Financial Advisor Edward Jones InvestmentsFinancial AdvisorOrange, CABuild relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). • Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Retail Account Manager (RAM) – NRS & Retail Services IDT CorporationRetail Account Manager (RAM) – NRS & Retail ServicesAnaheim, CAYou will drive revenue by selling our flagship National Retail Solutions (NRS) portfolio—including Point-of-Sale (POS) systems, credit card merchant services, and cash advances—while simultaneously managing and expanding our traditional telecom and financial services products (Boss Revolution) within your territory. Drive NRS Product Sales: Prospect, pitch, and close sales for NRS Point-of-Sale (POS) devices, Merchant Services, and Cash Advances to new and existing retail accounts.
Salesforce Tech Lead AxelonSalesforce Tech LeadAliso Viejo, CA$64.28–$69.23 / hourHands-on experience with Salesforce Financial Services Cloud (FSC), including its data model (Household, Financial Account, Financial Goal, Financial Holding), Action Plans, and industry-specific business processes for banking, wealth management, and insurance clients. Lead design and configuration of Financial Services Cloud (FSC) capabilities, including Household and Client relationship models, Financial Accounts, Financial Goals, and Action Plans, for financial services clients.
Staff Attorney - Contracts HumanGood Community Support CenterStaff Attorney - ContractsLa Habra, CARemote$110,000–$160,000 / yearReviews and negotiates vendor and operational agreements, including master services agreements, professional and consulting services agreements, technology and software-as-a-service agreements, data processing and cybersecurity agreements, artificial intelligence and digital services agreements, healthcare and pharmacy services agreements, marketing, financial and audit services agreements, HIPAA business associate agreements, medical director agreements, equipment purchase and maintenance agreements, leases, financing documents, and engineering and construction agreements. Coordinates and supports contract lifecycle management, including intake, assignment, status tracking, internal approvals, signature routing, execution, filing and retention, and tracking of renewals, expirations, termination dates and material post-execution obligations.
Finance Managed Services Manager - Controllership & Record-to-Report | Financial Services Industry DeloitteFinance Managed Services Manager - Controllership & Record-to-Report | Financial Services IndustryCosta Mesa, CAFull timeThis role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership. As part of Deloitte's Finance Operate team, you will work with CFOs, controllers, and finance leaders to address complex finance and accounting challenges through scalable managed services solutions.
Finance Managed Services Manager - Controllership & Record-to-Report | Financial Services Industry Deloitte Touche Tohmatsu LtdFinance Managed Services Manager - Controllership & Record-to-Report | Financial Services IndustryCosta Mesa, CA$122,000–$240,500 / yearThis role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.
Career Services Advisor, Senior - Financial Services Practice University of Southern CaliforniaCareer Services Advisor, Senior - Financial Services PracticeLos Angeles, CA$80,010.17–$103,786.08 / yearLean into Marshall Career Service's strategic value of relationship-centered, actively leaning into building positive relationships with students; maintain relationships with student clubs and their leaders, take opportunities to attend club events and be visibly present, and lean into communication during times of conflict. USC has excellent benefits, including health benefits for staff and their family with access to the renowned university medical network; eligibility for retirement plans with employer contributions*; tuition benefits for staff and their family; free Professional Development classes; central Los Angeles location with easy access to commuter trains, buses and free tram pick up services; discounts to sporting and other campus events.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateIrvine, CA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Financial Services Representative TransGlobal Holdings Co.Financial Services RepresentativeDiamond Bar, CaliforniaRemoteIn this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services. At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.
NewWealth Advisor - The Baldwin Group Financial Services BRP Group, Inc.Wealth Advisor - The Baldwin Group Financial ServicesIrvine, CAResponsibilities include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Respond 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.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateIrvine, CA$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Vice President, Sales Executive - Servicenow (Financial Services) - C_Mat DeloitteVice President, Sales Executive - Servicenow (Financial Services) - C_MatCosta Mesa, CA$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. The wage range for this role 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.
Solutions Marketing Manager, Financial Services Alteryx IncSolutions Marketing Manager, Financial ServicesCARemote$103,000–$135,000 / yearAs the Financial Services Solutions Marketing Manager, you will: Support Financial Services GTM Execution - Help execute the go-to-market strategy for Alteryx's financial services initiatives, translating strategic direction into industry-specific campaigns, plays, and field-facing assets. This role will focus on bringing our industry strategy to life through credible and authentic content, messaging, campaigns, and field-facing assets that demonstrate exactly how Alteryx solves the unique business problems faced by financial institutions.
Head Of Industry, Financial Services ViantHead Of Industry, Financial ServicesLos Angeles, CA$225,000–$250,000 / yearThis executive leader will expand brand-direct demand, deepen agency adoption, and strengthen Viant's position as the leading AI-powered programmatic platform for financial marketers across banking, credit cards, insurance, wealth management, fintech, and lending. Working cross-functionally with Sales, Product, Business Development, Marketing, and Measurement, this leader will help shape Viant's Financial Services strategy while driving innovation and long-term category growth.
NewWealth Advisor - The Baldwin Group Financial Services The Baldwin Group Insurance Holdings, LLCWealth Advisor - The Baldwin Group Financial ServicesIrvine, CAResponsibilities include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Respond 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.
Financial Services Representative (Los Angeles Metropolitan) Enterprise Bank & TrustFinancial Services Representative (Los Angeles Metropolitan)Los Angeles, CA$22.22–$26.66 / hourEnterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. Job Description: Summary: The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers.
NewWealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueWealth Advisor - The Baldwin Group Financial ServicesIrvine, CaliforniaResponsibilities include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Respond 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.
Audit Senior Manager - Financial Services Weaver And Tidwell LLPAudit Senior Manager - Financial ServicesManhattan Beach, CA$160,000–$200,000 / yearEngagements will primarily service a variety of clients within the Financial Services Industry (Alternative Investment Funds, Financial Institutions, Broker/Dealers, and others) along with periodically assisting on client engagements in other industries. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth.
Vice President, Sales Executive - ServiceNow (Financial Services) - C_MAT Deloitte Touche Tohmatsu LtdVice President, Sales Executive - ServiceNow (Financial Services) - C_MATCosta Mesa, CA$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. The wage range for this role 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 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.