- Charles Schwab (San Diego, CA)
- …a Sr . Manager, Sr . Wealth Advisor . Sr . Manager, Sr . Wealth Advisors work as a fiduciary within Schwab Wealth Advisory, Inc. ("SWAI"), a ... products to meet income generation, risk mitigation, and liquidity needs. As a Sr . Manager, Sr . Wealth Advisor , you will work with clients to build a… more
- Charles Schwab (Irvine, CA)
- …us "challenge the status quo" and transform the finance industry together. As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining ... will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience.… more
- M&T Bank (Los Angeles, CA)
- …firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and ... As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …About the Role A values-driven financial advisory firm is seeking a dedicated and experienced Senior Financial Advisor to join its team. This role is focused on ... Key Responsibilities Client Relationship Management + Serve as the primary advisor for a portfolio of high-net-worth clients. + Maintain regular communication… more
- Deloitte (Los Angeles, CA)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- Harris & Associates (Sacramento, CA)
- …operational, and financial objectives of the firm. Acting as a trusted advisor and company officer, this role blends field-proven construction expertise with ... senior -level leadership to ensure successful project delivery, client satisfaction,...Director/Vice President leverages deep technical knowledge, operational acumen, and fiduciary responsibility to represent both the firm and the… more
- Robert Half Office Team (San Diego, CA)
- Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate ... and follow-ups Invoice & Billing Review + Track and review fiduciary invoices as needed Alternative Investments + Coordinate subscription agreements, AML… more
- Anywhere Real Estate (San Diego, CA)
- …outstanding receivables for distribution for various types of receivables to senior management teams. Provides collection profiles, trends and analysis regarding ... monthly and/or on an as needed basis. Exercises sound fiduciary judgment in recommending settlements, write off and negotiating...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Umpqua Bank (Walnut Creek, CA)
- …strategies and goals. + Reports on the activities of the assigned office to senior management of the trust company. + Responsible for leadership and mentoring of the ... Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + 10+years'experiencein trust… more