Wealth Management Advisor Jobs in South Pasadena, CA

Lead client engagements as a Senior Director, driving data analytics solutions across industries to enhance M&A strategies and operational efficiency, while mentoring junior staff and expanding market...

Drive our financial strategy by building key models, overseeing metrics, and managing commercial partnerships to support rapid growth in a dynamic fintech environment. Collaborate closely with the exe...

Empower strategic financial decisions by leading FP&A efforts across the organization while developing critical insights and fostering collaboration with senior business leaders for ongoing operationa...

Lead the charge in driving strategic direction for Employee Benefits, ensuring client satisfaction, profitability, and operational excellence while mentoring a high-performing team to achieve organiza...

Unlock your potential by delivering strategic tax solutions within private equity. Ensure compliance, navigate complex structures, and provide transaction support to optimize outcomes for portfolio op...

Empower business success by driving the design, implementation, and optimization of Workday Financials solutions, focusing on Foundation Data Model (FDM) to align financial strategies with operational...

Join a dynamic team to underwrite energy-related risks, ensuring profitability while fostering relationships with key producers. Engage in impactful projects, utilize analytical skills, and mentor eme...

Shape the future of energy underwriting by analyzing risks, guiding projects, and mentoring teams to drive profitability in new business and renewals while ensuring compliance and effective relationsh...

Elevate your career as you manage mortgage accounting operations, ensuring compliance with GAAP while overseeing loan transactions and financial reporting. Collaborate with cross-functional teams to e...

Transform customer experiences by leading enterprise accounts to product mastery, maximizing renewals and expansion while driving engagement and satisfaction through strategic partnerships and consult...

Elevate the mortgage lending landscape by pioneering renovation financing. As a Senior Loan Officer, you will expand your referral network and empower homeowners to access their future home value, dri...

Drive strategic partnerships with National Accounts, enhancing healthcare quality and outcomes, while fostering sales growth and clinical program expansion to meet client needs. This role combines lea...

Champion new business growth in the animal health sector. Drive strategic CMO partnerships targeting veterinary pharmaceuticals and innovate manufacturing solutions while managing complex, multi-milli...

Drive impactful healthcare solutions by partnering with key stakeholders in our National accounts. Lead with clinical expertise to enhance service delivery, contribute to sales processes, and elevate...

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...

Join a team focused on providing comprehensive credit analysis and risk assessment, independently structuring lower complexity credit requests while ensuring regulatory compliance and recommending inf...

Engage in independent financial and credit analysis to assess middle market needs, ensuring compliance with regulatory standards and managing relationships through structured evaluations and recommend...

Lead the charge in overseeing Mortgage subservicers, ensuring compliance with guidelines, managing relationships, and driving superior performance within consumer loan servicing. Collaborate across fu...

Join a team that's dedicated to analyzing credit information to make informed lending decisions for commercial banking clients while ensuring exceptional service and compliance with policies and regul...

Drive complex commercial real estate litigation, leading high-value disputes while fostering client relationships and mentoring junior attorneys. Thrive in a collaborative environment focused on deliv...

Elevate client strategies by leading a dynamic team in digital media buying. Drive innovation and optimize investments across key platforms like Google Ads and Meta, ensuring top-tier performance and...

Explore opportunities as you guide clients through their tax debt challenges, leveraging consultative sales techniques. Manage inbound leads, build rapport, and drive solutions that ensure client sati...

Shape the future of mortgage servicing by overseeing subservicer relationships. Leverage your expertise to resolve loan issues, conduct analysis, and ensure compliance with regulations while supportin...

Advance your career by managing consumer loan subservicers while ensuring compliance and operational efficiency. Leverage your expertise to oversee reporting, onboarding, and performance analysis. Col...

Engage clients by delivering expert risk management solutions and strategic insights in the Energy & Power sector. Develop innovative insurance products, manage proposals, and build lasting relationsh...