- Umpqua Bank (Sacramento, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Los Angeles, California San Diego, California San ... people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a… more
- Citigroup (Downey, CA)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive ... and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions… more
- Citigroup (San Francisco, CA)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive ... and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions… more
- Deloitte (Sacramento, CA)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... the global investment industry and a passion for providing strategic advice to senior executives. The CQ Knowledge Center is seeking a visionary, market-savvy … more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Job Title: Senior Wealth Manager Location: Mill Valley, CA (Hybrid: 2-3 days/week onsite) Salary: $150,000 - $200,000+ (DOE) + Bonus + Profit Sharing ... Maintain compliance and accurate records of all client interactions + ( Senior Wealth Manager) Lead complex client engagements, mentor junior advisors, and… 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...business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping… 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 client ... three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and… more
- Deloitte (Los Angeles, CA)
- …Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax ... of transactions to the client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with… more
- City National Bank (Los Angeles, CA)
- * SENIOR COUNSEL- LEGAL & WEALTH MANGEMENT* WHAT IS THE OPPORTUNITY? Senior Counsel will provide general regulatory and transactional support to the Bank and ... registered investment fund subsidiaries and affiliates with respect to wealth management products and services. * Support senior... wealth management products and services. * Support senior counsel in advising the Bank's wealth … more
- Wells Fargo (San Francisco, CA)
- …begins with outstanding talent. It all begins with you. Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager. **In this role, you will:** + ... and guidance to others + Provide vision, direction, and expertise within Private Wealth Portfolio Management functional area to senior leadership on implementing… more