Sr. Financial Analyst | Interim Finance Consultant for reputable Professional Services firm Vertical Careers, Inc.Sr. Financial Analyst | Interim Finance Consultant for reputable Professional Services firmLos Angeles, CALaw firm experience is highly desirable not required, other industries include professional services, financial services, industries working with Client Portfolio Management would be welcomed. Financial Analyst [Finance Consultant] position will support Leadership Team and play a key role in formulating pricing strategies and managing revenue against client expectations in partnership with attorneys.
Financial Services Audit Senior WithumSmith+Brown PCFinancial Services Audit SeniorLos Angeles, CaliforniaStrong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.
Insurance and Financial Services Position - State Farm Agent Team Member Susie Kang - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberOrange, CAFull timeAs our SALES & ACCOUNT REPRESENTATIVE, your knowledge of insurance products and industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. ROLE DESCRIPTION: Susie Kang State Farm Insurance Agency is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.
NewStudent Financial Services Specialist (Accounting Technician II) California State UniversityStudent Financial Services Specialist (Accounting Technician II)CA$4,037–$5,881Must be able to apply accounting procedures and practices to the analysis of complex accounting problems; analyze and interpret accounting data; apply problem solving techniques in finding solutions to complex accounting problems; understand and apply applicable rules, regulations, policies, and procedures; review documents and data for accuracy and completeness; post figures rapidly and accurately; trace and make correcting entries; prepare statements and reports which require utilization of a variety of sources; post information to journals, registers, and ledgers; assemble and compile data used in the preparation of financial reports and/or analysis; balance and reconcile assigned accounts; prepare trial balances; and enter codes and data into the computer and review computer output for accuracy; use current computer word processing and spreadsheet software programs (including Word, Excel and Outlook), web browsers, integrated financial systems and/or other types of records management systems, including student accounting, and student financial aid. The primary function of this position includes processing refunds, identifying returned ACH and check items, undelivered and stale-dated student checks, assisting students with interpreting their accounts in person, via email, or by phone, and reconciling and verifying student payments.
Junior Wealth Advisor - The Baldwin Group Financial Services Baldwin Group ColleagueJunior Wealth Advisor - The Baldwin Group Financial ServicesIrvine, CaliforniaRespond 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.
Financial Services Officer I Logix Federal Credit UnionFinancial Services Officer IBurbank, California$45,000–$125,000 / yearFull timeResponsibilities: Job Announcement: Financial Services Officer (Personal Banker/Loan Officer) – High-Volume Sales Role. Overview: If you love connecting with people and are ready to grow your career in a company that invests in your success, we’d love to meet you.
NewFinancial Services Officer I (or II)-Pasadena Logix Federal Credit UnionFinancial Services Officer I (or II)-PasadenaPasadena, California$45,000–$125,000 / yearFull timeResponsibilities: Job Announcement: Financial Services Officer (Personal Banker/Loan Officer) – High-Volume Sales Role. Overview: If you love connecting with people and are ready to grow your career in a company that invests in your success, we’d love to meet you.
Patient Financial Services Representative Paradigm Treatment CentersPatient Financial Services RepresentativeLos Angeles, California$28–$30 / hourIn this role, you will serve as a vital link between patients and our clinical teams, ensuring accurate financial processing, insurance coordination, and exceptional customer service to support our clients’ treatment journey. . With over 15 unique locations, we manage and support 500+ dedicated employees serving over 300 residential clients daily located across five states: California, Idaho, Maine, New Hampshire, and Texas.
Financial Services Audit Senior Withum Smith+Brown, PCFinancial Services Audit SeniorLos Angeles, CA$80,000–$115,000 / yearStrong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.
Retirement Consultant - The Baldwin Group Financial Services Baldwin Group ColleagueRetirement Consultant - The Baldwin Group Financial ServicesIrvine, CaliforniaThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business.
Experienced Financial Analyst, Portfolio Valuation And Fund Advisory Services - Multiple Locations Houlihan LokeyExperienced Financial Analyst, Portfolio Valuation And Fund Advisory Services - Multiple LocationsLos Angeles, CA$75,000–$120,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Within our Portfolio Valuation practice, our clients include many of the world's largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements.
Associate Financial Advisor Northern TrustAssociate Financial AdvisorLos Angeles, CA$85,330–$145,130 / yearAs 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. The AFA will work with NTSI Capital Markets, Northern Trust Asset Management, and many Third-Party Asset Managers to develop expertise and knowledge to provide best in class execution and investment advice.
Salinas 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.
Associate Financial Planner Wealth Enhancement Group AcquisitionAssociate Financial PlannerLos Angeles, CA$70,000–$80,000 / yearThis role provides centralized support to Financial Advisors and their clients by developing comprehensive financial plans and analyses, helping guide clients toward their long-term goals within a collaborative team environment. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.
Financial Advisor Northwestern MutualFinancial AdvisorIrvine, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor Northern TrustFinancial AdvisorNewport Beach, CA$110,000–$185,000 / yearAs 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. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Senior Lead Private Wealth Portfolio Manager (LO) Wells Fargo & CoSenior Lead Private Wealth Portfolio Manager (LO)Los Angeles, CA$185,000–$300,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This leader will partner closely with Private Wealth Management leadership, relationship teams, and investment professionals to drive exceptional client outcomes, ensure strong risk management practices, and support business growth initiatives.
Vice President Sales Aftermarket Services Nikkiso Cryogenic IndustriesVice President Sales Aftermarket ServicesHuntington Beach, California$175,769–$279,906 / yearFull timeNikkiso Cryogenic Services (NCS) is a trusted global leader in aftermarket service, repair, and lifecycle support for the industrial gas and air separation industries, enhanced oil recovery operations, marine applications, clean energy, and alternative fuels markets. Reporting to the President, this executive will provide functional leadership to regional sales organizations and establish the commercial processes, performance expectations, and operating cadence required to expand market share, increase penetration of the global installed base, strengthen customer retention, and grow recurring revenue.
Personal Financial Counselor, Assignment Ready Counselor, California Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, CaliforniaTustin, CAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
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).