Financial Solutions Advisor Registration Candidate- CA Coastal Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- CA Coastal MarketThousand Oaks, 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.
Advisory Services Enterprise Unit Leader Brown and Caldwell IncAdvisory Services Enterprise Unit LeaderLos Angeles, CARemote$250,000–$315,000 / yearReporting to the Executive Vice President of Strategy & Growth, the role works closely with Strategy & Growth Enterprise Leadership, Client Service Managers (CSMs), Practice Leaders, Utility Performance, Digital Solutions, Strategic Funding & Finance, and delivery teams to ensure Advisory Services consistently integrates into business plans, hiring practices, project and program delivery, internal operations, and overall support for winning and delivering client work. This leadership position provides strategic and operational direction for Advisory Services organizational structure, talent, and delivery models, while instituting organizational changes across the company through program design and internal partnership collaboration: The position oversees the newly formed and evolving enterprise team comprised of major services including: Strategy and Performance practice, inclusive of Management Consulting, Asset Management, O&M Consulting, and Enterprise Technology Consulting.
Senior Director, Servicing Operations Mission Lane LLCSenior Director, Servicing OperationsCA$167,000–$209,000 / yearIn partnership with our sponsor banks, we offer credit cards under the Mission Lane brand name, with better, clearer terms, and a more refined customer experience than the alternatives available to people working hard to improve their credit. Mission Lane has cumulatively raised over $600 million of equity from leading investors, including Invus Opportunities, QED Investors, LL Funds, funds affiliated with Oaktree Capital Management, and other leading investors.
VP Consulting Services | Innovation & Platforms Epicor Software CorpVP Consulting Services | Innovation & PlatformsCARemoteAnd that success really matters, because we're the essential partners for the world's most essential businesses-the hardworking companies who make, move, and sell the things the world needs. We are seeking a strategic, technology-minded leader with deep professional services experience, strong business acumen, and a passion for building high-performing global teams.
Director of Patient Care Services Team Select Home CareDirector of Patient Care ServicesSanta Ana, California$90,000–$120,000 / yearThe Director of Patient Care Services shall qualify for the position by fulfilling the requirements under one of the following categories, unless the individual has been previously approved for such employment by a program flexibility issued for the individual's current position at the home health agency prior to April 1, 1995: The Director of Patient Care Services shall have sufficient background knowledge and expertise in clinical decision-making for the patient population of the home health agency to meet the needs of his or her patients, and to contribute to Quality Management review and evaluation. A registered nurse with a baccalaureate or higher degree in nursing or other health related field with three years of experience within the last five years in a home health agency, primary care clinic or health facility, at least one year of which was in a supervisory or administrative capacity; or a registered nurse with four years experience within the last five years in a home health agency, primary care clinic or health facility, at least one year of which was in a supervisory or administrative capacity.
Relationship Manager - Retirement Solutions (Corporate/Private Sector) Nationwide Mutual Insurance CoRelationship Manager - Retirement Solutions (Corporate/Private Sector)CA$84,000–$156,000 / yearAs a Relationship Manager, you'll be accountable for all aspects of strategic account management for a defined list of our plans including, advisor/consultant, third-party administrator and any other service provider relationships You'll manage our small-sized plans, with average assets of $5-10M, with total responsibility for retirement assets. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.
Corporate Counsel, Financial Services Collaborative SolutionsCorporate Counsel, Financial ServicesSanta Ana, CaliforniaWe are looking for a Corporate Counsel to serve as the designated legal lead for our growing Financial Services business and our payments ecosystems across business lines partnering closely with other members of our Legal and Financial Services teams. Working familiarity with payments and money movement concepts (money transmission, stored value/wallets, EFTA/Reg E, card network basics) sufficient to spot issues and partner effectively with business teams.
Professional Services Consultant Xerox CorpProfessional Services ConsultantLos Angeles, CARemoteToday, Xerox is continuing its legacy of innovation to deliver client-centric and digitally-driven technology solutions and meet the needs of today's global, distributed workforce. In this role, you will partner with Sales Representatives to assess customer needs, recommend office technology solutions, and ensure successful implementation and adoption.
Vice President, Financial Reporting Ares OperationsVice President, Financial ReportingLos 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 Vice President will be primarily responsible for the following tasks: Ownership over the preparation and filing of SEC documents for various public entities in the Workiva reporting tool, including 10-Q/10-K, earnings presentation, 8-Ks, proxy, registration statements, Section 16 and other non-SEC documents such as board and investor presentations.
Senior Financial Planner/Wealth Strategist - KAR VirtusSenior Financial Planner/Wealth Strategist - KARLos Angeles, CA$125,000–$175,000 / yearThis is a highly visible, client-facing role focused on delivering advanced, tax-efficient planning strategies for ultra-high-net-worth clients (typically $15M-$100M+), including business owners, executives, and multigenerational families. You will partner closely with the Director of Financial Planning and Wealth Advisors to design and implement sophisticated planning strategies-with a particular emphasis on tax optimization, trust and estate structures, and complex wealth transfer planning.
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.
Treasury Management Associate Sunwest BankTreasury Management AssociateIrvine, CaliforniaCompliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Assist clients with treasury management products and services, including cash management, online banking, payments, fraud prevention tools, and related solutions.
Director, Family Office Managed Services Baker Tilly Advisory Group, LPDirector, Family Office Managed ServicesLos Angeles, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Growth Sales Director - Revenue Cycle Operations & Managed Services Guidehouse IncGrowth Sales Director - Revenue Cycle Operations & Managed ServicesLos Angeles, CA$155,000–$259,000 / yearPartner closely with Segment Growth Leaders, Account Partners, Regional Market Leaders, Marketing, and subject matter experts to identify high-potential prospects and stand up repeatable growth campaigns across revenue cycle domains. Serve as a growth-focused campaign leader responsible for originating and capturing new revenue cycle operations and managed services opportunities, with a strong emphasis on white-space prospecting and new logo acquisition.
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.
Part Time (30 Hours) Associate Banker, Colorado and Eagle Rock Branch, Los Angeles, CA Bilingual Spanish Required JPMorgan Chase & CoPart Time (30 Hours) Associate Banker, Colorado and Eagle Rock Branch, Los Angeles, CA Bilingual Spanish RequiredLos Angeles, CACreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Senior Wealth Advisor - Wealth Advisory - Century City, CA or Pasadena, CA CliftonLarsonAllen LLPSenior Wealth Advisor - Wealth Advisory - Century City, CA or Pasadena, CACA$112,300–$221,000 / yearIn our Women & Wealth vision, CLA is focused on becoming the trusted advisor of choice for high‑net‑worth women and women‑led businesses, delivering personalized tax and wealth strategies that protect legacy and align financial decisions with life goals. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
FS/Principal-EDM Capital Group - Business Consulting Infosys LtdFS/Principal-EDM Capital Group - Business ConsultingLos Angeles, CA149362BRCaliforniaUSAInfosys Limited Principal - Business ConsultingITL USA Los Angeles, CA Financial services Process|Consulting processes|Technology Consulting process Product Manager-EDM, Financial Services - Business Consulting154375193125. Demonstrated experience in working on advisory business, technology or operational change initiatives in the capital markets industry, working either directly with a financial services firm or with a reputed professional services firm.
Avp, Financial Consulting Axos BankAvp, Financial ConsultingLos Angeles, CAAs a key member of our leadership team, you will manage and develop a team of six Financial Consultants (FCs) currently overseeing $135 million in assets, with a strategic goal to triple AUM over the next two years. Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.
Part Time (30 hours) Associate Banker, PCH and Webb Branch, Malibu, CA JPMorgan Chase & CoPart Time (30 hours) Associate Banker, PCH and Webb Branch, Malibu, CAMalibu, CACreate a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.