- Sands Investment Group (Santa Monica, CA)
- …growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Umpqua Bank (Sacramento, CA)
- …+ 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor Representative, or wealth ... Senior Wealth Advisor Wealth Management Irvine,...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- City National Bank (Los Angeles, CA)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... sell to existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. * Establish… more
- Citigroup (San Francisco, CA)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup (Downey, CA)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Comerica (San Francisco, CA)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… 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 ... Execution (IGPE) process. With a focus on data integration and automation, the Senior Advisor will transform complex, siloed information into actionable insights… more
- Comerica (San Diego, CA)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Distribution/Vegetation Management Asset Strategy Senior Advisor at Southern California Edison (SCE) and build a better ... Plan, and Risk Assessment Mitigation Phase. As a Distribution/Vegetation Management Asset Strategy Senior Advisor , your work will help power our planet, reduce… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description 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 ... and competitive perks. Responsibilities: + Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and … more
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