Financial Solutions Advisor - Northwest Houston Area Bank of AmericaFinancial Solutions Advisor - Northwest Houston AreaCypress, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Business Solutions Advisor - Washington Centinela Financial Center Bank of America CorpBusiness Solutions Advisor - Washington Centinela Financial CenterLos Angeles, CA$26–$34.67 / hourJob Description:This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Salinas Financial Group ProducifyXSalinas Financial GroupManhattan Beach, CaliforniaBeyond the office, our team is deeply invested in giving back, proudly supporting organizations such as Alex’s Lemonade Stand and Beads of Courage, reflecting our belief in making a difference both in our clients’ lives and in the communities we serve. Prior Experience: Former TV and film producer who led the television division at Overbrook Entertainment, founded by Will Smith, bringing high-level production and leadership experience into her financial services career.
NewStaff Network Engineer AltruistStaff Network EngineerLos Angeles, CA$181,000–$265,000 / yearYou will own how those networks are designed, segmented, secured, and operated - from cloud routing topology and partner connectivity to how our own people reach internal systems - working in close partnership with our Security team, whose requirements shape much of this roadmap, and bringing an AI-native approach to the work. We run a regulated broker-dealer and clearing platform on a multi-account, multi-region AWS estate, connected to clearing, custody, market-data, and banking partners over dedicated circuits and encrypted tunnels.
NewFinancial Aid Advisor Touro University CaliforniaFinancial Aid AdvisorLos Alamitos, CaliforniaFull timeAssists other coworkers as needed in any function encompassed in the job description/responsibilities of the Financial Aid Advisor; Works with interdepartmental personnel to resolve student issues; Attends workshops, seminars and webinars for professional development; Utilizes federal and state webinars to remain current with new regulations; Attends conferences and training as approved and required. Formulates, produces and distributes financial aid award notifications and ensures that the financial aid that has been awarded is appropriately disbursed and credited to the students’ accounts.
Financial Solutions Advisor Registration Candidate- Valley Crest Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Valley Crest MarketGlendale, 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 Solutions Advisor Registration Candidate - Baldwin Park Bank of AmericaFinancial Solutions Advisor Registration Candidate - Baldwin ParkBaldwin Park, 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- Firestone-Woodruff Bank of AmericaFinancial Solutions Advisor Registration Candidate- Firestone-WoodruffDowney, 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.
NewStudent Services Advisor 2 SV University of CaliforniaStudent Services Advisor 2 SVLos Angeles, CAThe "Jeanne Clery Campus Safety Act" requires UCLA (as an institution of higher education receiving federal financial aid) to report specified crime statistics on college campuses and to provide other safety and crime information to all current and prospective students and employees. If you would like a paper copy of the report, you may contact the Clery Coordinator via email at clery@compliance.ucla.edu or by phone at (310) 893-9147.
Financial Institutions - Senior UW Specialist Specialty (Remote/Hybrid) The Hanover Insurance Group IncFinancial Institutions - Senior UW Specialist Specialty (Remote/Hybrid)Los Angeles, CARemoteThis highly visible, market-facing role is designed for an underwriting professional with demonstrated experience underwriting Asset Managers, including RIAs, private fund managers, and other investment management firms and a proven ability to cultivate strong agency and broker relationships. Can identify types of coverages including gaps in coverages typically provided within given operations, can explain coverages and correlating exposures and controls to agents to complete our value-added proposition.
Data Analytics, Senior Advisor Southern California EdisonData Analytics, Senior AdvisorIrwindale, CAPerforms the most complex data analysis from various sources, such as databases, spreadsheets, APIs, or data warehouses and ensures data integrity by cleaning and preprocessing it to remove errors, inconsistencies, or missing values that could affect the accuracy of analysis. + Transforms complex data into visual representations such as charts, graphs, and dashboards; visualizations provide a clear and concise way to present insights and findings to stakeholders, enabling them to understand the information easily and make data-driven decisions.
Digital Strategy and Implementation Senior Advisor Southern California EdisonDigital Strategy and Implementation Senior AdvisorRosemead, CAMonitors the progress of tasks and projects to ensure that work is on track and aligned with established timelines and milestones; uses project management tools or work management software to track task completion, update status, and identify potential risks or delays; regularly communicates progress updates to stakeholders and take appropriate actions to mitigate issues or adjust schedules as needed. + Anticipates and manages changes that impact work activities; assesses the impact of changes, communicates updates to stakeholders, and revises work plans or priorities accordingly; works closely with change management teams to ensure that work processes and resources are aligned with organizational changes or strategic initiatives.
10594 - Finance Advisor Hyundai Autoever America10594 - Finance AdvisorIrvine, CA$120,000–$125,000 / yearWhat we require from you :EDUCATION - Bachelor degree in Accounting/Finance/Management Information Systems; MBA (preferred)WORK EXPERIENCE - Requires over 5 years of Financial Analysis experience; 2 years of IT Service Industry experience (preferred)SKILLS/KNOWLEDGE - Strong and effective written and verbal communication skills; Excellent organization skills; Expert level in Excel; Robust analytical skills; Large ERP (SAP) experience (preferred); Extensive experience financial reporting; Must be comfortable working with big and unstructured data and various ad-hoc requests and projects; Ability to work independently and in a teamCERTIFICATIONS – CPA and/or CFA highly preferred Team Culture: . Additionally, the Finance Advisor prepares internal and external financial reporting materials, supports the development and review of the Annual CBU budget, and conducts comprehensive analysis of financial results to enhance transparency and drive continuous improvement.
Finance Director Navien Inc.Finance DirectorIrvine, CaliforniaFinance Director Finance Irvine, CA Full-time What We Are Looking For The Director of Finance will play a key role in supporting Navien North America's financial planning, business performance management, financial operations and corporate reporting functions. This position also serves as the primary liaison between our North American operations and our Korean headquarters, ensuring accurate and timely financial reporting, performance analysis, budgeting, forecasting, and strategic decision support.
Wealth Management Internship Cerity Partners ManagementWealth Management InternshipEl Segundo, CaliforniaCerity Partners is searching for talented, bright, and motivated individuals with the highest level of personal integrity to join our Wealth Management team for the summer of 2027. Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, Riskalyze, etc.
Client Relationship Manager Jambalaya GroupClient Relationship ManagerGlendale, CA$33.65–$52.88 / hourAt Castlewatch Wealth, you will have the opportunity to build meaningful relationships with clients, work closely with experienced advisors, and expand your knowledge of financial planning and wealth management. This individual will play an important role in preparing for client meetings, managing service requests, processing applications, and ensuring that client needs are handled accurately and efficiently.
Senior Manager, Strategic Finance, Gracenote Nielsen Holdings LtdSenior Manager, Strategic Finance, GracenoteCalifornia, CABusiness Partnering: Serve as a trusted financial advisor to Product Leadership and other senior leaders across the organization, providing financial insights, and supporting their decision-making. This is a new position within the organization, where you will be responsible for providing financial insights to senior leadership, and partnering cross-functionally to support strategic growth initiatives and long-range planning.
Finance & Accounting Recruiter (Contractor) Ares OperationsFinance & Accounting Recruiter (Contractor)Los Angeles, California$55–$65 / hourAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Develop targeted sourcing strategies for niche Finance & Accounting talent, including candidates from public accounting firms, financial services organizations, asset managers, private equity, credit, real estate, and other relevant investment management platforms.
Cloud Engineering Manager AltruistCloud Engineering ManagerLos Angeles, CA$181,000–$265,000 / yearOwn delivery of the Cloud Engineering roadmap: governed EKS platform in Broker-Dealer and Clearing, pilot-light disaster recovery (RTO 60 min / RPO 15 min), Postgres upgrades, and edge gateway consolidation. In this role, you will lead the engineers who build Infrastructure as a Service for every product team at Altruist - infrastructure that is highly available, secure, and observable, with self-service paths that let developers move without waiting on us.
Team Wealth Planner Rockefeller Capital ManagementTeam Wealth PlannerLos Angeles, California$75,000–$175,000 / yearFull timePosition: A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a highly skilled Team Wealth Planner to deliver white‑glove, high‑touch family office services to ultra‑high‑net‑worth families, founders approaching liquidity events, and multigenerational households. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London.