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  • FP&A Analyst III - Strategic Budgeting & Forecasting | 9/80 Schedule

    Aerovironment, Inc. 4.6company rating

    Finance advisor job in Simi Valley, CA

    A leading aerospace technology company in California is looking for a Financial Planning & Analysis (FP&A) Analyst III. This role involves preparing financial analysis, budgets, and forecasts while supporting business planning. Candidates should have 5-8 years of relevant experience, a Bachelor's degree in Finance or Accounting, and strong analytical and communication skills. The salary range is $88,000 - $124,740 with a comprehensive benefits package. #J-18808-Ljbffr
    $88k-124.7k yearly 3d ago
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  • Investment Associate

    RETS Associates

    Finance advisor job in Los Angeles, CA

    RETS Associates, on behalf of our client, a commercial real estate private equity firm, is seeking an Investment Analyst or Associate in Century City, CA. This role will support the Investments team in evaluating and underwriting potential investments, conducting due diligence, crafting presentation materials, aiding development efforts, developing monthly and quarterly reports for existing investments including updating financial models and managing assets within our portfolio. The firm invests across the capital stack, has significant dry powder, and a stellar track record. This positions is in their office 5 days in Century City, CA. Responsibilities Underwrite acquisition and development opportunities using complex Excel based financial models Create complex, Excel-based acquisition and development cash flow models for the evaluation of potential investment opportunities. Support due diligence, investment memoranda, and Investment Committee materials Assist with transaction execution and closings Asset manage existing portfolio investments including recapitalizations and dispositions Analyze operating performance, lease structures, market data, and exit scenarios across multiple asset classes Prepare monthly and quarterly portfolio reporting and cash flow projections Partner with internal teams to integrate budgets and schedules into financial models Qualifications 1 to 4 years of real estate investments / acquisitions experience Bachelor's degree required; Real Estate or Finance preferred Strong financial modeling and underwriting skills Detail oriented, self motivated, and team focused
    $93k-166k yearly est. 1d ago
  • Investment Sales Analyst + Jr. Broker | Investment Property Group

    Zacuto Group

    Finance advisor job in Santa Monica, CA

    Zacuto Group, a highly active Commercial Real Estate Brokerage headquartered in Santa Monica serving the greater Los Angeles Area. We are looking to immediately add an Analyst / Jr. Broker to work with our Investment real estate practice group on expanding market share for sales transactions. This is a hybrid salary + commission role that will provide base compensation for supporting a Senior Vice President and unlimited commission upside. The ideal candidate should have prior experience in real estate underwriting, strong verbal and written skills, an interest in sales and the commercial real estate industry. This is an excellent opportunity for a motivated individual who is driven and looking to succeed in a growth-oriented role. Candidates should have a solid educational foundation, be self-starters, hardworking, persistent, and motivated to excel. Our leadership team will provide play by play deal support and guidance while providing top-of-the-line tools to help accomplish client objectives, win assignments, and close transactions. Candidates should be well spoken, comfortable with a client facing role, possess superior organization skills, and thrive in a modern open office environment. Investment Real Estate Expertise Supporting the valuation process, creating spreadsheets and preparing financial analysis Conducting research on comps and similar data Creating pitch presentations for new listings Scheduling inspections and managing due diligence Drafting letters of intent / purchase and sales agreements Drafting correspondence Overseeing transactions through to closing including reviewing written agreements Showing properties Sales Making introduction calls (Cold Calls and Warm Calls) to potential new clients Supporting the Senior Vice President with his pipeline of potential new clients Managing marketing processes to support the sales process Project Management Managing deal-flow in Salesforce Ensuring that deadlines are met Tracking and monitoring negotiations Seeing tasks through to completion Core daily functions will include: Project Management Sales Operations Support Required Skills and Experience ~ 4 Year Bachelor's Degree ~ Mastery of Microsoft Office, especially Outlook, Word, and Excel ~ Candidates are expected to obtain a California Real Estate Agents license if they do not already have one. Our firm is growth oriented and it is central to our plans for qualified candidates to grow within our organization.
    $71k-127k yearly est. 3d ago
  • Senior Portfolio Analyst

    Endeavor Agency

    Finance advisor job in Irvine, CA

    Endeavor Agency (************ CRE.com) is a commercial real estate talent agency providing high touch recruitment services throughout California and major western US cities. Endeavor has engaged with a privately held, established and well known real estate development and investment company seeking a Senior Portfolio Analyst to support the Asset Management team by building and maintaining portfolio financial models, analytical tools, and automated workflows to drive portfolio performance and strategic decision-making. The role ensures data integrity across reporting systems, prepares investment materials, and leads process improvements. The Sr Portfolio Analyst also assists with underwriting for leases and capital projects, quarterly portfolio reviews, business plans, and market analysis. Responsibilities: Develops and maintains financial, operating, and analytical models (Excel, Argus, Google Sheets) to support asset performance review, scenario analysis, and strategic decision-making Builds, maintains, and enhances automation tools, including Excel VBA macros and Google Sheets scripts, and leads process improvement initiatives involving workflow optimization, data governance, and business intelligence tool development Ensures data integrity and consistency across internal tools, templates, dashboards, and reporting systems for leasing, financial, capital, and operational information Provides analytical and underwriting support when evaluating leases, tenant credit worthiness, capital investments, new development projects, and acquisition opportunities Participates in quarterly property reviews and forecasts; creates summary reports including budget variances, occupancy and leasing updates, operating expenses, capital expenditures, and potential loan refinance implications Additional Skills: Superior Excel skills, including strong modeling capability; VBA and ARGUS experience preferred, but not required Experience with financial statement analysis and a strong understanding of corporate finance concepts Demonstrates ability to distill complex data, analyses, and trends into clear, concise written summaries and visual tools that enable stakeholders to understand key insights and takeaways quickly Strong written communication skills with the ability to translate quantitative findings into business-ready messaging
    $70k-124k yearly est. 1d ago
  • Investment Consultant - Los Angeles, CA (Downtown)

    Charles Schwab 4.8company rating

    Finance advisor job in Los Angeles, 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
    $90k-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
  • Financial Services Professional

    Bankers Life 4.5company rating

    Finance advisor job in Los Angeles, CA

    Build Your Own Client Base with the Support of a Fortune 500 Company 🚀 Ready to build your career with purpose? Bankers Life is seeking the next generation of Financial Services Professionals to guide clients through important financial decisions. What We Offer: Paid Licensing: We cover your Insurance, SIE, Series 6, Series 63, and CFP . Growth: Progressive advancement into leadership and wealth management. Rewards: Competitive commissions, bonuses, and retirement savings programs. If you have honesty, integrity, and the ability to present complex concepts effectively, let's talk. Let's connect: 👉 Schedule a call here: ***************************************** 📞 Or call/text: **************
    $55k-91k yearly est. 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. 2d ago
  • Client Advisor/Stylist, West Hollywood

    Kwame Adusei

    Finance advisor job in West Hollywood, CA

    About Us KWAME ADUSEI is a globally recognized luxury fashion house dedicated to craftsmanship, innovation, and timeless design. Our collections embody sophistication and style, and we pride ourselves on delivering an unparalleled client experience. We are seeking a passionate Luxury Sales Associate to join our team, someone who embodies our brand values and possesses a deep understanding of luxury clientelling. About the Role As a Luxury Sales Associate, you will be responsible for delivering a personalized shopping experience, building strong client relationships, and achieving sales targets. This is a commission based role, and your expertise in clienteling within the luxury industry for a minimum of two years will be crucial in cultivating a loyal client base while upholding our brand's standard of excellence. Key Responsibilities: Client Relationship Management & Clienteling Develop and maintain long-term relationships with high-net-worth clients through proactive clienteling strategies. Leverage CRM tools to track client preferences, purchase history, and special occasions for personalized outreach. Proactively engage with clients via appointments, private shopping experiences, and follow-ups to enhance brand loyalty. Provide expert styling advice and product knowledge to curate a bespoke shopping experience. Sales & Performance Meet and exceed individual and store sales goals by leveraging client relationships and offering outstanding service. Drive revenue by upselling and cross-selling across categories, ensuring clients experience the full brand offering. Demonstrate an in-depth understanding of product details, craftsmanship, and brand storytelling. Actively participate in VIP events, trunk shows, and brand activations to engage with new and existing clientele. Brand Representation & Store Operations Maintain a polished and professional appearance that reflects the brand's luxury image. Uphold visual merchandising standards, ensuring the boutique remains an inviting and luxurious space. Collaborate with the team to ensure seamless store operations, including inventory management and loss prevention. Stay informed on industry trends, competitor brands, and client preferences to anticipate market needs. Qualifications Minimum of 2 years of clienteling experience within the luxury industry (fashion, accessories, jewelry, or similar). Proven track record of building and maintaining a luxury client book. Strong understanding of high-touch customer service and luxury buying behavior. Exceptional communication and interpersonal skills, with the ability to engage clients confidently. Passion for luxury fashion, styling, and craftsmanship. Proficiency in CRM tools, client tracking, and digital communication platforms is preferred. Ability to work a flexible schedule, including weekends and holidays, as needed. We value people who want to learn, improve systems, and grow with the company.
    $61k-116k yearly est. 2d ago
  • Client Advisor, South Coast Plaza

    Rimowa

    Finance advisor job in Costa Mesa, CA

    The RIMOWA Client Advisor is responsible for generating sales through exceptional client relations and product knowledge while acting as an ambassador for the RIMOWA brand. Job Responsibilities Sales Achieve personal sales goals Educate clients with company history and the most current product knowledge Keep an active client book to cultivate new/existing client relationships Support team members to achieve store sales goals Customer Service Always present yourself in a friendly and professional manner Ensure prompt follow up with client purchases, repairs and inquires Provide the best experience for customers by continuously building knowledge of company history, new product and competitors Operations Understanding of store POS system Opens and closes the register Process payment/return of merchandise Conduct inventory counts and adheres to company loss prevention policy Maintain/execute store merchandising standards Maintain store readiness and housekeeping duties Profile High school Diploma or equivalent Luxury sales experience ideal Previous experience, developing existing and prospecting new clients. Ideal candidates have established client books Professional presentation, excellent communication skills both verbal and written Excellent problem-solving skills, positive attitude, team player Ideal candidate has knowledge of fashion, design trends and love of travel Ability to work varied hours/days, including nights, weekends and holidays Must be able to lift large boxes up to 20lbs repeatedly
    $61k-114k yearly est. 1d ago
  • Corporate Partnerships Analyst

    Honda Center 3.9company rating

    Finance advisor job in Anaheim, CA

    Corporate Partnerships Analyst page is loaded## Corporate Partnerships Analystlocations: Anaheimtime type: Full timeposted on: Posted 7 Days Agojob requisition id: R-2025-491# *A great experience starts with you!*Join our team to help create and develop the future of live entertainment and sports in Orange County!Once you've had a chance to explore our current open positions, apply to the ones you feel best suit you, as an applicant, you can always see your application status in your profile.**Mission:** To enrich the lives in our community through shared experiences, welcoming spaces, and responsible actions.**Vision:** We will be the social and entertainment center of Orange County - a place where the cultural kaleidoscope of the region converges and connects. Our vibrant, rich collection of experiences will celebrate the diversity of our community.**Values:** Be Safe | Do the Right Thing | Be Generous | Include Everyone | Make it Easy | Be Bold## Job Title:Corporate Partnerships Analyst**Pay Details:**The annual base salary range for this position in California is $69,000 to $75,000 per year. The starting pay for the successful candidate depends on various job-related factors, including but not limited to the candidate's geographic location, job-related knowledge, skills, experience, education/training, internal value, peer equity, external market demands, and organizational considerations.The Corporate Partnerships Analyst will play a key role in supporting data-driven decision-making and strategic planning for the Corporate Partnerships team. This role is responsible for analyzing partnership performance, supporting sponsorship valuation, developing sales and renewal strategies, and identifying opportunities to maximize partner ROI. The ideal candidate has a passion for data, strong business acumen, and a collaborative mindset to help drive meaningful insights that support revenue growth and partner success.**Responsibilities*** Support the development and execution of partnership strategy through data analysis, reporting, and insights* Collaborate with sales and activation teams to evaluate partnership performance and identify optimization opportunities* Assist in the valuation of sponsorship assets using third-party tools and internal benchmarks* Develop custom reporting dashboards and presentations for internal and external stakeholders* Conduct market research and benchmarking to identify industry trends, competitive intelligence, and partnership best practices* Analyze digital, social media, and experiential campaign performance to support storytelling and ROI narratives for partners* Assist in the creation of pitch decks, recap reports, and business cases to support new business and renewal opportunities* Maintain accurate and organized data using CRM systems and analytics platforms* Partner with Finance and Business Intelligence teams to align partnership data with broader business goals**Qualifications*** Bachelor's degree in Business, Marketing, Analytics, Economics, or related field* 1-2 years of relevant experience in sponsorship analytics, marketing strategy, or business intelligence-ideally in sports, entertainment, or media* Strong proficiency in Excel, PowerPoint, and data visualization tools (e.g., Tableau, Power BI)* Familiarity with CRM systems such as Salesforce and sponsorship valuation tools (e.g., Nielsen, SponsorUnited, Zoomph) is a plus* Excellent analytical, critical thinking, and problem-solving skills* Strong communication skills with the ability to present complex data in a clear and compelling way* Detail-oriented with the ability to manage multiple priorities and meet tight deadlines* Collaborative and proactive team player with a passion for the business of partnerships**Knowledge, Skills and Experience****Education -** Bachelor's Degree**Experience Required -** 1-2 YearThis position is on-site.Company:Katella Avenue Partners, LLC**Our Commitment:***We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and team members without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, medical condition or any protected category prohibited by local, state or federal laws. We are firm believers that diversity and inclusion among our team members are critical to our success, and we seek to recruit, develop, and retain the most talented people from a diverse candidate pool.**Thanks for your interest in becoming part of OCVIBE!* #J-18808-Ljbffr
    $69k-75k yearly 1d ago
  • CRE Financial Analyst - Multifamily Investment Brokerage

    The Mogharebi Group

    Finance advisor job in Costa Mesa, CA

    NO OUT OF STATE CANDIDATES PLEASE - YOU MUST LIVE WITHIN A COMMUTABLE DISTANCE TO COSTA MESA, CA - THIS IS AN ON-SITE POSITION. THANK YOU. At The Mogharebi Group (TMG), we take a partnership approach to our work, prioritizing understanding our clients' businesses and goals before developing tailored solutions. Our focus is on building long-term relationships and value creation, not just transactions. Through leveraging TMG's shared knowledge, clients sell and purchase multifamily assets with certainty. Role Description We are seeking a skilled Multifamily Commercial Real Estate Financial/Investment Analyst /Underwriter to join our team. In this position, you will play a crucial role in analyzing real estate investments and providing valuable insights to support our Sales Advisors in the representation of Multifamily property owners. Responsibilities: - Evaluate financial performance of multifamily real estate assets - Collaborate with the team to assess potential real estate acquisitions and dispositions - Analyze loan processing and underwriting procedures - Utilize financial acumen to interpret and present data effectively - Collect, organize, and maintain data related to real estate investments - Generate reports and presentations on financial analysis findings Experience: The ideal candidate must possess the following skills: - 2+ years' on-the-job experience evaluating and underwriting Multifamily properties (this is critical) - Experience valuating market rate deals with some affordable knowledge a plus - Strong mathematical and Excel skills - Proficiency in quantitative research techniques - Familiarity with underwriting processes from the brokerage side - Solid financial acumen and understanding of financial concepts - Ability to collect and analyze data for informed decision-making Experience in Affordable Housing programs and how they affect financial analysis, LIHTC, SEC. 8, HUD, TCAC, HAP, etc., is a plus! Joining our team as a skilled Real Estate Analyst on the brokerage side offers an exciting opportunity to work in a dynamic environment where your analytical skills will be valued and further developed. Benefits: 401(k) Health, dental and vision insurance 15 days paid time off, 10 holidays observed Weekly Schedule: 1 day remote, 4 days in-office in Costa Mesa, CA
    $59k-88k yearly est. 1d ago
  • Financial Analyst - Real Estate Acquisitions & Asset Management

    La Placa Group

    Finance advisor job in Newport Beach, CA

    La Placa Group is a privately held, entrepreneurial real estate investment company based in Southern California. With roots in custom home building and residential redevelopment, we have evolved into a diversified investment platform focused on distressed residential acquisitions and the strategic growth of our rental portfolio, with a long-term objective of scaling into small to mid-sized multifamily assets. We operate as a lean, fast-moving team where accountability is high, decision-making is direct, and execution matters. The Role We are looking for a dynamic, driven professional who wants to grow with our company and make a meaningful impact within a small but scaling team. This is a role for someone with grit, attention to detail, and an ownership mindset-someone who isn't afraid to jump in, take responsibility, and move quickly. As a Financial Analyst - Acquisitions & Asset Management, you will work directly with one of the firm's partners and play a critical role in identifying, underwriting, and prioritizing investment opportunities that align with our investment goals. Your job is to sift through a large volume of opportunities from multiple deal sources, elevate the highest-priority opportunities, and help drive them toward execution. Speed, judgment, follow-up, and consistency are essential. This is not a corporate or siloed analyst role. You will interface directly with ownership, internal team members, and external professionals, and your work will have a visible impact on the business. What You'll Be Doing Acquisitions & Underwriting Underwrite and screen a high volume of incoming deals across multiple sources Identify which opportunities fit our buy box and warrant offer submission Underwrite fix & flip, buy & hold, and small to mid-sized multifamily opportunities Perform scenario analysis to evaluate risk, returns, and execution strategy Audit, maintain, and continuously improve the company's proforma and underwriting models Support due diligence and acquisition execution with escrow, title, lenders, agents, and partners Deal Flow & Relationship Management Proactively follow up with wholesalers, brokers, and agents who provide deal flow Build rapport and maintain strong relationships with key deal sources Consistently promote the La Placa Group brand to keep deal flow active and top-of-funnel Take a hunter mentality toward keeping the pipeline full and relevant Asset Management & Reporting Maintain a real-time pulse on all active fix & flip, buy & hold, and rental assets Track project timelines, budgets, and execution milestones Provide weekly reporting to senior management on project status, priorities, and risks Ensure momentum and accountability across the lifecycle of each investment Any ad-hoc reporting / analysis requested from senior management What We're Looking For Bachelor's degree in Finance, Real Estate, Business, or related field 1-2+ years of real estate financial analysis or underwriting experience Multifamily underwriting experience is a plus Strong Excel & financial modeling skills Ability to move quickly while maintaining accuracy Highly organized with strong follow-through Get-it-done mentality with a strong sense of responsibility Ownership mindset-you treat the work like it's your own capital Coachable, team-oriented, and adaptable in a fast-paced environment What We Offer Competitive pay: $60,000-$72,000/year (DOE) Health insurance 401(k) Paid time off Opportunities for career growth and leadership within a rapidly expanding real estate group Collaborative, supportive environment where your work has a direct and visible impact Schedule & Location Full-Time, Monday-Friday 8-hour in-person schedule Newport Beach office
    $60k-72k yearly 1d ago
  • 2027 Guggenheim Securities Investment Banking Summer Analyst - Los Angeles Industrials

    Guggenheim Partners 4.2company rating

    Finance advisor job in Los Angeles, CA

    Guggenheim Securities ("GS") is seeking exceptional Interns to join its Industrials Investment Banking team in Los Angeles. The Los Angeles Industrials team, which has a focus on Aerospace & Defense, is a rapidly growing and critically important strategic initiative for Guggenheim Securities ("GS"). Our Interns play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Interns will join a highly collaborative team responsible for providing M&A advisory and capital raising (equity and fixed income) service and capabilities to corporate clients. GS offers a unique opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. Candidates should be top performers who are willing to work hard in a dynamic environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued. Essential Job Functions * Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants * Assist in the design and development of complex financial models and valuation analysis * Draft internal and client-facing documents, including management presentations, lender presentations, fairness opinions, and pitchbooks * Perform client due diligence, prepare information memoranda and other transaction-related documentation * Contribute to the creation of strategic frameworks, tools, and intellectual property to aid business development activities of the firm * Conduct competitive research, including identifying sector and industry trends * Gather and analyze information, formulate and test hypotheses, develop and communicate recommendations to senior leadership Preferred Qualifications * Prior internship experience in investment banking, accounting, consulting, private equity, hedge fund or corporate finance is a plus * Familiarity with MS Excel, MS PowerPoint and MS Word * Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management * Highly organized, with the initiative and ability to work with limited supervision * Excellent analytical skills and attention to detail * Strong written and oral communication skills * Effective process management abilities Basic Qualifications * Must be on track to receive a Bachelors, Masters or equivalent degree in December 2027 or Spring 2028 Work Location * Currently, this role is expected to be in the Los Angeles office at least 4 days per week. Salary * A salary based on an annual rate of $110,000 per year * The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ******************************************* or ************.
    $110k yearly Auto-Apply 8d ago
  • Corporate Financial Analyst

    First Legal Network LLC 3.9company rating

    Finance advisor job in Monterey Park, CA

    The Corporate Financial Analyst is responsible for supporting financial planning, budgeting, forecasting, and reporting activities. The ideal candidate has 2-3 years of experience in financial analysis, strong Excel modeling skills, hands-on experience with financial reporting tools and comfortable working with large datasets. This is a high-visibility role that will partner with division leaders to drive financial insights and support decision-making. Job Duties: Assist in the development of annual budgets, forecasts, and long-range financial plans. Build, maintain, and improve financial models to support scenario analysis, cost-benefit evaluations, and ad hoc decision support. Prepare, analyze, and distribute monthly financial reports, including variance analysis to budget and forecast. Lead and facilitate financial statement review meetings with Division leaders; communicate insights, risks, and opportunities. Design and enhance standard and custom financial reports within reporting platforms. Conduct in-depth research to explain variances in revenue, expenses, and operational KPIs. Collaborate with cross-functional partners to collect data, validate assumptions, and ensure accuracy of financial information. Support continuous improvement of FP&A processes, tools, and templates. Job Qualifications: 2-3 years of experience in FP&A, corporate finance, or similar analytical role. Strong proficiency in Microsoft Excel, including SumIfs, Index/Match, XLOOKUP, IF/THEN statements, pivot tables, and advanced formulas. Demonstrated experience in financial modeling (revenue modeling, cost analysis, scenario modeling, etc.). Solid understanding of budgeting, forecasting, and variance analysis. Ability to effectively communicate financial insights to non-financial stakeholders. Hands-on experience with financial reporting or performance management software, such as: DataRails Vena Solutions Workday Adaptive Planning (or comparable tools) Schedule/Location: Hours: Monday-Friday 8:00am-5:00pm Remote - Monterey Park, CA Benefits Offered: Medical, Dental, and Vision coverage 401k Paid Time Off (PTO) Internet Stipend for remote workers And much more! About First Legal: We believe that diversity is integral to our success, and do not discriminate based on race, color, religion, age, or any other basis protected by law. First Legal is the first truly comprehensive File Thru Trialâ„¢ solutions firm. With over 17 offices across the United States, First Legal has been serving thousands of law firms and corporations for more than 30 years across our six divisions - Court & Process, Depositions, Discovery, Records, Digital and Investigations. Our success comes through our company culture of innovation and trust, commitment to quality service, and depth of industry knowledge. Our mission is to be the most dependable and trusted business partner for our clients by serving every aspect of the litigation workflow. First Legal partners with our clients on a national basis to achieve the most efficient litigation solutions for the betterment of our clients.
    $62k-85k yearly est. Auto-Apply 14d ago
  • Investment Banking - Consumer & Retail - Associate

    Jpmorganchase 4.8company rating

    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
    $104k-155k yearly est. Auto-Apply 60d+ ago
  • Corporate Finance Crypto Analyst, Capital Markets

    Faraday Future 3.9company rating

    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) 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 8d ago
  • 2026 Summer Intern - Finance & Accounting Analyst

    Pacific Investment Management Co 4.9company rating

    Finance advisor job in Newport Beach, CA

    PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting marketing conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions, and service to our clients. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. 2026 Summer Internship - Finance & Accounting Analyst, US Internship positions are located at PIMCO's Newport Beach, CA Headquarters. You're eligible to apply if you: Pursuing an undergraduate degree Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027 Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026) Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university Are business proficient in English You'll excel as a Finance & Accounting Analyst if you: Possess knowledge of accounting, finance, audit, and tax principles Have effective analytical, critical thinking, and problem solving skills Have a strong commitment to produce high quality work and attention to detail to ensure work is delivered completely, accurately, and timely. Demonstrate proficiency with Microsoft Excel Possess excellent verbal and written communication skills Have a desire to join a high performance, fast-paced culture Are collaborative, organized, flexible, motivated self-starter, innovative, multi-tasker See yourself as a Finance & Accounting Analyst The Finance team is responsible for PIMCO's financial management, which includes financial planning and analysis, managing risks, accounting and controls, and reporting. PIMCO relies on the Finance team to provide reliable financial analysis and reporting to enable strategic business decisions and initiatives. The Finance team has over 100 professionals globally who provide expertise to operating jurisdictions around the world. You'll gain a preview of the Finance team and an exposure to financial drivers of the firm, financial operations and accounting, and strategic decision making. The program will provide you with a wide network across Finance as you explore the many facets of the finance operations. Potential areas that you would work on projects within include Financial Planning & Analysis, Accounting, Treasury, Tax, Client Billing, and partnering with the Executive Office. While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above. The PIMCO Internship Experience: The PIMCO Internship Program runs between Monday, June 8th - Friday, August 14th with the expectation that you will be available for the full duration of the program During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts Join us for a variety of cross-divisional education, networking & social events! Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals Want to learn more? Hear about The PIMCO Internship Experience from past interns As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations How you should apply: Applications open August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready. What to expect during the interview process: After we receive your application, we will conduct an initial review of your resume If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview If you are chosen to proceed after the video interview, you will then take an assessment Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment. For more information on PIMCO and Career Opportunities, please visit ******************************************** PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate: $ 34.61 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $34.6 hourly Auto-Apply 60d+ ago
  • Investment Consultant- Newport Beach, CA

    Charles Schwab 4.8company rating

    Finance advisor job in Newport Beach, 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. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment) A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment) Certified Financial Planner (CFP) certification is preferred Minimum of two years of experience in the financial services industry (required) Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process 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. 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
    $90k-157k yearly est. 1d ago
  • Financial Analyst

    RETS Associates

    Finance advisor job in Irvine, CA

    RETS Associates has been retained by well-known private developer to recruit for a Financial Analyst based in Irvine, CA. The Analyst will support management in the evaluation and execution of ground-up development and investment opportunities while assisting with ongoing regional operations and strategic initiatives. Responsibilities Analyze markets and identify development and acquisition opportunities Build and evaluate financial models (cash flow, IRR, waterfalls, exit scenarios) Support due diligence efforts and assist with PSA and legal document review Prepare investment committee materials, business plans, and presentations Assist with lease structuring, construction financing, joint ventures, and capital raises Track budgets, proformas, and development costs; analyze forecast vs. actual results Participate in entitlement processes and construction coordination Maintain regional market data and provide insights on market conditions Collaborate cross-functionally with design, construction, accounting, legal, and finance teams Qualifications Bachelor's degree required; Master's or MBA preferred 2-3 years of experience in real estate development, finance, capital markets, or brokerage Strong financial modeling and analytical skills Proficiency in Excel, Word, PowerPoint; basic ARGUS knowledge Detail-oriented, adaptable, and effective in a fast-paced environment Willing to travel up to 25%
    $59k-88k yearly est. 1d ago

Learn more about finance advisor jobs

How much does a finance advisor earn in Los Angeles, CA?

The average finance advisor in Los Angeles, 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 Los Angeles, CA

$63,000

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

The biggest employers of Finance Advisors in Los Angeles, CA are:
  1. Bank of America
  2. Beer Financial Group
  3. Voya Financial
  4. BMO Capital Markets
  5. MassMutual
  6. Ameriprise Financial
  7. Captrust Corp
  8. Avior Executive Search
  9. New York Life-Tim Choi
  10. BMO Harris Bank
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