Financial Advisor New York LifeFinancial AdvisorGlendale, CA$55,000–$1,267,753.01 / yearFull timePart timeJob description: As a New York Life Financial Services Professional, you will be working with clients in areas such as retirement planning, college funding, life insurance needs, investment strategies, and many areas of financial planning. Obtain optional licenses to sell investments and other securities products dealing with wealth management and advanced planning.
NewStaff Accountant/Financial Analyst JobotStaff Accountant/Financial AnalystLos Angeles, CA$60,000–$80,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are seeking a Staff Accountant, ideally someone with a Non-Profit background, to join our team: General Ledger & Reporting: Maintain the general ledger, prepare, and record journal entries.
NewSenior Financial Analyst x 150K - 170K x LA / flex Vaco LLCSenior Financial Analyst x 150K - 170K x LA / flexLos Angeles, CARemote$150,000–$180,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Employment Consultant Best Buddies InternationalEmployment ConsultantLos Angeles, CA$48,000–$50,000 / yearBest Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships, integrated employment, leadership development, inclusive living, and family support for individuals with intellectual and developmental disabilities (IDD). Guide participants, guardians and family members in navigating Social Security issues, offering referrals to local Work Incentives and Planning and Assistance (WIPA) and/or Community Work Incentive Counselors (CWIC) available through their state Vocational Rehabilitation.
Organizational Change Management Consultant TPI Global SolutionsOrganizational Change Management ConsultantAlhambra, CAThe PM determines appropriate products or services with clients or customers to define project scope, requirements and deliverables; develops, modifies or provides input to project plans; implements project plans to meet objectives; coordinates and integrates project activities; manages, leads or administers project resources; monitors project activities and resources to mitigate risk; implements or maintains quality assurance processes; makes improvements, solves problems or takes corrective action when problems arise; gives presentations or briefings on all aspects of the project; participates in phase, milestone and final project reviews; identifies project documentation requirements or procedures; and develops and implements project schedules and release plans. Skills RequiredThe PM will possess knowledge and experience in customer service; decision making; flexibility; interpersonal skills; leadership; organizational awareness; problem solving, reasoning; team building; oral communication, speaking and writing; business process reengineering; capital planning and investment assessment; contracting/procurement; cost-benefit analysis; financial management; planning and evaluating; project management; quality assurance; requirements analysis and risk management; configuration, data, and information management; information resources strategy and planning; information technology architecture; information technology performance assessment; infrastructure design; systems integration; systems life cycle; and technology awareness.
Financial Consultant Associate East West Bancorp IncFinancial Consultant AssociateArcadia, CA$20–$26 / hourOur 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. Help assist the Financial Consultant to create, maintain, and implement business plans designed to identify revenue growth opportunities for new and existing clients.
NewFinancial Consultant Wells Fargo & CoFinancial ConsultantPasadena, CAThey 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. US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.
Aviation Financial Consultant (Future Opportunities) T.Y. Lin International Group LtdAviation Financial Consultant (Future Opportunities)Los Angeles, CAServing airports and other aviation clients for more than 70 years across all seven continents, our aviation consulting practice includes both planning and development services that span activation planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. This is an opportunity for a financially minded professional who enjoys solving complex problems, building sophisticated analytical models, and working directly with airport and aviation industry leaders on high-impact projects.
Aviation Financial Consultant (Future Opportunities) SidaraAviation Financial Consultant (Future Opportunities)Los Angeles, CaliforniaServing airports and other aviation clients for more than 70 years across all seven continents, our aviation consulting practice includes both planning and development services that span activation planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. This is an opportunity for a financially minded professional who enjoys solving complex problems, building sophisticated analytical models, and working directly with airport and aviation industry leaders on high-impact projects.
VP, Financial Consultant Brea, CA The Charles Schwab CorpVP, Financial Consultant Brea, CABrea, CAPreferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: • Retirement Planning • Education Planning • Investment Management • Banking & Lending Management • Insurance & Risk Management • Estate Planning.
Financial Institutions Management Consultant (West Coast) Cetera Financial Group IncFinancial Institutions Management Consultant (West Coast)CARemote$100,000–$130,000 / yearCetera Financial Institutions is seeking a Financial Institutions Management Consultant (FIMC) focused on developing and supporting Financial Institutions (FIs) poised for growth working closely with other members of the Regional Growth Team (RGT), Channel, and key Cetera resources to ensure delivery of strategic value, growth, business consulting and wealth management expertise and guidance. Work with Financial Institution Executives, Program Managers and Regional Growth colleagues on overall FI client segmentation, design advice and service models for client segments, prescribe support staffing models, collaborate on marketing strategies, enhance program efficiency on best practices and tech adoption, and initiate other relevant Growth360 program and advisor specific roadmaps.
NewFinancial consultant Lincoo Financial & Insurance Services IncFinancial consultantLa Palma, CA$70,000–$120,000 / yearLincoo Financial & Insurance Services Inc in La Palma, California, is looking for a confident, experienced Producer / LSP to join our team. Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
Financial Consultant Meraki Group EndeavorsFinancial ConsultantLos Angeles, CA$75,000–$100,000 / yearMeraki Group Endeavors is a talent solutions consultancy responsible for screening and interviewing candidates prior to the formal interview process with a Heart to Heart Representative. Life-changing OpportunityAt Heart to Heart Financial, we believe in the power of financial education and creating generational wealth.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesLos Angeles, CARemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Financial Solutions Consultant AmericorFinancial Solutions ConsultantIrvine, CaliforniaWe’re on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals to join our high-performing sales team, in our Irvine office. As a Financial Consultant, you'll be the first point of contact for customers looking for financial solutions- and your sales expertise will play a key role in helping them get back on track!
NewPrincipal Consultant - Financial Services Cloud TELUS Digital IncPrincipal Consultant - Financial Services CloudCAThe ideal candidate combines deep Financial Services Cloud expertise with strong consulting, leadership, and communication skills and has a proven track record delivering enterprise-scale Salesforce transformations within banking, insurance, wealth management, lending, and financial services organizations. As a Financial Services Cloud Architect, you will be responsible for defining scalable solution architectures, leading discovery and design workshops, developing implementation roadmaps, and ensuring successful delivery of Financial Services Cloud programs.
Financial Institution Senior Consultant (SOX and FDICIA focus) Baker Tilly Advisory Group, LPFinancial Institution Senior Consultant (SOX and FDICIA focus)Irvine, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Financial Sales Consultant($100k+, Training provided) NexeraFinancial Sales Consultant($100k+, Training provided)Los Angeles, CARemote$4,001–$6,300If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this roleReal estate salesMortgage / lendingAuto salesTelecom / wireless salesB2B / SaaS salesTimeshare / vacation salesSolar / home servicesAny commission-based roleWhat you will be doing. Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills.
Senior Financial Benefit Consultant - Strategic Accounts - Remote (USA) Insight Performance IncSenior Financial Benefit Consultant - Strategic Accounts - Remote (USA)CARemote$150,000–$180,000 / yearThis role operates as a core member of a high-performing, cross-functional client team, partnering closely with Producers, Managing Consultants, Senior Benefit Consultants, and Account Management to deliver a seamless and strategic client experience. OneDigital complies with all criminal history inquiry [or ban the box] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
Oracle Financial Accounting Hub Consultant Accenture PlcOracle Financial Accounting Hub ConsultantCulver City, CALead, coach, and advise a small project team (depending upon the structure of a project) to design, set-up, test, and deploy Oracle Financial Accounting Hub solutions and ensure that all the pieces work together in an integrated environment; understand and apply Oracle methodologies. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services-all powered by the world's largest network of Advanced Technology and Intelligent Operations centers.
Sales Transformation Consultant - Manager Financial Services Accenture PlcSales Transformation Consultant - Manager Financial ServicesLos Angeles, CADeliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Encore Financial Reporting Controllership Senior Consultant Deloitte Touche Tohmatsu LtdEncore Financial Reporting Controllership Senior ConsultantCA$116,200–$229,100 / yearRecruiting for this role ends on 05/31/27.Work you'll doAs a Senior Consultant, Strategy, Growth & Transformation on the Finance Transformation Record to Report team, you will be responsible for… Assessing current-state controllership processes, identifying gaps, and defining target-state opportunities Developing transformation roadmaps and solution hypotheses across people, process, technology, and governance Applying accounting, regulatory, and compliance requirements to finance transformation initiatives Designing improvements across finance data, cost transparency, financial close and consolidation, and reporting processes Managing day-to-day client delivery, supporting engagement planning, and contributing to proposals and recruiting efforts A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to provide clear guidance to others The teamOur Controllership and Treasury Transformation offering modernizes the finance function to align with the evolving business objectives of organizations. QualificationsRequired: 4+ years of experience in accounting, finance transformation, financial planning and analysis, or cost accounting Bachelor's degree in Finance, Accounting, Information Technology, Risk Management, or Economics One or more of the following: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Chartered Financial Analyst (CFA), Chartered Accountant (CA), Certified Cost Accountant (CCA), Certified Management Accountant (CMA), Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), or progress toward one of these credentials Experience with automation tools, including Alteryx workflows or Microsoft 365 Copilot Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve.
Financial Modeling Consultant Deloitte Touche Tohmatsu LtdFinancial Modeling ConsultantLos Angeles, CA$93,200–$170,900 / yearOur Modeling & Insights (M&I) team, a practice within our Valuation & Modeling practice, delivers clients the confidence to act on strategic decisions by transforming complexity into clarity through financial expertise, modeling tools, and strategic insight. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.
Financial Modeling & Data Analytics Senior Consultant Deloitte Touche Tohmatsu LtdFinancial Modeling & Data Analytics Senior ConsultantLos Angeles, CA$113,300–$207,800 / year3+ years of experience working for a Consulting Firm or equivalent industry experience specifically working in data and financial modeling, strategic planning, managing client relationships, creating, and delivering client service work that exceeds client expectations, communicating (both written and oral) and presenting complex technical issues to non-technical staff. Designing scalable, reusable financial solutions for scenario analysis, sensitivity testing, and long-term planning; coordinating with Deloitte subject matter specialists across tax, valuation, accounting, consulting, regulatory, and business functions; and supporting business development activities for the Modeling & Insights Practice.
Financial Advisor AmeripriseFinancial AdvisorLos Angeles, CaliforniaProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
Fractional CFO Vessel AdvisorsFractional CFOIrvine, CAAt Vessel Advisors, we prioritize integrity, creativity, and teamwork, and we are excited to find Fractional CFOs who align with our core values and are ready to drive excellence in our clients’ financial endeavors. As a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals.
NewFractional CFO for SaaS Industry Vessel AdvisorsFractional CFO for SaaS IndustryIrvine, CaliforniaAt Vessel Advisors, we prioritize integrity, creativity, and teamwork, and we are excited to find Fractional CFOs who align with our core values and are ready to drive excellence in our clients’ financial endeavors. As a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals.
Fractional CFO for Construction Company Vessel AdvisorsFractional CFO for Construction CompanyIrvine, CAAs a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals. At Vessel Advisors, we prioritize integrity, creativity, and teamwork, and we are excited to find a Fractional CFO who aligns with our core values and is ready to drive excellence in our clients’ financial endeavors.
Investment Consultant (External Wholesaler) City National BankInvestment Consultant (External Wholesaler)CARemote$101,231–$172,355 / yearAdditional Qualifications CFA - Chartered Financial Analyst or in process of becoming CFA Charterholder Highly competitive and goal-oriented A focus on sales and new business development Masters Degree preferred Working knowledge of portfolio management including knowledge of investment techniques and asset allocation investment research capital market behaviors and financial instruments generally acquired through years of investment and or HNW related experience. WHAT DO YOU NEED TO SUCCEED Required Qualifications Bachelors Degree Minimum 5 years of financial experience preferably in Investment Management 2 years of experience in the High Net Worth or Ultra High Net Market markets 2 years delivering formal client presentations Ability to travel 40-50 of the time FINRA Series 65 or 66 or the ability to obtain.
Personal Financial Counselor, PFC - All Locations Magellan Health IncPersonal Financial Counselor, PFC - All LocationsCAServices 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.
Personal Financial Counselor; El Segundo, CA Magellan Health IncPersonal Financial Counselor; El Segundo, CAEl Segundo, 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.
Personal Financial Counselor, Assignment Ready Counselor, California Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, CaliforniaCAServices 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.
Personal Financial Counselor, PFC Magellan Health IncPersonal Financial Counselor, PFCCAServices 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.
Investment Consultant - COO Morgan StanleyInvestment Consultant - COONewport Beach, CA$68,000–$120,000 / yearClosely coordinates with analysts and Financial Advisors / Private Wealth Advisors to oversee client investment functions, including but not limited to the oversight of policies, procedures, reporting and performance metrics via firm approved resources Leads client onboarding including implementing the appropriate investment strategy and determining the correct client placement within the Financial Advisors / Private Wealth Advisor team. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Pharmacy Consultant Hub International LtdPharmacy ConsultantLos Angeles, CA$160,000–$180,000 / yearMajor Responsibilities Serves as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation Communicates strategic and tactical up-to-date pharmacy business initiatives and solutions in a way that allows clients to understand the impacts to their strategy and their employees Partners with, trains and develops HUB financial consultants, producers and account management personnel to understand and present key Pharmacy findings and solutions Provides detailed pharmacy analysis(es) working with the HUB analytics platform along with various partners and PBM's decision support tools to justify the election of the appropriate pharmacy solution Provides proactive topical pharmacy communication(s) to HUB internal staff and external clients through a variety of methods including regional or local webinars and seminars Represents the National Pharmacy Practice in various strategic business initiatives as appropriate Contributes to National Pharmacy Practice team as a collaborative partner and subject matter expert Assists in the development of the Pharmacy "practice" and helps to implement appropriate changes to our solutions and service(s) to improve client results Basic Qualifications BS Pharmacy or PharmD is valued but not required 5+ years' experience in the Employee Benefits and/or Pharmacy industry working directly with upper mid and large employer market space (500+ employees) and employee benefits consultants Prior Employee Benefits brokerage experience preferred 3+ years of financial, clinical or strategic advising in the pharmacy benefit manager (PBM) marketplace with established relationships with PBM's and other appropriate pharmacy vendors Comprehensive knowledge of both current and emerging client-focused pharmacy solutions Proven ability to exceed expectations and achieve sales goals Excellent presentation and communication skills Strong analytical and critical thinking skills Strong organization skills with the ability to prioritize in a dynamic environment * Self-motivated with a strong "can do" attitude The expected salary range for this position is $160,000-$180,000 depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
Private Wealth Management Investment Consultant Team Chief Operating Officer Morgan StanleyPrivate Wealth Management Investment Consultant Team Chief Operating OfficerBeverly Hills, CaliforniaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Team COO will be responsible for enhancing team capacity, managing the client service model, ensuring the execution of new business initiatives and marketing, implementing client investment strategies, and monitoring FA / PWA team compensation.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerLos Angeles, CA$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerLos Angeles, CA$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
2026-27 Chief Financial Officer (HMO+Fam 100% Coverage) Magnolia Educational and Research Foundation2026-27 Chief Financial Officer (HMO+Fam 100% Coverage)Los Angeles, CAThe Chief Financial Officer will play a critical leadership role in strengthening Magnolia's financial systems, supporting school leaders, improving budget discipline, protecting public resources, and building the responsive and scalable finance infrastructure needed for long-term organizational success. This role requires regular collaboration with school sites, Home Office departments, executive leadership, the Board, Finance Committee, auditors, authorizers, lenders, funders, vendors, and external partners.
Business Consultant AssetMark, Inc.Business ConsultantCA$130,000–$155,000 / yearParticipate in organizational development, business development, and critical business initiatives that support revenue growth and development of the business, including, but not limited to: Speaking at AssetMark conferences, partner firm conferences, and industry events; conducting group coaching retreats, participating in business strategy, working with consulting groups on critical projects, and any other projects assigned that support business development or key business objectives. Responsibilities: Business Consulting: Responsible for assessing, analyzing, and advising advisor clients on all business/practice management aspects, particularly in business strategy and planning, human capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning).
Financial Relationship Manager CTBC Financial Holding Co LtdFinancial Relationship ManagerTemple City, CARelationship Managers are expected to grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective need assessment and recommending based upon customer needs. Conduct needs assessment with current and potential customers and recommends insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations.
NewVice President, Regional Advisory Consultant West OsaicVice President, Regional Advisory Consultant WestLos Angeles, CARemoteEducating and promoting the benefits of fee-based business, facilitating adoption of the firm's advisory technology, introducing appropriate investment managers based on the client's needs, and helping those advisors grow their overall advisory businesses. This role will combine internal and field-based sales strategy with the role requiring face-to-face interactions focused on driving adoption of the firm's advisory platform (the Wealth Management Platform).
Financial Advisor Edward D Jones & Co LPFinancial AdvisorEl Segundo, CAEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e. We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model.
Financial Services Specialist Farmers Group, Inc.Financial Services SpecialistLos Angeles, CARemote5+ years of experience in conducting financial reviews, placing business, and servicing accounts required, including experience with high volume cold- and warm-calling customers regarding life insurance or financial services. Possesses adequate hearing, with or without correction, to communicate with co-workers, respond promptly to auditory signals or alarms, and discern sounds essential for maintaining safety and productivity in the workplace.
Senior Implementation & Travel Expense Consultant, Chase Travel Consulting Services JPMorgan Chase & CoSenior Implementation & Travel Expense Consultant, Chase Travel Consulting ServicesCAAs a Senior Consultant within Chase Travel Consulting Services, you will transition to a key advisor for Chase Travel's best clients, participating in payment, expense, and invoice assessments, developing strategic solutions, and optimizing or implementing payment solutions and systems. You will have demonstrated experience in defining systems strategy, gathering and documenting business requirements, leading fit-gap analysis, designing business processes, configuring functional requirements, testing, and providing client user training for expense and invoice implementations.
Principal, Salesforce (Financial Services Cloud & Agentforce) West MonroePrincipal, Salesforce (Financial Services Cloud & Agentforce)Los Angeles, New YorkWest Monroe is seeking a Principal to help financial services organizations transform customer experiences, modernize operations, and drive business value through Salesforce Financial Services Cloud (FSC), Agentforce, and AI-enabled solutions. Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.
Acquisition Consultant Acquisition NetworkAcquisition ConsultantLos Angeles, CARemote$150,000–$200,000You won’t be learning theory—you’ll be working directly with buyers, live deal flow, and an experienced M&A team to structure and close acquisitions of cash-flowing businesses. Instead of building relationships, deal flow, and infrastructure from scratch, you plug into an existing system designed to execute acquisitions at scale.
Principal, Salesforce Financial Services Cloud & Agentforce West Monroe Partners, LLCPrincipal, Salesforce Financial Services Cloud & AgentforceLos Angeles, CA$127,700–$150,200 / yearWest Monroe is seeking a Principal to help financial services organizations transform customer experiences, modernize operations, and drive business value through Salesforce Financial Services Cloud (FSC), Agentforce, and AI-enabled solutions. Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.
Affiliate Growth Consultant Cetera Financial Group IncAffiliate Growth ConsultantEl Segundo, CA$65,000–$95,000 / yearCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Senior Consultant, Valuations for an Outsourced Business Services Firm Treehouse PartnersSenior Consultant, Valuations for an Outsourced Business Services FirmLos Angeles, CA$95,000–$130,000 / yearOur client is a nationally recognized accounting and advisory firm with a strong valuation and financial modeling practice serving start-ups, private and public companies, venture capital and private equity firms, attorneys, and estates. - Lead and deliver business valuation engagements for purposes including financial reporting (ASC 805/350), 409A/ASC 718, gift and estate tax, litigation support, management planning, and M&A.