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 CorporationFinancial Controller & Business PartnerGlendale, CAThis 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.
Professional Services Administrator Axos BankProfessional Services AdministratorCAPre-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. This role serves as a key point of contact for clients and internal stakeholders, ensuring timely completion of service requests, accurate case and project administration, and a high level of client satisfaction.
MIM Associate Real Estate Acquisitions MetLife IncMIM Associate Real Estate AcquisitionsLos Angeles, CA$125,000–$140,000 / yearReal Estate Investments sources and manages commercial real estate investments through seven regional field offices (Los Angeles, San Francisco, Chicago, Dallas, Whippany, NJ, Washington, DC, and Atlanta) and four international offices (London, Mexico City, Tokyo and Santiago). Recognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers.
Financial Relationship Manager CTBC Financial Holding Co LtdFinancial Relationship ManagerTemple City, CARelationship Managers are expected to grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective need assessment and recommending based upon customer needs. Conduct needs assessment with current and potential customers and recommends insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations.
Advanced Therapies Benefits Specialist (Financial Clearance) Shields Advanced TherapiesAdvanced Therapies Benefits Specialist (Financial Clearance)Los Angeles, CAFull timeCredentials & RequirementsIdeal candidate will have 5+ years of experience in healthcare billing, insurance coordination, or patient financial counsellingFamiliarity with healthcare financial systems and the insurance verification process requiredStrong communication and interpersonal skills are crucial for effectively assisting patientsAttention to detail, organizational abilities, and proficiency with healthcare information systems are also importantPrior experience/familiarity with payer navigation specifically related to cellular therapy (CAR T, TIL, etc.), gene therapy, and/or bone marrow transplant patient journeys and applicable prior authorizations required to enable is preferredPrior exposure with both inpatient & outpatient site-of-care also preferred but not required CompensationCompetitive base salary with bonus opportunity tied to outcomes metrics, with comprehensive benefits coverage also offered. Core Responsibilities Benefits Investigation & VerificationWork with all payers (Government, Commercial, and otherwise, including out-of-state Medicaid agencies), pharmacy benefit managers (PBMs), and third-party administrators (TPAs) to identify, investigate and verify patient insurance coverage and benefits as early as possible within the care journey to ensure timely access to care, accurate billing, and minimal claim denials.
Senior Administrative Coordinator, Faculty Services Loyola Marymount UniversitySenior Administrative Coordinator, Faculty ServicesWestchester, CA$25.87–$32.31 / hourLoyola Marymount University, a Carnegie classified R2 institution in the mainstream of American Catholic higher education, seeks outstanding applicants who value its mission and share its commitment to inclusive excellence, the education of the whole person, and the building of a just society. Reporting to the Associate Dean of Operations and Administration, the Senior Administrative Coordinator, Faculty Services for the School of Film and Television (SFTV), will serve as the primary administrative support for designated SFTV department chairs.
Senior Wealth Planning Associate Gerber Kawasaki Wealth & Investment Management IncSenior Wealth Planning AssociateSanta Monica, CAThis role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients financial lives.
Senior Wealth Planning Associate Gerber KawasakiSenior Wealth Planning AssociateSanta Monica, CAThis role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients' financial lives.
Client Services Account Manager Steris PlcClient Services Account ManagerLos Angeles, CA$93,000–$100,000 / yearLead current Customers in identifying additional solutions to help increase their utilization of SPM (interfaces, modules, mobile hand scanners) and provide excellent Customer support while ensuring KPIs for Customer satisfaction and continued business growth are met. You will serve as the primary partner with our Customers to ensure our SPM software is meeting their needs and enhancing the operation of their sterile processing departments while focusing on Customer-focused initiatives.
Financial Consultant (Remote) Melius ConsultingFinancial Consultant (Remote)Los Angeles, CaliforniaRemoteConsult with Confidence: Present clear, compelling financial solutions that clients can trust, knowing you bring the same dedication to your work as you did to your service. Commitment to Excellence: A valid state life insurance license (or a willingness to get licensed through our support) demonstrates your readiness to make a difference.
NewFinancial Modeling Contractor Deloitte Touche Tohmatsu LtdFinancial Modeling ContractorLos Angeles, CA$65–$75 / hourSupport AXIS conversion initiatives, including Model build and configuration, Data mapping and assumption review, Model testing and quality assurance, Reconciliation to legacy CASE and/or Prophet models, Investigation and resolution of model variances. The successful candidate will develop and analyze financial and actuarial models, support project feasibility assessments, and provide reliable insights for strategic decision-making.
Director, Patient Financial Services (Pfs) - Healthcare CBO GuidehouseDirector, Patient Financial Services (Pfs) - Healthcare CBOEl Segundo, CA$130,000–$216,000 / yearWhat You Will Do: The Patient Financial Services Director (Hospital Revenue Cycle) is responsible for the overall management of the Hospital Client PFS department operations, including patient accounting, credit and collections, denial management, and other related key revenue cycle activities. The Director will define and achieve departmental objectives, manage billing and follow-up of patient accounts, compliance with third party payer regulations, and work with company resources to assure ongoing improvements to key revenue cycle indicators.
Insurance and Financial Services Position - State Farm Agent Team Member Alex Mora - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberOrange, CAFull timeSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.
Financial Services Analyst 2 - Surgery University of CaliforniaFinancial Services Analyst 2 - SurgeryLos Angeles, CA$32.67–$49.71 / hourThis position partners closely with faculty, staff, and external vendors to coordinate purchasing activities, resolve financial inquiries, and ensure timely, accurate processing of procurement and payment transactions in support of the department's clinical, research, and academic mission. As the primary point of contact for purchasing activities across departments, divisions, research labs, and administrative units, you will oversee procurement transactions, travel and expense reimbursements, and vendor payments while ensuring compliance with University policies and procedures.
Financial Consulting Senior Associate - Payroll Services (Adp Workforce Now) RSMFinancial Consulting Senior Associate - Payroll Services (Adp Workforce Now)Los Angeles, CA$62,800–$103,400 / 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. RSM's Payroll Services practice is looking for a dynamic Senior Payroll Specialist with a team-oriented mindset and a love for collaborating and helping clients solve problems.
Solutions Product Manager - Agentforce Operations For Financial Services Salesforce.com, Inc.Solutions Product Manager - Agentforce Operations For Financial ServicesIrvine, CA$148,500–$223,900 / yearThis role is hands-on and execution-focused, partnering closely with customer-facing teams and AI agents to transform manual processes into automated workflows. The Solutions Product Manager is responsible for designing, implementing, and optimizing automated business process solutions ("Blueprints") using the platform's existing capabilities.
Biller IV - HB Patient Financial Services - FT Days University of California, IrvineBiller IV - HB Patient Financial Services - FT DaysAnaheim, CaliforniaFull timeAs Orange County’s only academic health systems, UCI Health is home to the only National Cancer Institute-designated comprehensive cancer center based in the county, the region’s only American College of Surgeons-verified Level I adult and Level II pediatric trauma center , American College of Emergency Physicians Gold Level 1 Geriatric Emergency Department and a nationally recognized regional burn center verified by the American Burn Association. *Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
Insurance and Financial Services Position - State Farm Agent Team Member Jayson Wimmer - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberSimi Valley, CAFull timeEnthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
Sr Collections Rep - PB Financial Services - FT Days University of CaliforniaSr Collections Rep - PB Financial Services - FT DaysIrvine, CA2025 University of California, Irvine, UCI Health, and UC Regents. Sign-up to be notified of hiring events, newly posted job opportunities, and much more.