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.
Financial Solutions Advisor - Central LA Bank of America CorpFinancial Solutions Advisor - Central LALos Angeles, 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. Back to search results Financial Solutions Advisor - Central LA Los Angeles, California; South Pasadena, California; Los Angeles, California; Beverly Hills, California; Los Angeles, California; El Monte, California; Alhambra, California; San Gabriel, California; Hollywood, California; Pasadena, California; Monterey Park, California; Arcadia, California; Monterey Park, California; West Hollywood, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Los Angeles, California; Pasadena, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - West Hills Region Bank of America CorpFinancial Solutions Advisor - West Hills RegionRedondo Beach, 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. Back to search results Financial Solutions Advisor - West Hills Region Redondo Beach, California; Torrance, California; Redondo Beach, California; El Segundo, California; Torrance, California; Manhattan Beach, California; Inglewood, California; San Pedro, California; Long Beach, California; Montebello, California; Manhattan Beach, California; Long Beach, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - South Bay Bank of America CorpFinancial Solutions Advisor - South BayRedondo Beach, 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. Back to search results Financial Solutions Advisor - South Bay Long Beach, California; Torrance, California; Redondo Beach, California; El Segundo, California; Torrance, California; Manhattan Beach, California; Redondo Beach, California; San Pedro, California; Long Beach, California; Torrance, California; Montebello, California; Manhattan Beach, California; Long Beach, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Gateway Cities Bank of America CorpFinancial Solutions Advisor - Gateway CitiesGardena, 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. Back to search results Financial Solutions Advisor - Gateway Cities Los Angeles, California; Gardena, California; Los Angeles, California; Carson, California; Los Angeles, California; Palmdale, California; Culver City, California; Canyon Country, California; Los Angeles, California; Chatsworth, California; Bell, California; Walnut Park, California; Northridge, California; Palmdale, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Advisor with Strong Tax Background LMW FinancialFinancial Advisor with Strong Tax BackgroundStudio City, CaliforniaSome 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.
Financial Aid Services Advisor Paul Mitchell SchoolsFinancial Aid Services AdvisorPasadena, CA$22–$25 / hourYou will demonstrate ethical behavior and confidentiality while working with sensitive information, and you will lead by example-focusing on a variety of tasks, managing multiple projects, and setting priorities in a lively, collaborative office. Step into the heart of the beauty industry at Paul Mitchell The School in Pasadena, CA, where your passion for helping others and your commitment to excellence will thrive as our next full-time Financial Aid Services Advisor.
NewJ.P. Morgan Advisors - Senior Client Associate - Los Angeles, CA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Los Angeles, CALos Angeles, CAFull timeProvide 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. 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.
Financial Advisor| Newport Beach, CA RK PartnersFinancial Advisor| Newport Beach, CALong Beach, CAAs a Financial Advisor , you will present our line of products and services to individuals & small business owners, working with them to analyze their needs and recommending the most appropriate solutions to help them to meet their goals. Our intensive training program will teach you everything from prospecting and presentations to specifics about our product line and how to implement client financial programs.
Financial Solutions Advisor - West San Gabriel Valley Bank of America CorpFinancial Solutions Advisor - West San Gabriel ValleyAlhambra, 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.
J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA (Westminster Beach) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Westminster, CA (Westminster Beach)Westminster, 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.
Financial Solutions Advisor - Beverly West Region Bank of America CorpFinancial Solutions Advisor - Beverly West RegionSanta Monica, 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. Back to search results Financial Solutions Advisor - Beverly West Region Santa Monica, California; Santa Monica, California; Malibu, California; West Los Angeles, California; Santa Barbara, California; Venice, California; Los Angeles, California; Camarillo, California; Los Angeles, California; Santa Maria, California; Los Angeles, California; Los Angeles, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
J.P. Morgan Wealth Management - Private Client Advisor - East San Fernando Valley, CA (area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - East San Fernando Valley, CA (area)Glendale, 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.
J.P. Morgan Wealth Management - Private Client Advisor - South Bay, CA Market JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - South Bay, CA MarketTorrance, 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.
J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area)Northridge, 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.
Financial Solutions Advisor - East San Gabriel Valley Region Bank of America CorpFinancial Solutions Advisor - East San Gabriel Valley RegionAgoura, 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.
NewJ.P. Morgan Wealth Management - Private Client Advisor - West San Fernando Valley, CA (area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - West San Fernando Valley, CA (area)Westlake Village, 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.
VICE PRESIDENT, ADVISOR CONSULTANT Manning & Napier, Inc.VICE PRESIDENT, ADVISOR CONSULTANTCA$100,000–$150,000 / yearAs the Vice President, Advisor Consultant, you will represent Manning & Napier and Callodine Group of Company's investment portfolios and prospect and service assets attributable to our third-party professionals (i.e. regional broker/dealer, wirehouse, professional financial planner/retirement planner and registered investment advisor representatives) in the assigned territory. Utilize consultative sales approach to identify needs, provide meaningful solutions and deliver superior service within the assigned region through in-person or virtual and telephone sales meetings to grow sales and market share to meet annual sales goal.
Inbound Investment Advisor Edelman Financial Engines LLCInbound Investment AdvisorCAExample: As a [title: Corporate Communications Manager] on the [team name: Corporate Communications] team, you'll play a pivotal role by [job purpose: developing our employee communications strategy for our field employees and financial planners to help them get the information they need to best support our clients]. For this [title: Corporate Communications Manager] role, we are seeking a teammate with proven [key qualities: creative spirit and new ideas] to help advance and [initiatives: continuously improve and accelerate our focus on innovative, best-in-class communications].
Senior Wealth Advisor | Los Angeles Citigroup IncSenior Wealth Advisor | Los AngelesBeverly Hills, CA$70,000–$200,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular 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. Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
Senior Wealth Advisor Citigroup Inc.Senior Wealth AdvisorLos Angeles, CA$70,000–$200,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular 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. Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
Tax Manager - RIC and Financial Products Technology Deloitte Touche Tohmatsu LtdTax Manager - RIC and Financial Products TechnologyLos Angeles, CA$129,225–$215,375 / yearCalculate 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. This compensation range is specific to New York City and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Financial Solutions Advisor - CA Coastal Region Bank of America CorpFinancial Solutions Advisor - CA Coastal RegionMoorpark, 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 Solutions Advisor- Valley Crest Market Bank of America CorpFinancial Solutions Advisor- Valley Crest MarketLa Crescenta, 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. Acknowledge Job Description: Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed 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.
Financial Planning Advisor Southern California EdisonFinancial 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.
Senior Advisor, Financial Analysis Southern California EdisonSenior 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.
Financial Solutions Advisor- Los Angels Metro Bank of America CorpFinancial Solutions Advisor- Los Angels MetroCulver City, 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. Acknowledge Job Description: Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed 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.
Financial Institutions Management Consultant (West Coast) Cetera Financial Group IncFinancial Institutions Management Consultant (West Coast)CARemote$100,000–$130,000 / yearCetera Financial Institutions is seeking a Financial Institutions Management Consultant (FIMC) focused on developing and supporting Financial Institutions (FIs) poised for growth working closely with other members of the Regional Growth Team (RGT), Channel, and key Cetera resources to ensure delivery of strategic value, growth, business consulting and wealth management expertise and guidance. Work with Financial Institution Executives, Program Managers and Regional Growth colleagues on overall FI client segmentation, design advice and service models for client segments, prescribe support staffing models, collaborate on marketing strategies, enhance program efficiency on best practices and tech adoption, and initiate other relevant Growth360 program and advisor specific roadmaps.
Financial Planning, Senior Advisor Southern California EdisonFinancial 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.
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.
NewWealth Advisor, Director Bank of MontrealWealth Advisor, DirectorLos Angeles, CA$122,400–$228,000 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Job Family Group:Wealth Sales & ServiceProvides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience.
Senior Home Lending Advisor, Multiple Branches in Los Angeles County, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, Multiple Branches in Los Angeles County, CALos Angeles, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Energy Market Advisor - Energy Advisory Services (Remote) WSP Global IncEnergy Market Advisor - Energy Advisory Services (Remote)Los Angeles, CARemote$106,100–$189,000 / yearThis role focuses on power market modeling, production cost modeling, integrated resource planning, and strategic advisory, helping clients navigate complex market dynamics, regulatory environments, and energy transition challenges. The ideal candidate brings deep expertise in energy systems modeling (e.g., PLEXOS, ProMod, GridView, etc), quantitative analytics, and electricity market operations, along with experience delivering client-facing insights across generation, transmission, and emerging energy technologies.
Call Center Sales Advisor I SkyOne Federal Credit UnionCall Center Sales Advisor IHawthorne, CAFull timeKey responsibilities include handling member inquiries by phone and in person; processing transactions and account maintenance; opening and closing memberships; establishing digital services (SkyFone, iSky, Mobile Banking, Bill Pay); supporting consumer loan applications and payoff requests; coordinating with internal partners for mortgages, IRAs, investments, and consumer loans; and following all policies, security requirements, and BSA/OFAC compliance. Throughout the day, you switch between focused tasks—like completing documentation, updating records, and checking details for accuracy—and member conversations where you listen, clarify, and confirm next steps.
Wealth Advisor Morton WealthWealth AdvisorCalabasas, CaliforniaOur ideal candidate for this role will strive to reflect our core values in the following ways: Excellence - Exhibits high attention to detail and organizational skills while able to prioritize multiple requests and tasks. Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the larger objectives of the entire firm.
Citi Wealth - Lending Advisor - Vice President Citigroup IncCiti Wealth - Lending Advisor - Vice PresidentLos Angeles, CA$157,040–$235,560 / yearOur Lending Advisors serve as dedicated and trusted partners to Wealth Advisors, Regional Directors, and Group Executives, helping them to deliver lending solutions that support clients' liquidity objectives and drive regional growth. Establish a reputation for execution excellence, strong risk judgment, and trusted partnership with Wealth Advisors, regional managers, and Underwriting and Risk partners.
Citi Wealth - Lending Advisor, West Coast Lead Citigroup Inc.Citi Wealth - Lending Advisor, West Coast LeadLos Angeles, CA$250,000–$500,000 / yearExperience with assessing and structuring loans secured by a variety of asset classes including complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles. Lending Advisors provide advice across a variety of asset classes ranging from complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles.
Senior Financial Analyst MetropolisSenior Financial AnalystLos Angeles, CA$95,000–$120,000 / yearProven ability to leverage generative AI and advanced data tools (e.g., LLMs, specialized financial AI agents, automated data analysis workflows) to accelerate financial modeling, synthesize market research, and automate routine reporting without sacrificing accuracy. The actual base salary offered is determined by a number of variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held, and the location of residence and/or place of employment.
NewWealth Advisor: Holistic Planner for High-Net-Worth Clients Bank of MontrealWealth Advisor: Holistic Planner for High-Net-Worth ClientsLos Angeles, CABank of Montreal in Los Angeles seeks an experienced Wealth Relationship Manager to deliver advisory-based solutions, manage a high-net-worth client portfolio, and lead holistic financial planning for clients. The role requires strong communication, analytical abilities, and a track record in wealth management, with MBA/CFP credentials preferred and a focus on regulatory compliance and#J-18808-Ljbffr.
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.
Senior eDiscovery Technical Advisor Top Secret Clearance Required Contact Government Services LLCSenior eDiscovery Technical Advisor Top Secret Clearance RequiredLos Angeles, CAContractor shall use electronic discovery software applications to collect data from various FBI storage locations on FBI IT systems, e.g., MS-Exchange servers, shared drives, desktops, text, and instant messages, in accordance with the discovery plan to support OGC attorneys, paralegal specialists, Information Management Division personnel, and case agents who are responsible for responding to pre-trial discovery motions, requests, subpoenas, related to civil and criminal matters, congressional inquiries, FOIA requests, and other inquiries. • Contractor shall administer data inputs into an electronic discovery review platform, i.e., eDP, which includes but is not limited to creating cases, adding collected source data, handling user access rights, uploading data logs, de-duplicating collected source data, identifying data gaps, merging, verifying data, and assuring electronic discovery production quality in Bates numbering and load file creation.
eDiscovery Technical Advisor Top Secret Clearance Required Contact Government Services LLCeDiscovery Technical Advisor Top Secret Clearance RequiredLos Angeles, CAContractor shall use electronic discovery software applications to collect data from various FBI storage locations on FBI IT systems, e.g., MS-Exchange servers, shared drives, desktops, text, and instant messages in accordance with the discovery plan to support OGC attorneys, paralegal specialists, Information Management Division personnel, and case agents who are responsible for responding to pre-trial discovery motions, requests, subpoenas related to civil and criminal matters, Congressional inquiries, FOIA requests, and other inquiries. Contractor shall administer data inputs into an electronic discovery review platform, i.e., eDP, which includes but is not limited to creating cases, adding collected source data, handling user access rights, uploading data logs, de-duplicating collected source data, identifying data gaps, merging, verifying data, and assuring electronic discovery production quality in Bates numbering and load file creation.
Ediscovery Technical Advisor (Top Secret Clearance Required) CONTACT GOVERNMENT SERVICESEdiscovery Technical Advisor (Top Secret Clearance Required)Los Angeles, CA$137,200–$186,200 / yearSkills and attributes for success: contractor shall provide expertise in identifying, preserving, collecting, processing, and producing ESI in support of civil and criminal litigation, select FOIA requests, Congressional requests and other inquiries; Contractor shall provide expertise specifically in criminal discovery support to include identifying, preserving, collecting, processing, and producing ESI; Contractor shall serve as the expert technical user of the available electronic discovery applications, which include Enterprise Vault, Discovery Accelerator, Legal Hold Management Tool (LHMT) and the Veritas eDiscovery Platform; Contractor shall work with the litigation team to develop a discovery plan which documents the electronic discovery search parameters (e.g., date range, key words and custodians) for a particular case; Contractor shall use electronic discovery software applications to collect data from various FBI storage locations on FBI IT systems (e.g., MS-Exchange servers, shared drives, desktops, text and instant messages) in accordance with the discovery plan, to support OGC attorneys, paralegal specialists, Information Management Division personnel and case agents who are responsible for responding to pre-trial discovery motions, requests, subpoenas related to civil and criminal matters, congressional inquiries, FOIA requests and other inquiries; Contractor shall analyze search/collection results for data gaps; Contractor shall administer data inputs into an electronic discovery review platform (i.e. eDP), which includes, but is not limited to: creating cases; adding collected source data; handling user access rights; uploading data logs; de-duplicating collected source data; identifying data gaps; merging/verifying data; and assuring electronic discovery production quality in Bates numbering and load file creation; Contractor shall coordinate electronic discovery collection results with FBI units responsible for processing discovery for review/redaction/release; Contractor shall adhere to polices and technical procedures for use of available electronic discovery software applications and provide agency attorneys, paralegals, and other users of the FBI's electronic discovery review platform with training and other technical assistance; Contractor shall provide information and advise on instructions regarding the FBI's process for identifying, preserving, collecting, analyzing, and organizing ESI, including the use of electronic discovery software programs; Contractor shall provide ad hoc support to end users of the electronic discovery review platform repository; Contractor shall document electronic discovery plans and procedures for each individual case; Contractor shall facilitate requests for legal hold implementation, amendment, and/or lift that are submitted by various requesters in LHMT; Contractor shall provide eDiscovery collections on criminal cases. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come.
Pharmacist - Clinical Advisor CVS Health CorpPharmacist - Clinical AdvisorCA$110,925–$249,600 / yearYour role will involve serving as the clinical subject matter expert on the account team, providing clinical consulting services by analyzing drug utilization patterns and trends for our Pharmacy Benefit Management (PBM) clients. In this role, you will be focusing on the clinical aspects of clients' benefit plans, as well as ensuring client prescription drug formularies and clinical benefits are set up and maintained efficiently.
IT Strategic Advisor - Vermont VC3, Inc.IT Strategic Advisor - VermontVermont, VermontWe offer structured development through our Leadership Academy, monthly learning sessions, mentorship programs, learning reimbursements, internal career fairs, job shadowing, and personalized career-pathing to support internal mobility. Respond to client communications within the SA’s scope, or to connect the client with a more appropriate resource for those needs in a timely manner or advising a client of an expected timeline or future meeting where they will address the client’s need.
Senior Ediscovery Technical Advisor (Top Secret Clearance Required) CONTACT GOVERNMENT SERVICESSenior Ediscovery Technical Advisor (Top Secret Clearance Required)Los Angeles, CA$176,400–$254,800 / yearSkills and attributes for success: contractor shall provide expertise in identifying, preserving, collecting, processing, and producing ESI in support of civil and criminal litigation, select FOIA requests, Congressional requests and other inquiries; Contractor shall provide expertise specifically in criminal discovery support to include identifying, preserving, collecting, processing, and producing ESI; Contractor shall serve as the expert technical user of the available electronic discovery applications, which include Enterprise Vault, Discovery Accelerator, Legal Hold Management Tool (LHMT) and the Veritas eDiscovery Platform; Contractor shall work with the litigation team to develop a discovery plan which documents the electronic discovery search parameters (e.g., date range, key words and custodians) for a particular case; Contractor shall use electronic discovery software applications to collect data from various FBI storage locations on FBI IT systems (e.g., MS-Exchange servers, shared drives, desktops, text and instant messages) in accordance with the discovery plan, to support OGC attorneys, paralegal specialists, Information Management Division personnel and case agents who are responsible for responding to pre-trial discovery motions, requests, subpoenas related to civil and criminal matters, congressional inquiries, FOIA requests and other inquiries; Contractor shall analyze search/collection results for data gaps; Contractor shall administer data inputs into an electronic discovery review platform (i.e. eDP), which includes, but is not limited to: creating cases; adding collected source data; handling user access rights; uploading data logs; de-duplicating collected source data; identifying data gaps; merging/verifying data; and assuring electronic discovery production quality in Bates numbering and load file creation; Contractor shall coordinate electronic discovery collection results with FBI units responsible for processing discovery for review/redaction/release; Contractor shall adhere to polices and technical procedures for use of available electronic discovery software applications and provide agency attorneys, paralegals, and other users of the FBI's electronic discovery review platform with training and other technical assistance; Contractor shall provide information and advise on instructions regarding the FBI's process for identifying, preserving, collecting, analyzing, and organizing ESI, including the use of electronic discovery software programs; Contractor shall provide ad hoc support to end users of the electronic discovery review platform repository; Contractor shall document electronic discovery plans and procedures for each individual case; Contractor shall facilitate requests for legal hold implementation, amendment, and/or lift that are submitted by various requesters in LHMT; Contractor shall provide eDiscovery collections on criminal cases. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come.
Academic Advisor Loyola Marymount UniversityAcademic AdvisorLos Angeles, CA$71,100–$88,900 / yearThe Academic Advisor will help students understand degree requirements; create, clarify, and refine educational goals and plans; explore curricular and co-curricular opportunities; select majors; understand academic policies and procedures; connect with faculty members and university resources; address concerns and challenges both inside and outside the classroom that impact academic success; determine academic goals and develop meaningful educational plans. Assist with workshops for students regarding school and options relating to minors and second major matters, such as prerequisites, deadlines for declaring a minor or second major, along with designing and conducting advising events with other members of the Academic Affairs advisement team.
Manager - Transaction Advisory - Financial Due Diligence Alvarez & Marsal Transaction Advisory Group, LLCManager - Transaction Advisory - Financial Due DiligenceLos Angeles, CAFull timeTAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world. As a Manager, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services.
Data Analytics Advisor Edison InternationalData Analytics AdvisorRosemead, CAIn this job, you'll provide quantitative analysis and support to senior management of departments within the Legal Organization (Law, Workers' Compensation and Disability Management, Claims, and Corporate Governance) to help them manage and analyze outside counsel costs and related invoices and support regulatory filings and internal initiatives. Gathers 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.
Financial Aid Advising Coordinator CSU CareersFinancial Aid Advising CoordinatorLos Angeles, CaliforniaEssential Functions : Under the general direction of the Associate Director of Financial Aid, the Financial Aid Advising Coordinator is responsible for serving as a subject matter expert and developing effective and proactive advising strategies and solutions for all Financial Aid applicants and recipients. The Financial Aid Advising Coordinator shall also serve as the primary Advisor Lead and is responsible for performing program coordination, reviewing eligibility, responding to a high volume of requests for information, and shall serve as the main point of contact for walk-in and phone traffic.