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Financial Advisor
Edward Jones 4.5
Finance advisor job in Torrance, CA
This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've 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. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 2d ago
Financial Advisor
Edward Jones 4.5
Finance advisor job in Santa Clarita, CA
This job posting is anticipated to remain open for 30 days, from 25-Nov-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've 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. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 4d ago
Investment Consultant - Thousand Oaks, CA
Charles Schwab 4.8
Finance advisor job in Thousand Oaks, 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. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships 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
$91k-158k yearly est. 1d ago
Part Time Client Advisor
Simonmiller
Finance advisor job in Los Angeles, CA
This is a key customer facing role that will be responsible for assisting in the projection of the brand's culture and maintaining a level of service of the highest standard. As a part-time Client Advisor, you will be responsible for: - Welcoming, guiding and providing smooth and elevated client experiences - Achieving sales, conversion, and clienteling targets and hitting goal on an individual and group basis - Upholding administrative procedures, as well as assisting in Visual Merchandising of the store, maintaining the appearance of the Store, and assisting managing inventory based on demand - Retaining information based on new collections and new seasons as they come in - Maintaining and adding to a positive work-environment Who we are looking for: - Excellent interpersonal and communication skills to provide clienteling and customer service - Someone who can build and develop long-lasting relationships with clients - Strong sense of identifying customer needs, cross-selling products, and close sales to achieve store sales targets - Someone with customer-facing role experience - CRM and clienteling experience preferred
$61k-115k yearly est. 4d ago
Oracle Functional Specialist - Finance
The Carrera Agency
Finance advisor job in Torrance, CA
Our client is seeking candidates for an Oracle Cloud Finance Specialist. This analyst will be part of the Fusion Cloud team, specializing in Financial functions (General Ledger, Sub-Ledgers, Accounts Payables, Accounts Receivables, Chart of Accounts, Fixed Assets, Inter Company Transactions), and related business functions. Location: Torrance, CA Work Hours: 9:00am - 5:00pm PST Work Schedule: Monday and Friday Remote. Onsite Tues/Wed/Thurs Expected Compensation: $160K - $175K base salary, plus annual bonus (10%). The offered compensation to a successful candidate will be dependent on several factors that may include (but are not limited to) the type and length of experience within the industry, education, etc. Position Description: This individual will be responsible for resolution of day-to-day user service requests, implementation of enhancements and new modules, and redesign of current processes to optimize the use of the ERP software. Elicit, analyze, validate, and document the stated and implicit business requirements and map those requirements to the features and functions provided by Oracle Fusion Cloud ERP Serve as a liaison between business stakeholders and the IT teams to specify business and system processes for implementation on Oracle Fusion Cloud ERP Identify and document technical and functional gaps in the current state of the implementation of Oracle Fusion Cloud ERP Develop and implement remediation plans to improve the current state of implementation Identify opportunities to leverage additional features and functions within the software to improve business operations Provide functional support to end users including issue resolution and performing root cause analysis Collaborate with internal and external teams to resolve issues in transactions and dataflows that span multiple systems integrating with the Oracle Fusion Cloud ERP Required Skills: Bachelor's degree in Business, Accounting, Computer Science, or equivalent technical and business experience. 5-6 years experience as an Oracle Cloud business analyst Expert level knowledge of the Oracle Fusion Cloud ERP modules of General Ledger, Payables, Receivables, Chart of Accounts, Fixed Assets, and Inter Company Transactions. Experience with process mapping, group facilitation, data gathering and analysis Minimum 2 large scale Oracle ERP Cloud implementations. Proven project delivery through full life cycle from requirements through deployment /support. Experience with one or more Oracle Reporting tools including Financial Reporting Studio (FRS), Smart View, OTBI, BI Reports, QlikView and/or Tableau. Soft Skills: Must be self-motivated. Ability to work independently with minimal supervision. Strong interpersonal skills and communication skills. Ability to write reports, business correspondence, and procedure manuals. Please apply today!
$40k-70k yearly est. 2d 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 5d 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. 3d ago
Acquisition Analyst/Associate
BLDG Partners 3.6
Finance advisor job in Beverly Hills, CA
Company Profile BLDG Partners LLC is a Southern California-based real estate investment firm founded in 2010, focused on the preservation and creation of workforce and affordable housing. We pursue opportunities to improve communities in urban and suburban markets across the country through creative investment strategies and disciplined execution. Position Summary BLDG Partners is seeking a highly analytical, resourceful, and detail-oriented Acquisitions Analyst/Associate to join our growing team dedicated to acquiring and preserving affordable and workforce housing communities nationwide. In this role, you'll play a key part in sourcing, underwriting, and executing real estate investments, as well as supporting financing, refinancing, and disposition activities. The ideal candidate thrives in a fast-paced, entrepreneurial environment, possesses strong critical thinking skills, and can manage multiple priorities under tight deadlines. This is an excellent opportunity to join an experienced team at the forefront of affordable housing investment and to make a tangible impact on communities across the country. Responsibilities Underwriting & Analysis Build and maintain complex financial models in Excel to underwrite affordable and workforce housing acquisitions across various markets and risk profiles. Perform detailed analyses of rent rolls, operating statements, capital expenditure budgets, tax and regulatory agreements, and market comparables. Analyze affordable housing programs (LIHTC, HUD, Section 8, etc.) and assess how they impact deal economics and feasibility. Transaction & Financing Support Support all aspects of the acquisition process, including preparing LOIs, coordinating due diligence, and assisting in transaction closings. Assist in the analysis and execution of property financings, refinancings, and dispositions, including working with lenders, preparing materials, and supporting transaction processes. Order and review third-party reports (appraisals, environmental assessments, physical needs assessments, etc.). Assist with property inspections, market tours, and site visits as required. Research & Market Intelligence Conduct market research to evaluate local economic drivers, housing supply and demand, and competitive landscapes in target markets. Monitor housing policy developments and affordable housing incentives in relevant jurisdictions. Internal Collaboration & Reporting Prepare investment memoranda and presentations for internal investment committees and external partners. Collaborate with Asset Management to ensure a smooth transition of acquisitions into the operational portfolio. Participate in portfolio strategy discussions, helping shape acquisition pipelines, financing strategies, and investment theses. Relationship Management Build relationships with brokers, lenders, attorneys, consultants, and other industry professionals to source opportunities and stay informed on market dynamics. Qualifications Bachelor's degree in Finance, Real Estate, Business, Economics, or a related field required. 2-5 years of professional experience in real estate acquisitions, investment analysis, asset management, or related financial roles, preferably with multifamily housing experience. Strong financial modeling skills in Excel, with the ability to build, audit, and explain complex models. Excellent analytical and critical thinking skills; able to dissect large amounts of data and draw meaningful conclusions quickly and accurately. High attention to detail and strong organizational skills, with the ability to manage multiple projects simultaneously in a fast-paced environment. Strong verbal and written communication skills, with the ability to prepare clear, concise reports and presentations. A collaborative team player with a proactive attitude, intellectual curiosity, and a strong sense of accountability. Familiarity with affordable housing programs (LIHTC, HUD, Section 8, etc.) is a plus but not required. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with real estate-specific software (e.g., Yardi, Argus) is a plus. Willingness to travel periodically for property tours, due diligence, and industry events. Why BLDG Partners? Work with a passionate team committed to delivering quality housing and positive community impact. Exposure to complex affordable and workforce housing transactions nationwide. Opportunities for professional growth in a dynamic, entrepreneurial firm. Competitive compensation and benefits.
$63k-89k yearly est. 1d ago
Financial Analyst
BGSF 4.3
Finance advisor job in Irvine, CA
CAM Analyst Direct Hire; $90K - $95K base salary Irvine, CA 92612 *Must have commercial property management experience with processing CAM. KEY RESPONSIBILITIES: · Have a thorough understanding of retail accounting principles including recovery ratios and methods, allocating costs to various CAM/CAMA pools, accrual, and cash basis accounting, reading, and understanding financials and being able to abstract information from a lease. · Responsible for processing monthly Base Rent/CAM/INS and RE taxes, including other miscellaneous financial obligations. · Assist with conducting audits and analyzing lease documents, addressing any discrepancies, issues, and questions, make recommendations and implement solutions. · Tracking and maintaining critical lease dates. · Reviewing lease documents and databases to ensure accuracy and lease compliance. · Abstracting and interpreting commercial lease documents (leases, amendments, sublease, CCR's). · Assist in completing other tasks within the department when additional resources are needed. · Establish and implement a lease audit function to review existing data in the Yardi system and identify areas of improvement and maximize revenue opportunities/CAM savings. · Responsible for responding to internal and external communication regarding leases and rent/cam charges. NOTE: Company reserves the right to adjust your duties and responsibilities at any time. QUALIFICATIONS: Experience: · Minimum of 5-10 years of experience in commercial property management, with a focus on retail and office spaces. Education: Bachelor's degree in business administration - Accounting - Financial Management. Skills: · Strong financial acumen and experience with CAM/CAMA pools. · Accrual and cash basis accounting. · Lease Abstract, processing monthly Base Rent/CAM/INS. · Budgeting and Financial reporting. · Excellent communication and interpersonal skills. · Proficiency in property management software (i.e., Yardi). · Ability to multitask and prioritize in a fast-paced environment. · Strong problem-solving and decision-making abilities. Benefits: · Health, dental, and vision insurance · 401(k) plan · Paid time off and holidays · Professional development opportunities
$90k-95k yearly 4d ago
Revenue Analyst III Finance
Hoag Health System 4.8
Finance advisor job in Costa Mesa, CA
Revenue Analyst III : Finance Costa Mesa, CA, United States Primary Duties and Responsibilities The Revenue Analyst III is a technical expert with strong analytical experience in a healthcare environment with emphasis in managed care and government reimbursement. This role serves as a financial resource for both clinical and administrative areas and will act as a lead analyst on projects. As part of the Finance Revenue team, this position will support Managed Care Contracting for contract modeling and revenue impact analysis in support of negotiations, helping to identify underpayments, and tracking profitability within our managed care contracts. Will also prepare analyses related to the financial impact of Medicare and Medi-Cal changes in reimbursement to identify financial and or operational impacts to revenue. Will support the annual build of the Hoag operating budget, touching across multiple entities with regards to volume and revenue projection. Responsible for a designated Hoag entity to analyze and present monthly performance to executive leadership as it relates to volume, revenue, payor mix and case mix, as well as perform the month end contractual reserve calculation for Accounting. Additionally, the Revenue Analyst III will support Accounting's management team for cost report preparation, OSHPD reporting, Bond/Rating Agency reporting, as well as year-end and interim audit. Provides support for all levels of leadership with requested ad-hoc revenue impact analysis related to items such as payer mix, acuity, reimbursement, and volume. Own and maintain specific recurring reporting related to volume and revenue performance. Performs other duties as assigned. Qualifications Education and Experience Bachelor's degree in business administration, finance, accounting, or healthcare administration. 5+ years' experience as an analyst in a healthcare environment with emphasis on managed care reporting and reimbursement General understanding of DRG and CPT/HCPC Medical Coding and Medical Terminology. Strong understanding of Managed Care and Government reimbursement methodologies General knowledge of hospital operations (Revenue Cycle: Registration, Patient Accounting/Billing, data processing). Understanding of Accounting Principles and Hospital Financial Reporting. About Us Hoag Memorial Hospital Presbyterian is a nonprofit regional health care delivery network in Orange County, California, consisting of three acute-care hospitals with sixteen urgent care centers, eleven health centers and a network of more than1,800 physicians, 100 allied health members, 8,000 employees, and 2,000 volunteers. More than 30,000 inpatients and 550,000 outpatients choose Hoag each year. For over 70 years, Hoag has delivered a level of personalized care that is unsurpassed among Orange County's health care providers. Since 1952, Hoag has served the local communities and continues its mission to provide the highest quality health care services through the core strategies of quality and service, people, physician partnerships, strategic growth, financial stewardship, community benefit and philanthropy. Hoag offers a comprehensive blend of health care services including six institutes providing specialized care in the areas of cancer, heart and vascular, neurosciences, women's health, orthopedics, and digestive health through our institutes. Hoag was the highest ranked hospital in Orange County in the 2024-2025 U.S. News &World Report, the only Orange County hospital ranked in the top 10 for California. The organization was ranked the #5 hospital in the Los Angeles Metro Area and the #10 hospital in California. To learn more about Hoag's awards and accreditations, visit: ******************************************************* Hoag is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Hoag is committed to the principle of equal employment opportunity for all employees and providing employees with a work environment free of discrimination and harassment. Hoag hires a diverse group of people in a manner that allows them to reach their full potential in the pursuit of organizational objectives. Job Info Job Identification 126503 Job Category Finance, Accounting & Planning Posting Date 08/14/2025, 04:22 PM Job Shift Day Locations 2975 Red Hill Ave, Costa Mesa, CA, 92626, US Pay Range $40.41 - $62.36/hr Onsite Job Schedule Full Time
$40.4-62.4 hourly 3d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Los Angeles, CA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$58k-101k yearly est. Auto-Apply 12d ago
Experienced Associate - Investment Banking, Industrials
Guggenheim Securities
Finance advisor job in Los Angeles, CA
Guggenheim Securities The Global Industrials Group in Los Angeles is a rapidly growing and critically important strategic initiative for Guggenheim Securities (“GS”). Our Associates play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Associates benefit tremendously from the experience and partnership they have with our Senior Managing Directors, Managing Directors, Vice Presidents, and Analysts. We pride ourselves on the dedication we give to our Associates development, which in turn helps assist in supporting and cultivating our growing team of Analysts. We work to constantly assist in developing our Associates marketing, sales, analytical, and communication skills. GS offers an unparalleled opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. 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 Lead day-to-day project management and oversee execution on a range of advisory and financing transactions Develop and oversee financial and accounting analyses and help identify, research, and analyze M&A and financing opportunities Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities Develop and monitor the development of complex financial models for a broad range of corporate finance alternatives Perform financial and valuation analysis using both industry standard and proprietary models Analyze and supervise the analysis of current and past accounting and financial records to advise management through financial projections preparation Integrate strategy ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders Conduct due diligence investigations of client companies to ascertain the soundness of their business model and forecasts Transaction evaluation, preparation, due diligence, and execution of transactions; and managing the preparation of marketing materials including teasers, information memoranda, and other transaction-related documentation Help lead deal pitches including idea generation Act as the financial and strategic advisor for clients of core accounts in conjunction with senior coverage officers Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge Generate potential ideas and new business opportunities to clients to help solve problems Preferred Qualifications 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 Sell-side advisory experience is a plus Basic Qualifications Requires a minimum of a Bachelor's degree and 4+ years of investment banking experience or an MBA degree Core modeling and valuation experience in professional setting SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment Work Location Currently, this role is expected to be in the Los Angeles office at least 4 days per week. Salary ·Annual base salary between $175,000 and $225,000. 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. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. To apply, please visit our website: 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 applicants applying to our California offices, we will consider for employment qualified applicants with arrest and conviction records in accordance with applicable local ordinances. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
$175k-225k yearly Auto-Apply 60d+ ago
Financial Advisor
Ameriprise Financial 4.5
Finance advisor job in Los Angeles, CA
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities • Attend and engage in coaching and training led by the leadership team and established advisors. • Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. • Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. • Schedule and conduct financial planning and advice meetings with clients and client prospects. • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. • Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. • If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications • 3+ years of work experience with a proven track record of success. • Have a network of personal and professional contacts within the local area that you may engage for referrals. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. • 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) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications • Four-year college degree, or equivalent • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Proven 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 About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $66,040 - $68,640/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group
$66k-68.6k yearly Auto-Apply 60d+ ago
Financial Advisor - Licensed
RK Partners 4.6
Finance advisor job in Newport Beach, CA
Job Description As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their clients. This also means you are CRIA licensed (Corporate Registered Investment Advisor). Requirement options for CRIA: Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. Responsibilities Prospecting for clients through referrals, personal observation and networking Developing and maintaining long-term relationships with clients Fact gathering and needs analyses to arrive at client-centric financial solutions Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications Strong interpersonal skills and customer service focus Experience working with vlients virtually Market development/networking abilities Presentation and organization skills Strong work ethic, self-motivated and goal-oriented BA, BS, and/or graduate degree or equivalent work experience required Benefits Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long term. LOCATION: Newport Beach, CA and Virtual
$51k-88k yearly est. 29d ago
Investment Banking Associate - Industrials & Business Services M&A Advisory
MUFG (DBA
Finance advisor job in Los Angeles, CA
Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, resulting in a high level of job satisfaction while building a solid foundation for your career. Our culture values the development and well-being of our team-members and fosters strong camaraderie throughout the firm, resulting in what we believe is some of the highest retention rates in the industry. Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience. The firm is based in Los Angeles, with additional offices in San Francisco, New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the largest financial groups in the world. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. Intrepid Investment Bankers is expanding nationally and seeking to hire a talented M&A Sell-side Associate to join our Industrials & Business Services Team. Responsibilities: * Organizing, reviewing, and analyzing due diligence processes and materials * Developing valuation analyses and models (projections, LBO, DCF, public comparable, historical M&A transactions, etc.) * Preparing comprehensive pitchbooks, information memoranda, management presentations and marketing materials * Compiling prospective acquirer lists and contacting acquirers * Performing key steps in the sale execution process * Supporting senior bankers in establishing relationships and maintaining direct contact with current and prospective clients * Interacting with senior bankers to help build the firm (training, recruiting, mentoring, etc.) Skills & Experience: * Minimum of two years of sell-side M&A advisory and investment banking experience (with record of completed transactions from pitch to close in the Industrials and Business Services sectors) * Outstanding academic credentials from a top tier school * Demonstrated critical thinking, process oriented, and strong attention to detail * Excellent written and oral communications skills * Highly proficient financial analysis and modeling skills * Proactive, results oriented, can-do attitude, team player * Self-starter willing to work in an entrepreneurial, demanding, and fast-paced environment * Significant level of maturity and the ability to work collaboratively as part of a small team * Proficiency with S&P Capital IQ, Pitchbook, Salesforce CRM and online data room platforms * FINRA Series 7, 63 or 79 license Compensation & Benefits: The typical base pay for this role is $170K. Depending on corporate title, role in the transaction, productivity, and type of incentive payout, participants can be eligible for compensation that includes a guaranteed salary against the variable incentive amount, that can range up to 25% per transaction, subject to final approval by the CEO of Intrepid. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
$170k yearly Auto-Apply 60d+ ago
Investment Banking - Consumer & Retail - Associate
JPMC
Finance advisor job in Los Angeles, CA
We are seeking a highly skilled and experienced Investment Banking Associate to join our Consumer & Retail team As an Associate in our Consumer & Retail group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities Develop content for strategic meetings with clients regarding M&A or capital market transactions Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives Defining, guiding and reviewing detailed valuation analysis, including Discounted Cash Flow, trading comparables, transaction comparables and Leveraged Buyout analyses Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations Provide leadership, mentorship and supervision to Associates and Analysts Participate in graduate recruiting Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role Bachelor's Degree required, preferably in accounting, finance, economics or a related field Strong quantitative and financial analysis skills required Understanding of the transaction cycle and the steps in the process and is execution oriented. Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently
$99k-165k yearly est. Auto-Apply 46d ago
Investment Banking - Consumer & Retail - Associate
Jpmorgan Chase & Co 4.8
Finance advisor job in Los Angeles, CA
JobID: 210682426 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $175,000.00-$225,000.00 We are seeking a highly skilled and experienced Investment Banking Associate to join our Consumer & Retail team Job Summary As an Associate in our Consumer & Retail group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities * Develop content for strategic meetings with clients regarding M&A or capital market transactions * Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives * Defining, guiding and reviewing detailed valuation analysis, including Discounted Cash Flow, trading comparables, transaction comparables and Leveraged Buyout analyses * Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations * Provide leadership, mentorship and supervision to Associates and Analysts * Participate in graduate recruiting Required qualifications, capabilities, and skills * Prior work experience in an investment banking front office role * Bachelor's Degree required, preferably in accounting, finance, economics or a related field * Strong quantitative and financial analysis skills required * Understanding of the transaction cycle and the steps in the process and is execution oriented. * Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. * Self-directed, highly motivated, and able to work independently
$175k-225k yearly Auto-Apply 46d ago
M&A Investment Banking Analyst / Associate
Regal Executive Search
Finance advisor job in Los Angeles, CA
About the job We are dedicated to exceeding expectations in all we do. Both our client service and culture are second to none, stemming from our firmwide embrace of our core values We work tenaciously to create exceptional results for our clients. We have grown significantly over the past several years and expect continued growth. As such, this is a great opportunity for a highly motivated individual. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team. The M&A Investment Banking Analyst will be responsible for leading the analytical work in support of transaction execution and new business development, as well as assisting senior bankers in the development and delivery of value-added investment banking products and services to clients and prospects. This position should expect a great deal of client exposure and this role will require demonstrated skill sets in the fundamentals of valuation, business strategy and client communication. Due to the entrepreneurial spirit of the firm, analysts are encouraged to take on as much responsibility as they can successfully handle. In addition, given the firm's belief in staffing deals with smaller teams, this role will have daily contact with senior bankers and client executives. This position reports directly to the Managing Director, Investment Banking. ESSENTIAL DUTIES AND RESPONSIBILITIES Preparing financial, business and market analyses including the preparation of management presentations, CIMs, three statement financial models, and all required due diligence information/financial analysis and modeling of other opportunities Providing analytical support for financing transactions Maintaining deal flow tracking and management system Product and market diligence, forecasting and sensitivity analysis Financial, business and scientific diligence from both secondary and primary sources Supporting the senior banking team with ad hoc industry and sector analysis and screens Information aggregation, synthesis and dissemination to team Assisting in the development and production of proposals, presentations for clients and prospects Ability to demonstrate deep understanding of financial statements and analysis Ability to function at a high level as part of a small team and with intermittent direction Ability to communicate effectively verbally and in writing and exude professionalism as a representative of our firm Strong organizational skills, attention to detail; candidates will be internally motivated and solutions oriented Strong project management skills and attention to detail KEY QUALIFICATIONS & REQUIREMENTS BA/BS degree in Finance, Business, or Economics (or a related discipline) is preferred Minimum one (1) year investment banking, private equity, venture capital, or corporate finance experience preferred Strong analytical and quantitative skills and experience preferred Effective communication, presentation and writing skills Proficient in Microsoft Office applications (i.e. Excel, Word, PowerPoint) Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment Ability to work within a team, take the initiative and show strong attention to detail is critical Possess a positive, team-oriented attitude with a commitment to excellence and integrity Self-driven individual with high level of motivation COMPENSATION We offer competitive compensation with salary and bonus. We also offer industry leading benefits including medical, dental, vision, 401k with employer match, employer paid life insurance, flexible spending accounts, employee assistant program, and employee discounts via Insperity. Work/life balance is our foundation and is supported through paid holidays, and generous paid time off.
$79k-130k yearly est. 60d+ ago
2027 Investment Banking Summer Financial Analyst (Class of 2028) - Los Angeles Industrials
HL Group 4.4
Finance advisor job in Los Angeles, CA
Business Unit: Corporate Finance Industry: Industrials Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Industrials Houlihan Lokey's Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for more than a decade, which has given our professionals valuable exposure to a variety of situations and challenges. In 2024, our Industrials Group was once again ranked as the No. 1 M&A advisor for all global industrials transactions by LSEG (formerly Refinitiv).* *Excludes accounting firms and brokers. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028 Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Application Requirement To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-116628
$110k yearly Auto-Apply 25d ago
Corporate Finance Crypto 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. The Corporate Finance & Crypto Analyst of Capital Markets is responsible for supporting and managing full cycle execution across our crypto (C10) strategy, capital work including 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 crypto and 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 crypto, 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 interface 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. CPA, CFA, or MBA preferred. * 5+ years of experience in crypto, 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 * A genuine fascination for the crypto field and a commitment to global change Annual Salary Range: ($86K - $105K DOE), plus benefits and incentive plans Perks + Benefits * Healthcare + dental + vision benefits (Free for you/discounted for family) * 401(k) options * 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.
$86k-105k yearly Auto-Apply 60d+ ago

Learn more about finance advisor jobs

How much does a finance advisor earn in Gardena, CA?

The average finance advisor in Gardena, CA earns between $33,000 and $120,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in Gardena, CA

$63,000

$33,00010%

$63,000Median

$120,00090%

What are the biggest employers of Finance Advisors in Gardena, CA?

The biggest employers of Finance Advisors in Gardena, CA are:

Bank of America
Edward Jones
Westside Food Bank
International Education
IEC
Regal Executive Search

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Corporate Finance Crypto Analyst, Capital Markets

Learn more about finance advisor jobs

How much does a finance advisor earn in Gardena, CA?

What are the biggest employers of Finance Advisors in Gardena, CA?