- Anduril Industries (Costa Mesa, CA)
- …high ownership on all pieces of work and become a trusted partner and advisor to Anduril's engineers Foster a creative, high-performance culture within the team, and ... novel pricing strategies for proposals that set Anduril up for long term financial and operational success Collaborate with senior management to develop and refine… more
- South Orange County Community College District (Mission Viejo, CA)
- …may not be considered. Include all relevant education, training, and/or experience on the application. Do not include any personally identifiable, confidential, ... within the past five (5) years); Master's thesis or Doctoral Dissertation advisor or supervisor (for faculty); Colleague(s) or co-worker(s) who can address… more
- Umpqua Bank (Irvine, CA)
- …AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who...any resources at their disposal to provide an optimal experience and results for the client. As with all… more
- JPMorgan Chase (Orange, CA)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities… more
- Volunteers of America Los Angeles (North Hollywood, CA)
- …rates + Experience preparing high school students for admission and financial aid to post-secondary schools + Professional or personal experience in ... Project Advisor Location:North Hollywood, CA Job ID:3513 Salary:$25.94 -...option information and application assistance, college entrance examination information, financial aid advising and application assistance to ensure successful… more
- Zions Bancorporation (Irvine, CA)
- …communication abilities. + Showcase exceptional analytical and presentation skills. + Experience with financial planning software preferred with the ability ... employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families...We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in… more
- BMO Financial Group (Newport Beach, CA)
- …portfolio of prospect and client relationships and deliver an exceptional client experience . Demonstrates an understanding of and care for the client through ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
- Wells Fargo (Seal Beach, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Work with the Financial Advisor in providing clients with financial advice ... clients. + May be delegated selected responsibilities by the Financial Advisor . + This LO position has...of the following: work experience , training, military experience , education + US only: Successfully completed Financial… more
- Thrivent Financial (Irvine, CA)
- …Thrivent Financial Advisors and their field leaders, and Thrivent Member Networks - Strategic relationship development with local organizations - Coordinated ... and execution of community events and partnerships with the advisor as well as connections to other regional engagement...business of the role. Preferred: + Knowledge of the financial services industry + Experience in sales… more
- Thrivent Financial (Lakewood, CA)
- … advisor o ur products and services, and Thrivent Financial + Previous administrative/secretarial experience desired Competencies + Planning/Organizing + ... of Thrivent clients and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to… more
- JPMorgan Chase (Laguna Niguel, CA)
- …urgency **Required qualifications, capabilities, and skills** + At least 5 years of Advisor management experience required, coupled with a proven track record of ... to offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities… more
- Bank of America (Ontario, CA)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... significant matters. The **Market Supervision Manager** (MSM) is a member of the Market Leadership Team, along with the...activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring… more
- CDM Smith (Irvine, CA)
- …and compliance with industry standards. This role also serves as the main financial advisor and leadership partner to our transportation leadership team. Our ... can act as the subject matter expert for the financial operations and main advisor to the...in lieu of a degree. **Preferred Qualifications:** * Previous experience leading the financial functions (P&L, budget… more
- EverBank (Corona Del Mar, CA)
- …managers as important client service team member and serves as an advisor to the client's ongoing financial needs. **Educational Requirements** + Vocational ... financial center business plan. + Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth.… more
- Sysco (Walnut, CA)
- **Job Summary:** Key Member of the USFS Senior Leadership Team owning the development, tracking and achievement of financial goals, objectives, and the plan and ... forecast for the USBL Market. Responsible for achieving the financial results and plan, as well as the ...a diverse team of finance colleagues. As a key member of the Senior Leadership Team, this role reports… more
- Anywhere Real Estate (Riverside, CA)
- …Anywhere builds enterprise-wide M&A strategies and delivers programs that drive high financial returns. Come shape the future of Business Development as a key ... member of our newly created M&A team at Anywhere...shifts in seller motivation. + Serve as a trusted advisor , educating potential sellers on Anywhere's value proposition and… more
- Deloitte (Costa Mesa, CA)
- …Risk Management (QRM) group is seeking a Risk Manager with extensive experience in supporting complex deals and contract structuring, drafting customized contractual ... role will span two functions: i) as a key member of a specialized pursuit team, supporting Operate pursuits...legal, finance and delivery to act as a strategic advisor to help optimize deal flow along with sales… more
- BMO Financial Group (Newport Beach, CA)
- …experience in finance, accounting and business law. + 15+ years of relevant experience in negotiating and structuring financial transactions. + Minimum of 15 ... practices in the process. + Acts as a trusted advisor to senior leaders for making business decisions and...years in financial services industry experience in a corporate lending environment with … more
- BMO Financial Group (Newport Beach, CA)
- …in our Emerging Middle Market Group. The ideal candidate has 10+ years of experience calling on companies generating $10MM - $50MM in revenue and has established ... top decile overall client satisfaction. The Regional Manager is a critical member of the Southern California divisional leadership team. They will develop and… more
- BMO Financial Group (Sherman Oaks, CA)
- …experience in finance, accounting and business law. + 15+ years of relevant experience in negotiating and structuring financial transactions. + Minimum of 15 ... issues and best practices. + Acts as a trusted advisor to senior leaders for making business decisions and...years in financial services industry experience in a corporate lending environment with solid achievements… more
