Senior Financial Advisor
6 days ago
Mainstreet Mortgage is a leader in the mortgage industry, dedicated to delivering exceptional service to our clients. Our team of experienced professionals is committed to making the loan process as smooth and efficient as possible.
Job SummaryWe are seeking a highly skilled Senior Loan Officer to join our team. The ideal candidate will possess a strong understanding of financial and lending practices, as well as excellent analytical and communication skills.
Key Responsibilities- Evaluate and approve loan applications based on creditworthiness and approval potential
- Counsel clients on financial options and strategies
- Develop and maintain relationships with referral partners to identify new business opportunities
- Address client complaints in a timely and professional manner
We offer a competitive salary, comprehensive benefits package, and opportunities for career advancement.
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Financial Advisor
3 weeks ago
Westlake Village, California, United States Hoss Retirement and Insurance Services, Inc.; DBA - Hoss Financial Full timeWestlake Village, CA | Financial Advisor | $200K+ Potential | Ownership TrackIf 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...
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Financial Advisor
4 days ago
Westlake Village, California, United States Hoss Retirement and Insurance Services, Inc.; DBA - Hoss Financial Full timeYou're Already Great at What You Do. Now It's Time to Do It Without Cold Calling, Chasing Leads, or Wasting Time.You didn't work this hard, learn this much, or build this level of skill to spend your days prospecting.What you really want is simple: To meet with qualified people. To make a real difference in their financial lives. And to earn what you're...
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Financial Planner
1 day ago
Westlake Village, California, United States Tech Tammina Full timeWe are currently seeking an Financial Planner/Associate - Hybrid Remote to fill a vacant position with one of our Client, located in Westlake Village, CA. If you possess the necessary qualifications and are interested in pursuing this opportunity, we kindly request that you provide us with your most up-to-date resume. We appreciate your consideration and...
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Banking Advisor
2 weeks ago
Westlake Village, California, United States Bank of America Full timeMerrill Financial Solutions Advisor - Valley Coast Market Woodland Hills, California; Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in...
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Senior Financial Analyst
6 days ago
Westlake Village, California, United States Seegers & Associates Full timeOur client is seeking a talented Senior Financial Analyst to play a key role in driving financial performance and strategic decision-making. In this role, you'll leverage your expertise in financial analysis and reporting to support their continued growth and success. Key Responsibilities:Conduct financial analysis and modeling to support investment...
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Senior Financial Analyst
1 day ago
Westlake Village, California, United States beBee Careers Full time**Job Description:**We are seeking a highly skilled and experienced Senior Financial Analyst to lead our financial planning and analysis process. This role requires a strategic thinker with strong analytical skills, a deep understanding of financial modeling, and the ability to provide actionable insights to support decision-making.Main Responsibilities:Lead...
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Senior Financial Professional
3 days ago
Westlake Village, California, United States beBee Careers Full time**Senior Financial Professional Opportunity**This is an exciting chance for an experienced accounting professional to join our organization.We are looking for someone with a strong background in financial reporting, who can communicate complex financial information effectively to stakeholders.Responsibilities:Process accounts payable and accounts receivable...
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Senior Financial Planning Analyst
3 days ago
Westlake Village, California, United States beBee Careers Full timeRole OverviewAs a Senior Financial Planning Analyst, you will play a critical role in supporting our commercial finance activities. You will be responsible for delivering key financial metrics, including net sales, profit, and share objectives across retail customers. You will provide timely and robust financial analysis, control, and compliance support, as...
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Financial Integration Expert
2 weeks ago
Westlake Village, California, United States Warner Pacific Insurance Services Full timeJob SummaryWe are seeking an experienced Director - Accounting to join our team. The successful candidate will work closely with our CFO and Controller to provide financial support during M&A due diligence, lead financial reporting for acquisitions post-close, and integrate acquired businesses into our finance operating model. This individual will also be...
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Client Service Associate-Westlake Village, CA
2 weeks ago
Westlake Village, California, United States Raymond James Financial Services Full timeJob DescriptionJob SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high...