Advisor, Financial Planning and Analysis - Presource Sourcing Cardinal Health IncAdvisor, Financial Planning and Analysis - Presource SourcingCA$80,900–$115,500 / yearFinance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
Financial Analyst - Foundation (Budgeting & Financial Reporting) City of HopeFinancial Analyst - Foundation (Budgeting & Financial Reporting)Irwindale, CACity of Hope's growing national system includes its Los Angeles campus, a network of clinical care locations across Southern California, a new cancer center in Orange County, California, and treatment facilities in Atlanta, Chicago and Phoenix. As a Financial Analyst, you will perform a diverse set of tasks, including preforming financial statement preparation, managing GL reconciliations, conducting trend and budget variance analyses, and actively participating in the preparation of organizational budgets and forecasts.
NewSenior Investment Advisor, Business Development - California True Link Financial, Inc.Senior Investment Advisor, Business Development - CaliforniaCAWe are a profitable, mission-driven fintech company building financial solutions for people whose needs go unmet by traditional institutions - people with disabilities, older adults, and people in recovery, and the families and professionals who care for them. This person will leverage True Link's strong brand, differentiated technology and tailored investment approach for people with complex needs to deepen and scale relationships with professional fiduciary clients.
Centralized Financial Advisor - Orange County''''s Credit Union LPL Financial Holdings IncCentralized Financial Advisor - Orange County''''s Credit UnionSanta Ana, CAThis position will offer: • The ability to service an existing book of business upon hire • The ability to build a strong client base with the credit unions exceptional referral system • The opportunity to find new clients via the credit unions member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit unions reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.
NewAdvisor - Newport Beach Brighton JonesAdvisor - Newport BeachNewport Beach, CA$85,000–$130,000 / yearFull timeLeverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation. Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM.
Senior Financial Planner/Wealth Strategist - KAR VirtusSenior Financial Planner/Wealth Strategist - KARLos Angeles, CA$125,000–$175,000 / yearThis is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M-$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies-with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.
J.P. Morgan Wealth Management - Private Client Advisor - North Inland Empire, CA (including the High Desert) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North Inland Empire, CA (including the High Desert)Glendora, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Senior Claims Examiner, Lawyers and Financial Advisors Professional Liability Markel Group IncSenior Claims Examiner, Lawyers and Financial Advisors Professional LiabilityWoodland Hills, CA$78,000–$134,090 / yearThis includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. Manage litigation filed nationwide against insureds; appoint, direct and manage defense counsel; proactively work toward expeditious and economical resolution of claims; assist Company claims vendor management, disbursement and legal collections teams with defense counsel, bill payment and collection issues.
2027 Financial Analyst (Class of 2027), Portfolio Valuation and Fund Advisory Services - Multiple Locations Houlihan Lokey Europe GmbH2027 Financial Analyst (Class of 2027), Portfolio Valuation and Fund Advisory Services - Multiple LocationsLos Angeles, CA$80,000–$95,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Fund Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Within our PV practice, our clients include many of the world's largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements.
Onboarding Program Lead, Enterprise Altruist CorpOnboarding Program Lead, EnterpriseLos Angeles, CAFluency across the operational mechanics: bulk account opening, ACAT and non-ACAT transfers, NIGO resolution, billing setup, multi-DBA and sub-firm hierarchy, and reporting and integration dependencies - enough to spot risk early and escalate well. Own end-to-end onboarding for the most complex Enterprise engagements, staying the primary point of contact from Sales handoff through operational readiness, training completion, and a documented handoff to the team supporting the firm long term.
Senior Financial Planner (Newport Beach, CA) Mercer AdvisorsSenior Financial Planner (Newport Beach, CA)Newport Beach, CaliforniaToday, 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.*. 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.
SVP, Firm Development Integrity Marketing Group, LLCSVP, Firm DevelopmentCALion Street provides elite independent financial advisors, many of which have roots in the life insurance industry, access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients. In addition to building a portfolio of new firms, the Sales Vice President of Firm Development will ensure that Lion Street's resources are appropriately tailored, and revenue growth plans are established for each firm within his or her portfolio.
Security Operations Manager Altruist CorpSecurity Operations ManagerLos Angeles, CA$181,000–$265,000 / yearExperience - 6+ years in security operations, including 2+ years leading or managing a SOC or detection & response team: Hands-on incident response and investigations in a cloud-first environment. Altruist is in the midst of an exciting phase and we're excited to hire a Security Operations Manager to lead detection, response, and security monitoring for a self-clearing broker-dealer.
Relationship Manager - San Francisco, CA DoubleLine Income Solutions FundRelationship Manager - San Francisco, CALos Angeles, CAThe Relationship Manager, External Wholesaler, is responsible for new business development in the San Francisco region for both the Independent Broker Dealer and Wirehouse Channels. Maintain close working relationship with Advisor Consultant (Internal Wholesaler) and other key firm staff to promote sales activity and service clients.
Pasadena, CA 270MM succession plan pearlrecruiterPasadena, CA 270MM succession planPasadena, CaliforniaPasadena, CA Office of National RIA seeks hungry, ambitious Financial Advisor. **Barron’s 2024 Top RIA List for Independent Advisory Firm &.
Staff Back End Engineer Altruist CorpStaff Back End EngineerLos Angeles, CA$200,000–$265,000 / yearFull-stack with a backend lean (a plus) - You''re primarily a backend engineer but comfortable working across the stack; a core engineering background is preferred over a purely product-focused one. We have multiple teams hiring for high impact & high visibility projects, with a particular focus on the security, scalability, and reliability of the platform our clients trust with their assets.
Merrill Advisor Development Program - Financial Advisor: Los Angeles Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Los Angeles MarketLos Angeles, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA.Shift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Sheet Metal Worker (pipefitter/plumber)- 90398175 - Los Angeles (Los Angeles, CA, US, 90021) AmtrakSheet Metal Worker (pipefitter/plumber)- 90398175 - Los Angeles (Los Angeles, CA, US, 90021)Los Angeles, CA$30.95–$41.26 / hourOur values of ‘Do the Right Thing, Excel Together and Put Customers First’ are at the heart of what matters most to us, and our Core Capabilities, ‘Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security’ are what every employee needs to know and do to be most impactful at Amtrak. In accordance with DOT regulations (49 CFR § 40.25), Amtrak is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions.
Senior Application Security Engineer Red Team Altruist CorpSenior Application Security Engineer Red 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. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations.
Financial Advisor Northwestern MutualFinancial AdvisorWoodland Hls, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.