- Columbia Bank (Los Angeles, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, ... for people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
- Citigroup (San Francisco, CA)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… more
- Citigroup (Downey, CA)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to… 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 + ... regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a Senior Wealth Advisor . This role offers the chance to be part of a… more
- Comerica (San Francisco, CA)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional ... maintain visibility and enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related activities. Client Management… more
- Comerica (San Diego, CA)
- Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the ... overall success of the Wealth & Institutional Management business unit by building and...enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related… 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 ... is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in… more
- M&T Bank (Costa Mesa, CA)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while… more
- City National Bank (Los Angeles, CA)
- … ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's...WILL YOU DO? * Business Development serves as the wealth mgmt. point of contact for Personal & Business… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Wealth Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused ... Responsibilities Client Relationship Management + Serve as a trusted advisor to high-net-worth clients, delivering personalized financial planning and...5 years ( Wealth Manager) or 8 years ( Senior Wealth Manager) of experience in financial… more