NewSenior Director, Financial Planning & Analysis Companion Pet Partners, LLCSenior Director, Financial Planning & AnalysisEl Segundo, CaliforniaRemote$160,000–$200,000 / yearFull timeBudgeting, Forecasting & Liquidity Management 13-Week Cash Flow Forecasting: Build and maintain a dynamic 13-week cash flow forecast to track liquidity, manage working capital, and provide transparent cash visibility to leadership and sponsors. Accounting & Field Alignment: Collaborate closely with the Controller on monthly closes and variance analysis, while partnering with field leaders to align practice operations with financial targets.
Financial Solutions Advisor - South Bay Bank of AmericaFinancial Solutions Advisor - South BayLong Beach, CaliforniaUS - CA - El Segundo - 835 N Pacific Coast HWY - EL SEGUNDO BC (CA8188), US - CA - Long Beach - 2240 N Bellflower Blvd - LOS ALTOS CENTER BC (CA7156), US - CA - Long Beach - 3804 Atlantic Ave - BIXBY-ATLANTIC BC (CA7126), US - CA - Long Beach - 5101 E 2nd St - BELMONT SHORE BC (CA7113), US - CA - Manhattan Beach - 1200 Highland Ave - MANHATTAN BEACH BC (CA8103), US - CA - Manhattan Beach - 3016 N Sepulveda Blvd - Manhattan Village BC (CA8175), US - CA - Montebello - 700 W Whittier Blvd (CA9149), US - CA - Redondo Beach - 1603 Hawthorne Blvd - SOUTH BAY GALLERIA BC (CA8141), US - CA - Redondo Beach - 222 N Catalina Ave - REDONDO BEACH BC (CA8116), US - CA - San Pedro - 800 N Western Ave - EAST VIEW BC (CA7143), US - CA - Torrance - 1255 Sartori Ave - TORRANCE-SARTORI BC (CA8112), US - CA - Torrance - 21700 Hawthorne Blvd - DEL AMO CENTER BC (CA8169), US - CA - Torrance - 25435 Crenshaw Blvd - CRENSHAW PACIFIC COAST HIGHWAY BC (CA8150). Key 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.
PWM Private Wealth Advisor U.S. BankPWM Private Wealth AdvisorOntario, California$141,210–$172,590 / yearBasic Qualifications - Bachelor's degree, or equivalent work experience - Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience - Requires established network with strong relationship management, networking, and business development skills - Demonstrated success in specific client segments or verticals with developed strategic partnerships - Experience profiling clients and formulating customized strategies to address their needs - Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists - Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication - A passion for problem-solving and acting as a strategic advisor - Ability to make critical decisions independently and act as a business owner - Professional designation such as CFA or CFP is preferred. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Solar Sales- Energy Field Advisor Housebuildr IncSolar Sales- Energy Field AdvisorBeverly HIlls, CA$50,000–$100,000 / yearFull timeAs a Solar Sales – Energy Field Advisor, you will be on the frontlines of our growth, meeting with homeowners, explaining the financial and environmental benefits of solar, and closing deals. We are a fast-growing solar company passionate about helping homeowners save money and make a positive impact on the planet.
Financial Solutions Advisor - Northern Inland Empire Area Bank of AmericaFinancial Solutions Advisor - Northern Inland Empire AreaChino, 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. Responsibilities: • 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.
University Administration Financial Aid Advisor (Onsite) West Coast University IncUniversity Administration Financial Aid Advisor (Onsite)Irvine, CAUA Financial Aid Advisors support students beginning their education at West Coast University (WCU) and those actively attending by providing support to ensure that students are properly packaged for each academic year as needed for all WCU locations. A successful UA Financial 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 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.
IT Operations Service Management, Senior Advisor Southern California EdisonIT Operations Service Management, Senior AdvisorRosemead, CAYou will provide oversight and strategic direction to the Manage Service Provider (MSP) to ensure efficient service delivery to T&D business users and to manage the day-to-day responsibilities to support and maintain applications in T&D; Follow up on application services and problem escalations, partner with architects, and drive service excellence for our T&D Grid Resilience applications; Ensure customer satisfaction throughout the application service process and communicate and coordinate with business and other IT teams and leadership to ensure appropriate integration of operational activities. You will have a key role in supporting our PSPS, Vegetation Management and Inspections applications, and will partner and effectively collaborate with the business and other operational towers within IT (like Infrastructure, Security, and Service Integration) to ensure operational efficiency.
Energy Efficiency Data Analytics Advisor Southern California EdisonEnergy Efficiency Data Analytics AdvisorIrwindale, CAGathers relevant data from various sources, including 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 the analysis. + Uses statistical and analytical techniques to explore and examine cleaned data; apply methods like descriptive statistics, data mining, predictive modeling, and machine learning algorithms to identify patterns, relationships, and trends within the data.
National Financial Solutions Advisor I (Series 7 Required) Bank of AmericaNational Financial Solutions Advisor I (Series 7 Required)Riverside, CaliforniaThrough a contact center environment, FSAs leverage the Bank of America and Merrill offering model and collaborate with business partners to provide deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending. Through a contact center environment, FSAs leverage the Bank of America and Merrill offering model, and collaborate with business partners to deliver the full power of the Enterprise by providing advice to help our clients achieve their financial goals; solutions include investment, banking, and lending.
NewFinancial Consultant - Client Growth & Retention Edelman Financial Engines LLCFinancial Consultant - Client Growth & RetentionCA$85,000–$97,600 / yearThat's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.
Data Scientist Advisor Southern California EdisonData Scientist AdvisorRosemead, CAExperience designing, implementing, and operationalizing Generative AI and Agentic AI solutions, including large language models (LLMs), retrieval-augmented generation (RAG), AI orchestration frameworks, autonomous workflows, and multi-agent systems that deliver measurable business value. + Strong consulting, communication, and stakeholder engagement skills, including experience leading problem discovery discussions, translating complex business challenges into well-scoped AI solutions, and influencing technical and business decision-making across cross-functional teams.
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 - 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.
Financial Solutions Advisor Registration Candidate - Northern Inland Empire Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Northern Inland Empire MarketRancho Cucamonga, 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.
Life Services Financial Solutions Advisor (Series 7 required) - Lincoln, RI Bank of AmericaLife Services Financial Solutions Advisor (Series 7 required) - Lincoln, RIRiverside, 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.
Senior Wealth Advisor Columbia Banking System, Inc.Senior 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.
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.
NewAssociate Wealth Management Advisor-Beverly Hills U.S. BancorpAssociate Wealth Management Advisor-Beverly HillsBeverly Hills, CA$65,000–$80,200 / yearDevelops an expertise and knowledge of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then provide customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
J.P. Morgan Wealth Management - Private Client Advisor - Whittier, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Whittier, CA and Surrounding AreasWhittier, CAFull timeUsing 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.