Investment Advisor: Average Salary in Irvine, CA in 2024

Focus Advisors is the leading M&A advisory firm specializing in the collision industry. This is a full-time Senior Investment Banker role at Focus Advisors. As a Senior Investment Banker, you will be responsible for both client acquisition and transaction execution. ...

Hanley Investment Group has a team of specialized retail investment brokers that advise clients on the sale of single-tenant, multi-tenant, and anchored shopping centers as well as mixed-use and urban retail properties nationwide. About Hanley Investment Group . Our team has redefined the experience...

We are an independent registered investment advisor (RIA) firm in the San Francisco Bay Area. The role involves providing comprehensive financial planning and investment advisory services to clients. The Financial Advisor will be responsible for developing personalized investment strategies and prov...

Strategic Global Advisors, LLC. Strategic Global Advisors, LLC (“SGA”)is an employee-owned Global Equity firm based in Newport Beach, California. The firm employs a quantitative investment process based on sound fundamental research that integrates proprietary quantitative tools with fundamental ana...

Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm with over $11 billion across 16 advisory practices in 5 locations across the country. SEIA is now looking for established investment advisors who are looking to take their practice to a higher, more indep...

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c...

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien...

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c...

Minimum 5 years’ experience in the investment management industry specifically within business development in the Alternative Investments space. Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goa...

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clien...

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. Previous experience in customer service or sales is a plus. We're seeking someone who is great with people, building relationships, and putting customers first. Ability to listen to and underst...

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Business Analyst will work with various teams to help analyze, mine, and distribute information from our robust and complex data set. Work with business stakeholders to identify key performance indicators (KPIs) and develop reports that provide insights into business performance. Provide training to...

Work closely with ERP Business Systems Analyst team members to create Solution Designs and configure Oracle EBS modules to align with business requirements. Job Title: Senior Business Systems Analyst - Oracle Manufacturing & Supply Chain Planning. We are seeking a seasoned Senior Business Systems An...

The goal of this position is to help create and provide efficiencies in the sales process for the sales reps in an effort for them to gain new business. Build and grow relationships with each of the Sales Representatives in the Southern California market. Manage new sales opportunities at the discre...

Proven experience as a marketing or administrative assistant. Undertake daily administrative tasks to maintain department functionality. ...

Our is client is a dynamic start up investment vehicle based in Orange County, California. Operating within the sustainable Investments space, they are strategically focused on providing a range of capital solutions in helping companies to grow and to build projects that focus on energy, power, wate...

We are looking for an experienced Customer Service Representative for a Santa Ana based company. Customer Service experience - experience with service company a plus. Pre-Sales: Analysis of customer inquiries to determine appropriate product literature and pricing schedules, influencing production a...

Financial modeling experience and a willingness to dig into the details. ...

We are partnered with a newly launched and rapidly growing energy transition investor on a search for an Investment Associate to join their team in San Francisco. This is a key hire for the investment team and this role comes with excellent advancement trajectory and the opportunity to play a part i...

Boutique Independent Wealth Management Firm / Multi-Family Office seeks a Lead Wealth Advisor to join a collegial, entrepreneurial and dynamic organization. High Net Worth and Ultra High Net Worth Wealth Advisory inclusive of investment management, estate and tax planning, business management, and s...

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. You will provide ...

Manage up to two internal project managers/project engineers in support of ongoing projects. We are looking for candidates who have served in Construction Project Manager or Senior Project Manager type roles. The Senior Project Manager position includes position includes regular travel to project si...

The Claims Recovery Administrative Assistant provides administrative support to attorneys and paralegals on the Claims Recovery Team. The Assistant will be responsible for preparing routine correspondence and reports, maintaining databases, coordinating meetings, and tracking statuses of matters to ...

Cadenza seeks an Investment Analyst for our Venture Capital Investment team. Investment Analyst Responsibilities. Prepare investment committee presentations for various investment opportunities. The Cadenza investment team values driven and intelligent individuals who work well in a team environment...