Service Advisor Airport Marina HondaService AdvisorLos Angeles, CA$4,000–$7,000Currently we are seeking employment for Service Advisors positions and welcome all candidates with vehicle repair backgrounds and selling capabilities. Oversee technicians working on customers' vehicles, including their time management/efficiency, parts ordering, job completion times.
GRC Risk Manager Fashion Choice Pte LtdGRC Risk ManagerLos Angeles, CAThe ideal candidate should have extensive experience in developing, deploying, and maturing risk management frameworks and programs, a deep understanding of general security technologies and best practices, and knowledge of global data privacy laws and regulations. This role must collaborate effectively with development, engineering and operations counterparts as well as internal and external partners to identify, articulate, prioritize, manage, and monitor security risks to protect SHEIN data, services, and information assets.
Senior Donor Advisor (Western U.S.) Corus InternationalSenior Donor Advisor (Western U.S.)CARemote$85,000–$110,000 / yearThe mental requirements that are essential to satisfactorily executing the responsibilities outlined in this job description include, but are not limited to: learning new tasks, comprehending, and retaining information, completing tasks independently, effectively communicating verbally and in writing, demonstrating proficiency in using computer software to perform assigned tasks. The Senior Donor Advisor will develop and manage a portfolio of major-level-giving donors by initiating, cultivating, soliciting and stewarding relationships with individuals and families who partner financially with Lutheran World Relief and other Corus International brands.
Customer Success Automation Engineer Altruist CorpCustomer Success Automation EngineerLos Angeles, CAHands-on experience building with LLMs (OpenAI, Anthropic, Gemini, open-source), agent frameworks (LangChain, LlamaIndex, CrewAI, or similar), and a strong intuition for prompt engineering, RAG architectures, and the practical limits of AI in production - including how to evaluate tools and models on cost, latency, accuracy, and maintainability tradeoffs. Design, build, and iterate on AI agents and applications - both internal tools that automate workflows for the Customer Success team and customer-facing experiences that optimize key moments in the journey (onboarding, self-service support, proactive engagement).
NewDirector, Software Development Engineering Envestnet IncDirector, Software Development EngineeringCA$202,600–$253,300 / yearThis role will guide engineering leaders and teams working with cloud platforms, shared services, developer enablement capabilities, reliability practices, data governance, modern delivery methods, and AI-enabled engineering workflows. We tackle complex engineering challenges every day from large‑scale data ingestion and analytics to deep system integrations, high‑performance trading algorithms, and a robust full‑stack web experience used by thousands of advisors.
Tax Senior, Tax Analysis & Debt Investments Deloitte Touche Tohmatsu LtdTax Senior, Tax Analysis & Debt InvestmentsLos Angeles, CACalculate and/or review taxable income on equity and derivative investments including wash sales, QDI & DRD, REIT & RIC reallocations, PFICs, constructive sales, straddles, section 1256, swaps, and other items using Deloitte's proprietary security trading analysis platform. You'll oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources.
Senior Oracle Fusion Developer - Record to Report Envestnet IncSenior Oracle Fusion Developer - Record to ReportCARemote$94,600–$118,300 / yearOracle REST APIs: Consume and test Oracle Fusion REST services for journal import, supplier/customer management, invoice processing, and period-close operations; read API documentation and design integration payloads. FCCS Literacy: Able to query EPM data and reconcile GL-to-FCCS flows; Groovy scripting a plus - the EPM (FCCS) Developer owns FCCS scripting and FDMEE workflows.
Senior Manager, Marketing Operations Altruist CorpSenior Manager, Marketing OperationsLos Angeles, CA$124,000–$170,000 / yearOversee the setup, configuration, and management of marketing automation platforms such as Chilipiper, HubSpot, WordPress, Outreach.io, Appcues, Amplitude, Tableau, and similar tools to streamline marketing workflows and campaigns. Technical aptitude - You're technologically savvy and can easily get up to speed on modern tech stacks (Salesforce, HubSpot, Marketo, Pardot, or similar tools; certification in relevant platforms is a plus).
Wealth Relationship Manager SAFE Act Citigroup IncWealth Relationship Manager SAFE ActLos Angeles, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE Act - NORWALK AND WHITTIER Citigroup IncWealth Relationship Manager SAFE Act - NORWALK AND WHITTIERWhittier, CA$83,920–$125,880 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Managing Director, Portfolio Compliance Ares OperationsManaging Director, Portfolio ComplianceLos Angeles, New YorkAres 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. The Head of Portfolio Compliance will be responsible for establishing and leading the Portfolio Compliance function within Investment Operations, providing strategic oversight of the governance framework, operating model, and compliance monitoring capabilities that support a growing global investment platform.
Associate Vice President, Compliance-- Conflicts Management Ares OperationsAssociate Vice President, Compliance-- Conflicts ManagementLos Angeles, New YorkUnder the leadership of the Global Chief Compliance Officer, the Compliance and Regulatory functions are comprised of teams that operate collaboratively with a global focus, including Regulatory, which oversees all global regulatory matters including the Advisers Act, Investment Company Act and FINRA; European and Asia Pacific Compliance, which oversees region-specific compliance and regulatory matters; Investment Adviser Compliance (including Code of Ethics), which administers global policies and central compliance and oversight functions; and Financial Crime Prevention, which oversees Ares’ adherence to financial crimes-related rules and regulations. Ares 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.
Administrative Assistant III Bank of AmericaAdministrative Assistant IIINewport Beach, CaliforniaOur 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. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail.
Vice President, HR Transformation Ares OperationsVice President, HR TransformationLos Angeles, CaliforniaAres 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. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Senior Associate, Portfolio Compliance Ares OperationsSenior Associate, Portfolio ComplianceLos Angeles, New YorkAres 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. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Accounts Payable Specialist Ares OperationsAccounts Payable SpecialistLos Angeles, CaliforniaAres 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. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Associate, Operational Strategy Ares OperationsAssociate, Operational StrategyLos Angeles, CaliforniaAres 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. The Operational Strategy Group supports the Executive Office and serves as the enterprise control tower and nerve center for the firm’s highest-priority transformations bringing together strategy, execution oversight, assurance, and cross-functional delivery to ensure these initiatives move in a coordinated, disciplined, and value-focused way.
Vice President, Investment Operations (Global Reconciliations) Ares OperationsVice President, Investment Operations (Global Reconciliations)Los Angeles, New YorkAres 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. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Internal Wholesaler & Sales Support - Life Insurance Midland National Life Insurance CompanyInternal Wholesaler & Sales Support - Life InsuranceIrvine, CAFull timeBecause of their magnetic personality, desire to help others, and organized follow-up, this person will become the "go-to" when our independent Agents & Financial Advisors need help designing a life insurance solution for their clients & prospects. Our Internal Wholesaler- Sales Support will also be the one to call Agents & Prospects to get them to attend our sales workshops & training events, and the one to help them learn to move their life insurance business from submitted to placed inforce.
Sr. Manager Strategic Accounts Tactile Systems Technology IncSr. Manager Strategic AccountsLos Angeles, CA$115,600–$173,250 / yearNetwork Penetration: Hunt, prospect, and cultivate robust executive-level business relationships across Management Organizations, Integrated Delivery Networks (IDNs), and large hospital systems. You will serve as the primary architect for long-term partnerships, driving disease state awareness (Lymphedema and Chronic Venous Insufficiency), protocol adoption, EMR integrations, and strong customer support.
Wealth Strategist JobotWealth StrategistPasadena, CA$150,000–$175,000 / yearAs a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Estate Planning Attorney JobotEstate Planning AttorneyIrvine, CA$125,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.
IT Systems and Financial Advisor Edison InternationalIT Systems and Financial AdvisorRosemead, CAMaintains the performance and availability of applications and data systems including batch jobs, SQL Service Integration Services (SSIS), ETL (Extract, Transform, Load) jobs, and sync engines. In this role, you will lead the reliability, integrity, and integration of critical planning, budgeting, and reporting platforms-supporting core processes such as forecasting, month-end close, and enterprise financial reporting.
Financial Advisor Pointwealth Capital ManagementFinancial AdvisorEncino, CAFull timeYou will be supported by an internal team handling trading, operations, and investment management, allowing you to focus on client relationships, planning, and strategy. We are seeking an experienced Financial Advisor to work with an existing base of mid- to high-net-worth clients.
NewFinancial Advisor GoldBook FinancialFinancial AdvisorCosta Mesa, CA$50,000–$150,000 / yearTotal Compensation : First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.
NewFinancial Advisor SagientFinancial AdvisorEl Segundo, CA$100,000–$300,000 / yearAs a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. If you're driven by a desire to forge deep connections, offer strategic insights, and empower individuals to navigate their financial journey with confidence, we want you on our team.
Financial Advisor with Strong Tax Background LMW Financial LLCFinancial Advisor with Strong Tax BackgroundStudio City, CAFull timeSome of your duties will consist of preparing/reviewing individual, LLC, estate, partnership, trust, corporate, gift, and non-profit tax returns, run tax projections and financial forecasts, research tax issues, perform accounting and business management duties, and work on special projects. Assist with various tasks when required including preparing/filing/assisting with filing of: SOIs, 1099s, City of LA, WC & Liab audits, State SOS Renewals.
Asset Management Global Liquidity Client Advisor (Financial Institutions) - Executive Director JPMorgan Chase & CoAsset Management Global Liquidity Client Advisor (Financial Institutions) - Executive DirectorCalifornia, CAThe Global Liquidity team is seeking a highly motivated sales professional to drive new client acquisition and asset flows into JPMorgan Asset Management (JPMAM) products across the Financial Institutions segment, with a particular focus on financial technology (fintech) companies. Demonstrated success selling asset management products-particularly money market mutual funds and software as a service-to Financial Institutions, including FinTech''s, banks, broker-dealers, insurance companies, and traditional and alternative asset managers.
NewFinancial Services Advisor Atlasfinancialsolutions CoFinancial Services AdvisorLos Angeles, CaliforniaAtlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build, protect, and scale their financial future. We are expanding rapidly and seeking motivated individuals — whether licensed or unlicensed — who are looking to grow into a high-income, purpose-driven career.
Financial Risk & Forecasting Advisor Edison InternationalFinancial Risk & Forecasting AdvisorIrwindale, CAYou will assess the creditworthiness of large commercial customers and energy market participants, develop forecasting models that support strategic planning, and work directly with executive-level customer representatives to secure financial assurances that mitigate credit risk and safeguard company assets. Incident Management Team Expected Participation: Employees are expected to support emergency response and/or business continuity efforts, including readiness to serve on an Incident Management Team (IMT) when needed.
Junior Wealth Advisor - The Baldwin Group Financial Services BRP Group, Inc.Junior Wealth Advisor - The Baldwin Group Financial ServicesIrvine, CARespond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up. PRIMARY RESPONSIBILITIES: Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation.
Financial Planning, Senior Advisor Edison InternationalFinancial Planning, Senior AdvisorRosemead, CAChampions the implementation of risk management and internal controls processes, including assessment and monitoring current internal controls to ensure they are adequately designed and operating effectively in compliance with accounting, organizational, and regulatory policies. As part of the Operational Finance organization, you will partner closely with SCE's operating units to develop short- and long-term financial forecasts, support operational planning and budgeting, evaluate financial performance, and contribute to regulatory filings.
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 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.
Financial Advisor – First City Credit Union LPL FinancialFinancial Advisor – First City Credit UnionPasadena, CaliforniaThis employment opportunity at TruStage located at First City Credit Union in Pasadena, CA would allow you to join First City Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at First City Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Senior Advisor, Financial Analysis Edison InternationalSenior Advisor, Financial AnalysisRosemead, CAYou will also develop models to forecast business conditions, to support Corporate and departmental decision-making, review and assess impacts of changing regulations, develop and analyze data and writes compelling testimony and responses to regulatory agencies in support of rate, regulatory, and demand side management activities in compliance with regulatory requirements. Champions the implementation of risk management and internal controls processes, including assessment and monitoring current internal controls to ensure they are adequately designed and operating effectively in compliance with accounting, organizational, and regulatory policies.
Merrill Advisor Development Program - Financial Advisor: West LA Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: West LA 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.
NewJ.P. Morgan Advisors - Senior Client Associate - Los Angeles, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Los Angeles, CALos Angeles, CAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Orange County MarketNewport Beach, 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 FINRAShift: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.
J.P. Morgan Wealth Management - Private Client Advisor - West Los Angeles, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - West Los Angeles, CA (area)Santa Monica, 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 Americas households and small businesses achieve their financial goals through a broad range of financial products.
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.
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.
Merrill Advisor Development Program- Financial Advisor: Pasadena Central Valley Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: Pasadena Central Valley MarketPasadena, 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 FINRAShift: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.
J.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area)Duarte, 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.
Merrill Advisor Development Program - Financial Advisor: Valley Coast Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Valley Coast MarketWoodland Hills, 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 FINRAShift: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.
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.
NewFinancial Advisor (Registered Investment Advisors) Right Hire ConsultingFinancial Advisor (Registered Investment Advisors)Los Angeles, CaliforniaWe are seeking experienced Registered Investment Advisors (RIAs) and Wealth Advisors who manage a minimum of $30M AUM and are open to exploring new partnerships that provide enhanced back-office support, growth opportunities, and succession planning . We work with leading broker-dealers, RIAs, private wealth firms, and banks across the U.S. to match advisors with the best possible structure for their business goals.
Senior Financial Analyst MH Sub I LLCSenior Financial AnalystEl Segundo, CAInternet Brands' award-winning consumer websites lead their categories and serve more than 250 million monthly visitors, while a full range of web presence offerings has established deep, long-term relationships with SMB and enterprise clients. Internet Brands, headquartered in El Segundo, Calif, is a fully integrated online media and software services company focused on four high-value vertical categories: Health, Automotive, Legal, and Home/Travel.
Financial Solutions Advisor - Beverly Hills Main Financial Center Bank of America CorpFinancial Solutions Advisor - Beverly Hills Main Financial CenterBeverly Hills, CA$70,000–$80,000 / yearResponsibilities: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 solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. 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.
Financial Controller & Business Partner The Travel CorpFinancial Controller & Business PartnerGlendale, CA$160,000–$180,000 / yearThis role is ideal for someone who enjoys operating at both the strategic and detailed levels - a hands-on leader who can influence decision-making, improve performance, and build strong financial discipline within a growing international business. For over 100 years, we've been bringing the world closer together by crafting journeys that create lasting memories, lifelong friendships and meaningful cultural connections.