Investment Advisor Jobs in Whittier, CA

Lead client account management for the entertainment industry, ensuring proactive communication and efficient service delivery. Manage renewals, marketing, and new business initiatives while maintaini...

Grow your career with a vital role in estimating costs for electrical construction projects, impacting accuracy in budgeting for commercial and industrial builds, including fire alarm systems and low...

Join a team that's transforming proposal development with AI-driven insights, federal acquisition expertise, and compelling narrative creation to support high-stakes healthcare projects, collaborating...

Champion the growth and retention of complex institutional client accounts, fostering deep relationships with C-suite executives and navigating intricate governance structures to drive impactful engag...

Drive new business growth and manage relationships within retail accounts, ensuring revenue targets through strategic pipeline management and consultative selling, while building long-term customer va...

Join a team that's dedicated to delivering exceptional service and support in Surety underwriting. Collaborate across offices and manage accounts while driving business growth, all within a hybrid wor...

Transform AI oversight by managing audits, compliance, and fraud detection related to artificial intelligence. Lead evaluations of AI systems to identify suspicious activity and enhance risk managemen...

Lead and oversee AI-focused audits to assess compliance, detect fraud, and strengthen controls against misuse of AI technologies, partnering with cross-functional teams to enhance governance and risk...

Join a team that's transforming data into actionable insights for clients. Collaborate cross-functionally to leverage our Discovery platform, delivering compelling narratives that drive strategic deci...

Lead transformative Enterprise Data Management initiatives, integrating solutions with enterprise systems while mentoring teams and driving strategic growth within the Financial Services sector...

Drive impactful client solutions by executing workstreams in EDM implementation, analyzing data processes, and ensuring quality deliverables while fostering strong client relationships and contributin...

Transform homeownership experiences as a Senior Home Lending Advisor. Lead clients through the loan process while collaborating with a dynamic team to provide outstanding service and marketing strateg...

Partner with us to enhance homeownership experiences by guiding clients through lending processes, providing expert knowledge, and building strong partnerships within the team and retail branches for...

Join a team that's dedicated to providing exceptional financial solutions. Leverage relationship-building skills to support clients through comprehensive financial planning while fostering a culture o...

Unlock your potential as you provide personalized investment solutions while fostering client relationships in a diverse environment. Support clients of various financial backgrounds through holistic...

Optimize client investment strategies by providing personalized financial planning and solutions. Collaborate with teams to build strong client relationships, supported by deep market knowledge and in...

Shape the future of our financial strategy as you lead multiple offices, drive growth, and ensure robust capital management while collaborating with executive leadership and the Board to achieve ambit...

Partner with us to innovate credit risk strategies using advanced analytics and machine learning. Drive data-driven decisions to enhance fraud prevention and credit performance in a fast-paced, collab...

Join a team that drives new business growth and revenue by leveraging consultative sales strategies for Merchant Services. Collaborate with C-suite clients and enhance market penetration while deliver...

Champion strategic initiatives and drive international expansion through financial insights, collaboration, and innovative solutions that enhance business performance and achieve growth targets across...

Engage in commercial legal matters by providing counsel on transactions and compliance. Collaborate with business leaders, ensure policy alignment, and manage contracts, litigation, and regulatory iss...

Shape financial strategy by analyzing data, supporting forecasting, and enhancing reporting processes in a dynamic startup. Collaborate with teams to ensure accurate financial management and drive act...

Accelerate progress at the intersection of software development and cloud engineering. As a Senior Software Engineer, you will enhance a React-based UI framework while driving initiatives that empower...

Lead and execute growth strategies for partner distribution teams, enhancing performance and engagement across segments. Collaborate cross-functionally to establish frameworks that drive partner produ...

Engage with clients to provide tailored financial advice customized to their needs. Leverage your expertise in wealth management, relationship building, and innovative digital solutions to enhance cli...