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Senior Wealth Advisor jobs in California

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SENIOR WEALTH ADVISOR

Grow a substantial book of business. Cultivate new client relationships and referral networks. Deliver exceptional investment planning services with a client-driven mindset. Utilize advanced financial tools and software for client...

CompanyCare Dynamics, Llc
AddressSan Diego, CA
CategoryRetail
Job typeFull-Time
Date Posted a month ago See detail

Senior Wealth Advisor

Care Dynamics, Llc

San Diego, CA

Grow a substantial book of business. Cultivate new client relationships and referral networks. Deliver exceptional investment planning services with a client-driven mindset. Utilize advanced financial tools and software for client...

a month ago seen See more...

Senior Wealth Manager, Castaic

Savvy Wealth

Castaic, CA

Transition your book of business (minimum $15M AUM) to Savvy with our dedicated Client Transition Team Develop new HNW client relationships through Savvys marketing and lead generation programs Provide comprehensive financial pla...

yesterday seen See more...

Senior Product Manager, Wealth Management Solutions

Assetmark

Encino, CA

sick time, flex time, 401(k)

Work with leaders across AssetMark to help define and execute upon the next generation of Wealth Management services and capabilities. Lead research, planning, development activities that help drive the assessment of new and enhan...

3 days ago seen See more...

Senior Product Manager, Wealth Management Solutions

Assetmark

Concord, CA

sick time, flex time, 401(k)

Work with leaders across AssetMark to help define and execute upon the next generation of Wealth Management services and capabilities. Lead research, planning, development activities that help drive the assessment of new and enhan...

3 days ago seen See more...

Senior Advisor Government Relations

University Of California Santa Cruz

Santa Cruz, CA

$101,100 - $141,246 a year

How to Apply. Troubleshooting Tips for Applicants FAQ's Full-time, Fixed Percentage of Time: 100%, 40 Hours per Week Days of the Week: Mon-Fri Shift Includes: Day Using institutional knowledge and awareness of constituency percept...

3 weeks ago seen See more...

Senior Enrollment Advisor, International

Golden Gate University

San Francisco, CA

Train and mentor all new employees and assist with lead/application escalations. Assist with issuance of I-20 for new students. Assist with review of applications and admissions decisions for international partnerships. Assess pot...

2 weeks ago seen See more...

Wealth Advisor

Rwa Wealth Partners Llc

San Rafael, CA

Function as the primary trusted advisor to the firms clients. Ensure retention of the firms clients as well as generating referrals. Support the teams Regional Vice Presidents and Managing Directors as a subject matter expert in...

3 weeks ago seen See more...

Senior Investor Relations Specialist (Advisor Services)

Griffin Capital Company Llc

El Segundo, CA

Manage investor onboarding and training efforts from start to finish, coordinating communication and actions with the advisor and their client(s) on processes and document review. Perform regulatory checks and verifications; under...

3 weeks ago seen See more...

Senior Guest Advisor/Key Holder

Gamestop

Union City, CA

$16.50 - $19.75 an hour

Provide best-in-class guest service: promptly greet guests; respond to guest questions/concerns quickly, effectively, and courteously; assist guests with meeting their video gaming and collectibles needs; inform guests of special...

3 weeks ago seen See more...

PWM Private Wealth Advisor NMLS 3

U.s. Bank

Los Angeles, CA

Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two t...

a month ago seen See more...

Associate Wealth Advisor - Frontier Investment Mgmt

Hightower

San Ramon, CA

Onboard new clients. Help with preparation for and follow-up from client reviews. Respond to client service requests. Prepare investment proposals. Support multiple roles across the firm - advisory, financial planning, operations,...

a month ago seen See more...

Systems Administrator, Senior Advisor

General Dynamics

Livermore, CA

**********$10K Sign-on bonus********** *Classified work and must be on-siteResponsible for performing in-depth analysis and technical support of systems, including complex problem resolution, design, development, testing, operatio...

2 months ago seen See more...

Senior Advisor for State Government Relations

Lawrence Livermore National Laboratory

Sacramento, CA

$186,780 - $238,080 a year

The Laboratorys engagement priorities with the state of California are in support of a broad array of individual and team-led initiatives, and you will be responsible for helping the Laboratory manage and increase state engagemen...

2 months ago seen See more...

Experienced Financial Advisor/ Financial Planner/ Investment Advisor/ Wealth Manager

Goldbook Financial

Costa Mesa, CA

$75,000 - $350,000 a year

401(k). 401(k) matching. Dental insurance. Employee assistance program. Flexible spending account. Health insurance. Health savings account. Life insurance. Professional development assistance. Retirement plan. Vision insurance. B...

3 weeks ago seen See more...

Wealth Management Advisor/Financial Advisor

Northwestern Mutual

Westlake Village, CA

$55,000 - $160,000 a year

401(k). 401(k) matching. Dental insurance. Employee discount. Flexible schedule. Flexible spending account. Health insurance. Health savings account. Life insurance. Professional development assistance. Referral program. Retiremen...

3 weeks ago seen See more...

J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, CA

Jpmorgan Chase Bank, N.a.

Seal Beach, CA

Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and re...

4 weeks ago seen See more...

J.P. Morgan Wealth Management - Private Client Advisor - Seal Beach, CA

Jpmorgan Chase & Co

Seal Beach, CA

Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and re...

4 weeks ago seen See more...

Senior Hydrologist - Technical Advisor

Hdr

Folsom, CA

Provide technical guidance and mentoring to Jr. staff in development and completion of studies. Serve as a quality control reviewer for various analysis. Serve as a Subject Matter Expert (SME). Provide high-level technical expert...

a month ago seen See more...

Senior Sales Advisor (LA Melrose)

Toteme

West Hollywood, CA

$25 - $30 an hour

Deliver superb service to customers Create and maintain long-term relationships. Work individually and as part of a team to reach sales targets. Act as an ambassador for TOTEME. Do merchandising and styling. Plan and execute daily...

a month ago seen See more...

Senior Guest Advisor (Store 4322)

Gamestop

Ontario, CA

Provide best-in-class guest service: promptly greet guests, respond to guest questions/concerns promptly, effectively, and courteously, assist guests in meeting their video gaming needs, inform guests about special promotions and...

2 months ago seen See more...

Senior Guest Advisor

Gamestop

Yuba City, CA

$16.50 - $19.25 an hour

Certain State-specific exceptions may apply....

2 months ago seen See more...

Senior Financial Aid Advisor- GCC

Success Education Colleges

Glendale, CA

Provides oversight and supervision to the campus Student Financial Aid Department. Ensures that all state, federal and non-Title IV Financial Aid is awarded, authorized, and disbursed in a timely and accurate manner. Provides lead...

2 months ago seen See more...

Senior Guest Advisor (Store 5593)

Gamestop

Paso Robles, CA

Provide best-in-class guest service: promptly greet guests, respond to guest questions/concerns promptly, effectively, and courteously, assist guests in meeting their video gaming needs, inform guests about special promotions and...

2 months ago seen See more...

Senior CRA Advisor

Sofi

Sacramento, CA

$131K - $166K a year

Build out the Community Development ("CD") Finance program for the Bank, and ensure that annual measurable goals related to CD Finance (CD Lending & CD Investments) are fulfilled while ensuring a high level of data integrityCollab...

2 months ago seen See more...

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Top Jobs in California

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What companies are hiring for Senior Wealth Advisor jobs in California?

The top companies hiring now for Senior Wealth Advisor jobs are Citigroup Inc, Citigroup, Inc.,

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