CFO - Manufacturing All In One Accounting IncCFO - ManufacturingCA$140,000–$165,000 / yearAs a CFO, your role in growth is to deepen the value AIOA delivers to your existing clients - identifying expansion opportunities, strengthening relationships, and ensuring every client on your book sees AIOA as indispensable. We're seeking a strategic Manufacturing CFO to own a book of client relationships and provide executive-level financial leadership to small and mid-sized manufacturers.
Environmental Business Partner, Senior Advisor Edison InternationalEnvironmental Business Partner, Senior AdvisorRosemead, CALeads the procurement process for contractor needs including writing the Scope of Work, developing scoring approach and leading the evaluation of bids, and performs cost and spend analysis across the vendor portfolio to track and project workloads and budgets. As an Environmental Business Partner, you will serve as a trusted advisor, driving early engagement, strategic planning, and cross-functional collaboration to connect and align environmental compliance requirements with environmental review and project execution processes within the Environmental Department and across Organizational Units.
Regulatory Compliance Advisor Edison InternationalRegulatory Compliance AdvisorRosemead, CAOnce hired, the candidate must complete specified training prior to gaining un-escorted access to assigned work location and performing necessary job duties. We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
Tax Manager - Private Wealth DeloitteTax Manager - Private WealthCosta Mesa, CA$100,350–$205,000 / yearIn this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Tax Senior - Strategic Partnership Solutions DeloitteTax Senior - Strategic Partnership SolutionsCosta Mesa, CA$78,675–$160,750 / yearWithin NFTS, the Strategic Partnership Solutions team advises privately held and publicly traded partnerships across the United States on federal tax matters involving Up-C structures, mergers and acquisitions, divestitures, initial public offerings, post-offering support, and process design. As a Senior, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will support clients through complex partnership tax matters tied to public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions.
NewTax Manager - Tax Exempt DeloitteTax Manager - Tax ExemptCosta Mesa, CAFull timeYou'll build and maintain trusted client relationships while advising on tax compliance, business restructuring, acquisition planning, exemption strategies, philanthropic and charitable giving planning, unrelated business tax matters, and tax controversy. You'll spend at least half-and potentially all-of your time supporting tax-exempt organizations and working directly with client leaders to address complex tax matters, manage risk, and advance their missions.
Senior Product Marketing Manager - Account Channel BILL Holdings IncSenior Product Marketing Manager - Account ChannelCA$146,400–$183,000 / yearServe as the champion for accountants, turning insights about needs, journeys, and segments into messaging and programs that resonate with a focus on understanding accounting workflows, client management needs and how BILL fits into their AP advisory practice. Experience building and delivering sales enablement programs for a field or managed sales team, including training, battle cards, objection handling, and payments or product-specific playbooks.
NewProject Manager Professional Capital Services, LLCProject ManagerCA$85,000–$110,000 / yearThis role is responsible for leading the project team members throughout the lifecycle of a project, including developing, implementing, and executing planning efforts while ensuring the appropriate PM artifacts such as Charter, Plan, Update, ROI Summary, Communication & Closing/Retro documents are leveraged within established best practices. Ensures that project team tasks are appropriately allocated to the team members best equipped to complete them and ensure appropriately reallocation of tasks across the team to ensure projects are delivered on time.
Senior Application Security Engineer Blue Team Altruist CorpSenior Application Security Engineer Blue TeamLos Angeles, CA$170,000–$225,000 / yearAt Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. Experience - 4+ years of experience working as an Application/Product Security Engineer: Extensive experience with security assessments, security design reviews, or threat modeling.
Financial Planner (Woodland Hills / Los Angeles, CA) Mercer AdvisorsFinancial Planner (Woodland Hills / Los Angeles, CA)Woodland Hills, CaliforniaPrepare financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Wealth Advisor (Orange County) Mercer AdvisorsWealth Advisor (Orange County)Irvine, California$85,000–$145,000 / yearOur advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Wealth Advisor - California California Bank & TrustWealth Advisor - CaliforniaLos Angeles, CA$75,000–$125,000 / yearPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Wealth Management Advisor - Sherman Oaks, CA TIAAWealth Management Advisor - Sherman Oaks, CASherman Oaks, CaliforniaSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
Senior Wealth Advisor M&T Bank CorpSenior Wealth AdvisorLos Angeles, CA$162,100–$270,100 / yearEducation and Experience Required: Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
Avp, Financial Consulting Axos BankAvp, Financial ConsultingLos Angeles, CAAs a key member of our leadership team, you will manage and develop a team of six Financial Consultants (FCs) currently overseeing $135 million in assets, with a strategic goal to triple AUM over the next two years. Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.
Member Services Advisor II SkyOne Federal Credit UnionMember Services Advisor IIHawthorne, CAFull timeYour day as a Member Services Advisor IIAs a Full Time Member Services Advisor II at SkyOne Federal Credit Union, you will play a pivotal role in developing and nurturing member relationships through high-quality consultative service. Additionally, you will support business development efforts by conducting outbound sales and service calls, while providing frontline coverage at our branches and call center, ensuring a seamless experience for our members.
Senior Wealth Advisor MRISpokaneSenior Wealth AdvisorNewport Beach, CAFounded by experienced industry professionals who left a large institutional platform to build something different, the firm combines institutional-caliber resources with an entrepreneurial culture focused on client outcomes, innovation, and long-term partnership. Unlike many consolidators and private-equity-backed organizations, this firm is intentionally building an environment where advisors have a voice, ownership opportunities, and the ability to help shape the future of the business.
Senior Family Advisor International Search ConsultantsSenior Family AdvisorLos Angeles, CaliforniaThey are seeking an experienced Senior Family Advisor to join their collaborative team and serve as a trusted advisor to sophisticated clients with complex financial, fiduciary, estate planning, tax, and investment needs. Advise clients on complex matters involving trusts, estate planning, fiduciary structures, agency accounts, investments, real estate, taxation, and financial planning .
Wealth Advisor (Torrance) EP Wealth Advisors LLCWealth Advisor (Torrance)Torrance, CA$60,000–$120,000 / yearLiaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients. The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads.
Wealth Advisor (Los Angeles) EP Wealth Advisors LLCWealth Advisor (Los Angeles)Los Angeles, CA$60,000–$120,000 / yearLiaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients. The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads.