- 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...continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator… more
- Southern California Edison (Pomona, CA)
- **Join the Clean Energy Revolution** Become a Grid Policy Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll ... planning and interconnection by influencing positive policy outcomes. The **Grid Policy Senior Advisor ** will work with various internal groups and neighboring… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Financial Analysis & Regulatory Support, Senior Advisor at Southern California Edison (SCE) and build a better ... for everyone. As a Financial Analysis & Regulatory Support, Senior Advisor , your work will help power...Ensures all Financial Analysis activities are carried out in compliance with internal and external regulatory requirements and governance… more
- Citigroup (San Francisco, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...Manage client follow-up and adhere to all Regulatory and Compliance operating procedures + Ensure strict adherence to KYC/AML… more
- Citigroup (Downey, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...Manage client follow-up and adhere to all Regulatory and Compliance operating procedures . Ensure strict adherence to KYC/AML… more
- Southern California Edison (Irwindale, CA)
- Join the Clean Energy Revolution Become an Employee Benefits Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this influential ... lasting impact on the well-being of the company's workforce. As an Employee Benefits Senior Advisor , your work will help power our planet, reduce carbon… more
- 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 ... of the portfolio review materials at client meetings. * Risk Management and Compliance * Keep current on client's financial information while ensuring that clients… 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 in ... competitive perks. Responsibilities: + Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and… more
- M&T Bank (Costa Mesa, CA)
- …ensure client goals and objectives are achieved. + Adhere to applicable compliance /operational risk controls in accordance with Company or regulatory standards and ... 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
- Oura (San Francisco, CA)
- …and New York) occasionally gather informally at local co-working locations. The AGC, Senior Director of Regulatory Compliance & Privacy will provide strategic ... objectives. What you will do: FDA & Global Regulatory Compliance : + Serve as the primary legal advisor...regulatory adherence across the organization. + Partner with the Sr . Director - Global Risk & Asset Protection on… more
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