- Robert Half Finance & Accounting (Marin County, 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
- US Bank (Rancho Palos Verdes, CA)
- … Advisor at the Associate level. Under the guidance and in partnership with a senior advisor , this advisor will learn and develop skills to consult with ... A career with US Bank gives you a wide, ever- growing range of opportunities to discover what makes you...of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65… more
- Deloitte (Los Angeles, CA)
- …answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on May 31, ... 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice,...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more
- JPMorgan Chase (San Diego, CA)
- …shaping advisor development and driving meaningful change. Collaborate with senior management to deliver solutions that empower advisors to strengthen client ... to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a… more
- House of Blues (Beverly Hills, CA)
- …collaborating closely with business and IT leaders. + Serve as a trusted advisor to senior stakeholders across functions, ensuring strong alignment between ... global operations. As a key member of our IT Senior Leadership Team, the Vice President - Strategic Programs...including paid holidays, sick time, and personal days + WEALTH : 401(k) program with company match, stock reimbursement program… more
- Carrington (Aliso Viejo, CA)
- …TPO Process flows, and Loan Operating Systems. + Ability to effectively interact with senior management as an advisor on projects. + Ability to organize and ... and organizational transformation to accomplish business objectives. Collaborates with senior business leaders, functional leaders, and employees to understand… more
- Citigroup (San Francisco, CA)
- …communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to ... Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They… more