- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Strategic Planning Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll ... improve and manage governance responsibilities. As a Strategic Planning Senior Advisor , your work will help power...benefits of proposed mitigation strategy projects in the capital investment strategy + Leads the development and management of… more
- M&T Bank (Costa Mesa, CA)
- …solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, ... manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of...growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our… more
- Citigroup (San Francisco, CA)
- The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... family. **Responsibilities:** + Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United… more
- US Bank (Rancho Palos Verdes, CA)
- … Advisor at the Associate level. Under the guidance and in partnership with a senior advisor , this advisor will learn and develop skills to consult with ... of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then provide customized… more
- Robert Half Finance & Accounting (Danville, CA)
- …advisors, and handling everything needed to support both the client and the senior advisor . The firm actively supports your professional development with FINRA ... Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management. This is a...a strong commitment to work-life balance. Responsibilities + Support Senior Advisors with financial planning and investment … more
- Citigroup (Beverly Hills, CA)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Sr. Lead is a strategic professional...required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required… more
- JPMorgan Chase (Los Angeles, CA)
- …prospects for our products and services and establish relationships with senior investment professionals at these organizations **Required** **Qualifications, ... Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor… more
- SAP (Palo Alto, CA)
- …great benefits, and a team that wants you to grow and succeed. Strategic Solution Advisor - Finance & Spend Location: USA West Region (Proximity to an SAP Office ... run better and improve people's lives. **What you'll do:** As a Strategic Solution Advisor specializing in Finance & Spend, you will be the customer's trusted … more
- Humana (Sacramento, CA)
- …at the center of everything it does. The Long-term Growth Strategy Advisor (Distribution) provides data-based strategic direction to identify and address business ... support for the Enterprise Growth vertical. The Long-term Growth Strategy Advisor 's work involves complex assignments performed without direction where the analysis… more
- KeyBank (San Francisco, CA)
- …the Americas - New York, New York 10019 **ABOUT THE JOB:** The senior banker will source, pitch and execute transactions in Financial Services industry; specifically ... **Insurance, Asset Management, Wealth or RIA Investment Banking** . Individuals are highly skilled at managing clients, identifying opportunities and running all… more
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