Senior Home Lending Advisor - Santa Monica CA JPMorgan Chase & CoSenior Home Lending Advisor - Santa Monica CASanta Monica, CAJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor - Walnut CA JPMorgan Chase & CoSenior Home Lending Advisor - Walnut CAWalnut, CAJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor - Pasadena CA JPMorgan Chase & CoSenior Home Lending Advisor - Pasadena CAPasadena, CAJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor - Toluca Lake CA JPMorgan Chase & CoSenior Home Lending Advisor - Toluca Lake CACAJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor - Los Angeles CA - Rancho Park JPMorgan Chase & CoSenior Home Lending Advisor - Los Angeles CA - Rancho ParkLos Angeles, CAJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
NewCommunity Home Lending Advisor - Calimesa CA JPMorgan Chase & CoCommunity Home Lending Advisor - Calimesa CANorco, CAJoin our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies.
NewFinancial Student Worker I - Orthropedic Surgery UCLA Health SystemFinancial Student Worker I - Orthropedic SurgeryLos Angeles, CA$18.50–$27 / hourAs a condition of employment, the final candidate who accepts an 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; or have filed an appeal of a finding of substantiated misconduct with a previous employer. This Financial Student Worker role offers a valuable opportunity for a student pursuing a degree in finance or a related field to gain practical experience in a professional financial environment.
Senior Wealth Strategist Rockefeller Capital ManagementSenior Wealth StrategistLos Angeles, California$225,000–$275,000 / yearFull timeThought Leadership & Intellectual Capital: Contribute to the firm's thought leadership initiatives through the development of planning resources, white papers, presentations, client-facing content, advisor education programs, and other intellectual capital that enhances Rockefeller's market presence and technical capabilities. Responsibilities: Client & Prospect Engagement: Lead and participate in client and prospective client meetings, serving as a trusted advisor on sophisticated wealth transfer, estate planning, income tax, charitable planning, business succession, and other complex wealth planning matters.
Financial Aid Advisor University of CaliforniaFinancial Aid AdvisorIrvine, 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.
Private Client Associate East West Bancorp IncPrivate Client AssociatePasadena, CA$20–$30 / 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. Customer facing support to provide financial products and services for private banking customers in a wide range of banking products and services including wire transfer, safe deposit box management, merchanVvault and ATM processing; foreign currency exchange.
Risk Services Consultant II - LA & Riverside Region Philadelphia Insurance CompaniesRisk Services Consultant II - LA & Riverside RegionPasadena, CaliforniaPhiladelphia Insurance Companies, a member of the Tokio Marine Group, designs, markets and underwrites commercial property/casualty and professional liability insurance products for select industries. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, sexual orientation and/or any other status protected by law.
Fund Sales, IR & Operations Associate F2 FinanceFund Sales, IR & Operations AssociateSanta Monica, CA$75,000–$115,000 / yearA minimum of 2 years of full-time, post-graduation experience in investor relations, fund operations, fund administration, private credit, real estate finance, asset management, wealth management, investment banking, or a comparable analytical or client-facing role. You will help build the investor pipeline, produce the materials and reporting that investors rely on, and run the operational machinery of the Fund, including monthly and quarterly reporting, filings, onboarding, and the relationship with our external fund administrator.
Investor Relations And Fund Operations Associate F2 FinanceInvestor Relations And Fund Operations AssociateSanta Monica, CAA minimum of 2 years of full-time, post-graduation experience in investor relations, fund operations, fund administration, private credit, real estate finance, asset management, wealth management, investment banking, or a comparable analytical or client-facing role. You will help build the investor pipeline, produce the materials and reporting that investors rely on, and run the operational machinery of the Fund, including monthly and quarterly reporting, filings, onboarding, and the relationship with our external fund administrator.
Director, Transaction Advisory Services // Healthcare & Life Sciences Portage Point PartnersDirector, Transaction Advisory Services // Healthcare & Life SciencesLos Angeles, CA$550,000–$800,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Partner directly with senior Portage Point leaders and clients to develop comprehensive transaction solutions across the healthcare and life sciences continuum, including providers, payers, pharma, medtech and digital health.
Consumer Lending Associate Mariner FinanceConsumer Lending AssociateTorrance, California$20.65–$26.85 / hourFull timeOne (1) year experience as an Account Representative I for Mariner Finance, LLC or any affiliate or subsidiary, or one (1) year of experience in the Consumer Lending and/or Financial Services industry, with consistent demonstrated achievement of assigned KPIs. Provide exceptional customer service by proactively solving problems, presenting loan solutions based on customer needs, and enthusiastically presenting all available sales products.
Assurance Associate I (Start Date: September 2027) BPM LLPAssurance Associate I (Start Date: September 2027)Long Beach, CA$71,250–$80,000 / yearAssist in evaluating and testing the effectiveness of internal control systems implemented by clients, working hand in hand with team members to deliver a quality product within the client's timeframe. Work-life Balance: Enjoy 14 firm holidays (including 2 floating holidays), unlimited "Flex PTO" program, paid family leave, generous Holiday Break, summer hours, and the option for remote work.
Assurance Associate I (Start Date: September 2027) BPMAssurance Associate I (Start Date: September 2027)Santa Monica, CA$71,250–$80,000 / yearAssist in evaluating and testing the effectiveness of internal control systems implemented by clients, working hand in hand with team members to deliver a quality product within the client's timeframe. Work-life Balance: Enjoy 14 firm holidays (including 2 floating holidays), unlimited "Flex PTO" program, paid family leave, generous Holiday Break, summer hours, and the option for remote work.
Client Onboarding Implementation Manager Senior Associate JPMorgan Chase & CoClient Onboarding Implementation Manager Senior AssociateIrvine, CAChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. As a Client Onboarding Implementation Senior Associate within JPMorgan Chase, you will play a pivotal role in leading and executing strategic initiatives that support our business.
NewTax Director, Private Client Services (HNWI) Regal Executive SearchTax Director, Private Client Services (HNWI)Manhattan Beach,, CALeadership role in directing Managers and Senior Associates in engagement planning activities that includes establishing time budgets, ensuring required documentation are completed, designing programs and identifying risks or significant matters that require further discussion with the Engagement Partner or firm specialist. Be familiar with and adhere to relevant ethical requirements of the AICPA, contained in the Code of Professional Conduct, the Texas State Board of Public Accountancy, and the Texas Society of CPA’s in discharging their professional responsibilities.
Director, Finance And Accounting Advisory Services Armanino McKenna Certified Public Accountants & ConsultantsDirector, Finance And Accounting Advisory ServicesIrvine, CA$168,800–$230,100 / yearArmanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc. and experience within the technical accounting or SEC reporting team of a company is a plus.