RETS Associates, on behalf of our client, a commercial real estate private equity firm, is seeking an Investment Analyst or Associate in Century City, CA. This role will support the Investments team in evaluating and underwriting potential investments, conducting due diligence, crafting presentation materials, aiding development efforts, developing monthly and quarterly reports for existing investments including updating financial models and managing assets within our portfolio. The firm invests across the capital stack, has significant dry powder, and a stellar track record. This positions is in their office 5 days in Century City, CA.
Responsibilities
Underwrite acquisition and development opportunities using complex Excel based financial models
Create complex, Excel-based acquisition and development cash flow models for the evaluation of potential investment opportunities.
Support due diligence, investment memoranda, and Investment Committee materials
Assist with transaction execution and closings
Asset manage existing portfolio investments including recapitalizations and dispositions
Analyze operating performance, lease structures, market data, and exit scenarios across multiple asset classes
Prepare monthly and quarterly portfolio reporting and cash flow projections
Partner with internal teams to integrate budgets and schedules into financial models
Qualifications
1 to 4 years of real estate investments / acquisitions experience
Bachelor's degree required; Real Estate or Finance preferred
Strong financial modeling and underwriting skills
Detail oriented, self motivated, and team focused
$93k-166k yearly est. 3d ago
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Associate, Investments
Clairmont Capital Group
Finance advisor job in Los Angeles, CA
Clairmont Capital Group (“Clairmont”; the “Firm”) is a Los Angeles-based, multi-strategy Real Estate Private Equity firm that specializes in general partnership (“GP”) equity co-investments with best-in-class real estate sponsors and institutional equity partners across major, demographic-driven sectors throughout the US, UK and Europe. Through actively managed funds and separate accounts, Clairmont also focuses on platform-level investing as well as Tax-Advantaged investing. The firm is actively seeking to expand its market share and breadth of product offerings while maintaining focus on niche, dislocated, inefficient sectors
Position Summary:
Clairmont Capital Group is seeking an Associate to join its investment team and contribute across the full investment lifecycle. The Associate will play a key role in sourcing, evaluating, underwriting, and executing new investment opportunities across multiple real estate sectors, as well as supporting portfolio management and strategy setting initiatives.
Working closely with the Director of Investments and a lean team of senior professionals, the Associate will be actively involved in financial modeling, deal diligence, market/sector research, and investment memo preparation. The role also includes supporting portfolio analytics, investor reporting, and the firm's broader strategic initiatives.
This position is ideal for a motivated self‑starter who thrives in a dynamic, fast-paced entrepreneurial environment and seeks broader exposure within the real estate private equity industry.
Qualifications / Requirements:
2 - 5 years of relevant experience in investment banking, private real estate investing, leveraged finance, or another analytical, transaction-focused role
Strong financial modeling skills, with the ability to build, audit, and maintain complex underwriting models
Experience supporting due diligence processes, including market research, operating partner engagement, and review of third‑party reports
Experience in executing private equity and/or debt real estate investments
Comfort working across multiple workstreams ranging from new deal evaluation to broader sector/market related research
Excellent written and verbal communication skills, with the ability to synthesize complex information clearly and concisely
Strong work ethic, high degree of initiative, intellectual curiosity, and the ability to thrive in a small-team environment
Personal qualities of integrity, reliability, and strong professional judgment
Strong attention to detail, organizational skills, and the ability to proactively manage deadlines
What We Offer
Clairmont offers an opportunity to join a dynamic, collegial, and entrepreneurial firm that is enthusiastically committed to the personal and professional growth of its team members. We strive to maintain a positive, highly motivating work environment, where colleagues prioritize collaboration, integrity and
genuinely
enjoy working with one another
.
The company offers a compelling benefits package, including:
Strong team culture set in a favorable “work hard, play hard” environment
Competitive compensation package, commensurate with relevant prior work experience
Health insurance (Medical + Dental + Vision)
401(k) + company matching
Unlimited Paid Time Off (PTO) program
Mentorship/rigorous training by industry veterans
Clairmont Capital Group is an equal opportunity employer. We encourage candidates from all backgrounds to apply.
$93k-166k yearly est. 2d ago
Affordable Housing Investment Analyst for Multifamily Investment Brokerage
The Mogharebi Group
Finance advisor job in Los Angeles, CA
JOB IS IN LOS ANGELES, PLEASE DO NOT APPLY UNLESS YOU ARE LOCATED IN THE LOS ANGELES AREA
We are seeking a SKILLED Multifamily Real Estate Analyst deeply EXPERIENCED with AFFORDABLE Multifamily Housing assets to join our elite brokerage division.
(Please do not apply if you do not have specific experience in this sector).
This is a high-impact opportunity to join a team that has successfully closed $3 billion in affordable housing transactions. You will report directly to the Vice President of Affordable Housing, an industry veteran who developed over $200 million of affordable housing prior to joining our firm to lead this division.
In this role, you will work on high-stakes affordable housing assignments where you will be responsible for structuring a disposition strategy on behalf of our clients targeting our proprietary buyer pool seeking Project Based Section 8 and LIHTC deals. These include Year 15 deals and troubled assets with complex layers of soft subordinate debt. You will be at the center of the industry, analyzing assets owned by the most prominent for-profit and non-profit affordable housing owners in the country.
Responsibilities
Evaluate financial performance of complex affordable housing real estate assets, with a focus on Year 15 dispositions and recapitalization strategies.
Collaborate with the team to assess potential acquisitions and dispositions for assets with expiring compliance periods or those in need of a strategic exit.
Analyze loan processing and underwriting procedures specific to affordable housing finance, including LIHTC debt and equity structures.
Utilize financial acumen to interpret and present data effectively to high-level stakeholders and sophisticated ownership groups.
Collect, organize, and maintain data related to affordable housing investments, regulatory agreements, and HAP contracts.
Generate reports and presentations on financial analysis findings for the Vice President and our national client base.
Experience
The ideal candidate MUST possess the following skills:
Experience analyzing, evaluating, and underwriting affordable multifamily properties (essential).
Deep knowledge of LIHTC (Low-Income Housing Tax Credit) programs.
Experience with Project-Based Section 8 (HAP contracts) is a significant plus.
Strong mathematical skills and proficiency in quantitative research techniques.
Advanced Microsoft Excel skill set (modeling complex waterfalls and regulatory tiers).
Familiarity with underwriting processes from the brokerage side (debt and/or acquisition experience is a plus).
Solid financial acumen and understanding of affordable housing financial concepts.
Ability to collect and analyze data for informed decision-making in highly regulated markets.
Joining our team offers an unparalleled opportunity to work on the industry's most complex and high-profile affordable housing transactions under proven leadership.
Job Type: Full-time
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Work Location: In person, Los Angeles
$71k-126k yearly est. 2d ago
Investment Sales Analyst + Jr. Broker | Investment Property Group
Zacuto Group
Finance advisor job in Santa Monica, CA
Zacuto Group, a highly active Commercial Real Estate Brokerage headquartered in Santa Monica serving the greater Los Angeles Area. We are looking to immediately add an
Analyst / Jr. Broker
to work with our Investment real estate practice group on expanding market share for sales transactions. This is a hybrid salary + commission role that will provide base compensation for supporting a Senior Vice President and unlimited commission upside.
The ideal candidate should have prior experience in real estate underwriting, strong verbal and written skills, an interest in sales and the commercial real estate industry. This is an excellent opportunity for a motivated individual who is driven and looking to succeed in a growth-oriented role.
Candidates should have a solid educational foundation, be self-starters, hardworking, persistent, and motivated to excel. Our leadership team will provide play by play deal support and guidance while providing top-of-the-line tools to help accomplish client objectives, win assignments, and close transactions.
Candidates should be well spoken, comfortable with a client facing role, possess superior organization skills, and thrive in a modern open office environment.
Investment Real Estate Expertise
Supporting the valuation process, creating spreadsheets and preparing financial analysis
Conducting research on comps and similar data
Creating pitch presentations for new listings
Scheduling inspections and managing due diligence
Drafting letters of intent / purchase and sales agreements
Drafting correspondence
Overseeing transactions through to closing including reviewing written agreements
Showing properties
Sales
Making introduction calls (Cold Calls and Warm Calls) to potential new clients
Supporting the Senior Vice President with his pipeline of potential new clients
Managing marketing processes to support the sales process
Project Management
Managing deal-flow in Salesforce
Ensuring that deadlines are met
Tracking and monitoring negotiations
Seeing tasks through to completion
Core daily functions will include:
Project Management
Sales
Operations Support
Required Skills and Experience
~ 4 Year Bachelor's Degree
~ Mastery of Microsoft Office, especially Outlook, Word, and Excel
~ Candidates are expected to obtain a California Real Estate Agents license if they do not already have one.
Our firm is growth oriented and it is central to our plans for qualified candidates to grow within our organization.
$71k-127k yearly est. 16h ago
Financial Analyst
Alpine Solutions Group 3.9
Finance advisor job in Irvine, CA
Must be eligible to work in the United States, unable to provide sponsorship at this time.
Hybrid (Irvine, CA) - Onsite 2 days/week
6 Month Contract -
Needs someone who can ramp up quickly
Supports Digital & Technology financial operations, including budget tracking, billing, reporting, and portfolio organization.
Key Responsibilities
Maintain period budget trackers; support period‑end and quarter‑end reporting.
Execute technology billing each period and assist with system transitions.
Gather documentation for annual R&D tax credit reporting.
Maintain centralized lists of platforms, tools, and points of contact.
Support standardized tracking of funding requests and status updates.
Qualifications
Experience in financial operations or FP&A support.
Strong organizational skills and comfort managing multiple trackers and deadlines.
Ability to work independently and collaborate with cross functional teams
Please reply back with an updated resume if you or someone else you know is interested. Thank you.
$60k-97k yearly est. 2d ago
Financial Services Professional
Bankers Life 4.5
Finance advisor job in Los Angeles, CA
Build Your Own Client Base with the Support of a Fortune 500 Company 🚀
Ready to build your career with purpose? Bankers Life is seeking the next generation of Financial Services Professionals to guide clients through important financial decisions.
What We Offer:
Paid Licensing: We cover your Insurance, SIE, Series 6, Series 63, and CFP .
Growth: Progressive advancement into leadership and wealth management.
Rewards: Competitive commissions, bonuses, and retirement savings programs.
If you have honesty, integrity, and the ability to present complex concepts effectively, let's talk.
Let's connect: 👉 Schedule a call here: *****************************************
📞 Or call/text: **************
$55k-91k yearly est. 2d ago
Internet Client Advisor
Oremor Automotive Group
Finance advisor job in Riverside, CA
If you are an enthusiastic self-starter with a passion for customer service, product knowledge, selling and you enjoy working with people, then we want you to be part of our team as a Internet Client Advisor for our BMW of Riverside store. The Automotive Internet Client Advisor is extremely knowledgeable about our vehicles and services, the industry, and our market, including vehicle selection, performance, accessories, efficiencies, safety features and functions, and financing options for both new and used vehicle inventories. He or she presents new and pre-owned vehicles to customers in an attractive and highly informative fashion that promotes a prompt sale and maintains an ongoing relationship with customers to encourage networking and repeat business.
The ideal candidate has a high school diploma or GED, previous sales experience (in any industry), excellent customer service skills, a confident and outgoing personality, a professional appearance, and great communication skills. He or she must be self-motivated with a willingness to continuously prospect to sell a minimum quota (or more!) on an ongoing basis.
In addition to competitive pay, we offer our employees: Health, Dental, Vision, Life, 401K, Health &Wellness Program, community involvement and company paid vacation and holidays.
Demonstrates automobiles by explaining characteristics, capabilities, and features; taking test drives; comparing and contrasting competitive models; and explaining warranties and services.
Helps customer with vehicle selection and promotes model options and features, value-add products and services, and purchase and finance options following dealership policies.
Conducts vehicle test drives and ensures all speed limits all other rules of the road are followed.
Continuously learns about product updates, features, accessories, and inventory and their benefits to the customer.
Helps facilitate delivery by providing a clear explanation of vehicle and features operation, warranty, and servicing requirements.
Learns to overcome objections, ask for the sale, negotiate price, complete sales or purchase agreement, and explain and offer warranties service and finance.
Maintains accurate sales documentation.
Maintains high CSI (Customer Satisfaction Index) a MUST!!
Maintains an owner follow up system that encourages repeat and referral business and contributes to customer satisfaction.
Maintains up-to-date knowledge of all vehicles, accessories, financing options, and promotions.
Negotiates sale closure in a clear, concise, and highly ethical fashion.
Prospects daily for potential customers and maintains consistent rapport with previously sold customers.
Provides sales management information by completing required reports.
Attends sales meetings and training sessions as required.
Demonstrate behaviors consistent with the Company's Values in all interactions with customers, co-workers and vendors.
Follow all company policies and procedures.
Realize that business is built on customer satisfaction and be devoted to guaranteeing satisfaction to our customers.
Establish personal goals that are consistent with the dealerships standards of productivity and devise a strategy to meet those goals.
2+ years Automotive Sales Experience a MUST!
Previous Internet Sales or Customer Service experience (any industry) a plus.
Able to achieve goals with limited direct supervision.
Able to multi-task.
Excellent client customer service and satisfaction skills.
Excellent communication, customer service, and problem-solving skills, including the ability to maintain composure under stress.
Must be Internet savvy with excellent written and internet communication skills.
Excellent telephone and customer service skills, including the ability to smile.
Must be able to develop relationships with vendors.
Must be able to work well in a process driven environment.
Must conduct oneself in a professional manner at all times.
Must have confidence in your ability to be successful.
Must strive to respect and facilitate teamwork within all departments.
Professional appearance and work ethic.
Self-starter and self-motivator
Bilingual a PLUS!
BMW experience a PLUS!
$61k-114k yearly est. 7d ago
Senior Financial Planner
Charles Schwab 4.8
Finance advisor job in Irvine, CA
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
Our opportunity:
Deliver comprehensive financial plans for the most sophisticated and complex client situations. Expert level knowledge and experience in delivering advice surrounding all critical wealth management issues. Provide strategic insight into initiatives and projects in order to help strengthen the Schwab Wealth Advisory offer. Deliver presentations in partner and client public speaking events. Cross enterprise subject matter expert to support business development, field integration and executive service initiatives. Mentor, coach, and support the growth of financial planning acumen with partners including Financial Consultants and Portfolio Consultants as appropriate.
Role requires expert-level comprehensive financial planning advice. Has broad cross-functional and business stakeholder influence and in-depth knowledge of comprehensive financial planning and wealth management disciplines, including estate planning, risk management and retirement income planning. Possess highly effective communication skills, emotional intelligence and the ability to work with clients in both large and small group settings. Act as a leader within the team and among business partners with influence that extends beyond the SWA specialty team sphere.
What you are good at:
As a Senior Financial Planner with Schwab Wealth Advisory, you will engage with partners and clients to understand the goals, wishes, and concerns of clients so that they can successfully plan their financial future. You will work with clients to provide confidence and clarity regarding their overall financial lives and provide impactful recommendations that ill benefit and help strengthen their overall plan.
Planning
Quickly build rapport with clients and conduct discovery conversations to better understand their holistic financial needs. Demonstrate the value and importance of partnering with a CFP professional on an ongoing basis.
Partner with clients to create, review and refine their overall financial roadmap and deliver their personalized financial plan.
Provide ongoing support for our clients beyond the initial appointment, including updating their financial plan to reflect changes in life and financial circumstance and determining the client's ongoing appropriateness for the recommended investment allocation solution.
Partnering
Proactively engage partners to create awareness around our most comprehensive financial planning abilities.
Ensure a seamless delivery of our comprehensive wealth management approach while leveraging additional partners and resources as appropriate.
Time management / organization / ability to utilize new technologies.
Proven track record to manage multiple tasks and priorities to ensure that an accurate final plan is delivered to each client/prospect in a timely manner.
Ability to coordinate meetings and presentations with business partners and clients.
Conduct follow-up appointment activities and connect clients with additional Schwab specialists and services
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
We place a premium on high performance, quality service and the ability to execute our strategy. Essential skills include:
Master's level or equivalent Financial Planning-related designation
CFP designation is required.
Active and valid FINRA Series 7 license required.
Active and valid FINRA Series 63/65 or 66 required
Bachelor's degree required.
Minimum of 5 years financial services experience in addition to 2 years Financial Planning experience
Passion for financial planning to help clients manage their financial futures and build stronger relationships with clients.
Ability to articulate the value and importance of financial planning services.
Knowledge and ability to move clients through complete and complex financial planning cycle.
Ability to work effectively with internal and external partners to address clients/prospects financial needs and goals.
Excellent communication skills and ability to effectively communicate complex topics to clients.
Strong client services skills and ability to anticipate and resolve problems on own initiative.
Embrace an entrepreneurial and self-starter mentality.
Able to quickly learn new technology and utilize a variety of data and systems in order to proactively identify solutions to client financial needs.
Strong analytical skills and attention to detail in order to adhere to policies, procedures and guidelines.
Proven work ethic with a high level of integrity to build trust with our clients and internal partners.
Collaborative and relationship-focused work style with demonstrated success in a team-based environment.
Open to ongoing coaching and development to achieve positive client outcomes and achieve professional career aspirations.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$41k-57k yearly est. 16h ago
Financial Analyst - Real Estate Acquisitions & Asset Management
La Placa Group
Finance advisor job in Newport Beach, CA
La Placa Group is a privately held, entrepreneurial real estate investment company based in Southern California. With roots in custom home building and residential redevelopment, we have evolved into a diversified investment platform focused on distressed residential acquisitions and the strategic growth of our rental portfolio, with a long-term objective of scaling into small to mid-sized multifamily assets.
We operate as a lean, fast-moving team where accountability is high, decision-making is direct, and execution matters.
The Role
We are looking for a dynamic, driven professional who wants to grow with our company and make a meaningful impact within a small but scaling team. This is a role for someone with grit, attention to detail, and an ownership mindset-someone who isn't afraid to jump in, take responsibility, and move quickly.
As a Financial Analyst - Acquisitions & Asset Management, you will work directly with one of the firm's partners and play a critical role in identifying, underwriting, and prioritizing investment opportunities that align with our investment goals.
Your job is to sift through a large volume of opportunities from multiple deal sources, elevate the highest-priority opportunities, and help drive them toward execution. Speed, judgment, follow-up, and consistency are essential.
This is not a corporate or siloed analyst role. You will interface directly with ownership, internal team members, and external professionals, and your work will have a visible impact on the business.
What You'll Be Doing
Acquisitions & Underwriting
Underwrite and screen a high volume of incoming deals across multiple sources
Identify which opportunities fit our buy box and warrant offer submission
Underwrite fix & flip, buy & hold, and small to mid-sized multifamily opportunities
Perform scenario analysis to evaluate risk, returns, and execution strategy
Audit, maintain, and continuously improve the company's proforma and underwriting models
Support due diligence and acquisition execution with escrow, title, lenders, agents, and partners
Deal Flow & Relationship Management
Proactively follow up with wholesalers, brokers, and agents who provide deal flow
Build rapport and maintain strong relationships with key deal sources
Consistently promote the La Placa Group brand to keep deal flow active and top-of-funnel
Take a hunter mentality toward keeping the pipeline full and relevant
Asset Management & Reporting
Maintain a real-time pulse on all active fix & flip, buy & hold, and rental assets
Track project timelines, budgets, and execution milestones
Provide weekly reporting to senior management on project status, priorities, and risks
Ensure momentum and accountability across the lifecycle of each investment
Any ad-hoc reporting / analysis requested from senior management
What We're Looking For
Bachelor's degree in Finance, Real Estate, Business, or related field
1-2+ years of real estate financial analysis or underwriting experience
Multifamily underwriting experience is a plus
Strong Excel & financial modeling skills
Ability to move quickly while maintaining accuracy
Highly organized with strong follow-through
Get-it-done mentality with a strong sense of responsibility
Ownership mindset-you treat the work like it's your own capital
Coachable, team-oriented, and adaptable in a fast-paced environment
What We Offer
Competitive pay: $60,000-$72,000/year (DOE)
Health insurance
401(k)
Paid time off
Opportunities for career growth and leadership within a rapidly expanding real estate group
Collaborative, supportive environment where your work has a direct and visible impact
Schedule & Location
Full-Time, Monday-Friday
8-hour in-person schedule
Newport Beach office
$60k-72k yearly 3d ago
Financial Analyst
Omninet Capital
Finance advisor job in Los Angeles, CA
Omninet Capital is seeking a highly motivated Financial Analyst to join the team in Beverly Hills. This is a hands-on, entry-level opportunity suited for an individual who is analytical, detail-oriented, and passionate about real estate finance. The Financial Analyst will support the acquisitions, asset management, and development teams by building financial models, conducting entitlement reviews, and performing market and investment analysis.
This is a great opportunity for someone eager to grow their career in real estate with exposure to high-volume deal flow and cross-functional teams.
Key Responsibilities
Develop and maintain detailed Excel-based financial models for underwriting and investment analysis
Analyze market trends, rent comps, and deal performance across multifamily and commercial assets
Prepare investment memos and assist with internal presentations to senior leadership
Conduct due diligence reviews including lease audits, financial statements, and market research
Collaborate with acquisitions, construction, and asset management teams throughout the deal cycle and external parties like banks, brokers
Monitor key financial metrics including IRR, equity multiple, and cash-on-cash returns
Qualifications
Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field
1+ years of experience in financial analysis, real estate, or investment environments
Strong proficiency in Microsoft Excel must be comfortable building and auditing complex models
Exceptional attention to detail, analytical thinking, and organizational skills
Understanding of real estate financial metrics, entitlements, and valuation principles
Strong written and verbal communication skills
Familiarity with real estate platforms such as CoStar, Yardi, Argus, or similar tools is a plus
Omninet Capital, LLC is an Equal Opportunity Employer and is committed to maintaining a workplace free from discrimination and harassment. We recruit, employ, train, compensate, and promote without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, veteran or military status, or any other status protected by applicable federal, state, or local laws.
All employment decisions are based on qualifications, merit, and business needs. Omninet complies with all applicable state and local fair employment practices laws, including the California Fair Employment and Housing Act (FEHA).
$60k-90k yearly est. 4d ago
Financial Consultant - Woodland Hills, CA
Fidelity Investments 4.6
Finance advisor job in Los Angeles, CA
Job Description: Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications: Certified Financial Planner / CFP Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Sales
$60k-75k yearly 5h ago
Client Advisor, South Coast Plaza
Rimowa
Finance advisor job in Costa Mesa, CA
RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.
YOUR RESPONSIBILTIES:
Sales
Consistently achieve and surpass individual sales objectives, directly contributing to the store's overall commercial success and prestige.
Serve as a true brand ambassador, conveying RIMOWA's storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.
Customer Service
Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
Anticipate client needs through an intimate knowledge of the brand's history, new product launches, and the competitive luxury landscape.
Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.
Operations
Execute all POS transactions with precision and efficiency.
Confidently open and close the store register in full compliance with company policies.
Participate proactively in inventory management while upholding the highest standards of loss prevention.
Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
Always uphold immaculate store presentation and operational readiness.
PROFILE:
Proven success in a premium or luxury retail environment
Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
Impeccable personal presentation with exceptional communication skills
Strong problem-solving capabilities, a refined attention to detail.
A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
Flexible availability, including evenings, weekends, and holidays.
Able to regularly lift and handle Items up to 20 lbs.
Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.
$61k-114k yearly est. 3d ago
Financial Aid Advisor / Admissions
Neihule Academy of Beauty
Finance advisor job in Los Angeles, CA
Financial Aid Advisor
Neihulé Academy of Beauty - Los Angeles
Come grow with us at Neihulé Academy of Beauty, where education, creativity, and student success come first. As a Financial Aid Advisor, you will play a vital role in guiding current and prospective students through the financial aid process and helping them create a clear plan to achieve their career goals in the beauty industry.
This position is ideal for someone who is detail-oriented, student-focused, and passionate about helping individuals transform their lives through education.
BRIEF SUMMARY OF JOB DUTIES
Under the direction of the School Director, the Financial Aid Advisor serves as a coordinator of major financial aid programs and performs operational-level responsibilities across all areas of financial aid administration. Duties include need analysis, awarding, packaging, and revisions to financial aid packages.
The Financial Aid Advisor exercises professional judgment to make necessary adjustments when standard need analysis methodology is not appropriate. This role advises students and parents regarding the financial aid application process, available funding options, and alternative financing. The advisor may also assist with financial aid workshops, orientations, and informational presentations as needed.
WHAT YOU'LL DO
• Meet with prospective and enrolled students to explain cost of attendance, financial aid options, and payment plans
• Assist students and parents with FAFSA, FSA IDs, MPNs, and Entrance/Exit Counseling
• Review ISIRs and resolve C-codes, conflicting information, and verification requirements
• Perform need analysis, packaging, and revisions to financial aid awards
• Exercise professional judgment in compliance with federal, state, and institutional regulations
• Ensure documentation is accurate, complete, and properly maintained in electronic student files
• Maintain compliance with Title IV and other applicable regulatory requirements
• Provide in-person financial aid counseling when online completion is not possible
• Support audits, reporting, and other financial aid operational needs
• Deliver excellent customer service with professionalism, empathy, and integrity
REQUIRED QUALIFICATIONS
• Bachelor's degree or equivalent combination of education, training, and experience
• Proven adaptability and ability to manage multiple deadlines and priorities
• Strong organizational skills with high attention to detail and accuracy
• Ability to work efficiently in a fast-paced, student-centered environment
PREFERRED QUALIFICATIONS
• Financial aid administrative experience, preferably in a postsecondary or vocational institution
• Basic knowledge of federal financial aid programs and application processes
• Familiarity with financial aid policies, regulations, and awarding practices
• Understanding of institutional policies, processes, and compliance requirements
• Knowledge of advising and counseling techniques
• Ability to apply policies and regulations to individual student situations
• Strong analytical, problem-solving, and critical-thinking skills
• Ability to calculate and review financial aid awards accurately
• Excellent written and verbal communication skills with active listening abilities
• Strong customer service orientation and interpersonal skills
• Ability to assess workflows and recommend process improvements
• Proficiency with standard office software, internet, and email applications
• Experience working with student information systems and complex databases
ELIGIBILITY REQUIREMENTS
• Must not be in default on any federal student loan
SCHEDULE & LOCATION
• Onsite position at our Downtown Los Angeles campus
• Tuesday-Friday Part Time hours TBD
Compensation: $25-$30/hour base on experience
$25-30 hourly 1d ago
Corporate Strategy Analyst
Careismatic Brands 4.9
Finance advisor job in Los Angeles, CA
Analyst, Corporate Strategy
Sherman Oaks, CA
Careismatic Brands outfits our community of care through our portfolio of market-leading brands that meet the diverse needs of healthcare professionals worldwide. We are one piece of a larger community of those who are and are cared for. Whether it's medical professionals or the patients they serve, we are inspired by those who wear our uniforms every day. We have an outstanding opportunity for a Corporate Strategy Analyst to drive business performance improvements, implement change initiatives, and support strategic decision-making. Their profile blends strategic thinking, analytical skills, and change management capabilities.
Reporting directly to the Senior Vice President, Transformation and Chief of Staff, this role applies strategic planning, financial knowledge and experience to organize, support and track the implementation performance of complex strategic initiatives. As a key contributor of the team, the Strategy Analyst contributes to CB's mission to improve the lives of everyday people doing extraordinary things by delivering high-quality support aligned with the company's values and transformation initiatives.
This is a full-time hybrid role based in our corporate office in Sherman Oaks, CA.
Salary Range: $90,000-$100,000
Physical Demands & Work Environment
The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions for this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
Hybrid work schedule in office
Ability to travel up to 5% of the time
What Your Day Looks Like
Strategic Planning & Analysis
Support Functional areas to collate initiative performance measurement and collaborate with Finance in tracking progress of strategic initiatives and key performance indicators (KPIs, Projections and internal and external variances to plan).
Contribute to spotting performance challenges early and proposing practical solutions.
Analyze financial performance metrics to assess profitability, investment priorities, and resource allocation.
Work closely with cross-functional teams and PMs to ensure initiatives are aligned with organizational goals.
Support the refinement of corporate strategy, including market entry, growth, and diversification initiatives.
Develop business cases, financial models, and scenario analyses to support strategic decisions.
Provide regular updates and insights in presentation form on strategic projects for executive leadership.
Prepare clear and compelling presentations for executive teams and board meetings.
What We're Looking For
Bachelor's degree in Business, Economics, Finance, or related field (MBA preferred).
3-5 years of experience in management consulting, operations and/or finance, corporate strategy or related analytical roles. Hands on experience operating within an organization an asset.
Proficiency in Excel, PowerPoint, BI tools (Tableau/Power BI)
Demonstrated ability to interpret data, build models, and extract insights.
Strong business acumen and understanding of corporate financial statements flows including cash flows.
Understanding of corporate strategy, organizational design, and performance improvement levers.
Project Management: Competence in managing multiple workstreams or supporting large-scale transformation programs.
Excellent written and verbal communication skills with ability to present complex findings clearly.
Experience in a fast-paced environment with exposure to executive-level decision-making.
Ability to work independently and handle multiple projects simultaneously.
High attention to detail, intellectual curiosity, and a collaborative mindset.
What's In It For You
401(k)
Dental insurance
Employee discount
Flexible spending account
Health insurance
Life insurance
Attractive Paid time off
Vision insurance
At Careismatic Brands, we believe in the power of care. It's the force that drives and inspires us, inside our company and out in the world. It's why we strive to maintain a diverse and inclusive organization - an ever-evolving imperative - where everyone feels respected, valued, and empowered to bring their ideas and perspectives forward.
Careismatic embraces the differences that make our organization unique. We are strengthened by diversity in all its forms - including but not limited to race, religion, ethnicity, age, national origin, gender identity, and sexual orientation.
$90k-100k yearly 4d ago
Technical Financial Analyst
Milestone Technologies, Inc. 4.7
Finance advisor job in Long Beach, CA
Milestone Technologies is a global IT managed services firm that partners with organizations to scale their technology, infrastructure and services to drive specific business outcomes such as digital transformation, innovation, and operational agility. Milestone is focused on building an employee-first, performance-based culture and for over 25 years, we have a demonstrated history of supporting category-defining enterprise clients that are growing ahead of the market. The company specializes in providing solutions across Application Services and Consulting, Digital Product Engineering, Digital Workplace Services, Private Cloud Services, AI/Automation, and ServiceNow. Milestone culture is built to provide a collaborative, inclusive environment that supports employees and empowers them to reach their full potential.
Our seasoned professionals deliver services based on Milestone's best practices and service delivery framework. By leveraging our vast knowledge base to execute initiatives, we deliver both short-term and long-term value to our clients and apply continuous service improvement to deliver transformational benefits to IT. With Intelligent Automation, Milestone helps businesses further accelerate their IT transformation. The result is a sharper focus on business objectives and a dramatic improvement in employee productivity. Through our key technology partnerships and our people-first approach, Milestone continues to deliver industry-leading innovation to our clients. With more than 3,000 employees serving over 200 companies worldwide, we are following our mission of revolutionizing the way IT is deployed.
Job Overview
Senior Business Intelligence Analyst - IT Application Support
Overview:
You will interface with the Clients IT staff on a regular basis. This requires you to be onsite at client location M-F.
This role provides production support for enterprise applications and databases, focusing on financial and operational reporting. This role ensures system stability, data integrity, and seamless integration across SAP Business By Design, SAP Concur, N4, N4 Billing, OAS, and Microsoft SQL Server/Oracle databases. The analyst monitors system performance, troubleshoot issues, validates data flows, and supports workflows impacting billing, tariffs, demurrage, and guarantees. By maintaining reliable systems and accurate reporting, the analyst enables informed decision-making and efficient business operations.
Key Responsibilities:
Strong analytical and problem-solving skills with attention to detail.
Excellent communication skills and ability to work collaboratively in a team environment.
· Monitor system performance using application and infrastructure dashboards, proactively resolving issues.
· Manage incidents, service requests, and changes via Jira Service Desk or similar ITSM tools, ensuring accurate documentation.
· Create and update technical documentation in Confluence, including runbooks, procedures, and system references.
· Administer applications in a Windows Server environment, including service restarts and component troubleshooting.
· Perform software upgrades, patches, and maintenance, following vendor guidance and change management procedures.
· Support processes involving terminal and line tariffs, demurrage, and guarantees, particularly as they affect billing.
· Conduct root cause analysis, log review, and post-incident reporting to improve system stability.
· Ensure reliable data flows and integrations across ERP, billing, and reporting systems.
Requirements
Bachelor's Degree required
Should be strong in BI publisher.
Experience in oracle SQL/PL SQL
Experience in writing SQL queries.
Should be able to work on Packages, Functions and Procedures.
Ability to manage client conversations and meetings
Should have 5-10 years' experience in SQL, SAP, billing
Compensation
Estimated Pay Range: 77400.00-90000.00 per year
Exact compensation and offers of employment are dependent on circumstances of each case and will be determined based on job-related knowledge, skills, experience, licenses or certifications, and location.
Our Commitment to Diversity & Inclusion
At Milestone we strive to create a workplace that reflects the communities we serve and work with, where we all feel empowered to bring our full, authentic selves to work. We know creating a diverse and inclusive culture that champions equity and belonging is not only the right thing to do for our employees but is also critical to our continued success.
Milestone Technologies provides equal employment opportunity for all applicants and employees. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, gender, gender identity, marital status, age, disability, veteran status, sexual orientation, national origin, or any other category protected by applicable federal and state law, or local ordinance. Milestone also makes reasonable accommodations for disabled applicants and employees.
We welcome the unique background, culture, experiences, knowledge, innovation, self-expression and perspectives you can bring to our global community. Our recruitment team is looking forward to meeting you.accommodations for disabled applicants and employees.
We welcome the unique background, culture, experiences, knowledge, innovation, self-expression and perspectives you can bring to our global community. Our recruitment team is looking forward to meeting you.
$61k-98k yearly est. 1d ago
Financial Analyst
CV Resources 4.2
Finance advisor job in Los Angeles, CA
Our Consumer Products client, in partnership with CV Resources, seeks a talented Financial Analyst to join their Finance and Accounting Team. You will have the opportunity to report directly to the head of the FP&A department, gaining valuable mentorship opportunities.
Job Title: Financial Analyst
Location: near West Hollywood
Job Status (direct hire, consulting, consulting with possibility of hire) - This role is a direct hire role.
Job Site Status (onsite/hybrid/remote) - Our client has an onsite work status.
Compensation - Salary range is $70,000/year to $90,000/year. There is a bonus offered.
RESPONSIBILITIES OF THE FINANCIAL ANALYST
Financial Planning and Analysis (FP&A) - Budgeting and Forecasting
Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities.
Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights.
Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data.
Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets.
Collaborate with stakeholders to help understand vendor costs and ensure that billed invoices are accurate.
Financial Planning and Analysis (FP&A) - Data Analysis
Gather data from diverse sources (ERP, POS, and other platforms)
Integrate data.
Analyze data using Business Intelligence (BI) tools.
Present proposals based on data analysis.
Financial Planning and Analysis (FP&A) - Data Maintenance
Track performance metrics to measure business performance.
Generate ad hoc analysis and financial reporting.
Process Improvements
Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy.
Support financial system upgrades and automation initiatives to enhance reporting capabilities.
Ensure internal controls and compliance with financial policies and best practices.
Assist in the development of financial tools and models to support decision-making.
Miscellaneous
Accept all relevant tasks as given by upper management.
QUALIFICATIONS OF THE FINANCIAL ANALYST
Required
Bachelor's degree in accounting, finance, or a comparable major.
Bachelor's degree from a well-respected college or university.
At least one (1) year of FP&A work experience.
Proficient understanding of Key Performance Indicators (KPI's)
Preferred
MBA
Current or prior experience working in one of these following industries: manufacturing, distribution, Consumer Products Goods (CPG), Food and Beverage, Apparel.
Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model.
SKILLS OF THE FINANCIAL ANALYST
Required
Technical
Expert-level MS Excel proficiency (pivot tables, financial modeling)
Power BI or Tableau or Planful or equivalent program
Interpersonal
Executive presence.
Superb analytical and critical thinking skills.
Diligence and accuracy.
Impeccable communication skills.
For further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the strictest confidence.
$70k-90k yearly 2d ago
Corporate Financial Analyst
First Legal Network LLC 3.9
Finance advisor job in Monterey Park, CA
The Corporate Financial Analyst is responsible for supporting financial planning, budgeting, forecasting, and reporting activities. The ideal candidate has 2-3 years of experience in financial analysis, strong Excel modeling skills, hands-on experience with financial reporting tools and comfortable working with large datasets. This is a high-visibility role that will partner with division leaders to drive financial insights and support decision-making.
Job Duties:
Assist in the development of annual budgets, forecasts, and long-range financial plans.
Build, maintain, and improve financial models to support scenario analysis, cost-benefit evaluations, and ad hoc decision support.
Prepare, analyze, and distribute monthly financial reports, including variance analysis to budget and forecast.
Lead and facilitate financial statement review meetings with Division leaders; communicate insights, risks, and opportunities.
Design and enhance standard and custom financial reports within reporting platforms.
Conduct in-depth research to explain variances in revenue, expenses, and operational KPIs.
Collaborate with cross-functional partners to collect data, validate assumptions, and ensure accuracy of financial information.
Support continuous improvement of FP&A processes, tools, and templates.
Job Qualifications:
2-3 years of experience in FP&A, corporate finance, or similar analytical role.
Strong proficiency in Microsoft Excel, including SumIfs, Index/Match, XLOOKUP, IF/THEN statements, pivot tables, and advanced formulas.
Demonstrated experience in financial modeling (revenue modeling, cost analysis, scenario modeling, etc.).
Solid understanding of budgeting, forecasting, and variance analysis.
Ability to effectively communicate financial insights to non-financial stakeholders.
Hands-on experience with financial reporting or performance management software, such as:
DataRails
Vena Solutions
Workday Adaptive Planning (or comparable tools)
Schedule/Location:
Hours: Monday-Friday 8:00am-5:00pm
Remote - Monterey Park, CA
Benefits Offered:
Medical, Dental, and Vision coverage
401k
Paid Time Off (PTO)
Internet Stipend for remote workers
And much more!
About First Legal:
We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, or any other basis protected by law. First Legal is the first truly comprehensive File Thru Trial™ solutions firm. With over 17 offices across the United States, First Legal has been serving thousands of law firms and corporations for more than 30 years across our six divisions - Court & Process, Depositions, Discovery, Records, Digital and Investigations. Our success comes through our company culture of innovation and trust, commitment to quality service, and depth of industry knowledge. Our mission is to be the most dependable and trusted business partner for our clients by serving every aspect of the litigation workflow. First Legal partners with our clients on a national basis to achieve the most efficient litigation solutions for the betterment of our clients.
$62k-85k yearly est. Auto-Apply 26d ago
2027 Guggenheim Securities Investment Banking Summer Analyst - Los Angeles Industrials
Guggenheim Partners 4.2
Finance advisor job in Los Angeles, CA
Guggenheim Securities ("GS") is seeking exceptional Interns to join its Industrials Investment Banking team in Los Angeles. The Los Angeles Industrials team, which has a focus on Aerospace & Defense, is a rapidly growing and critically important strategic initiative for Guggenheim Securities ("GS"). Our Interns play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond.
Interns will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients. GS offers a unique opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives.
In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more.
Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.
Essential Job Functions
* Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants
* Assist in the design and development of complex financial models and valuation analysis
* Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitchbooks
* Perform client due diligence, prepare information memoranda and other transaction-related documentation
* Contribute to the creation of strategic frameworks, tools, and intellectual property to aid business development activities of the firm
* Conduct competitive research, including identifying sector and industry trends
* Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadership
Preferred Qualifications
* Prior internship experience in investment banking, accounting, consulting, private equity, hedge fund or corporate finance is a plus
* Familiarity with MS Excel, MS PowerPoint and MS Word
* Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
* Highly organized, with the initiative and ability to work with limited supervision
* Excellent analytical skills and attention to detail
* Strong written and oral communication skills
* Effective process management abilities
Basic Qualifications
* Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028
Work Location
* Currently, this role is expected to be in the Los Angeles office at least 4 days per week.
Salary
* A salary based on an annual rate of $110,000 per year
* The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.
$110k yearly Auto-Apply 20d ago
Corporate Finance Analyst, Capital Markets
Faraday Future 3.9
Finance advisor job in Gardena, CA
The Company:
Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact.
Your Role:
The Corporate Finance Analyst of Capital Markets is responsible for supporting and managing full cycle execution across equity and debt financing transactions, equity and debt investor engagement, and public market communications. This role serves as a key liaison between the company and the institutional investors, ensuring clear, consistent, and transparent messaging on the company's financial performance, strategic initiatives, and long-term vision. The role combines capital markets execution capabilities with investor-facing communication, regulatory compliance, and cross-functional coordination with legal, finance, and executive teams.
Responsibilities:
Capital Markets Execution:
Support operational execution of equity and debt financings, and structured capital raises.
Collaborate with internal finance and legal teams to review deal documents, support terms negotiations, and maintain compliance with SEC and Nasdaq requirements.
Manage closing deliverables and post-deal investor transactions; serve as one of the primary interfaces with investors to ensure smooth and timely execution.
Track and maintain detailed financing schedules and documentation.
Maintain relationships and ongoing engagement with investment banks.
Investor Relations:
Prepare, update, and refine investor communications including earnings scripts, investor presentations, and press releases.
Support ongoing engagement with sell-side analysts, conference organizers, and research partners; ensure timely delivery of all related materials and logistics.
Coordinate with internal stakeholders to ensure IR messaging aligns with financial reporting, Company's strategic goals and recent developments.
Monitor and analyze stock performance, trading activity, and market sentiment.
Maintain and regularly update the investor relations (IR) website.
Regulatory & Compliance Support:
Work closely with external legal in drafting and reviewing public filings (10-K, 10-Q, 8-K, S-1, S-3, Pre-14A, Def-14A) related to capital markets financing activities disclosures. Ensure consistency and alignment of messaging across all filings.
Coordinate with external legal counsel, auditors, and investors to manage the end-to-end filing process, including securing necessary consents and ensuring timely and accurate submissions.
Cross-Functional Leadership:
Serve as the central point of contact for capital markets and IR initiatives across legal, finance, and corporate communications teams.
Support special projects such as PIPEs, shelf registration planning, strategic shareholder targeting, and IR website enhancements.
Contribute to long-term capital planning and financial strategy development in partnership with the executive team.
Basic Qualifications:
Bachelor's degree in Finance, Accounting, Business, or related field.
2+ years of experience in capital markets, investor relations, investment banking, or corporate finance.
Proven experience executing debt and equity financing transactions and managing investor-facing communications.
Strong understanding of SEC filings, public company reporting, and capital structure mechanics.
Exceptional attention to detail, communication skills, and ability to manage multiple workstreams under tight deadlines.
Proficiency in financial modeling, PowerPoint, and equity market tools (e.g., Bloomberg, Capital IQ, EDGAR).
A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision
Excellent communication skills and team-working tendencies
A penchant for multi-tasking and self-starting
Preferred Qualifications:
CPA, CFA, or MBA preferred.
Annual Salary Range:
($85K-$95K DOE), plus benefits and incentive plans
Perks + Benefits
Healthcare + dental + vision benefits (Free for you/discounted for family)
401(k) options
Relocation assistance + reimbursement
Casual dress code + relaxed work environment
Culturally diverse, progressive atmosphere
Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
$85k-95k yearly Auto-Apply 55d ago
2026 Summer Intern - Finance & Accounting Analyst
Pacific Investment Management Co 4.9
Finance advisor job in Newport Beach, CA
PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
2026 Summer Internship - Finance & Accounting Analyst, US
Internship positions are located at PIMCO's Newport Beach, CA Headquarters.
You're eligible to apply if you:
Pursuing an undergraduate degree
Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027
Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026)
Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university
Are business proficient in English
You'll excel as a Finance & Accounting Analyst if you:
Possess knowledge of accounting, finance, audit, and tax principles
Have effective analytical, critical thinking, and problem solving skills
Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely.
Demonstrate proficiency with Microsoft Excel
Possess excellent verbal and written communication skills
Have a desire to join a high performance, fast-paced culture
Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker
See yourself as a Finance & Accounting Analyst
The Finance team is responsible for PIMCO's financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world.
You'll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office.
While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above.
The PIMCO Internship Experience:
The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program
During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success
Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts
Join us for a variety of cross-divisional education, networking & social events!
Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer
You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals
Want to learn more? Hear about The PIMCO Internship Experience from past interns
As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations
How you should apply:
Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready.
What to expect during the interview process:
After we receive your application, we will conduct an initial review of your resume
If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview
If you are chosen to proceed after the video interview, you will then take an assessment
Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions
PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.
For more information on PIMCO and Career Opportunities, please visit ********************************************
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Hourly Rate: $ 34.61
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
How much does a finance advisor earn in Costa Mesa, CA?
The average finance advisor in Costa Mesa, CA earns between $33,000 and $119,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Costa Mesa, CA
$62,000
What are the biggest employers of Finance Advisors in Costa Mesa, CA?
The biggest employers of Finance Advisors in Costa Mesa, CA are: