Wealth Management Advisor Jobs in Pasadena, CA

Lead the charge in executing sales initiatives across the West, managing a team of Regional Sales Managers to drive growth in indirect auto finance while fostering dealer relationships and aligning co...

Empower real estate investors by managing portfolios, building relationships, and connecting them with off-market opportunities while driving growth in our investor network and achieving set targets...

Manage high-stakes tax compliance and consulting services for high net-worth clients. Lead a team to identify client needs, enhance service delivery, and develop new business opportunities while ensur...

Discover innovative strategies to resolve complex loan situations, ensuring maximum recovery and risk mitigation while engaging stakeholders and enhancing borrower relationships effectively in a dynam...

Join our team to deliver tailored tax compliance and consulting services for high net-worth clients, utilizing your expertise in complex financial structures, while managing engagements and mentoring...

Champion the growth of key academic accounts by managing sales activities, coordinating resources, and fostering collaboration across teams to achieve long-term revenue success in the education techno...

Elevate your career by building lasting relationships with ultra-high-net-worth clients while representing an exclusive private jet membership. Utilize your existing network and strategic outreach to...

Drive client relationships and sales growth by leveraging expertise in SBA lending. Collaborate with teams to achieve goals, enhance banking services, and ensure compliance, while developing new busin...

Engage with clients to deliver strategic insights and foster growth. Lead teams, optimize operations, and mentor junior staff while analyzing market trends to enhance business performance and drive su...

Analyze employee benefits compliance risks, providing strategic advice and guidance to clients and internal teams on complex federal regulations like ERISA and ACA, while developing resources and tool...

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...

Pioneer innovative fund accounting strategies while leading a dynamic team. Oversee financial reporting and compliance initiatives to drive efficiency and stakeholder collaboration, enhancing overall...

Unlock your potential in a dynamic CPA role focused on tax planning and advisory for high-net-worth clients and complex partnerships, driving impactful solutions and fostering client relationships in...

Champion the growth of middle market banking relationships while delivering tailored solutions. Engage with clients, enhance portfolio performance, and leverage a network for business development, dri...

Join a team that's driving broker-influenced sales growth across diverse markets by cultivating strategic partnerships, enhancing client engagement, and leading impactful business initiatives within y...

Optimize accounting processes as you maintain financial records for private funds, prepare reports, analyze performance metrics, and liaise with auditors and fund administrators. This role requires ex...

Drive your career forward as an M&A I&D Manager, leading teams to execute complex transactions, develop innovative business solutions, and ensure seamless integration or divestiture that enhances clie...

Unlock potential by leading product strategy for Smart Communications, optimizing digital correspondence solutions. Collaborate with cross-functional teams to enhance user experience, ensuring efficie...

Champion digital health transformation by leading personalized member engagement strategies. Leverage data analytics and innovative technologies to enhance healthcare experiences while ensuring compli...

Shape the future of digital healthcare engagement by leading initiatives that personalize member experiences, optimize journey mapping, and drive impactful health outcomes through innovative technolog...

Elevate your career by managing the Smart Communications suite, driving platform strategies and optimizations. Lead product management efforts to enhance digital correspondence, collaborating closely...

Join a team that's dedicated to evaluating international small/mid-cap companies through in-depth research and analysis. You will leverage your financial expertise to recommend investments while maint...

Provide independent credit analysis and risk assessment for various lending products. Evaluate creditworthiness, monitor compliance, and collaborate with sales teams to structure loans while mitigatin...

Transform the evaluation and structuring of credit requests, ensuring compliance while analyzing risk for various financial products. Collaborate with internal teams to provide insightful financial as...