Financial Solutions Advisor - Northern Inland Empire Area Bank of AmericaFinancial Solutions Advisor - Northern Inland Empire AreaChino, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - South OC Bank of AmericaFinancial Solutions Advisor - South OCSan Clemente, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewJava Full Stack Developer Infosys LtdJava Full Stack DeveloperIrvine, CATechnology Lead - USTechnology|Full stack|Java Full stack Technology|Cloud Platform|AWS Core services Technology|Reactive Programming|react JS Technology|Cloud Platform|AWS App Development Domain|Capital Markets - Domain|Captial Markets - Portfolio Management. 2250234No5439237910.00.008/25/2026Java Full Stack DeveloperIn the assigned Job Role of Technology Consultant 2, your Area Of Responsibility will be as below: Contribute to the requirements elicitation process by documenting assigned parts of business requirements, in line with guidance provided.
NewJava AWS AI Developer Infosys LtdJava AWS AI DeveloperIrvine, CATechnology Lead - USTechnology|Full stack|Java Full stack Technology|Cloud Platform|AWS Core services Technology|Artificial Intelligence|Artificial Intelligence - ALL Technology|Cloud Platform|Amazon Webservices DevOps Technology|Database Administration|PostGreSQL. 2249833No5439237910.00.008/25/2026Java AWS AI DeveloperIn the assigned Job Role of Technology Consultant 2, your Area Of Responsibility will be as below: Contribute to the requirements elicitation process by documenting assigned parts of business requirements, in line with guidance provided.
Test Automation Consultant Infosys LtdTest Automation ConsultantIrvine, CA2249587No5439237910.00.008/17/2026Test Automation ConsultantIn the assigned Job Role of Technology Consultant 2, your Area Of Responsibility will be as below: Contribute to the requirements elicitation process by documenting assigned parts of business requirements, in line with guidance provided. Maintain detailed records of code, testing techniques, and support activities to enrich the knowledge base and assist other similar projects.
Senior Associate - Transaction Advisory / Financial Due Diligence AndersenSenior Associate - Transaction Advisory / Financial Due DiligenceCosta Mesa, California$115,000–$145,000 / yearThe Requirements: Knowledge and Skill Requirement: Bachelor’s degree required; Accounting, Finance, Economics or related degree preferred; Certified Public Accountant credential or in process of obtaining; At least 4 years relevant work experience with at least two years of assurance experience and one year of financial due diligence experience, preferably with a Big Four accounting firm; Excellent analytical and problem-solving skills, with the ability to interpret financial data and draw meaningful insights; Strong leadership, multitasking and organizational skills; Excellent communication skills, both written and verbal; Ability to work collaboratively in a team environment, fostering positive working relationships and contributing to team objectives; and. The Role: Senior Associates can expect to: Assist in the execution of financial due diligence engagements by analyzing detailed financial statement information and preparing detailed schedules and supporting analysis; Assist in preparing reports and related analysis for clients; Ensure the accuracy and integrity of financial data used in due diligence processes, verifying the completeness of information; Participate in meetings and calls with target company management and clients; Assist in building and maintaining client relationships; and.
Financial Accounting Advisory Manager RSMFinancial Accounting Advisory ManagerLos Angeles, CA$88,900–$168,300 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
Director, Financial Planning Financial EnginesDirector, Financial PlanningEl Segundo, CA$125,000–$350,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Deals Services - Manager, Strategic Finance And Fp&A, Advanced Decision Modeling RSMDeals Services - Manager, Strategic Finance And Fp&A, Advanced Decision ModelingLos Angeles, CA$112,100–$225,500 / yearThe salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. Develops and reviews complex, fully integrated financial models, including operating, cash flow, valuation, and transaction models, to support strategic decision-making.
Email & Digital Marketing Specialist East West BankEmail & Digital Marketing SpecialistPasadena, California$30–$40 / hourTemporaryOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Customer journey support: Coordinate audience strategy and cross-channel activation across email, digital, owned media, and related channels.
Trust Operations - Client Services Columbia Banking System, Inc.Trust Operations - Client ServicesOrange, CA$24.87–$27.25 / hourProvides superior customer service through an omni-channel environment including chat, written correspondence, incoming calls, outbound calls, and emails to both internal and external parties such as clients, asset sponsors, financial advisors, attorneys, CPAs etc. Use working knowledge of various processes, asset types, and service levels across the firm to quickly analyze the root cause of issues and determine the correct course of action, following up on the item to ensure ultimate resolution.
Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA Thrivent Financial for LutheransAssociate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CARedondo Beach, CAAs an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of South Bay Wealth Advisors, including: Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction. South Bay Wealth Advisors is an independent financial services practice of Thrivent and is a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts, but supporting lives.
Deals Services - Senior Associate, Strategic Finance And Fp&A, Advanced Decision Modeling (Boston/Hybrid) RSMDeals Services - Senior Associate, Strategic Finance And Fp&A, Advanced Decision Modeling (Boston/Hybrid)Los Angeles, CA$85,100–$161,700 / yearThe ideal Senior Associate candidate has 2+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings. Qualifications: Bachelor's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus 3-5 years of post-bachelor's, work experience involving financial analysis; OR a Master's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus 3-5 years of related work experience involving financial analysis.
Customer Insights & Segment Marketing Coordinator East West BankCustomer Insights & Segment Marketing CoordinatorPasadena, California$25–$30 / hourTemporaryOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Art Program logistics: Support coordination with vendors, installers, framers, photographers, artists, galleries, and Facilities on artwork moves, installations, maintenance, and documentation.
Financial Solutions Advisor Registration Candidate - Baldwin Park Bank of AmericaFinancial Solutions Advisor Registration Candidate - Baldwin ParkBaldwin Park, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
NewSenior Vice President, Fiduciary BNYSenior Vice President, FiduciaryNewport Beach, CABusiness development: Demonstrates a business development orientation and mindset and has annual self-sourced asset goals and are expected to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments. The qualified candidate must be self motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors.
Financial Solutions Advisor Registration Candidate - Northern Inland Empire Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Northern Inland Empire MarketRancho Cucamonga, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
NewSenior Systems Engineer Intune East West Bancorp IncSenior Systems Engineer IntuneEl Monte, CA$20–$45 / hourOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. This role will be responsible for managing enterprise endpoint solutions, enhancing endpoint security, supporting vulnerability remediation efforts, and automating device management processes across the organization.
Financial Services Representative - Irvine, CA FidelityFinancial Services Representative - Irvine, CAIrvine, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NewSenior Associate, Financial Planning & Analysis (FP&A) BKM Capital PartnersSenior Associate, Financial Planning & Analysis (FP&A)Newport Beach, CAThe Senior Associate, FP&A will play a key role in the Companys financial planning, management reporting, and data analytics functions, helping translate financial and operating information into actionable insights for senior leadership. The ideal candidate will combine strong financial and analytical capabilities with a solid understanding of accounting and financial statements and will be comfortable working across financial models, large datasets, reporting systems, and business intelligence platforms.