Investment Advisor Jobs in Whittier, CA

Shape the future of employee benefits by managing client relationships and providing innovative solutions. Collaborate with top industry talent to support clients in compliance and claims resolution...

Manage client relationships in employee benefits, ensuring compliance, retention, and support. Collaborate with teams to deliver tailored insurance solutions and facilitate open enrollment activities...

Contribute to client success by managing relationships and delivering tailored employee benefits solutions. Support day-to-day account services, resolve claims, and ensure compliance while driving ret...

Join a team that empowers clients through effective account management and innovative employee benefits solutions, ensuring optimal service delivery and client retention to meet diverse needs across v...

Unlock potential by fostering client relationships and delivering innovative employee benefits solutions. Collaborate with service teams to manage account services, ensuring compliance and satisfactio...

Transform complex business requirements into robust data solutions while collaborating with cross-functional teams. Utilize advanced analytical skills to enhance regulatory reporting and oversight in...

Collaborate with leadership to drive financial strategy and operational planning. You will create budgets, provide analytics support, and ensure effective financial stewardship across the organization...

Inspire sales excellence as a hands-on leader, guiding a growing BDR team through onboarding, coaching, and strategy in a dynamic SaaS environment. Drive performance and elevate talent in this hybrid...

Transform the business landscape by forging strategic partnerships and driving growth initiatives. This individual contributor role requires a deep understanding of market dynamics, promoting innovati...

Join us to lead a skilled legal team in enhancing operations and compliance, driving productivity, and delivering insurance defense services while fostering staff development and implementing innovati...

Optimize compliance programs across North America, ensuring regulatory adherence in financial services and debt collections, while driving performance improvements and fostering an ethical culture acr...

Join our Corporate Finance team as a Financial Analyst to provide insightful financial analysis, support budgeting and forecasting processes, and enhance financial reporting, all while partnering with...

Drive branch success by managing operations, nurturing client relationships, and leading business development initiatives. Leverage your expertise to grow profitability and ensure compliance while fos...

Champion the Government Contract Advisory team to deliver top-notch services for clients. Guide strategic projects, improve client relations, and develop aspiring team members in this remote leadershi...

Join us in managing complex commercial real estate loan relationships, driving revenue growth and optimizing profitability while ensuring compliance and fostering a collaborative team environment. Lea...

Join a team that's redefining operations through AI and automation. As a strategic consultant, you'll partner with various stakeholders to shape transformation initiatives, streamline processes, and a...

Lead the charge in evaluating, pricing, and managing medical underwriting for a diverse book of business, serving as a subject matter expert and mentor while ensuring high standards of productivity an...

Drive impactful fund accounting operations while mentoring team members and enhancing processes. Collaborate with clients and external partners to ensure accurate financial reporting and compliance ac...

Champion high-performing buildings by providing actionable insights through energy modeling and performance analysis. Collaborate with design teams to develop strategies that optimize sustainability a...

Transform building performance by integrating energy modeling and sustainable design strategies with project teams, ensuring optimal energy efficiency and high-performing structures throughout the des...

Pioneer the development of a robust enterprise control plane to enhance governance, permissions, and territory management in our rapidly growing sales tool, ensuring larger clients trust and utilize t...

Join a team that drives financial excellence by managing fund accounting for private markets. Leverage your expertise to mentor others while ensuring high-quality deliverables and effective operations...

Unlock potential by leading a team in fund accounting, ensuring accurate financial reporting and process improvement for multiple investment funds. Collaborate with auditors and clients while nurturin...

Contribute to advanced financial modeling and market analysis while collaborating with senior professionals to drive impactful client solutions. Gain robust mentorship and valuable experience in the d...

Lead the charge in transforming customer management through data-driven strategies, blending analytics and operations expertise to enhance customer experience and drive impactful business outcomes...