Investment Relationship Officer City National BankInvestment Relationship OfficerLos Angeles, CaliforniaRemote$71,869–$114,797 / yearFull timeAssist Financial Advisors by providing day to day client support and operational service on all RBC Securities Ivestment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group. Open Investment Advisory Program accounts and work directly with clients, Financial Advisors, RBC Securities Investment Operations and City National Bank (CNB) Trust Operations to open, fund, and provide ongoing support and service.
Wealth Advisor - California California Bank & TrustWealth Advisor - CaliforniaLos Angeles, CA$75,000–$125,000 / yearPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Internal Wealth Specialist The Capital Group Companies IncInternal Wealth SpecialistLos Angeles, CA$99,484–$159,174 / yearHome to our talented internal wholesaling teams, the RSO is rooted in a 93-year tradition of excellence and delivers personalized solutions through building long-term, consultative partnerships with our clients and each other. You are collaborative and thrive in team settings, partnering actively with Capital Group sales teams and financial advisors to identify new opportunities for our investment suite of products.
Power and Project Finance Associate - Los Angeles, CA California Bank & TrustPower and Project Finance Associate - Los Angeles, CAEl Segundo, CA$135,000–$150,000 / yearEssential Functions: Responsible for performing due diligence, financial modeling, and analysis, identifying key risks, assisting senior bankers with loan structuring and pricing, preparing extensive written credit analysis, and assisting with credit presentations on new deal opportunities. This role focuses on supporting the origination and execution of power project finance lending opportunities through credit analysis, financial modeling, risk management, loan execution, and ongoing client support, while helping manage a portfolio of existing project finance loans.
Wealth Management Advisor- II Fifth Third BankWealth Management Advisor- IICosta Mesa, CaliforniaThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
Commercial Business Banker- Irvine, CA California Bank & TrustCommercial Business Banker- Irvine, CAIrvine, CA$117,000–$145,000 / yearThe Commercial Business Banker plays a key role in managing and expanding a medium-sized portfolio of commercial clients by deepening existing relationships and proactively sourcing new business. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
CFO - Manufacturing All In One Accounting IncCFO - ManufacturingCA$140,000–$165,000 / yearAs a CFO, your role in growth is to deepen the value AIOA delivers to your existing clients - identifying expansion opportunities, strengthening relationships, and ensuring every client on your book sees AIOA as indispensable. We're seeking a strategic Manufacturing CFO to own a book of client relationships and provide executive-level financial leadership to small and mid-sized manufacturers.
NewVP, Health & Wellness – Dental Growth Analytics SynchronyVP, Health & Wellness – Dental Growth AnalyticsCosta Mesa, CaliforniaThe VP, Health and Wellness – Dental Growth Analytics will partner closely with General Managers & their leadership teams, developing strong analytic solutions for Health & Wellness platform Dental providers & large clients and creating & maintaining advanced analytical tools to measure investment returns. Bachelor’s degree and 7 years of analytics experience; OR in lieu of degree a high school diploma and 9+ years of analytics experience in marketing, customer acquisition, or loyalty programs in credit card and/or financial service areas.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorNewport Beach, CAThe 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. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Business Development Specialist Beacon Pointe AdvisorsBusiness Development SpecialistNewport Beach, CABeacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. The ideal candidate brings a strong background in retirement plan sales, advisor support, operations, client communication, and understands how retirement plans fit within the broader scope of financial planning.
Risk Management/Insurance Analyst (Financial Analyst III) CalOptimaRisk Management/Insurance Analyst (Financial Analyst III)Orange, CA$90,820–$145,312 / yearWe are hoping you will join us as a Risk Management/Insurance Analyst (Financial Analyst III) and help shape the future of healthcare where you'll be an integral part of our FIN - Financial Compliance team, helping to strive for excellence while we serve our member health with dignity, respecting the value and needs of each of our members through collaboration with our providers, community partners and local stakeholders. Administers all aspects of CalOptima Health's insurance program, including monitoring receipt of and reviewing for accuracy all insurance binders, policies and endorsements; reviewing and processing premium payments; requesting certificates of insurance from brokers; maintaining policy files; reporting to state agencies as required; and responding to internal/external inquiries regarding insurance programs.
Financial Aid Specialist (Temporary) West Coast University, Inc.Financial Aid Specialist (Temporary)Irvine, California$31.36–$42.34 / hourTemporaryFurther, duties will vary based on team assignment but include from conducting file reviews, ISIR reviews, approving financial aid awards, managing state-based funds such as Cal Grant, completing tuition obligation and R2T4 calculations, processing stipends, monitoring, and resolving title IV credit balances, processing refunds, NSLDS reporting, import/export file processing, resolving disbursement and origination errors, evaluating, and approving institutional aid, SEOG and private loan batches, completing various reports as direct. While this position is not student-facing, customer service is a critical aspect of this role as it supports all WCU and/or ACC campuses and works closely with various internal departments for resolution of issues and completion of multi-step processes.
Sales Director Element Fleet Management CorpSales DirectorCA$75,000–$137,500 / yearSuccess in this role requires a strong hunter mentality, exceptional consultative selling skills, executive presence, financial acumen, and the ability to lead complex sales opportunities through a structured and disciplined sales process. As a Sales Director, Commercial Sales with Element, you will directly impact the financial success of the organization through the acquisition of new business and the development of strategic customer relationships.
Future Opportunities: Sales Director, Commercial Sales Element Fleet Management CorpFuture Opportunities: Sales Director, Commercial SalesCARemote$75,000–$137,500 / yearSuccess in this role requires a strong hunter mentality, consultative selling skills, executive presence, financial acumen, risk mitigation, and the ability to lead complex sales opportunities through a structured sales process. As a Sales Director on our Commercial Sales team you will directly impact the financial success of the organization through the acquisition of new business and the development of strategic customer relationships.
Manager I Financial Operations Department Elevance Health IncManager I Financial Operations DepartmentWoodland Hills, CA$79,268–$150,192 / yearThe Manager I Financial Operations Department (US) will be responsible for managing the daily operations of a single unit for one of the following functional areas of Finance: cash receipts, cash application, claim audits, collections, overpayment vendor validation, provider receivables, ASO billings and claim adjustments. Minimum Requirements: Requires minimum of 3 years experience with operations, financial reporting and analysis, audit guidelines, budgeting and multi-state operations and processes; or any combination of education and experience, which would provide an equivalent background.
Property & Casualty Insurance Agent TransGlobal Holdings Co.Property & Casualty Insurance AgentAnaheim, CaliforniaRemoteIn this role, you will help individuals, families, and businesses protect their assets through customized insurance solutions, including Auto, Homeowners, Renters, Commercial, Liability, and Specialty Insurance products. At TransGlobal, we provide entrepreneurial professionals with the resources, training, and support necessary to build a successful insurance business.
Client Services Lead National Veterinary AssociatesClient Services LeadLos Angeles, CA$26–$31 / hourFor positions based in Colorado, NVA provides eligible employees with paid sick and safe leave and public health emergency leave in accordance with the requirements of Colorado's Healthy Families and Workplaces Act. The Head Client Care Representative handles all duties of the CCR position as well as lead and train others in the CCR team, inventory management of office supplies and oversees all aspects of the front desk.
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.
Senior Associate - Cost Segregation AndersenSenior Associate - Cost SegregationLos Angeles, California$96,000–$125,000 / yearPerform full analyses within cost segregation models, including cost estimating, indirect cost allocations, and electrical load calculations; Perform cost estimating on buildings, plants, individual assets, and equipment; Research, organize and track project data and prepare supportable, audit-ready files; Participate in client meetings and conduct in-person or property tours; Utilize advanced modeling techniques and draft supporting project reports; Develop a solid understanding of the Modified Accelerated Cost Recovery System (MACRS), state conformity, and the Cost Segregation Audit Techniques Guide, as well as tangible property regulations; Conduct research skills utilizing tax authority databases such as RIA Checkpoint, CCH, and Bloomberg Tax to address project issues; Supervise, train, mentor and provide feedback on Associates and Interns; Travel locally and across the U.S. approximately 15% of the year; Engage in business development activities; and. The Requirements: 3+ years relevant work experience, with at least 2 years in Cost Segregation; Bachelor's degree or higher in Engineering (Civil or Structural), Construction Management, Architecture, Accounting, or a related field (minimum GPA: 3.0); Significant understanding of the construction lifecycle, including scheduling, cost ledgers, and contractor pay applications; Ability to read and interpret construction blueprints; Experience using cost estimating databases, including RS Means and Marshall; Valuation Service, as well as takeoff estimating software, such as Bluebeam, vu360, or similar; Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; Strong analytical skills and attention to detail; Complete tasks with thoughtful attention to detail and accuracy; Ability to collaborate and effectively work with diverse team members; Proficient at multi-tasking and prioritizing; and.
Senior Administrative Coordinator, Faculty Services Loyola Marymount UniversitySenior Administrative Coordinator, Faculty ServicesWestchester, CA$25.87–$32.31 / hourLoyola Marymount University, a Carnegie classified R2 institution in the mainstream of American Catholic higher education, seeks outstanding applicants who value its mission and share its commitment to inclusive excellence, the education of the whole person, and the building of a just society. Reporting to the Associate Dean of Operations and Administration, the Senior Administrative Coordinator, Faculty Services for the School of Film and Television (SFTV), will serve as the primary administrative support for designated SFTV department chairs.