- Southern California Edison (Alhambra, CA)
- …with the PI System and related analytical technologies. This position works with other team members and business clients to solve business problems through ... System advisor works collaboratively with other technology architects, corporate business teams and other technical contributors or project sponsors. The … more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …and strengthen its reputation. Requirements Qualifications + Bachelor's degree in Finance, Business , or related field. + Certified Financial Planner (TM) ... Description Senior Wealth Advisor - Independent RIA Location: Mill Valley, CA |...financial planning experience. + Demonstrated leadership, mentoring, and business development skills. + Ability to think strategically and… more
- TIAA (Palo Alto, CA)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people… more
- City National Bank (Los Angeles, CA)
- … performance, maintaining high standards of client service, and aligning efforts with overall business objectives. * Represent the FX sales team with a high ... * ADVISOR SENIOR - FOREIGN EXCHANGE* WHAT IS THE...to work independently and as a part of a team * Familiarity reviewing financial reports, legal… more
- US Bank (Rancho Palos Verdes, CA)
- …from Day One. **Job Description** This position is designed to be a developmental Financial Advisor at the Associate level. Under the guidance and in partnership ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...with a senior advisor , this advisor will learn and develop… more
- JPMorgan Chase (Temecula, CA)
- …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 Lending and ... the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this...your career while making a significant impact on our business . As a Senior Home Lending Advisor … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ 4+ years of experience for Advisor role; 6+ years for Lead Advisor role, preferably in financial or estate planning. Skills & Attributes + Expertise ... Description Wealth Advisor / Lead Wealth Advisor A...experienced and client-focused professionals to join its growing advisory team . With a collaborative, team -based approach and… more
- Citigroup (San Francisco, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi..., you will partner closely with a dedicated Wealth team to meet the financial needs of… more
- Citigroup (Downey, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi..., you will partner closely with a dedicated Wealth team to meet the financial needs of… more
- Meta (Menlo Park, CA)
- …of upcoming process and system changes on the control environment.The Risk and Controls Advisor will work closely with our Finance Business Process Owners and ... **Summary:** Meta is looking for a skilled Risk and Controls Advisor to join our Finance Risk & Controls (R&C) team . The R&C team 's goal is to empower Meta's… more