- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Senior Wealth Advisor - Independent RIA Location: Mill Valley, CA | Hybrid (2-3 days in office) Compensation: $175,000 - $200,000 DOE + Bonus + Profit ... is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a Senior... Advisor in Mill Valley to identify a Senior Wealth Advisor . This role offers the… more
- SAP (Palo Alto, CA)
- …skill growth, great benefits, and a team that wants you to grow and succeed. ** Senior Solution Advisor - SAP Finance, BRIM or CPQ Domain Expert** **Location:** ... SAP, a global leader in enterprise software, is seeking a highly skilled Senior Solution Advisor - SAP Finance Solutions, BRIM & CPQ Domain Expert to join our… more
- James Perse Los Angeles (Montecito, CA)
- JAMES PERSE IS CURRENTLY HIRING A PART TIME SENIOR CLIENT ADVISOR FOR OUR MONTECITO LOCATION OBJECTIVE OF THE POSITION The Senior Client Advisor is ... standards, and operational standards. In the absence of Store Management, the Senior Client Advisor is charged with overseeing all aspects of the store and… 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 ... maintain visibility and enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related activities. Client Management… more
- Citigroup (San Francisco, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to meet the financial… more
- Citigroup (Downey, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to meet the financial… 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 ... maintain visibility and enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related activities. Client Management… more
- City National Bank (Los Angeles, CA)
- * ADVISOR SENIOR - FOREIGN EXCHANGE* WHAT IS THE OPPORTUNITY? The Senior Foreign Exchange advisor plays a pivotal role in driving the growth of our ... well as asset management and/or entertainment firms. * Act as a senior advisor , demonstrating expertise in foreign exchange products, industry trends, and market… more
- Robert Half Finance & Accounting (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 ... competitive perks. Responsibilities: + Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial 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 ... assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market. Interact with clients, prospects and colleagues on a regular basis providing asset management, financial… more