultivating lasting relationships through tailored financial strategies. Drive customer engagement and deliver integrated banking solutions while collaborating with interna...

Shape the future of customer banking by building and managing relationships with affluent clients. Thrive in a dynamic environment focused on delivering integrated financial solutions and enhancing cu...

Join a dynamic team as you cultivate and manage relationships with affluent clients, offering tailored financial strategies across multiple banking products. Drive growth through proactive outreach, c...

Manage affluent client relationships by delivering tailored banking strategies that drive growth and retention. Collaborate with internal partners to provide integrated financial solutions while ensur...

Grow and deepen relationships with affluent customers, offering tailored banking solutions through proactive outreach and strategic engagement. This role emphasizes collaboration and comprehensive fin...

Elevate customer banking experiences by building strong relationships with affluent clients. Manage a diverse portfolio while delivering tailored financial strategies across deposits, investments, and...