- Unknown (Los Angeles, CA)
- …Services Consulting & Professional Services Brokerage Finance Investment Banking San Diego Employee Advisor Financial Advisor Financial Professional LPL ... Investment Advisor Strategic Wealth Services Strategic Wealth Services Advisor Investing Financial Advisers Specialties independent broker/dealer institution… more
- Charles Schwab (Los Angeles, CA)
- …to work on site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred Qualifications: Five or more… more
- Unknown (Los Angeles, CA)
- …(CFO) to join their Executive Leadership Team. The CFO will be a strategic advisor and financial steward, responsible for leading the company's financial ... Chief Financial Officer (CFO) About the Company Emerging integrated...cannabis industry. This role requires a deep understanding of financial regulations, particularly those specific to the cannabis sector,… more
- Unknown (Los Angeles, CA)
- Senior Wealth Advisor About the Company Respected investment management firm Industry Investment Management Type Privately Held About the Role The Company is in ... search of a Senior Wealth Advisor to join its well-established Ultra High Net Worth...extensive internal referral channels. The role involves providing comprehensive financial , estate, tax, and retirement planning services to ultra-high-net-worth… more
- Unknown (Los Angeles, CA)
- Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the ... Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its...Division. This role is ideal for early-career advisors or financial planning professionals who are ambitious and want to… more
- Unknown (Orange, CA)
- …supporting the lender reporting process. The VP of FP&A will also provide strategic financial leadership, acting as a trusted advisor to department heads, and ... Vice President of Financial Planning & Analysis About the Company Rapid-growing...Role The Company is seeking a Vice President of Financial Planning and Analysis (FP&A) to join their senior… more
- Unknown (Los Angeles, CA)
- …overseeing global financial planning and analysis, and acting as a strategic advisor to integrate financial strategy with business execution. This role is ... pivotal in ensuring robust financial management, driving forecasting accuracy, and providing critical insights...of Directors. The SVP will be responsible for long-range financial planning, scenario modeling, and enterprise risk management, as… more
- AbilityFirst (Pasadena, CA)
- …their lives. The ideal candidate for this role is a strategic, mission-driven financial leader with deep experience in nonprofit finance and operations. They will ... understanding of DDS/Regional Center funding, GAAP, regulatory compliance, and financial reporting, as well as demonstrated success managing multi-million-dollar… more
- Unknown (Los Angeles, CA)
- Chief Financial Officer (CFO) About the Company Mission-driven organization providing nationally recognized certifications for allied health professionals Industry ... About the Role The Company is seeking a Chief Financial Officer to join their team. The CFO will...budgets, and serving as a strategic partner and business advisor . The CFO will also be tasked with ensuring… more
- Unknown (Los Angeles, CA)
- Chief Financial Officer (CFO) About the Company Respected provider of energy management services Industry Utilities Type Privately Held About the Role The Company is ... seeking a Chief Financial Officer to lead and direct all ...goals. The CFO will also serve as a key advisor to the CEO, contribute to capital-raising efforts, and… more
- Jobleads-US (Pasadena, CA)
- …equitable, and compliant with local regulations Serve as strategic advisor on complex employee relations matters,including investigations, conflict resolution, and ... thinking and ability to translate business goalsinto HR initiatives Financial Service industry experience strongly preferred Demonstrated success in building… more
- Unknown (Los Angeles, CA)
- Head of Finance & Operations About the Company Innovative financial services company providing affordable financial tools to underserved communities Industry ... be the architect of our business's entire operational and financial backbone. You won't be managing existing processes; you...including payroll and benefits. Strategy: Serve as a key advisor to the CEO and founding team on business… more
- Unknown (Los Angeles, CA)
- …Successful life insurance company focused on the retirement market Industry Financial Services Type Public Company Founded 2009 Employees 1001-5000 Categories ... Financial Services Insurance Services Finance Retirement Insurance Savings &...team and working closely with the Apollo DCIO intermediary advisor coverage team to ensure a cohesive approach to… more
- Unknown (Los Angeles, CA)
- …General Counsel, Broker-Dealer Regulatory Compliance About the Company Reputable financial services organization Industry Financial Services Type Privately ... to join its corporate legal department. The successful candidate will be a key advisor to the business units, providing guidance on a wide range of broker-dealer and… more
- Unknown (Los Angeles, CA)
- …Strategic Growth About the Company Innovative estate planning platform for financial institutions Industry Financial Services Type Privately Held Founded ... company's hyper-growth, acting as a trusted legal expert and strategic advisor to customer-facing functions. This role goes beyond traditional legal… more
- Unknown (Los Angeles, CA)
- …for all core financial functions, including budgeting, forecasting, reporting, and financial systems. This role demands a trusted advisor who can provide ... to be a pivotal strategic leader in driving the financial vision across the organization and its expanding network...strategic decision-making. The VP of Finance will lead the financial operations of the company, ensuring the integrity of… more
- AbilityFirst (Pasadena, CA)
- …(including individuals, foundations, and corporations). Board Engagement Serve as a key advisor to the CEO and Board on fundraising priorities and initiatives. ... (eg, Salesforce). Ensure compliance with ethical fundraising practices and financial reporting standards. External Relations & Brand Visibility Increase visibility… more
- Unknown (Los Angeles, CA)
- …President, People Experience & Human Resources About the Company Prominent financial cooperative serving the local firefighter community Industry Banking Type ... design and execution of enterprise-wide talent strategies, serving as a trusted advisor on organizational health and change management, and driving data-informed HR… more
- Unknown (Los Angeles, CA)
- …candidate will be responsible for leading a high-performing finance team, providing strategic financial leadership, and serving as a trusted advisor to the CFO ... and executive team. This role requires deep expertise in global financial operations, particularly within the healthcare and private equity sectors, and the ability… more
- Unknown (Los Angeles, CA)
- …end-to-end transaction engagements and overseeing buy-side and sell-side due diligence, financial modeling, deal structuring and integration planning. You will serve ... as a senior client advisor to private equity firms, corporate acquirers and lenders,...engagements, as well as advising on purchase agreements, performing financial statement analyses, managing teams and delivering measurable business… more
