Finance Consultant Jobs in Los Angeles, CA

About the Client: Our client is a well-established, privately held organization with a strong presence in Southern California. Known for its innovative approach and commitment to excellence, the company operates in a dynamic and stable industry. With decades of experience, the organization is focused on delivering high-quality services while maintaining a commitment to sustainability and community impact. Why Join Us? Stability: Company has long-term contracts ensuring consistent growth and reliability. Opportunities for Growth: Be part of an organization rapidly expanding into new markets and business verticals. Dynamic Projects: Collaborate on impactful special projects that drive innovation and organizational success. Employee-Focused Culture: Join a team that values employees through recognition, career development opportunities, and a supportive work environment. Sustainability Focus: Contribute to an organization that prioritizes environmental stewardship and community well-being. Position Summary: Reporting directly to the CFO, the Vice President of Finance will serve as a key member of the executive leadership team, responsible for driving the financial strategy of the organization. This individual will oversee all financial functions, including planning, analysis, reporting, and compliance, while identifying opportunities for growth, efficiency, and operational excellence. The ideal candidate is a strategic and results-oriented leader with deep financial expertise and a passion for fostering team success. Key Responsibilities: Planning & Analysis: Lead financial planning, budgeting, and forecasting processes to provide clear insights and recommendations. Reporting & Compliance: Ensure the accuracy and timeliness of financial reporting and maintain compliance with all applicable standards and regulations. Financial Strategy: Develop and implement forward-looking financial strategies that align with the organization's goals. Risk Management: Develop and execute strategies to identify and mitigate financial risks, ensuring the organization's assets are protected. Treasury & Capital Management: Oversee cash flow, investments, and capital allocation to support sustainable growth and maximize returns. Process Improvement: Drive continuous improvement of financial systems, tools, and processes to enhance efficiency and scalability. Leadership: Build, mentor, and lead a high-performing finance team, fostering a culture of collaboration, innovation, and accountability. Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or advanced degree preferred. CPA or CFA designation is a strong plus. A minimum of 10 years of progressive financial leadership experience, including at least 5 years in a senior role within organizations generating $500M+ in revenue. Expertise in financial management, including strategic planning, analysis, and compliance. Strong leadership skills with a proven ability to build and manage high-performing teams. Excellent communication and collaboration skills, with the ability to work effectively across all levels of the organization. High integrity, professionalism, and a commitment to achieving exceptional results.

Title: Investment Banking Associate - Industrials Company Summary: We are currently partnered with a Middle Market Investment Bank that provides financial strategy, consulting, and M&A services to mid-market private shareholders. They are looking to add an Investment Banking Associate to their Industrials team sitting out of either Los Angeles, CA or Charlotte, NC. This opportunity provides extensive resources to assist in your success and gain extensive M&A experience within this firm's active Industrials team. Responsibilities: Managing deal execution, run projects and help manage a lean deal team Overseeing due diligence processes and materials Working closely with Managing Directors to execute on M&A deals Qualifications: 2+ years of Investment Banking experience A background in the Industrials sector M&A and Capital Markets deal experience MBA or Bachelors in Finance, Economics, Business or related fields If you are interested in the Investment Banking Associate role, then please don't wait to apply.

Satya Capital is a vertically integrated boutique investment firm that is looking for a detail-oriented, number-crunching, VP Finance to lead its finance team. Looking for someone who can thrive in a dynamic, fast-paced, and fun environment and wants to be part of a growing brand and help take it to the next level! This role reports directly to the CFO. Responsibilities •Lead the Company's annual budgeting process and prepare ongoing P&L forecasts based on business and strategy changes •Monitor and manage cash flow, liquidity, and working capital to support operational needs •Prepare financial models and analysis to assess the viability of new business initiatives •Prepare monthly, quarterly and annual financial reporting requests •Prepare the Company's quarterly reporting package distributed to investors •Manage all banking and insurance relationships •Oversee daily operations of the Finance team; monitor and analyze monthly operating results against budget •In partnership with the Controller, develop and maintain necessary accounting policies and systems •Supervise Controller regarding Monthly, Quarterly and Year-end Financial closes, balance sheet reconciliations, sales tax compliance, and ad hoc financial reporting and analysis requests. Qualifications •Bachelor's degree in Finance, Accounting or other relevant field • Minimum of 8 years of experience in finance, with a significant portion in a leadership role within investment banking, private equity, or venture capital. •Proficiency in Excel is a requirement •Ability to maintain a high level of accuracy in preparing and analyzing financial information •Customer service-oriented person who focuses on quality communication and attention to detail •Forward-looking thinker who can articulate the need for and help to implement process improvements •Confidentiality, diplomacy, reliability and flexibility are requirements for success in this role •Positive attitude •Ability to communicate well, ability to explain financial concepts •Proven worth ethic and integrity •Desire to excel and grow with the Company

Are You Ready to Elevate Your Career in Commercial Real Estate Investment Sales? We are looking for experienced, driven, and results-oriented professionals to join our elite team of Commercial Investment Sales Advisors in California. If you have a minimum of one year of experience in commercial real estate sales, leasing, or investment, and you're serious about taking your career to the next level, this is your opportunity. At One West Group, we don't just do deals, we build legacies. Our advisors work directly alongside top-producing brokers, gaining hands-on experience in high-stakes negotiations, market analysis, and investment strategy. This is not an entry-level position; we are seeking individuals who are ready to hit the ground running, leveraging their existing knowledge to close deals and grow their book of business. What You'll Get: Direct mentorship from seasoned industry leaders Access to premium market data and cutting-edge analytics A proven system to help you accelerate deal flow and earnings Exposure to institutional and private investors looking to place capital Ongoing training & development to sharpen your skills and maximize your potential Highest Industry Commission Splits Who We're Looking For: Licensed real estate professionals (California DRE required) At least one year of experience in commercial real estate sales, leasing, or investments A self-starter with a strong work ethic and a hunter mentality Someone with the ability to build relationships and negotiate at a high level A professional who thrives in a fast-paced, high-performance environment If you're ambitious, highly motivated, and ready to compete at the highest level of commercial investment sales, apply now. About Us One West Group at ExP Commercial is a premier boutique commercial real estate firm specializing in investment sales. We are dedicated to delivering strategic solutions that help our clients maximize value and build long-term wealth. Our team-oriented approach, combined with deep market expertise, ensures successful transactions and lasting relationships.

🚀 Head of Finance 📍 Los Angeles County, CA 💼 Full-time | On-site My cutting-edge space robotics client is seeking a Head of Finance to drive fundraising efforts and financial strategy. With significant commercial traction and rapidly growing demand, this company is revolutionizing automation in space and beyond. Position Overview This is a high-impact leadership role for a finance professional with a proven track record in securing early-stage funding. The ideal candidate will be responsible for investor relations, financial planning, and capital strategy, ensuring the company is well-positioned for sustained growth. Candidates should have strong analytical skills, the ability to articulate an equity story, and a deep understanding of high-value, complex technology industries such as aerospace, defense, AI, and/or semiconductors. Responsibilities Lead Fundraising Efforts: Initiate and manage discussions with venture capital firms and institutional investors. Develop Financial Strategy: Work closely with the executive team to create and implement financial strategies aligned with company objectives, ensuring strong investor engagement. Investor Relations: Prepare and deliver compelling investment presentations, communicating the company's value proposition and equity story to potential investors. Financial Analysis & Reporting: Conduct financial analysis, forecasting, and reporting to support executive decision-making. Due Diligence & Negotiations: Lead the due diligence process, ensuring transparent communication with investors and negotiating terms during fundraising rounds. Market & Competitive Analysis: Analyze market trends and competitors to inform business strategy and investor conversations. Qualifications 5+ years of experience in finance, fundraising, or investor relations, specifically in leading early-stage funding rounds within a startup. Proven track record of securing funding in deep tech, AI, robotics, semiconductor, space, or other high-value technology sectors. Strong analytical skills with the ability to conduct financial modeling, forecasting, and strategic analysis. Excellent communication and presentation skills, capable of explaining complex financial and technical concepts to investors. Solid understanding of venture capital markets and private equity. Demonstrated ability to work in fast-paced, startup environments. *ITAR Desired Qualifications Established network of VC contacts in the U.S. to facilitate initial meetings and ongoing investor communications. Deep knowledge of the space/defense industries or high-value technology sectors. Strong leadership and project management skills, with the ability to manage cross-functional initiatives and complex processes. Ability to think strategically and work collaboratively with the CEO and executive team to drive growth. 🌟 Ready to lead the financial growth of a cutting-edge space robotics company? Apply now! 🌟 *ITAR: Must be U.S. persons within the meaning of ITAR. ITAR defines a US person as: any individual who is granted U.S. citizenship; or any individual who is granted U.S. permanent residence ("Green Card" holder); or any individual who is granted status as a "protected person" under 8 U.S.C 1324b(a)(3).

Our client, a boutique investment firm is seeking for an Investment Analyst to join their team in Santa Monica! Salary: $115-140k Key Responsibilities Investment & Market Research Support the VP of Finance in analyzing new and existing investments, conducting in-depth market and data research to guide decision-making. Prepare financial models and forecasting analysis to assess investment opportunities. Monitor and evaluate market trends, identifying potential risks and opportunities. Financial Reporting & Analysis Build, review, and interpret financial reports, performance metrics, and budgetary analysis. Develop and update monthly management reports, tracking budget variances and financial performance. Assist in preparing presentations for investors and senior leadership, ensuring data is clear and compelling. Finance Operations & Optimization Contribute to the day-to-day financial operations across Satya Capital's portfolio of businesses. Work on strategic ad hoc financial analysis to support evolving business needs. Identify opportunities to enhance financial processes and drive operational efficiencies. Cross-Functional & Strategic Initiatives Collaborate with cross-functional teams to support high-impact projects and initiatives. Assist in reviewing and approving invoices, monitoring budgets, and ensuring financial accuracy. Help develop and monitor divisional budgets, providing insights for management decision-making. Work closely with leadership, including the founder and key executives, on financial strategy and execution. You can use www.workgrades.com to collect and manage your references for free and share them with us or anyone else you choose. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. We will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.

About the Company Tencent is a leading global technology company focused on connecting people and developing innovative products and services that improve the quality of life of people around the world. Founded in 1998 and publicly traded on the Hong Kong Stock Exchange since 2004, Tencent offers a variety of products and services, including leading communication and social platforms (Weixin/WeChat), high-quality entertainment (from video games, music, TV and film, sport and literature), FinTech (WeChat Pay and QQ Wallet) and industry-leading cloud products and services. Position Overview Tencent is seeking a Senior Finance Manager to serve as a key Finance Business Partner for its subsidiaries. Reporting directly to the Finance Director, Investment Company Management Team, this role requires a seasoned finance professional with expertise in financial planning, budgeting, reporting, and process optimization. You will work closely with subsidiary leadership, finance teams, and Tencent's headquarters to enhance financial transparency, operational efficiency, and resource allocation. Responsibilities Serve as the finance liaison between Tencent and its subsidiaries, ensuring seamless communication and financial integration. Oversee annual budget preparation and quarterly rolling forecasts, analyzing subsidiary performance, R&D efficiency, and resource allocation to optimize financial strategies. Enhance financial reporting standards, balancing Tencent's Group Reporting policies with subsidiary-specific needs while ensuring high-quality and comprehensive financial insights. Improve financial transparency and implement project-based accounting solutions, including upgrading finance systems and developing shared service functions for smaller subsidiaries. Leverage Tencent's headquarters expertise to enhance internal controls, treasury management, credit control, tax compliance, and procurement efficiency across the subsidiaries. Provide financial leadership and support to subsidiary leadership teams, guiding financial decision-making and operational improvements Additional managerial duties as necessary Requirements Bachelor's degree or higher in Accounting, Finance, or a related field. Chartered Accountant or equivalent qualification is required. Minimum 10 years of progressive experience in financial management, with a strong track record of driving operational efficiency and financial integration of acquired companies. Experience in TMT (Technology, Media, and Telecommunications) industry is highly preferred, with exposure to international financial operations. Background in Big Four accounting firms or experience working within multinational finance teams is an advantage. Strong interpersonal and analytical skills, with the ability to interpret complex financial data and provide actionable recommendations. Fluency in English and Mandarin Chinese is highly desirable to facilitate communication with Tencent headquarters.

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.

Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Consultant who is fluent in Mandarin to join their Pasadena, CA team. In this role, you will be forging and deepening relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies. No longer spending countless days and evenings cold calling and sourcing new clients, you will work with established clients deepening relationships and working through complex financial plans. This client invests in their employees and offers a world-class environment to work in. They have received numerous awards for employee satisfaction, being one of the best broker dealers in the space and the list goes on. While this role can have some hybrid options depending on the branch location, all candidates MUST live in the Pasadena, CA area. Responsibilities Leads the management of client cases and quarterbacking all tasks to completion Lead prospective client meetings, gather data, deepen relationships, present firm's value offering and close new business Prepare comprehensive financial plans, reports and client presentations Implement financial plans and investment strategies Understand the emotional aspects of finances and counsel clients appropriately The Skills You Need: As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients. Experience with growing and developing a book of business. Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence. Experience with high volume of client appointments. Team player with the ability to collaborate with multiple business partners. Strong sense of integrity, insights, and interpersonal skills. Required Licensing and Experience FINRA Series 7 & 66 or (series 65/63) Fluency in Mandarin required CFP strongly preferred 3-5 years of experience in financial planning Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable). CFP strongly preferred Proficient with eMoney MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in San Diego and have branch offices in California (Brea, Davis, Irvine, and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities. If you are a CERTIFIED FINANCIAL PLANNER™ professional (CFP ), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA ), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm. Why become an Advisor with Pure? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship, and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors: Marketing & Business Development - We generate the leads so that our Advisors don't have to invest their time on marketing efforts. This is done in various ways, including our educational classes and client events, as well as, Your Money, Your Wealth television, radio, and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals. Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals that partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life - We take a deep and PURE dive into planning. Investment Management - Pure's trading department works with Advisors on managing the client's portfolio in a tax-optimized way - daily rebalancing, tax loss harvesting, asset location, etc. Operations and Client Services - We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's “to-do” list! Unparalleled Professional Development - Advisors receive constant training on new regulations, concepts, planning ideas, etc. We are dedicated to providing growth and development to not only our Advisors but all members of our team. Requirements: Pure's financial planners generally are required to be CERTIFIED FINANCIAL PLANNER™ professionals (CFP ), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA ), or to have at least five years of financial planning experience. Within one year of hire, we require that financial planners attain the Accredited Investment Fiduciary (AIF ) credential to show a commitment to the fiduciary standard. Ability to assess a prospective client's needs and their financial goals. A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management. Effective with communication skills. Ability to deliver comprehensive financial plans to clients. Previous experience teaching classes or presenting is a plus Additional Details: Salaried position + Benefits Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved. Salary may also be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and ability to bring clients subject to contractual release. Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy. Interested? We are looking for high-quality individuals that can provide comprehensive retirement planning solutions and tax-optimized investment management strategies that will adhere to fiduciary standards and act in the best interest of our clients.

At 49 Financial, we're passionate about developing the next generation of leaders in the financial services industry. As a comprehensive financial planning firm with nine offices spanning coast to coast, we implement our motto, “Two are Better than One,” in everything we do. We operate through a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable experience and development. We work closely with our clients, helping them navigate the expected and unexpected in life, and offer solutions and strategies that simplify financial complexities so they can focus on what matters most to them. At 49 Financial, you will have the ability to flex your creativity in building your practice and providing unparalleled care and service for your clients. Through our training, mentorship, and leadership development programs, we accelerate your learning experience so you're equipped to create a substantial impact. Overview We are seeking motivated and ambitious college graduates to join our team as Financial Advisors with a primary focus on client acquisition. In this role, you will build your book of business by identifying, attracting, and onboarding new clients as a part of our financial planning team. You will be the face of 49 Financial, growing your client base through networking, relationship building, and delivering compelling financial solutions. Candidates should possess leadership experience and a desire to be in a client-facing role. Key Responsibilities Client Acquisition: Identify and pursue new business opportunities through networking, referrals, and personal market development. Build and maintain a robust pipeline of potential clients. Sales Presentations: Conduct meetings and presentations to prospective clients, clearly communicating the value of our financial strategies and services. Relationship Building: Establish and nurture strong relationships with clients, understanding their financial goals and offering solutions that meet their needs. Lead Generation: Actively seek out and develop new leads through various channels, personal networking, industry events, and community involvement. Client Onboarding: Guide new clients through the onboarding process, ensuring a smooth and positive experience from the first interaction. Collaborative Teamwork: Work closely with our financial planning and portfolio management teams to ensure that the solutions offered align with clients' financial objectives. Knowledge: Build understanding of financial concepts and offerings, financial planning frameworks, and financial markets, tax planning, and regulatory guidelines. Qualifications Bachelor's degree in Business, Finance, Marketing, or a related field. Strong interest in sales, client acquisition, and financial services. Excellent communication and interpersonal skills. A proactive and self-motivated approach to business development. Strong desire to educate and guide people through finances. Eagerness to learn and grow in a fast-paced environment. Strong organizational skills and attention to detail. Proficiency in Microsoft Office Suite.

Unlimited Impact, Uncapped Income, and Independence YOUR CAREER WITH NORTHWESTERN MUTUAL At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Advisors are seasoned professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. With Northwestern Mutual, you will be in the driver's seat. You will empower people to plan their financial future while creating unlimited income potential for yourself. You'll own your own business within a successful framework of support including our network of specialist, training programs, development coaches and mentoring opportunities. Check out our Day in the Life Video: **************************** Learn why our Southern California market is unique: **************************** THE OPPORTUNITY Building and managing client relationships by offering personalized, industry-leading solutions to help them protect what they've worked so hard to achieve while growing their assets for the future. Establishing a book of business through organic, sustainable, client-focused growth by building rapport, maintaining communication, and fostering long-term relationships. Develop rapport with clients and foster long-term relationships. Be knowledgeable about Northwestern Mutual financial products and financial market trends. Integrating into the #1 district office in the entire company for new advisor growth and development. Leveraging the strength of our team to address individual client concerns and needs. BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO Nationally ranked training programs to launch your career Mentorship and professional development training throughout your entire career Development stipends and expense allowance Sponsorship of Licensing/Credentialing (SIE/Series 7/Series 63, Life & Health Ins) Leadership opportunities Leading industry products and solutions built on an integrated technology platform Full heath benefits, group disability, retirement plans and an equity stake A culture that promotes diversity, teamwork, work/life balance, recognition and rewards A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results DESIRED SKILLS & EXPERIENCE College-educated, Bachelor's degree Candidate must be an accomplished communicator with strong and written skills Prior sales and/or business development experience preferred Self-starter mindset preferred We are actively seeking candidates with different backgrounds and work experiences, including but not limited to: Sales: B2B/B2C or Inside/Outside Sales (8+ years of experience) Executive leadership Community Influencers and Natural People Connectors Financial Management, insurance and financial services Former athletes Military background **NOTE: We are only accepting applicants that reside in the Los Angeles Metropolitan Area

The Associate position entails analyzing financial statements, creating financial models, performing industry and company research, assisting in the creation of marketing and buyer/investor presentations, drafting offering memoranda, identifying prospective buyers and investors and other tasks related to mergers & acquisitions, corporate finance and investment banking. Candidates should be familiar with valuation methods including discounted cash flow, comparable companies and precedent transaction analyses. The position requires a highly-motivated individual willing to take initiative and work long hours in a fast-paced but rewarding deal-making environment. Ideal candidates should have at least two years of experience in an investment banking analyst role as well as a bachelor's degree in accounting, finance, marketing or economics with coursework in financial accounting and financial statement analysis. Candidates should have expert proficiency in Excel, strong analytical and both oral and written communication skills with a minimum GPA of 3.5 from a top-tier university. The Associate position offers the opportunity to further develop a vast set of finance, accounting and marketing skills and gain deep exposure to mergers & acquisitions and private placement transactions. An Associate will work directly with senior bankers as well as have significant client interaction. Additionally, top performing Associates are considered for direct promotion to a Vice President position. ______________________________________________________________________________ Job description Associates are assigned to a variety of projects and are given a broad range of responsibilities, including: Managing and assisting in the preparation of financial models and business valuations Creating marketing presentations Attending client meetings Conducting industry and company-specific due diligence related to transactions Drafting information memoranda for M&A and corporate finance assignments Assisting in the development and continued cultivation of client relationships Gaining an understanding of the interests and acquisition investment criteria of both strategic buyers and private equity firms, domestic and foreign Contacting potential buyers and investors (once FINRA licensed) for sell-side clients Desired Skills and Experience A strong work ethic, detail orientation and a passion for excellence Knowledge of general accounting and finance principles At least 2 years of experience in an investment banking analyst role The ability to excel in both team and self-directed settings A detailed knowledge of spreadsheet, presentation and word processing software programs

Cetera Investment Services is looking for a motivated individual to fill the role of a Financial Advisor for Royal Business Bank located Los Angeles, CA. For more information, and to apply online, please scroll down. MANDARIN SPEAKING PREFERED Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered. The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank's consumer and business customers. The Financial Advisor assesses the customer's investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives. Job Responsibilities The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include: · Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances · Advising the customer regarding the advantages, risks, and disadvantages of different products · Developing internal referral resources to identify existing customers · Identifying external prospects and building up new client relationships · Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling · Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales · Maintaining all necessary licenses and registrations as required · Successfully completing all mandatory training in a timely manner · Maintaining superior and courteous service to promote products and expand customer relationships · Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism Job Requirements With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Additional requirements of the Financial Advisor include: · FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required) · Life & Health Insurance license (Required) · Strong sales, marketing and business development skills · 2+ years of experience as producing advisor · Bachelor's degree preferred Education and Training Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we're committed to helping you reach your goals - both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you'll have access to: · A clear transition plan and timeline so you know what to expect, and when · Our orientation course to give you an overview of all the tools and services available to you · Assistance with account transfers and paperwork, and frequent updates on their status · Help with communications to your current clients about your transition · In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform · New business cards, stationery, and email address · An introduction to our vast marketing resources, so you can start using them with current and prospective clients If you are interested in this position, please attach a copy of your resume with your application.

Certified Financial Planner Job Description: Masis Professional Group has an immediate need for a Certified Financial Planner for a highly reputable financial advisory firm in the Calabasas, CA area on a full-time direct hire basis. . We are seeking a motivated Certified Financial Planner (CFP) with 1-5 years of experience to join our growing team. This is an excellent opportunity for an individual who is passionate about financial planning and client relationship management, with a desire to advance in the financial advisory industry. Certified Financial Planner Position Summary: The Certified Financial Planner (CFP) will work closely with clients to develop personalized financial plans that align with their long-term goals. The role involves providing comprehensive financial advice, including retirement planning, investment strategies, tax planning, estate planning, and insurance. You will collaborate with senior advisors and clients, manage relationships, conduct in-depth financial analysis, and provide recommendations for various financial solutions. As a CFP, you will play a key role in enhancing the financial well-being of clients, while also contributing to the growth and success of the firm. Certified Financial Planner Key Responsibilities: Develop comprehensive financial plans for individual clients, including retirement planning, investment strategies, tax planning, estate planning, and risk management. Assess clients' financial needs, risk tolerance, and goals to tailor solutions that meet their specific objectives. Build and maintain long-term relationships with clients, providing ongoing advice and recommendations as their financial needs evolve. Provide clients with advice on investments, insurance, retirement accounts, tax strategies, and other financial matters. Collaborate with other financial professionals, such as accountants, estate planners, and attorneys, to provide holistic solutions. Stay current on financial markets, regulations, and industry trends to provide clients with accurate and up-to-date information. Assist clients with asset allocation strategies, portfolio rebalancing, and investment selection. Prepare and present client-facing materials, such as investment reports, financial statements, and performance summaries. Monitor client portfolios and recommend adjustments based on market conditions, financial goals, and changing circumstances. Assist in business development activities, including identifying new clients and opportunities to expand the firm's services. Certified Financial Planner Qualifications: Certification: Certified Financial Planner (CFP) designation is required. Experience: 1-5 years of experience in financial planning or wealth management. Education: Bachelor's degree in Finance, Accounting, Economics, or a related field. Licensing: Series 7, 63, or 65 (preferred but not required). Skills: Strong knowledge of financial planning software and tools. Proficient in Microsoft Office, especially Excel and PowerPoint. Excellent verbal and written communication skills. Ability to analyze complex financial data and create actionable recommendations. Strong organizational and time-management skills with the ability to manage multiple clients and tasks.

Manhattan West Enterprise Company (“Manhattan West”) is seeking a Financial Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services. The Financial Advisor will be a key member of our team and will be primarily responsible for developing and managing new client relationships. The Financial Advisor will serve as the firm's primary point of contact for a select group of private clients and will be instrumental in introducing new business development opportunities to the firm. In this essential role, you will manage client relationships, providing expert and sound financial planning advice and will liaise with all internal teams to exceed client expectations. You will be expected to help grow the firm's book of business by effectively and efficiently managing your time working with existing clients and new prospects, while contributing to the overall success and growth of the firm. About this Position: Full-time, exempt position Reports to the CEO Responsibilities: Develop and manage new client relationships, including managing ongoing client communications Act as the primary point of contact to existing and newly onboarded clients Proactively engage in the development of new business and strategic networking opportunities to build out the high net worth and ultra-high net worth client base for the firm Implementation of financial plans including coordination of estate planning, business management, and tax strategies Work with the firm's head of portfolio management to align clients' investment strategies with their planning objectives Work with the firm's various fund managers to successfully advise and allocate client funds into appropriate alternative strategies Must demonstrate a commitment to extraordinary client service through professional excellence and the highest ethical standards Candidate must be in compliance with both company policies and regulatory obligations imposed as a registered investment advisor Skills: This role requires a highly motivated, driven and entrepreneurial personality Proven ability to actively pitch and onboard prospective clients Client-centric focus and attitude A team player with strong leadership skills Ability to succeed in a small but fast-growing entrepreneurial company Compensation: This is an incentive-based compensation position. As such, the pay scale for this position will vary depending on employee performance. However, the anticipated pay scale is $120,000 - $300,000+, comprised of a draw and incentive compensation. Featured Benefits: Medical, vision and dental insurance 401(k) retirement savings plan Stock market holidays + Paid time off (PTO) Other fringe benefits as are made available to other similarly situated employees Requirements: Minimum 3 years experience within financial advisory services with demonstrated ability to develop and manage client relationships and develop new business opportunities Bachelor's Degree is required Must be legally authorized to work in the United States Successful completion of background check and pre-employment assessments Ability to complete the essential functions of the job with or without reasonable accommodation Preferences: Certified Financial Planner™ designation is preferred but not required Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person's race, color, age (40 or older), religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual's genetic tests, family members' genetic tests, family members' diseases or disorders, an individual's or family member's receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person's gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person's internal understanding of their gender, or the perception of a person's gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person's sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.

Financial Planning and Analysis Analyst Compensation: $110,000-150,000 base + up to 15% bonus | Unlimited PTO | Outstanding Benefits A high-growth company in the financial services sector is seeking a Financial Planning and Analysis professional to join their tedam. This role is instrumental in supporting financial performance, budgeting, forecasting, and business planning. Working closely with Accounting, Capital Markets, and executive leadership, the FP&A professional will provide insightful financial analysis, assess key performance indicators (KPIs), and help drive efficiency and productivity across the organization. Key Responsibilities Strategic Planning & Financial Analysis: Assist in the development and execution of financial planning, budgeting, and forecasting processes. Provide forward-looking financial insights and recommendations. Support strategic initiatives, capital allocation, and investment projects to maximize value creation. Collaborate with Capital Markets and Accounting teams to ensure financial alignment across the organization. Financial Analysis & Performance Management: Develop and monitor key performance indicators (KPIs) to track financial and operational success. Analyze business trends, market dynamics, and internal data to identify opportunities for growth and efficiency. Conduct scenario analysis, risk assessment, and financial modeling to support decision-making. Assist in driving productivity and cost-efficiency initiatives across departments. Budgeting, Forecasting & Reporting: Support the preparation and management of annual budgets, long-term financial plans, and rolling forecasts. Present financial reports, insights, and recommendations to leadership. Ensure accuracy, consistency, and transparency in financial reporting. Assist in implementing best practices and automation tools to enhance FP&A processes. Cross-Functional Collaboration: Partner with Accounting to ensure financial integrity, compliance, and alignment in reporting. Work closely with Capital Markets on debt financing, liquidity planning, and investment strategies. Act as a financial advisor to business unit leaders to drive operational and financial excellence. Competencies & Skills Strong knowledge of financial modeling, forecasting, and business analytics. Experience working in partnership with Accounting and Capital Markets teams. Understanding of financial statements, GAAP principles, and investment analysis. Exceptional analytical, strategic thinking, and problem-solving skills. Excellent communication and presentation abilities, with experience engaging leadership. Strong ability to manage competing priorities and drive results under tight deadlines. Familiarity with ERP systems, business intelligence tools, and financial planning software. Advanced proficiency in Microsoft Office Suite, particularly Excel and PowerPoint. Ability to work independently, prioritize tasks, and remain highly productive in a fast-paced environment. Detail-oriented with a proactive approach to problem-solving and decision-making. Strong team player with the ability to work effectively in a cooperative and diverse environment. Education & Experience Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred). 5+ years of experience in FP&A, corporate finance, or a related field.

The Sr Manager FP&A Manager will play a key role in the controlling team, managing key financial processes across budgeting, forecasting, reporting, and financial analysis. This person will lead a team of two and will be responsible for financial planning, process improvement, and supporting senior management in strategic decision-making. The position involves collaborating with cross-functional teams to ensure accurate financial reporting and implementing best practices in financial analysis and modeling. Key Responsibilities: Financial Planning & Budgeting: Lead the annual budgeting process, collaborating with department heads. Develop financial models and analyze variances between actual and budgeted performance. Prepare forecasts and financial projections to support strategic decision-making. Financial Reporting: Prepare and present financial reports for senior management and stakeholders. Ensure compliance with accounting standards and regulatory requirements. Business Partnering: Build strong relationships with cross-functional teams and key stakeholders. Provide actionable financial insights to support commercial functions (sales, marketing, product management). Develop financial acumen for non-financial stakeholders through training and coaching. Process Improvement: Continuously evaluate and enhance financial planning and reporting processes. Identify opportunities for cost savings or revenue enhancement through process optimization. Team Leadership: Manage and provide guidance to a team of 2 staff members. Conduct performance evaluations and foster professional development within the team. Key Skills and Experience: Education: Master's degree in Finance, Accounting, Business Administration, or a related field; CPA preferred. Experience: 8-10 years in finance or commercial finance roles, with 5+ years in leadership or management capacity. Proven experience in financial analysis, business partnering, and leading budgeting/forecasting processes. Experience with ERP systems (SAP preferred). Expertise in financial modeling, forecasting, and profitability analysis. Skills: Strong business acumen with the ability to provide actionable financial insights. Excellent leadership, communication, and presentation skills. Ability to manage competing priorities in a fast-paced environment.

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! BML Wealth Management in Irvine, CA is seeking to add a Financial Advisor to our Team! This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, client relationship building and participation in public seminars. Tired of prospecting? Join a firm where the families come to you! NO COLD-CALLING! Minimum Requirements: Bachelor's degree preferred 3-5 years of financial service experience required Series 65 and Life and Health required Strong organizational, prioritization, interpersonal and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred This position requires you possess the following skills: Strong relationship-building and communication abilities Expertise in financial planning and strategy development Commitment to following structured processes and ensuring compliance Excellent organizational and time management skills Strong Initiative Proficiency with financial tools and CRM systems Responsibilities: Engage with warm leads provided by our marketing efforts, establishing trust and credibility Conduct financial consultations to assess client needs, goals, and objectives Develop and present customized financial plans, ensuring alignment with client priorities Follow a consistent advising process to ensure compliance, accuracy, and efficiency Maintain ongoing client relationships through regular communication and portfolio reviews Stay updated on financial products, market trends, and regulatory changes Collaborate with internal teams to enhance the overall client experience Compensation: For the first 3-6 months, the salary will be $5k-$10K per month (BOE). After that, it will be W2 commissions + advisory fees Benefits: 401k after 1 year Medical, Dental, Vision - after 90 days PTO Hours: Monday-Friday, 8:30am-5:30pm or 9am - 6pm In office days are Tuesday-Thursday, Monday and Friday are remote Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!