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.
NewFinancial Solutions Advisor - Registration Candidate - Northwest Houston Area Bank of AmericaFinancial Solutions Advisor - Registration Candidate - Northwest Houston AreaCypress, 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 - Harbor City Bank of America CorpFinancial Solutions Advisor Registration Candidate - Harbor CityHarbor City, 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.
Business Solutions Advisor - La Brea Rosewood Financial Center Bank of AmericaBusiness Solutions Advisor - La Brea Rosewood Financial CenterLos Angeles, CaliforniaPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience. 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.
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.
NewStudent Financial Services Advisor University of Southern CaliforniaStudent Financial Services AdvisorLos Angeles, CA$27.32–$30 / hourMonitor and maintain student accounts, including updating account information, processing or adjusting payments, revising payment arrangements, lifting applicable holds, and maintaining required documentation and communications. When determining an offer, the University of Southern California considers factors such as the scope and responsibilities of the role, the candidate's experience, education, training, key skills, internal peer alignment, applicable laws, contractual requirements, grant funding, and market conditions.
Financial Aid Advisor University of CaliforniaFinancial Aid AdvisorIrvine, CA2025 University of California, Irvine, UCI Health, and UC Regents. Sign-up to be notified of hiring events, newly posted job opportunities, and much more.
Certified Financial Planner Identified Talent SolutionsCertified Financial PlannerIrvine, CaliforniaFinancial Planning – Our extensive Financial Planning department is comprised of dedicated CFPs and CPAs that partner with our advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life – We take a DEEP dive into planning. Investment Management – Our trading department works with advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax-loss harvesting, asset location, etc.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorLos Angeles, 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.
Block Advisors Tax Advisor H&R Block IncBlock Advisors Tax AdvisorSANTA MONICA, CA$18.47–$80 / hourYou'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships - backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.
Senior Advisor, Student Affairs Mitigators (SAMs) University of CaliforniaSenior Advisor, Student Affairs Mitigators (SAMs)Los 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.
Senior QA Engineer, Platform AltruistSenior QA Engineer, PlatformLos Angeles, CA$170,000–$215,000 / yearTechnical aptitude- Proficiency with SQL and comfort validating data directly in the database; proficiency with Java or another object-oriented language; hands-on experience building API automation with REST Assured and Postman; able to get up to speed on modern backend stacks (Spring Boot, Postgres, Kubernetes, Kafka, Temporal, Snowflake). That makes quality here a different problem: there is rarely a screen to click through, the consumers of what you test are other engineering teams, and a defect that escapes doesn't affect one feature - it affects everything built on top of it.
Estate Planning Attorney Talley LLPEstate Planning AttorneyOrange, CATalley, LLP, and its affiliated entities – Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively, “Talley”) – is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Manage uncontested probate administration matters, including interpretation of will terms, intestate statutes, fiduciary guidance, and beneficiary communications, in collaboration with financial advisors, CPAs, and other professionals implementing integrated wealth-planning strategies.
Chief Financial Officer Scratch Financial IncChief Financial OfficerPasadena, CA$300,000–$400,000 / yearWork alongside the SVP of Product to build rigorous ROI frameworks for new product line development and technology investments - ensuring capital is allocated to the highest-value opportunities. The final salary offered to a successful candidate will be dependent on several factors that may include, but are not limited to; the type and length of experience within the job, type and length of experience within the industry, the type and length of knowledge and skills for the position, education, training, etc.
Fractional CFO Vessel AdvisorsFractional CFOIrvine, CAAt Vessel Advisors, we prioritize integrity, creativity, and teamwork, and we are excited to find Fractional CFOs who align with our core values and are ready to drive excellence in our clients’ financial endeavors. As a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals.
Director, Financial Planning & Analysis Kinaxis IncDirector, Financial Planning & AnalysisCAThe Director, Financial Planning & Analysis, is a trusted advisor and subject matter expert who brings a depth and breadth of knowledge and expertise in leading, directing, and developing the overall operations and delivery of revenue forecasting, consolidated forecasts and reporting, external metrics, and evolving financial planning strategies within Kinaxis. Partnering closely with the VP, Financial Planning & Analysis the Director, Financial Planning & Analysis is responsible for effective management and continuous improvement of budgeting and forecasting cycles and provides strategic financial consultation and support to the business.
Buying Manager SHEIN SHEINBuying ManagerLos Angeles, California$75,300–$123,700 / yearHeadquartered in Singapore, with more than 15,000 employees operating from offices around the world, SHEIN is committed to making the beauty of fashion accessible to all, promoting its industry-leading, on-demand production methodology, for a smarter, future-ready industry. Our ideal candidate brings strong fashion judgment, business acumen, and brand leadership experience, with the ability to turn trend and sales insights into commercially successful product assortments.
Senior Financial Planner/Wealth Strategist - KAR Virtus Investment PartnersSenior Financial Planner/Wealth Strategist - KARLos Angeles, CaliforniaThis 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.
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.
Senior Consultant, National Federal Tax Services - Transaction Readiness & Restructuring (Trr) DeloitteSenior Consultant, National Federal Tax Services - Transaction Readiness & Restructuring (Trr)Los Angeles, CA$78,675–$160,750 / yearUndertake complex tax research, formulate tax-planning strategies, take down notes/action items, and perform tax department assessments, working with others within Deloitte Tax to ensure delivery of impactful client service at the highest possible level. As a T&IS Tax Senior focused on Transaction Readiness and Restructuring (TRR), you will: Analyze and understand complex tax issues through reading financial statements, regulatory filings, transactional documentation, client correspondence, and tax returns.