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321 Results for

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Jobs

Financial Risk & Forecasting Advisor Southern California Edison

Financial Risk & Forecasting Advisor
Irwindale, CA

You will assess the creditworthiness of large commercial customers and energy market participants, develop forecasting models that support strategic planning, and work directly with executive-level customer representatives to secure financial assurances that mitigate credit risk and safeguard company assets. Incident Management Team Expected Participation: Employees are expected to support emergency response and/or business continuity efforts, including readiness to serve on an Incident Management Team (IMT) when needed.

30+ days ago
New

Career Services Advisor, Senior - Financial Services Practice University of Southern California

Career Services Advisor, Senior - Financial Services Practice
Los Angeles, CA
  • $80,010.17–$103,786.08 / year

Lean 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.

5 days ago

Financial Aid Advisor West Coast University, Inc.

Financial Aid Advisor
Ontario, California
  • $28.53–$38.51 / hour
  • Full time

Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Choose To Make A Difference: Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals.

19 days ago

Financial Aid Advisor (Temporary) West Coast University, Inc.

Financial Aid Advisor (Temporary)
Anaheim, California
  • $28.53–$38.51 / hour
  • Temporary

Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Choose To Make A Difference: Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals.

30+ days ago

Financial Advisor, CFP Professional Full Bloom Wealth

Financial Advisor, CFP Professional
Irvine, California
Remote
  • $85,000–$100,000 / year

Serve as the trusted lead advisor for up to approximately 120 HNW client households — delivering clear, prioritized financial guidance, leading all client-facing engagements, and ensuring every client feels informed, supported, and confident in their financial direction. Operating within a structured pod model alongside a Client Service Associate, this individual will focus exclusively on advice, communication, and decision-marking - delivering a consistent, high-quality planning experience within a defined system and cadence.

30+ days ago

Financial Solutions Advisor Registration Candidate - Irvine Area Bank of America

Financial Solutions Advisor Registration Candidate - Irvine Area
Irvine, California

Once 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.

13 days ago

Financial Services Advisor Atlasfinancialsolutions Co

Financial Services Advisor
Los Angeles, California

Atlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build, protect, and scale their financial future. We are expanding rapidly and seeking motivated individuals — whether licensed or unlicensed — who are looking to grow into a high-income, purpose-driven career.

28 days ago

Financial Planning, Senior Advisor Southern California Edison

Financial Planning, Senior Advisor
Rosemead, CA

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. 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.

30+ days ago

Financial Advisor Senior City National Bank

Financial Advisor Senior
West Hollywood, California
Remote
  • Full time

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with City National Bank colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.

16 days ago

Financial Planning Advisor Southern California Edison

Financial Planning Advisor
Rosemead, CA

As 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.

30 days ago

Financial Solutions Advisor Registration Candidate- Gateway Cities Market- Bilingual Spanish Required Bank of America

Financial Solutions Advisor Registration Candidate- Gateway Cities Market- Bilingual Spanish Required
Whittier, California

Once 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.

30+ days ago

Financial Solutions Advisor - Registration Candidate - Northwest Houston Area Bank of America

Financial Solutions Advisor - Registration Candidate - Northwest Houston Area
Cypress, California

Once 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.

30+ days ago

Financial Solutions Advisor Registration Candidate- Tri-Valley Market Bank of America

Financial Solutions Advisor Registration Candidate- Tri-Valley Market
Northridge, California

Once 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.

30+ days ago

Financial Solutions Advisor Registration Candidate - Baldwin Park Bank of America

Financial Solutions Advisor Registration Candidate - Baldwin Park
Baldwin Park, California

Once 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.

12 days ago

Junior Wealth Advisor - The Baldwin Group Financial Services Baldwin Group Colleague

Junior Wealth Advisor - The Baldwin Group Financial Services
Irvine, California

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. Demonstrated experience in customer service, sales support, or relationship management, ideally in a professional or financial services environment, with a track record of supporting revenue growth and client retention.

30+ days ago

Junior Wealth Advisor - The Baldwin Group Financial Services BRP Group, Inc.

Junior Wealth Advisor - The Baldwin Group Financial Services
Irvine, CA

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. PRIMARY RESPONSIBILITIES: Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation.

30+ days ago

Senior Advisor, Financial Services | Forensic And Litigation Consulting FTI Consulting, Inc.

Senior Advisor, Financial Services | Forensic And Litigation Consulting
Los Angeles, CA

We are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices, and financial regulations. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference.

30+ days ago

Financial Solutions Advisor - West Hills Region Bank of America

Financial Solutions Advisor - West Hills Region
Redondo Beach, California

US - CA - El Segundo - 835 N Pacific Coast HWY - EL SEGUNDO BC (CA8188), US - CA - Inglewood - 330 E Manchester Blvd - INGLEWOOD MAIN OFFICE (CA8107), US - CA - Long Beach - 2240 N Bellflower Blvd - LOS ALTOS CENTER BC (CA7156), US - CA - Long Beach - 3804 Atlantic Ave - BIXBY-ATLANTIC BC (CA7126), US - CA - Manhattan Beach - 1200 Highland Ave - MANHATTAN BEACH BC (CA8103), US - CA - Manhattan Beach - 3016 N Sepulveda Blvd - Manhattan Village BC (CA8175), US - CA - Montebello - 700 W Whittier Blvd (CA9149), US - CA - Redondo Beach - 1603 Hawthorne Blvd - SOUTH BAY GALLERIA BC (CA8141), US - CA - Redondo Beach - 222 N Catalina Ave - REDONDO BEACH BC (CA8116), US - CA - San Pedro - 800 N Western Ave - EAST VIEW BC (CA7143), US - CA - Torrance - 1255 Sartori Ave - TORRANCE-SARTORI BC (CA8112), US - CA - Torrance - 25435 Crenshaw Blvd - CRENSHAW PACIFIC COAST HIGHWAY BC (CA8150). 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.

30+ days ago

Business Solutions Advisor - Vermont Hollywood Financial Center Bank of America

Business Solutions Advisor - Vermont Hollywood Financial Center
Los Angeles, California

Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience. This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan.

13 days ago

Financial Solutions Advisor - Northern Inland Empire Area Bank of America

Financial Solutions Advisor - Northern Inland Empire Area
Chino, California

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. 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.

30+ days ago
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