• Financial Advisor Senior

    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 ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
    City National Bank (08/07/25)
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  • Private Wealth Relationship Manager (FP)

    Bank of America (San Francisco, CA)
    …Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, ... results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client… more
    Bank of America (06/13/25)
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  • Relationship Manager - EGP (FP)

    Bank of America (Carlsbad, CA)
    …client relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in ... effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client… more
    Bank of America (09/02/25)
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  • Senior Wealth Advisor

    Columbia Bank (Santa Rosa, CA)
    …Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team ... Senior Wealth Advisor Wealth Management Irvine,...+ 5+ years of experience as an investment executive, financial advisor , certified financial planner,… more
    Columbia Bank (09/09/25)
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  • PI System Senior Advisor (Architect)

    Southern California Edison (Alhambra, CA)
    **Join the Clean Energy Revolution** Become a **PI System Senior Advisor (Architect)** at Southern California Edison (SCE) and build a better tomorrow. In this ... PI System using modern technology languages, frameworks and patterns. The PI System Senior Advisor should be an experienced engineer who supports the historian's… more
    Southern California Edison (08/29/25)
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  • Senior Wealth Advisor

    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 + Profit ... is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a Senior...chance to be part of a firm that blends financial expertise with a holistic "wealth of life" philosophy,… more
    Robert Half Finance & Accounting (08/30/25)
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  • Advisor Senior - Foreign Exchange

    City National Bank (Los Angeles, CA)
    * ADVISOR SENIOR - FOREIGN EXCHANGE* WHAT IS THE OPPORTUNITY? The Senior Foreign Exchange advisor plays a pivotal role in driving the growth of our ... as well as asset management and/or entertainment firms. * Act as a senior advisor , demonstrating expertise in foreign exchange products, industry trends, and… more
    City National Bank (09/07/25)
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  • Senior Home Lending Advisor…

    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...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
    JPMorgan Chase (06/15/25)
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  • Senior Wealth Advisor

    Citigroup (San Francisco, CA)
    …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
    Citigroup (08/24/25)
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  • Senior Wealth Advisor

    Citigroup (Downey, CA)
    …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
    Citigroup (07/16/25)
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