Wealth Management Advisor Jobs in West Hills, CA

Help us transform the educational landscape by driving investment strategies and advancing M&A initiatives that enhance access to education, while managing an impact investment portfolio and collabora...

Help us shape the future of insurance by managing accounts, cultivating relationships, and driving business growth while delivering exceptional client service and industry expertise...

Join a team that's dedicated to enhancing client relationships by managing account services and ensuring effective insurance policy administration. Your expertise in personal lines will drive client s...

Advance the valuation process by leading a dedicated team, delivering comprehensive appraisal reports and analytics for institutional clients across diverse property types, while ensuring methodologic...

Explore new product opportunities while leading strategy and execution for innovative tax solutions. You'll enhance user experiences, ensure compliance, and drive core enhancements for a critical soft...

Manage and optimize our investment portfolio with operational excellence, focusing on performance tracking and reporting. Champion automation initiatives while mentoring junior analysts to ensure scal...

Drive financial management initiatives by supporting federal financial planning, budget execution, and performance analysis for USDA FPAC. Contribute to reports, audits, and compliance while enhancing...

Unlock potential by leading our new Mid-Market Absence, Disability Management, and Life Insurance practice. Shape strategy, build a high-performing team, and deliver impactful solutions to clients in...

Innovate scalable data engineering solutions by leading cross-functional initiatives, implementing modern data services, and driving enterprise-wide data transformation while mentoring senior engineer...

Accelerate progress at a leading firm by overseeing fund accounting and reporting for closed-end funds, mentoring a skilled team, and collaborating with investment professionals to enhance financial e...

Join a team that delivers exceptional service as the primary contact for all insurance claims and programs. Manage client relationships, analyze data, and ensure seamless coordination between internal...

Oversee and lead audit engagements for financial institutions, ensuring high-quality delivery of risk-based advisory services while mentoring teams and enhancing client relationships...

Lead the charge in managing complex relationships and mentoring teams, enhancing service quality and profitability while ensuring compliance and risk management. Collaborate on strategic initiatives t...

Elevate high-net-worth client relationships by delivering tailored investment strategies, comprehensive financial planning, and ongoing support. Collaborate with teams to drive business development an...

Join us to shape the future of financial institution underwriting by evaluating and managing diverse accounts while collaborating closely with brokers and enhancing our service delivery in a dynamic m...

Unlock potential by providing expert legal guidance for LIHTC transactions, ensuring compliance throughout investment lifecycles. Collaborate with teams while managing legal documentation and external...

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...

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...

Transform client relationships and drive revenue growth by leading strategic treasury management solutions and fostering collaboration with cross-functional teams in a dynamic commercial banking envir...

Champion the analytical function for a key business unit, leveraging metrics and data insights to drive strategic decisions. Collaborate across teams to define problems, deliver recommendations, and e...

Unlock potential by partnering with Sr. Financial Consultants to enhance client relationships, provide exceptional service, and drive business growth in wealth management. Ideal for licensed professio...

Optimize product growth by leading marketing initiatives in real estate tech. Collaborate with cross-functional teams to enhance visibility, drive engagement, and leverage data for informed strategies...

Shape the mortgage servicing regulatory compliance landscape by leading audits, managing vendor relationships, and ensuring adherence to federal and state regulations while driving team performance an...

Unlock your potential by joining a dynamic team to drive analytical insights that impact key business areas, from growth to partnerships. Collaborate across functions to define analytics that steers d...