Senior Wealth Advisor - Wealth Advisory - Century City, CA or Pasadena, CA CliftonLarsonAllen LLPSenior Wealth Advisor - Wealth Advisory - Century City, CA or Pasadena, CACA$112,300–$221,000 / yearIn our Women & Wealth vision, CLA is focused on becoming the trusted advisor of choice for high‑net‑worth women and women‑led businesses, delivering personalized tax and wealth strategies that protect legacy and align financial decisions with life goals. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Business Solutions Advisor - Los Angeles Hollywood Market Bank of America CorpBusiness Solutions Advisor - Los Angeles Hollywood MarketWest Hollywood, CA$26–$34.67 / hourJob Description: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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Business Solutions Advisor - Great Covina Market - Bilingual Mandarin Required Bank of America CorpBusiness Solutions Advisor - Great Covina Market - Bilingual Mandarin RequiredEl Monte, CA$26–$34.67 / hourJob Description: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. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Senior Financial Analyst - Programs K2 Space CorpSenior Financial Analyst - ProgramsLos Angeles, CA$100,000–$130,000 / yearThe Senior Finance Analyst - Programs is responsible for financial analysis and reporting at the program level, partnering closely with Program Management, Engineering, Operations, Supply Chain, Business Development, and Product Management to ensure accurate program cost and revenue visibility, contract financial health, and data-driven decision-making across a portfolio of customer programs in a complex manufacturing environment. Own the financial forecast for assigned customer programs, partnering with program managers and engineering leads to ensure forecasts reflect current schedules, scope, and risk, including labor, headcount allocation, capital expenditures, and development spend.
Mortgage Loan Advisor East West BankMortgage Loan AdvisorEl Monte, CaliforniaFull timeOur 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. Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications, collecting relevant documents and information to satisfy loan conditions, primary face to face, as well as by phone.
Credit Solutions Advisor - Canyon County Bank of America CorpCredit Solutions Advisor - Canyon CountyCA$26–$30.83 / hourResponsibilities:Provides 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 client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
NewTechnical Procurement Advisor Engineering & Telecom Macpower Digital Assets Edge Private LimitedTechnical Procurement Advisor Engineering & TelecomRosemead, CA$75–$83.86 / hourDemonstrated procurement/contract/RFX experience acquiring private telecommunications systems design and engineering, installation, and support services. Role Summary: Lead end-to-end technical purchasing for equipment, custom engineered products, systems, software, and components.
Underwriting Leader, Representations And Warranties - M&A Financial Lines American International GroupUnderwriting Leader, Representations And Warranties - M&A Financial LinesLos Angeles, CA$250,000–$290,000 / yearLEADERSHIP SKILLS: Exceptional written and oral communication skills, including advanced proficiency in drafting clear, precise legal and commercial documents; Advanced understanding of complex corporate structuring and financing arrangements; Demonstrated ability to lead negotiations with commercially and legally sophisticated advisors, brokers and clients; Highly focused, enthusiastic and creative thinker with strong judgment and a solutions-oriented approach to novel or complex issues; Demonstrated ability to lead and manage multiple complex underwriting processes, assess and prioritize material risks, coordinate stakeholders and maintain organization under demanding transaction timelines; Strong interpersonal and leadership skills, with a demonstrated ability to collaborate effectively across functions, geographies and levels of seniority; Proven ability to make sound commercial decisions against a backdrop of complex legal, financial and underwriting risk assessment; and. TECHNICAL SKILLS & EXPERIENCE: Advanced competency in understanding complex corporate M&A transactions and drafting transaction documents; Advanced negotiating and relationship-management skills, including the ability to influence outcomes and resolve complex issues; Deep knowledge of transactional legal exposures (warranty breaches, tax structuring issues, litigation and the computation and measure of damages); Strong financial and commercial acumen, including the ability to analyze financial statements, financial reports, quality of earnings reports and other commercial due diligence materials; Demonstrated ability to prepare and deliver compelling presentations to brokers, regional offices, legal advisors, clients and other sophisticated audiences; At least 7 years of professional experience in M&A legal, underwriting, corporate finance or another relevant business discipline, including at least 3 years of direct underwriting experience with M&A insurance products; and.
Family Office Advisor District PartnersFamily Office AdvisorLos Angeles, CaliforniaThis is a highly sophisticated, relationship driven seat working alongside some of the most accomplished professionals in the industry, serving entrepreneurs, executives, multi-generational families, athletes, entertainers, and business owners with exceptionally complex financial lives. Advisors are empowered by a highly collaborative infrastructure that allows them to focus on what matters most: delivering exceptional outcomes and becoming indispensable to clients navigating increasingly complex lives and balance sheets.
Senior Commercial Real Estate Advisor Sands Investment GroupSenior Commercial Real Estate AdvisorLos Angeles, California$150,000–$300,000 / yearWhy Join SIG?-National Platform with $10.1 billion in closed transactions-Industry leading lead generation tools, proprietary systems, and full time marketing engine built by brokers-One-on-one mentorship with Managing Directors and senior producers-Access to $1.5 billion in inventory What You’ll Do-Drive lead generation and nurture relationships with investors and property owners-Oversee full deal pipeline: listings, marketing, negotiations, LOIs, PSAs, due diligence, and closings-Collaborate with your team and marketing staff to bring deals to market-Produce Broker Opinion of Values (BOVs), pull comps, and pitch opportunities-Own key accounts and client relationships within your product specializationWho Are You-5+ Years in commercial real estate, or investment sales-Proven closer or producer looking for a stronger platform-Licensed Real Estate Agent or actively pursuing licensing-Comfortable with CRM systems, data tools, and financial analysis-A culture fit: Collaborative, Coachable, Communicative, and ConsistentCompensation-100% commission-based role, no cap on earnings-Senior Advisors earn 150K-300K with top performers exceeding 500K+-Includes access to SIG’s national inventory, CRM, marketing systems, and trainingOffice LocationOffices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia. Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage businessThis is a 100% commission based role designed for entrepreneurial professionals who are hungry to grow.
Credit Solutions Advisor - Sepulveda-Devonshire Bank of America CorpCredit Solutions Advisor - Sepulveda-DevonshireMission Hills, CA$26–$30.83 / hourResponsibilities:Provides 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 client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Vetco Veterinary Clinic Advisor- Training provided Petco Animal Supplies StoresVetco Veterinary Clinic Advisor- Training providedRedondo Beach, CaliforniaWe are 29,000+ strong and together we nurture the pet-human bond in more than 1,500 Petco stores across the U.S., Mexico and Puerto Rico, 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. The journey starts with knowledgeable, passionately engaged associates who are proud to recommend Petco as a place to work, who believe in our Vision and who are committed to delivering a superior customer experience.
SVP, Advisor NFP CorpSVP, AdvisorLos Angeles, California$170,000–$200,000 / yearFull timeExecute investment management and financial planning activities, including portfolio rebalancing, cash and money movements, required minimum distributions, tax-loss harvesting, charitable planning strategies, lending evaluations, and education funding analysis. As part of Wealthspire’s infrastructure, including its best-in-class investment and service teams, the Advisor will collaborate closely with the Ground Control Managing Directors and broader team to deliver integrated strategic wealth management solutions.
Sr Advisor - Area Development American Lebanese Syrian Associated Charities IncSr Advisor - Area DevelopmentLos Angeles, CAPartner across enterprise functions, including Development, Marketing, Event Production, Data Strategy, Volunteer Engagement, Finance, and Philanthropic Advisory teams to execute fundraising strategies and ensure alignment with organizational goals and donor engagement best practices. All resumes submitted by search firms to any ALSAC employee or ALSAC representative via email, the internet or in any form and/or method without being contacted and approved by our Employee Experience team and without a valid written search agreement in place will result in no fee being paid if a referred candidate is hired by ALSAC.
Professional Liability Claims Advisor Sedgwick Claims Management Services, Inc.Professional Liability Claims AdvisorCARemote$100,000–$145,000 / yearMental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines. Analyzes and processes complex or technically difficult liability claims by investigating and gathering information to determine the exposure on the claim; manages claims through well-developed action plans to an appropriate and timely resolution.
Data Analytics, Senior Advisor Southern California EdisonData Analytics, Senior AdvisorIrwindale, CAPerforms the most complex data analysis from various sources, such as databases, spreadsheets, APIs, or data warehouses and ensures data integrity by cleaning and preprocessing it to remove errors, inconsistencies, or missing values that could affect the accuracy of analysis. + Transforms complex data into visual representations such as charts, graphs, and dashboards; visualizations provide a clear and concise way to present insights and findings to stakeholders, enabling them to understand the information easily and make data-driven decisions.
Fiduciary Specialist, Foundations & Institutional Advisors Northern TrustFiduciary Specialist, Foundations & Institutional AdvisorsLos Angeles, CA$114,500–$194,700 / yearPartner assumes primary responsibility for overall client satisfaction as the Fiduciary Specialist by collaborating with the Client Advisor team and utilizing appropriate Northern Trust (NT) resources to ensure timely delivery of high quality fiduciary service, issue resolution, onboarding assistance, effective communication of client needs to partners, development of advisory relationship with client, training needs, and ad hoc risk related projects. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.
Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA) Financial Industry Regulatory Authority IncSenior Advisor: Market Regulation & Regulatory Service Agreement (RSA)Los Angeles, CA$158,000–$355,400 / yearBoston, MA: $158,000.00 - $355,400.00 Chicago, IL: $173,600.00 - $340,200.00 Denver, CO: $158,000.00 - $308,900.00 Jericho, NY: $158,000.00 - $370,700.00 Jersey City, NJ: $189,600.00 - $370,700.00 New York, NY: $189,600.00 - $370,700.00 Rockville, MD: $181,500.00 - $355,400.00 Tysons, VA: $181,500.00 - $355,400.00 Washington, DC: $181,500.00 - $355,400.00 Woodbridge, NJ: $173,600.00 - $370,700.00 . FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.
Advisor: Technology Innovation (Finance) MAYER BROWNAdvisor: Technology Innovation (Finance)Los Angeles, CA$171,000–$227,000 / yearThe salary range for this role in New York is between $162,000 and $215,000, Washington, D.C. between $150,000 and $199,000, in Chicago between $146,000 and $193,000, in Charlotte between $135,000 and $178,000, in Houston between $138,000 and $183,000, in Salt Lake City between $122,000 and $161,000, in Los Angeles between $148,000 and $196,000, and in Palo Alto between $171,000 and $227,000, although the actual wage or salary could be lower or higher if the candidate''s education, experience, skills and internal pay alignment are different from those specified. Essential Functions: Understand Needs & Opportunities: Partner with lawyers, clients, and business services to map and evaluate current processes across transactional and finance matters - including deal intake and scoping, due diligence, financing structures, credit agreements, ancillary documentation, signing and closing mechanics, post-closing obligations, and transaction management - with an eye to identifying where process improvement and technology can deliver greater value.
Internal Business Development Consultant Cetera Financial Group IncInternal Business Development ConsultantCARemoteCetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.