Financial Advisor - Santa Clarita Valley And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Santa Clarita Valley And Surrounding AreasSan Fernando, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Orange County Thrivent Financial for LutheransFinancial Advisor - Orange CountyCosta Mesa, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
NewSalinas Financial Group ProducifyXSalinas Financial GroupManhattan Beach, CaliforniaBeyond the office, our team is deeply invested in giving back, proudly supporting organizations such as Alex’s Lemonade Stand and Beads of Courage, reflecting our belief in making a difference both in our clients’ lives and in the communities we serve. Prior Experience: Former TV and film producer who led the television division at Overbrook Entertainment, founded by Will Smith, bringing high-level production and leadership experience into her financial services career.
Financial Advisor with Sales Background The Fadil GroupFinancial Advisor with Sales BackgroundTorrance, CaliforniaWe began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Guided by experienced leadership and a people-first approach, the team emphasizes mentorship, accountability, and continuous development while creating an environment where individuals are supported in building successful, purpose-driven careers.
Wealth Relationship Manager SAFE ACT Burbank Citigroup IncWealth Relationship Manager SAFE ACT BurbankBurbank, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Client Services Associate Gerber KawasakiClient Services AssociateSanta Monica, CAThe ideal candidate is someone who can hit the ground running-a highly organized, efficient, and solutions-oriented professional who is comfortable working across multiple custodial platforms, systems, and applications simultaneously and takes pride in getting things done accurately and quickly. This is an opportunity to join a fast-growing, established independent wealth management firm where your work has a direct impact on our advisors, our clients, and the continued success of the business.
Senior Associate - Transaction Advisory / Financial Due Diligence AndersenSenior Associate - Transaction Advisory / Financial Due DiligenceCosta Mesa, California$115,000–$145,000 / yearThe Requirements: Knowledge and Skill Requirement: Bachelor’s degree required; Accounting, Finance, Economics or related degree preferred; Certified Public Accountant credential or in process of obtaining; At least 4 years relevant work experience with at least two years of assurance experience and one year of financial due diligence experience, preferably with a Big Four accounting firm; Excellent analytical and problem-solving skills, with the ability to interpret financial data and draw meaningful insights; Strong leadership, multitasking and organizational skills; Excellent communication skills, both written and verbal; Ability to work collaboratively in a team environment, fostering positive working relationships and contributing to team objectives; and. The Role: Senior Associates can expect to: Assist in the execution of financial due diligence engagements by analyzing detailed financial statement information and preparing detailed schedules and supporting analysis; Assist in preparing reports and related analysis for clients; Ensure the accuracy and integrity of financial data used in due diligence processes, verifying the completeness of information; Participate in meetings and calls with target company management and clients; Assist in building and maintaining client relationships; and.
Financial Advisor with Strong Tax Background LMW FinancialFinancial Advisor with Strong Tax BackgroundStudio City, California$86,000–$110,000 / yearSome of your duties will consist of preparing/reviewing individual, LLC, estate, partnership, trust, corporate, gift, and non-profit tax returns, run tax projections and financial forecasts, research tax issues, perform accounting and business management duties, and work on special projects. Assist with various tasks when required including preparing/filing/assisting with filing of: SOIs, 1099s, City of LA, WC & Liab audits, State SOS RenewalsDeliver a full range of tax services for individuals, corporations, partnerships, trusts, etc.
Managing Director - CFO Accounting Advisory Baker Tilly Virchow KrauseLLPManaging Director - CFO Accounting AdvisoryLos Angeles, CA$215,950–$409,420 / yearUtilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new repeat referral sources, clients, projects, and revenue Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new repeat referral sources, clients, projects, and revenue. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Financial Sales Manager II Target First Citizens BankFinancial Sales Manager II TargetRedondo Beach$100,000–$125,000 / yearFull timePreferred Licenses or Certifications: Additional Information: Bachelor's Degree and 2 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 6 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory. As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services.
Financial Advisor SchoolsFirst Federal Credit UnionFinancial AdvisorWest Covina, CaliforniaAt SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
Financial Advisor Schools FinancialFinancial AdvisorWest Covina, CAAt SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
Financial Sales Manager II- PAC First Citizens BankFinancial Sales Manager II- PACLos Angeles$100,000–$125,000 / yearFull timePreferred Licenses or Certifications: Additional Information: Bachelor's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory. As a Financial Sales Manager at First Citizens Bank your role will be primarily focused on outbound calling activities to generate new business opportunities and may occasionally partner with a business or commercial banker to provide expertise around business deposits and related services.
Senior Client Services Associate East West BankSenior Client Services AssociatePasadena, California$20–$30 / hourFull 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. 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, account maintenance services; foreign currency exchange.
Director, Financial Planning Edelman Financial EnginesDirector, Financial PlanningEl Segundo, California$125,000–$350,000 / yearRecognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Senior Financial Reporting Analyst Houlihan Lokey Europe GmbHSenior Financial Reporting AnalystLos Angeles, CA$110,000–$130,000 / yearPrepare Financial Deliverables: Draft various quarterly internal and external financial reporting deliverables, including (but not limited to) financial updates for the Board of Directors and Audit Committee, external Investor Presentations, Forms 10-Q/K, and Earnings Releases on Form 8-K. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.
Transaction Advisory Services Senior Associate WeaverTransaction Advisory Services Senior AssociatePasadena, CA$85,000–$115,000 / yearA Senior Associate takes ownership of projects under the supervision of more experienced team members, including performing analysis of complex and often voluminous information, and preparing concise reports. This opportunity provides an excellent platform for a qualified candidate to further develop technical skills surrounding change of control events such as refinancing, acquisitions, mergers, etc. in service to our private equity and strategic clients.
Client Accounting and Advisory Services (CAAS) Senior Associate Green Hasson & Janks LLPClient Accounting and Advisory Services (CAAS) Senior AssociateLos Angeles, CA$81,500–$103,500 / yearOur firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
Transaction Advisory Services (Tas) Senior / Supervising Senior Associate Green Hasson & Janks LLPTransaction Advisory Services (Tas) Senior / Supervising Senior AssociateLos Angeles, CA$100,000–$120,000 / yearVery strong proficiency in Excel and PowerPoint, including experience working with and reconciling financial data such as monthly financial statements, trial balances, and experience with pivot tables, lookup formulas, index/match formulas, etc. and professional writing related to companies operations, performance drivers and trends. Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN).
Independent Testing Utility Manager East West BankIndependent Testing Utility ManagerPasadena, 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. Knowledge of banking operations, products, and services; experience with risks and controls/control gap identification related to Loan Operations, Commercial Lending and Banking, Retail Banking, Bank Support and Corporate functions, BSA/AML/OFAC, Payment Fraud Cross-border Banking, and Digital Banking is a big plus.