NewManager, Business Management - Tax Services Armanino McKenna Certified Public Accountants & ConsultantsManager, Business Management - Tax ServicesEl Segundo, CA$109,100–$148,500 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Review Corporate, Partnership, Trust, and Individual tax returns for entertainment industry professionals, athletes, high net worth, and family office clients, and all their related entities.
Director Financial Aid Universal Technical InstituteDirector Financial AidLong Beach, California$80,000–$107,000 / yearLeads a high-performing team, the Director provides guidance to students and families on financial aid options, collaborates with internal departments and external agencies, and develops and delivers strategies to enhance financial aid delivery and operational excellence. • Establish/maintain a high performance team of professional, motivated and engaged staff utilizing effective training, performance management and career-development activities while leading them to achieve established business results and performance metrics.
Sales Debt Advisor (High-Earning Closer) AlleviateSales Debt Advisor (High-Earning Closer)Irvine, CARemoteFull timeAs one of the fastest-growing companies in the industry, we are on a mission to help individuals and families regain financial freedom and build a brighter future. At Alleviate, we’re building the next generation of financial services - and we’re looking for elite closers who can help transform lives.
Associate Loan Originator, NE Brea Hilltop Holdings IncAssociate Loan Originator, NE BreaBrea, CA7 2023 Energage Top Workplaces in the USA #11 2023 Energage Top Workplaces in Financial Services # Top 25 2023 Fortune Best Workplaces for Women # Top 25 2023 Fortune Best Workplaces in Financial Services # Top 50 2023 Fortune Best Workplaces for Millennials # #11 2023 Fortune Best Workplaces in Texas # Scotsman Guide 2024 Top Workplaces (Editor's Pick) # #7 2023 Dallas Morning News Top Workplaces. Established in 1986 Part of Hilltop Holdings Inc. (NYSE: HTH) a diverse financial services company #11 2023 Top Retail Volume, Scotsman Guide #15 2023 Top Overall Volume, Scotsman Guide 400+ purchase, renovation, refinance and reverse mortgage products National lender with coverage in all 50 states 2023 Best-in-Class Lender in 4 categories by MortgageCX Branches located in 42 states 96% customer satisfaction rating 4.9 national average star rating on Google 22,000+ five star Zillow reviews.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorNewport Beach, CAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Tax Experienced Manager, Private Client Services BDO USA PCTax Experienced Manager, Private Client ServicesLos Angeles, CA$136,000–$165,000 / yearA Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Manager, Supply Chain Sourcing - IT and Administrative Services Cedars-Sinai Medical CenterManager, Supply Chain Sourcing - IT and Administrative ServicesBeverly Hills, CARemoteWe are seeking a Manager, Strategic Sourcing to oversee the EIS and Administrative Services categories and provide leadership and oversight for sourcing, contracting and purchasing-related activities within Supply Chain Shared Services. Summary of Essential Duties: Manages Contract Administrators and Procurement Specialists, including hiring, onboarding, scheduling, coaching, performance evaluations, and corrective actions; ensures team readiness, coverage, and consistent workflow execution.
Financial Solutions Advisor Registration Candidate - Culver Center Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Culver Center Financial CenterCulver City, CaliforniaOnce 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.
Financial Solutions Advisor Registration Candidate - Victory-Fallbrook Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Victory-Fallbrook Financial CenterWoodland Hills, CaliforniaOnce 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.
Senior Wealth Advisor - Wealth Advisory - Century City, CA or Pasadena, CA CliftonLarsonAllen Wealth AdvisorsSenior Wealth Advisor - Wealth Advisory - Century City, CA or Pasadena, CAPasadena, CaliforniaIn 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.
Financial Solutions Advisor Registration Candidate - Placentia Financial Center Bank of AmericaFinancial Solutions Advisor Registration Candidate - Placentia Financial CenterPlacentia, CaliforniaOnce 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.
Technical Customer Support Associate - West Coast NarmiTechnical Customer Support Associate - West CoastCAThe role: Were looking for a customer-obsessed, detail-orientated Technical Customer Support Associate to help us deliver best-in-class support to our growing customer base. This role is ideal for someone who is collaborative, solutions oriented and familiar with supporting customers in financial services, fintech or other SaaS-based solutions.
Program Financial Specialist Ultimate Staffing ServicesProgram Financial SpecialistIrvine, California$33–$36 / hourThis role contributes to the development, maintenance, and execution of financial processes that support Employee Benefits Public Entity insurance purchasing and risk pools governed by Joint Power Authorities (JPA). Support the annual renewal process by drafting, configuring, and testing client letter templates, ensuring accuracy of financial data and timely distribution.
VP, Divisional Administrative Manager LPL Financial Holdings IncVP, Divisional Administrative ManagerCA$142,964–$238,342 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Asset & Wealth Management - Renewable Energy Tax Senior Associate PwCAsset & Wealth Management - Renewable Energy Tax Senior AssociateIrvine, CA$77,000–$214,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others.
NewFinancial Literacy in Retirement - Noncredit Adjunct Professor Mt San Antonio CollegeFinancial Literacy in Retirement - Noncredit Adjunct ProfessorCAAssociate degree with a major related to the subject of the course taught ANDtwo years of occupational experience related to the subject of the course taught; and sixty hours or four semester unites of coursework or classwork in understanding the needs of the older adult, taken at an accredited institution of higher education or approved by the district. The student population is as follows: by Race/Ethnicity - 57.02% Latinx, 9.33% White, 19.36% Asian, 2.82% Filipino, 0.23% Pacific Islander, 3.33% Black/African American, 0.28% American Indian/Alaskan Native, 2.02% two or more races and 5.61% unknown; by Gender- 54.35% Female, 42.91% Male, 0.47% Non-Binary, 2.27% unspecified; and by Age - 46.03% ages 19 or younger, 20.37% ages 20-24, 9.05% ages 25-29, 5.64% ages 30-34, 3.87% ages 35-39, 5.04% ages 40-49, 10% ages 50 and older.
VP, Data & Finance Technology Strategy Banc of CaliforniaVP, Data & Finance Technology StrategySanta Ana, CaliforniaAs the operational partner to the SVP, Chief Data Officer, the role enables the organization to execute consistently by aligning strategy, governance, planning, delivery, financial management, and operational excellence, partnering closely with technology leaders to ensure work is prioritized, resourced, measurable, and aligned to enterprise objectives. This role will report to the SVP, Chief Data Officer, and be responsible for establishing and leading the organization’s operating model, translating strategic priorities into execution, and providing executive visibility into portfolio health, organizational performance, resource capacity, and technology investments.
Assurance Associate I (Start Date: January 2027) BPMAssurance Associate I (Start Date: January 2027)Irvine, CA$72,500–$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.
Associate, Credit Portfolio Management, TMT Sumitomo Mitsui Banking CorpAssociate, Credit Portfolio Management, TMTLos Angeles, CA$150,000–$175,000 / yearStrong accounting, financial statement analysis, and credit underwriting skills, with the ability to independently evaluate capital structure, leverage, cash flow, repayment capacity, liquidity, industry trends, competitive positioning, customer-specific issues, and key risks and mitigants. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.