- Robert Half Finance & Accounting (Mountain View, CA)
- …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 managing and retaining client relationships, delivering comprehensive financial planning, and mentoring associate advisors. The ideal candidate is passionate… 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 ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Southern California Edison (Pomona, CA)
- …the Clean Energy Revolution Become a Financial Analysis & Regulatory Support, Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. ... air for everyone. As a Financial Analysis & Regulatory Support, Senior Advisor , your work will help power our planet, reduce carbon emissions and create… more
- Umpqua Bank (Sacramento, CA)
- …Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team ... Senior Wealth Advisor Wealth Management Irvine,...+ 5+ years of experience as an investment executive, financial advisor , certified financial planner,… more
- Bank of America (Newark, CA)
- …Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America ... Credit Solutions Advisor - Newark Financial Center Newark, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge… 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 ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… 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 ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… 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 ... + Assist with personal/business banking needs and archive relevant documents Financial Reconciliation & Reporting + Maintain Excel reconciliations for bank/credit… more
- JPMorgan Chase (Temecula, CA)
- As a Senior Home Lending Advisor , you take your clients on a first-class journey to home ownership and deliver strong sales results. **Job Profile:** Join our ... fun, high-energy team as a Senior Home Lending Advisor in Chase Home...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… 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, ... invite you to join us. As an Executive Compensation Senior Advisor , your work will help power...Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing… more