- Charles Schwab (San Diego, CA)
- …years in the financial services industry working directly with clients highly preferred Please note; as part of the selection process for this position, internal ... and liquidity needs. As a Sr. Manager, Sr. Wealth Advisor , you will work with clients to build a...strong collaborative relationships with Schwab Branch business partners and financial planners as you maintain and grow an assigned… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …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 with ... the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies. + Manage Financial Plans: Develop and… more
- City National Bank (Irvine, CA)
- …new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new ... TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to...National's Private Banking group, you will help deliver tailored financial solutions to high- and ultra-high-net-worth families, select professional… more
- US Bank (San Diego County, CA)
- …66 or, Series 7 and 63/65 combination and applicable state insurance license Preferred Qualifications + Extensive knowledge in financial planning, including but ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Business Transformation & Readiness, Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In ... management plans, business readiness and/or training. As a senior advisor , your work will help power our planet, reduce...a system upgrade-it's a fundamental redesign of our core financial processes. Our goal is to streamline operations, enhance… more
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become an Accounting Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll play a crucial ... activities in accordance with US GAAP. As an Accounting Advisor , your work will help power our planet, reduce...and month end close entries + Directs the annual financial statement audit by working directly with internal staff… more
- Southern California Edison (Irwindale, CA)
- Join the Clean Energy Revolution Become an Employee Benefits Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this influential ... You'll spearhead or support RFPs, vendor transitions, and the financial management of our health and welfare plans. This...of the company's workforce. As an Employee Benefits Senior Advisor , your work will help power our planet, reduce… more
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become a Communications Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll be a key ... will be critical to success. As a Communications Senior Advisor , you'll also serve as a Public Information Officer...Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Capital Planning, Data Engineering Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this ... process. With a focus on data integration and automation, the Senior Advisor will transform complex, siloed information into actionable insights that fuel strategic… more
- Southern California Edison (Irwindale, CA)
- Join the Clean Energy Revolution Become an Executive Compensation Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll ... you to join us. As an Executive Compensation Senior Advisor , your work will help power our planet, reduce...Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing… more