Financial Risk & Forecasting Advisor Edison InternationalFinancial Risk & Forecasting AdvisorIrwindale, CAYou will assess the creditworthiness of large commercial customers and energy market participants, develop forecasting models that support strategic planning, and work directly with executive-level customer representatives to secure financial assurances that mitigate credit risk and safeguard company assets. Incident Management Team Expected Participation: Employees are expected to support emergency response and/or business continuity efforts, including readiness to serve on an Incident Management Team (IMT) when needed.
University Administration Sr. Financial Aid Advisor (Onsite) West Coast University IncUniversity Administration Sr. Financial Aid Advisor (Onsite)Irvine, CAFinancial Aid Advisor will enjoy working collaboratively in a fast-paced environment, be detail oriented with strong follow-up skills, communicate in a friendly and compassionate manner and thrive in an environment where new tasks and projects are available to grow their skillset. Financial Aid Advisor delivers on our commitment of Student Centricity by building rapport, delivering clear and accurate information, offering effective solutions, and maintaining contact with students, their families, and other influencers as they move through the financial aid process.
Financial Solutions Advisor Registration Candidate - Irvine Area Bank of AmericaFinancial Solutions Advisor Registration Candidate - Irvine AreaIrvine, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate - Southern OC Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Southern OC MarketMission Viejo, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
NewFinancial Solutions Advisor Registration Candidate- Gateway Cities Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Gateway Cities MarketWhittier, CA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Financial Services Representative TransGlobal Holdings Co.Financial Services RepresentativeDiamond Bar, CaliforniaRemoteIn this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services. At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.
Senior Advisor, Financial Services | Forensic And Litigation Consulting FTI Consulting, Inc.Senior Advisor, Financial Services | Forensic And Litigation ConsultingLos Angeles, CAWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices, and financial regulations. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference.
Member Experience Advisor, Floater Southland Credit UnionMember Experience Advisor, FloaterLos Alamitos, CaliforniaFull timeAt Southland Credit Union, our Member Experience Advisor, Floater serves as a relationship-focused financial partner, delivering exceptional service while supporting multiple Financial Center locations throughout the Southland Credit Union branch network. As a universal banker, you'll confidently assist members with everything from everyday transactions to opening new accounts, supporting lending conversations, and connecting them with products and digital solutions that fit their needs.
Senior Financial Planner Beacon Pointe Advisors LLCSenior Financial PlannerNewport Beach, CASpecific responsibilities include, but are not limited to: Participating in client meetings with Wealth Advisors to aid in communication regarding financial plans, presentations, and client proposals. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Sr. Member Experience Advisor Southland Credit UnionSr. Member Experience AdvisorLos Alamitos, CaliforniaFull timeThis role offers the opportunity to expand your leadership skills, mentor teammates, and gain valuable experience supporting Financial Center operations—all while continuing to deliver exceptional service to our members. If you're an experienced universal banker looking to expand your leadership skills while continuing to make a meaningful impact on members and colleagues alike, this role offers an exciting next step in your career.
Financial Planning Advisor Edison InternationalFinancial Planning AdvisorRosemead, CAAs part of the Corporate Finance - Operational Finance organization, you will collaborate closely with SCE's operating units by performing financial analysis, providing decision support and approvals, developing short- and long-term financial forecasts, and assisting with regulatory filings. Additionally, you will play a key role in coordinating and supporting the creation of operational plans and budgets, preparing monthly forecasts and variance analyses, and identifying cost-saving opportunities.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorNewport Beach, CAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
NewSenior Wealth Advisor Columbia Banking System, Inc.Senior Wealth AdvisorIrvine, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
NewFinancial Aid Advisor University of La VerneFinancial Aid AdvisorLa Verne, CAApplicants, please note that actual compensation is determined by several factors that are unique to each candidate, including but not limited to job-related skills, depth of experience, certifications, relevant education or training, and specific work location, among others. As the #1 private university in California for social mobility according to U.S. News and World Report 2024, and recently recognized as the 33rd Best U.S. College by the Wall Street Journal 2024, we take pride in our commitment to excellence in education.
Junior Wealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueJunior Wealth Advisor - The Baldwin Group Financial ServicesIrvine, CaliforniaRespond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up. Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.
Wealth Advisor Cerity Partners LLCWealth AdvisorPasadena, CA$110,000–$165,000 / yearThe Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Position Summary: The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.
Strategic Sales Manager- West Coast Territory, Advisor Custody Betterment Holdings IncStrategic Sales Manager- West Coast Territory, Advisor CustodyCA$110,000–$130,000 / yearClient Relationship Management: Cultivate and maintain long-term relationships with prospective and existing clients, acting as a trusted partner to help them leverage Betterment Advisor Solutions custody solutions. What were looking for: Experience: 5+ years of sales experience in the financial services industry, with a strong background in advisor custody or related sectors (e.g., RIA platforms, custodians, asset management, fintech solutions).
Operations Advisor Management Specialist Pacific LifeOperations Advisor Management SpecialistNewport Beach, California$29–$35 / hourWhat makes you stand out: Knowledge of Life products, processes, and transactions with ability to confidently speak with internal and external customers, which may include participation in conference calls with producer offices and/or leadership. You will be assigned a block of insurance firms to directly support and cultivate relationships that maintain high trust and growth opportunities within the life insurance market.
Associate Financial Planner Wealth Enhancement Group AcquisitionAssociate Financial PlannerLos Angeles, CA$70,000–$80,000 / yearThis role provides centralized support to Financial Advisors and their clients by developing comprehensive financial plans and analyses, helping guide clients toward their long-term goals within a collaborative team environment. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.
2027 Summer Intern - Global Wealth Management, Private Client Group Analyst, US PIMCO2027 Summer Intern - Global Wealth Management, Private Client Group Analyst, USNewport Beach, CAYou'll excel as a Global Wealth Management (GWM), Private Client Group Account Analyst if you: Show strong interest in the financial markets, macroeconomics, and investment finance as demonstrated through relevant coursework, certifications, internship/work experience and/or professional organization & campus club participation. See yourself as GWM, Private Client Group Account Analyst: Global Wealth Management (GWM)'s mission is to create industry leading experiences for financial intermediates and their individual investor clients while providing a strong contribution to PIMCO's overall business results.