- 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
- Columbia Bank (San Diego, 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 (San Francisco, CA)
- …Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America ... Credit Solutions Advisor - Mandarin Towers Financial Center - Bilingual Mandarin Preferred San Francisco, California **To proceed with your application, you must… 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
- 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
- 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
- Southern California Edison (Alhambra, CA)
- **Join the Clean Energy Revolution** Become a **PI System Senior Advisor (Architect)** at Southern California Edison (SCE) and build a better tomorrow. In this ... PI System using modern technology languages, frameworks and patterns. The PI System Senior Advisor should be an experienced engineer who supports the historian's… more
- 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...chance to be part of a firm that blends financial expertise with a holistic "wealth of life" philosophy,… 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