Investment Advisor Jobs in Whittier, CA

Build impactful models and support economic projections for life insurance products. Collaborate with teams to ensure compliance and lead junior actuaries, driving excellence and innovation within the...

Join a team that manages client relationships and develops strategic benefits plans to enhance health and welfare programs. Leverage your expertise to analyze insurance options, facilitate effective s...

Champion client relationships by managing employee benefits, ensuring strategic planning and effective program implementation while analyzing market trends and industry changes to optimize client sati...

Empower a high-performing sales team to drive $2.5M+ in annual revenue through strategic leadership, data-driven decisions, and effective coaching, ensuring a robust sales pipeline while positioning o...

Join our accounting team to drive financial accuracy in a growing company. Manage critical areas including sales/use tax compliance, 1099s, and month-end close while embracing modern tools like AI to...

Drive your career as a licensed real estate agent focused on building a successful listing business. Collaborate with experienced professionals to enhance your skills in seller engagement and create c...

Drive financial planning and analysis processes, providing actionable insights and strategic partnership to business leaders. Enhance performance management through data-driven decision-making while s...

Manage key merchant relationships to drive growth and optimize performance. Lead cross-functional initiatives, ensure client satisfaction, and analyze data to enhance program adoption and value delive...

Manage and oversee all phases of complex construction projects over $20M, including planning, budgeting, and compliance with public agencies. Ensure timely progress and quality standards are met from...

Elevate client relationships by streamlining onboarding and loan processes, collaborating with diverse teams to ensure timely approvals while enhancing customer experiences in a dynamic lending enviro...

Elevate your career by forging pivotal partnerships with developers in low income and historic tax credit projects, driving investment opportunities and enhancing community impact through strategic an...

Lead the charge in delivering transformative IT projects across the enterprise, ensuring alignment between technology execution and governance while partnering with stakeholders to enhance business ca...

Transform the future of Inland Marine underwriting by building a profitable portfolio from scratch. Leverage your expertise in Builders Risk and Contractors Equipment while creatively cultivating new...

Manage client onboarding and communication to enhance relationships across divisions. Oversee workflows, ensure timely loan closures, and collaborate on loan structuring while providing exceptional cl...

Unlock your potential by driving digital transformation through your expertise in Microsoft Dynamics 365 Business Central. Collaborate across teams to design and implement solutions that align with bu...

Inspire transformative designs by collaborating with multidisciplinary teams on a variety of impactful architecture projects. Join us to create solutions that enhance communities and elevate everyday...

Drive client-centric tax services by managing relationships, preparing returns, and delivering insights for high-net-worth clients. Collaborate in a supportive environment that values work-life balanc...

Empower high-net-worth clients by leading personalized tax compliance, preparing and reviewing complex income tax returns, and providing strategic tax projections. Enjoy a balanced work environment wh...

Contribute to the management and negotiation of complex commercial real estate loans, ensuring optimal outcomes while liaising with clients and stakeholders throughout the financing process. Drive suc...

Join our team as a Senior Electrical Estimator, where you'll leverage your expertise to prepare precise cost estimates for commercial electrical projects and efficiently coordinate project staffing an...

Engage in our dynamic Accounting Advisory practice, delivering innovative solutions across diverse industries. You will guide clients through accounting transformations and operational improvements, e...

Join a team that's committed to excellence as a Senior Accountant, where you'll manage general ledger functions and support cross-functional teams, ensuring precise financial reporting during rapid gr...

Champion strategic growth by identifying new business opportunities, building partnerships, and leading solution development to enhance the company's market presence and profitability in the maritime...

Shape the future of healthcare by leading growth strategies in the Health Plan market. Drive revenue, influence strategic partnerships, and deliver integrated solutions for enhanced client outcomes an...

Contribute to a high-performing real estate team by maximizing profit margins, leveraging advanced tech tools, and fostering an environment for growth and collaboration among agents. Drive success and...