Finance Consultant Jobs in Stevenson Ranch, CA

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.

🚀 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).

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.

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 : **************************** Learn why our 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 Job Type: Full-time Pay: $75,000.00 - $150,000.00 per year Benefits: Dental insurance Health insurance Retirement plan Vision insurance Compensation Package: Bonus opportunities Commission pay Ability to Relocate: Calabasas, CA 91302: Relocate before starting work (Required)

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.

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.

A highly regarded RIA is looking for a motivated and driven Junior Financial Advisor to join their robust team in the Calabasas/Woodland Hills area. The advisor will support a senior financial advisor providing financial planning and investment strategies to their growing client base while allowing you to build a book of clients. Great opportunity to develop their career within financial services. Responsibilities Conduct in depth research and analysis on investment, financial marketing and client portfolios Manage relationships with clients, addressing inquiries as needed. Prepare report, presentations, and other client facing documents Qualifications Bachelor's degree in Finance or related field Series 65 required 1+ years' of industry experience within an RIA or wirehouse Strong understanding of the investment business Excellent interpersonal skills

Junior Financial Advisor Job Description: Masis Professional Group has an immediate need for a Junior Financial Advisor for a highly reputable Registered Investment Advisor (RIA) based in the Calabasas, CA area on a full-time direct hire basis. We are looking for a motivated and driven Junior Financial Advisor to join their team and assist one of the top Senior Advisor's in providing exceptional financial planning and investment strategies to their growing client base while simultaneously allowing you to build your own book of business. This is an excellent opportunity for someone looking to develop their career in financial advisory services within a dynamic and supportive environment. Junior Financial Advisor Summary: The Junior Financial Advisor will support one of the top senior advisors in all aspects of financial planning, asset gathering, research, and client relationship management. You will be actively involved in researching market trends, assisting with financial analyses, and helping clients make informed decisions regarding their financial goals. This role requires excellent communication, analytical, and technical skills, as well as a strong work ethic and passion for helping clients achieve financial success. Additionally, as you grow into the Financial Advisor role, this opportunity offers the potential to build your own book of business, providing an exciting path to long-term career growth and independence . Junior Advisor Responsibilities: Assist in asset gathering efforts by identifying and prospecting potential clients. Conduct in-depth research and analysis on investments, financial markets, and client portfolios. Collaborate with senior advisors to develop tailored financial plans and investment strategies. Manage relationships with clients, ensuring ongoing communication and addressing inquiries as needed. Prepare reports, presentations, and other client-facing documents. Assist with the preparation and review of client portfolios, ensuring alignment with their financial objectives. Support in the preparation of proposals, financial plans, and investment recommendations. Stay up-to-date with regulatory requirements and financial market trends. Use Microsoft Office Suite (Excel, Word, PowerPoint) and proprietary software tools to analyze client data and prepare materials. Participate in client meetings, providing assistance as needed, and presenting research findings. Maintain accurate records of client interactions and portfolio information, ensuring compliance with firm policies and regulatory standards. As you gain experience, work toward building your own book of business and transitioning into a full financial advisor role. Junior Advisor Qualifications: Education: BS/BA in Finance, Business, Economics, or related field preferred. Experience: 1-5 years of experience in financial services, asset gathering, research, and relationship management. Licensing: Series 65 license (required) and a clean U4 record. Skills: Proficient in Microsoft Office, particularly Excel (financial modeling, pivot tables, etc.). Experience with financial planning software and CRM tools is a plus. Strong analytical and research skills. Excellent written and verbal communication skills. Ability to adapt quickly to proprietary computer programs and financial tools. Compensation and Benefits: Competitive salary based on experience. Performance-based incentives and bonuses. Health, dental, and vision benefits. Paid time off and holidays. Professional development opportunities and support for obtaining additional certifications. Opportunity to build your own book of business as you grow into a Financial Advisor role, with significant potential for long-term career growth and independence.

Kayne Anderson Rudnick Investment Management in Century City is seeking a highly motivated, organized, committed individual with strong initiative and excellent communication skills for the role of Senior Investment Advisor Associate The successful candidate will work as part of a growth-focused advisory team to provide a professional and exceptional level of client service to affluent investors. Responsibilities: Act as primary service related and administrative contact for high-net-worth investors and their professional advisors (CPA'S, business managers, attorney's). Act as project lead or participate extensively in department or firm level projects. Open new accounts and monitor progress. Provide daily client service, including but not limited to, investing deposits, calculating withdrawals, handling cashiering needs, facilitating tax trading, charitable gifting, required minimum distributions, special requests, account re-registrations, cost basis step up, custom report creation, address changes, and account terminations, and preparing tax analysis reports. Execute asset allocation changes based on Advisor recommendation and monitor progress. Schedule Advisor-Client meetings and prepare portfolio review book materials. Attend in house or off-site meetings or events as requested by Advisor. Maintain and update client files, CRM and other portfolio data, as needed. Collaborate with management to improve practices and procedures. Ideal Qualifications: Undergraduate degree Series 7 preferred 5 + years client service working with high-net-worth individuals at an investment management firm, private bank, or broker/dealer with history of increasing responsibilities. Fundamental knowledge of equity and fixed income markets and alternative asset classes Knowledge of nuances in setting up various account registrations, including documentation required and limitations behind such registrations. Experience with and knowledge of paperwork and workflow associated with custodians such as Charles Schwab and/or Fidelity Investments. Commitment to, and demonstrated history of, providing the best service levels to clients as well as to internal constituents. Salary Range: $75,000- $96,000 The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in a company incentive plan We offer a variety of benefits that support employees and their families in maintaining all aspects of health and wellness. We pride ourselves on offerings that encourage work-life balance and support the needs and goals of the team. · Competitive Pay · Medical, Dental, and Vision Insurance · Life and Disability Insurance · Health Savings Account with a Company Match · Flexible Spending Accounts including Dependent Care · Wellness Program · Tuition Reimbursement · 24-Hour Employee Assistance Program · Adoption Assistance · Paid Family Care Time · Paid Volunteer days · Gym onsite · Paid Parking · Fully stocked kitchen- lunch provided. · 3/2 Hybrid (subject to change) KAR is made up of diverse, talented, and passionate employees working together to achieve a common and rewarding goal: providing high quality investment strategies and wealth solutions for our clients. Awarded Best Firm Culture at the 2022 PAM Awards, KAR maintains a team-oriented culture of accessibility, open communication, and respect. We believe in empowering and growing our people and are excited to be hiring. KAR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For additional information on Kayne Anderson Rudnick, please access the firm's web site at **************

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.

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.

Pacific Executive Search has been engaged on a search for a Financial Business Analyst position that offers you the opportunity to work in the vibrant West LA area while engaging with large data sets and developing analytical models for a market research technology firm. You would have the chance to enhance your skills in Excel, SQL, and Python, all while collaborating with senior management to deliver valuable insights. This role not only promises a dynamic work environment but also paves the way for significant career growth as you contribute to strategic decision-making in a leading research firm. Responsibilities: Provide analytical results and create tailored deliverables. Design and develop analytical models in relation to performance metrics and market data. Analyze, enhance, and adapt processes, data frameworks, and models for improved efficiency. Identify research requirements and conduct relevant qualitative and quantitative studies. Handle and analyze extensive data sets, summarizing insights into clear presentations for management. Qualifications: Bachelor's degree in business, finance, mathematics, or a scientific discipline. Have at least 2-3 years of experience in analytics or a related field, such as investment banking, consulting, or accounting. Demonstrate experience in conducting and evaluating financial or market analyses within a technical setting. Exhibit strong analytical, problem-solving, modeling, and presentation capabilities. Show proficiency in Excel, with additional experience in SQL, Python, R, and VBA considered advantageous. Ability to manage and process large volumes of information while providing strategic recommendations to senior management. Possess excellent interpersonal and customer service skills, along with outstanding verbal and written communication abilities and meticulous attention to detail.

Westlake Village, CA | Financial Advisor | $200K+ Potential | Ownership Track If you're an experienced financial advisor tired of chasing leads and dreaming of a role where your calendar is full of pre-set , pre-qualified appointments, this is your moment. You're not looking for just another advisory role-you're looking for the last one. The right one. One where your expertise, your drive, and your ability to close are finally rewarded the way they should be. This is that opportunity. Imagine walking into a firm where: Every appointment is booked for you -no cold calling, no hunting, no guesswork. You sit down with ready-to-act prospects-clients who need retirement planning and want your help. You work inside a proven, structured, high-volume financial system that works-because it already is. You focus 100% on what you do best: consult, advise, close. This isn't theory. This is Hoss Financial in Westlake Village. What's in it for you: Full pipeline. Every week. All set for you. AUM, FIA, and insurance strategies that work. Independence from broker-dealers-this is true client-first planning. Commission-based comp with real potential: $200K+ for top closers. Partial business ownership on the table for the right hire. You're a fit if you: Have 4+ years of client-facing advisory experience. Hold (or are ready to get) a Life license and Series 65. Know your way around AUM, annuities, and advanced retirement planning. Thrive in a fast-paced, appointment-rich environment. Want your work to have meaning-and your results to have rewards. Don't miss this. Top closers in this seat don't just earn more-they build something real. If you're ready to stop prospecting and start accelerating your career, apply now. Your next chapter starts here

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.

Roaming Hunger operates a collection of brands- Roaming Hunger, Cater2.me, RMNG and Mobile Food Alliance. Our mission is to inspire authentic relationships through unforgettable, live experiences Our core values are at the heart of who we are: BECAUSE I SAID I WOULD: At our core, we honor our commitments because trust forms the foundation of everything we do. We build strong, authentic relationships through loyalty, accountability, respect and integrity. BE A BATTERY: We bring joy, positivity and contagious energy into every interaction. By lifting each other up, we create a shared culture of enthusiasm and support. YES, WE CAN: T eamwork, collaboration and a dedication to doing “whatever it takes” live at our core. Working together, the whole is far more than the sum of our parts. BE A BUFFALO: Like buffalo, we face challenges head-on, running towards the storm rather than away from it. By being proactive and taking initiative, we emerge faster and stronger. Roaming Hunger is a fast-growing, private equity-backed company transforming the way businesses engage with mobile food experiences. As we continue to scale, we're looking for a strategic and detail-oriented Financial Analyst to join our finance team. If you thrive in a dynamic environment, love diving into financial data, and want to play a key role in shaping a company's financial strategy, we want to hear from you. What You'll Do:Build and maintain financial models to support strategic decision-making. Analyze financial data and market trends to provide forecasting and budgeting insights. Create and manage complex spreadsheets with cross-dependencies. Prepare financial reports, business projections, and performance metrics. Evaluate historical and current financial data to identify trends and opportunities. Assess company and program profitability by analyzing financial statements. Support new business proposals and develop financial projections for emerging programs. Identify and recommend process improvements to enhance financial operations. What You Bring:Analytical expertise - ability to process large datasets and translate insights into action. Strong financial acumen - experience with forecasting, budgeting, and multi-entity financial management. Excellent communication skills - ability to present complex data in a clear, compelling way. Technical proficiency - advanced Excel skills (pivot tables, macros, etc.); experience with financial software is a plus. Attention to detail - meticulous when reviewing financials, as small errors can have a big impact. Adaptability - able to juggle multiple priorities in a fast-paced, evolving environment. Education & Experience: 3+ years in finance, investment banking, or a related field; MBA or CPA is a plus. Why Join Us?Competitive salary + performance-based bonus. Unlimited PTO - we believe in work-life balance. Comprehensive health, dental, and retirement benefits. A fun and innovative work environment - we're food lovers who stay ahead of industry trends (by tasting as much as we can!). Make an impact - this role is a critical part of our financial strategy and growth. A company that truly lives its values. Ready to be part of something exciting? Apply now and let's redefine the future together!

Finance Analyst for Music Royalty Payment Contract - 6 Months Culver City, CA Must Have Qualifications: Excellent organizational skills and rigorous attention to detail. Effective communication with internal and external partners. Experience performing analysis in Excel and creating spreadsheet models. Understanding of GAAP and other accounting principles and/or finance experience with payment processing. Experience with SAP or other financial systems to validate payments and balances. Able to work as part of a distributed global team. Nice to Have Qualifications:Music publishing royalty payment experience. Experience defining repeatable processes that reduce and ideally eliminate human error. Cross-functional influence; strong personal skills to translate requirements between teams. Bachelor's degree or master's degree in business, accounting, finance, or engineering or equivalent industry experience. Job Responsibilities:Reconcile invoices and communicate issues both internally and externally. Build financial models, including cost estimates and other forecasting. Define pricing models and work with Finance to accrue for music publishing related costs. Create and manage large spreadsheets, potentially with dozens of tabs and cross-dependencies. Reconcile account balances and provide accounting statements to partners. Contribute to process improvement; help continuously improve our product. Define solutions that can work either regionally or globally; build consensus to help drive adoption. Contribute operational requirements to the Legal and Commercial teams. Answer external partner invoice related inquiries, onboarding new partners and educating them on self-service tools. Work closely with IT to identify and resolve production issues.

Financial Analyst Digital Cinema Distribution Coalition (DCDC) was formed by AMC Theatres, Cinemark Theatres, Regal Entertainment Group, Universal Pictures and Warner Bros. Entertainment to provide the industry with theatrical digital delivery services across North America through a specially created network of next-generation satellite and terrestrial distribution technologies. DCDC supports feature, promotional, pre-show and live content distribution into theaters. The Network is designed to ensure audiences have the highest-quality entertainment experience, while exhibitors and content providers achieve a continuing strategic, secure and cost-effective distribution model that will stand the test of time. Summary of Position: The ideal candidate will be involved in the daily maintenance of finance data integrity within NetSuite and support the finance team with processing data, bank reconciliations and financial analysis. Moreover, the candidate must have strong interpersonal skills and possesses a strong business acumen. Key Responsibilities: Ensure accurate data uploads into NetSuite for billing, vendor processing and fixed asset registration. Performs invoicing activities and financial reconciliation. Prepare month-end financials and supplemental management reports. Support the Finance Controller and CFO for all statutory account preparation and audit requests. Work closely with cross-functional teams, including finance, and operations, to support data and KPI analysis. Work closely with external tax advisors and provide data reporting for income tax, property tax and sales tax compliance. Other ad-hoc CEO requests on financial and pricing analysis. EDUCATION and/or EXPERIENCE Bachelor's degree in finance or accounting. Two years of experience in data analysis and reporting preferred. Proficient in Microsoft Excel skills and SQL database skills Experience with NetSuite, preferred. Detailed orientated, self-driven and highly motivated individual that is willing to learn and grow with the company Management has the right to add or change duties and job requirements at any time. Salary Range: $65k to $75k Benefits: 401k plan, life insurance, medical (PPO)/dental/vision insurance, annual bonus

Job Title: Senior CMBS Investment Analyst Job Summary: We are seeking a highly skilled and experienced Senior CRE/CMBS Credit Analyst to join our Securitized Products Group at a top global asset manager in Los Angeles. The successful candidate will lead efforts related to investing within the CMBS sector, providing comprehensive market coverage with a focus on collateral credit and transaction structure. This role requires a deep understanding of the CMBS market, strong analytical skills, and the ability to mentor junior team members. Key Responsibilities: Market Coverage & Analysis: Lead comprehensive market coverage within the CMBS sector, focusing on collateral credit and transaction structure. Prepare detailed primary market investment reviews and recommendations. Conduct timely surveillance of firmwide CMBS holdings to ensure optimal performance and risk management. Support secondary investment activity by analyzing market trends and identifying investment opportunities. Engagement & Collaboration: Engage with internal and external counterparties on sector-related matters, providing insights and recommendations. Collaborate with cross-sector teams to contribute to decision-making within securitized markets. Maintain strong relationships with key stakeholders, including clients, counterparties, and internal teams. Qualifications: Bachelor's degree in Finance, Economics, Business, or a related field; advanced degree or CFA preferred. Minimum of 7 years of experience in CMBS/CRE credit analysis or related roles within the securitized products market. Strong analytical and quantitative skills, with a deep understanding of CMBS market dynamics and transaction structures. Proven track record of successfully managing complex investment analyses and recommendations. Ability to work independently and as part of a team in a fast-paced environment.

Financial Advisors at Northwestern Mutual help their clients through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Representative: Build-Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options. Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs. Compensation & Benefits 1st Year Incentive Package Accelerated Commission Structure Renewable Income Formalized Bonus Program Expense Allowance Reimbursement for insurance licensing, SIE, Series 7, CFP , and more Retirement Package and Pension Plan Medical, Dental, Vision, Life Insurance and Disability Income Insurance Family Planning You could be right for this opportunity if you have: Bachelor's Degree Experience building meaningful relationships Interpersonal skills for success in client-facing roles Excellent time-management skills Desire for continuous learning Legal authorization to work in the US without sponsorship About Us For nearly 170 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone's different viewpoints bring new successes! Why join Northwestern Mutual: Fortune 100 company Forbes' Best Employers for Diversity Top 10 US Independent Broker-Dealers #1 Amongst Life Insurers Most Admired Companies for Financial Soundness Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index $224 billion (retail investment client assets held or managed)