- Southern California Edison (Pomona, CA)
- **Join the Clean Energy Revolution** Become a Grid Policy Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll shape ... and interconnection by influencing positive policy outcomes. The **Grid Policy Senior Advisor ** will work with various internal groups and neighboring utilities to… more
- Citigroup (San Francisco, CA)
- …ensure all clients have a positive in-branch experience + Appropriately assess risk when business decisions are made, demonstrating particular consideration for ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank,… more
- Citigroup (Downey, CA)
- …ensure all clients have a positive in-branch experience . Appropriately assess risk when business decisions are made, demonstrating particular consideration for ... Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank,… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both Managers and Senior Managers who are ... for managing client relationships, delivering financial planning services, and supporting business development efforts. This role is ideal for advisors with 5+… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a DCP Planning, Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll be responsible ... and mentor Planners and Designers. As a DCP Planning, Advisor , your work will help power our planet, reduce...designs + Identifies system and field risks and evaluates risk reduction benefit of proposed mitigation projects + Provides… more
- M&T Bank (Costa Mesa, CA)
- …ensure client goals and objectives are achieved. + Adhere to applicable compliance /operational risk controls in accordance with Company or regulatory standards ... the retention and expansion of an assigned book of business . Consults and coordinates on the delivery of solutions...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its dynamic ... Key Responsibilities Client Relationship Management + Serve as a trusted advisor to high-net-worth clients, delivering personalized financial planning and investment… more
- Southern California Edison (Santa Ana, CA)
- Join the Clean Energy Revolution Become a Grid Management System, Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll ... field assets needed for monitoring and control. As a Grid Management System, Senior Advisor , your work will help power our planet, reduce carbon emissions and create… more
- Robert Half Finance & Accounting (CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Wealth Advisor at a RIA. This is a full-time permanent role based in Marin County ... competitive perks. Responsibilities: + Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and… more
- BMO Financial Group (Los Angeles, CA)
- …though the sales of managed products and services. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior ... stakeholders. + Ensures alignment between stakeholders. + Follows through on the risk and compliance processes and policies to ensure we safeguard… more