- 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
- Umpqua Bank (Walnut Creek, 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
- 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...degree in Finance, Business, or related field. + Certified Financial Planner (TM) ( CFP (R)) required. + Series… 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 ... the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies. + Manage Financial Plans: Develop and… more
- 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
- Robert Half Finance & Accounting (Mill Valley, CA)
- …and grow within the firm. Key Responsibilities: + Serve as a trusted advisor to high-net-worth clients. + Deliver tailored financial planning and investment ... Description A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and...related field. + Minimum 5 years of experience in financial planning or investment advisory. + CFP (R)… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …/ Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its dynamic Wealth ... Responsibilities Client Relationship Management + Serve as a trusted advisor to high-net-worth clients, delivering personalized financial ...Minimum of 5 years (Wealth Manager) or 8 years ( Senior Wealth Manager) of experience in financial … more
- 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 (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 (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