• Financial Advisor Senior

    City National Bank (Los Angeles, CA)
    * FINANCIAL ADVISOR SENIOR * WHAT...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. ... IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's...63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?*… more
    City National Bank (08/07/25)
    - Related Jobs
  • Senior Wealth Advisor

    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
    Umpqua Bank (07/26/25)
    - Related Jobs
  • Senior Wealth Advisor at Growing RIA

    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 ... the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies. + Manage Financial Plans: Develop and… more
    Robert Half Finance & Accounting (08/14/25)
    - Related Jobs
  • Senior Wealth Advisor

    M&T Bank (Costa Mesa, CA)
    …Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
    M&T Bank (08/27/25)
    - Related Jobs
  • PWM Partner Private Wealth Advisor

    US Bank (Irvine, CA)
    …soliciting, developing, managing, and retaining client relationships for PWM. Partners with Senior Advisor to drive business development, client retention and ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...management strategies. Partner Advisors have shared responsibility with their Senior Advisor to achieve sales, revenue and… more
    US Bank (08/08/25)
    - Related Jobs
  • Tax Senior - Global Information Reporting

    Deloitte (San Francisco, CA)
    …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... to global tax transparency? Would you like to understand financial services and products across an array of industries...(Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Global Information Reporting practice, you… more
    Deloitte (08/20/25)
    - Related Jobs
  • Tax Senior , Private Equity

    Deloitte (Costa Mesa, CA)
    …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, ... have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… more
    Deloitte (08/20/25)
    - Related Jobs
  • Tax Senior - Real Estate

    Deloitte (Costa Mesa, CA)
    …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for...on June 1, 2026 Work You'll Do As a Senior Tax Consultant, you will work within an engagement… more
    Deloitte (08/23/25)
    - Related Jobs
  • Tax Senior - Sustainability - Renewable…

    Deloitte (San Jose, CA)
    …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... for this role ends on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will advise clients on tax issues… more
    Deloitte (08/21/25)
    - Related Jobs
  • Tax Senior - Strategic Partnership…

    Deloitte (Sacramento, CA)
    …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science ... to keep you buzzing! Work you'll do: As a Senior on our Strategic Partnership Solutions team you will:...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
    Deloitte (08/26/25)
    - Related Jobs