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153 senior advisor jobs at 91 companies in Berkeley, CA

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Senior Advisor
San Francisco or Lakewood or Washington or Atlanta or Chicago or Boston or Kansas City or Raleigh or New York or Philadelphia or Fort Worth or Tacoma
$150k-$197k/yr OnsiteFull Time
U.S. General Services Administration
U.S. General Services Administration: Manages federal real estate and provides government-wide procurement services.
1+ YOEOne year specialized experience at GS-14 level advising leadership on strategic initiatives, conducting management studies, coordinating cross-functional teams, and delivering persuasive briefings to senior decision-makers.
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
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Senior Wealth Advisor - Hybrid
Oakland, California, United States
$110k-$275k/yr HybridFull Time
Cetera Financial Group
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
5+ YOE5+ years in financial services, 3+ years planning-based advisor experience, Series 65 or Series 7 and 66 required, proficient with Microsoft Office and CRMs, CFP preferred.
Microsoft Office Suite, CRMs
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Senior Product Advisor (AWS/Azure Architect)
San Jose, California, United States
$182k-$465k/yr RemoteFull Time
Veeam
Veeam: Data resilience and security for hybrid cloud environments
Bachelor's in CS/Engineering or equivalent; strong cloud integrations and partnerships; experience leading cross-functional initiatives; willingness to travel 5–7 weeks/yr.
AWS, Azure, GCP, APIs, SaaS, Kubernetes, Terraform
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Senior Portfolio Advisor
Beverly Hills or San Francisco
$170k-$300k/yr HybridFull Time
Citi
CitiNYSE: C: Global diversified financial services holding.
10+ YOE10+ years experience in investment strategy and multi-asset portfolio construction; strong communication, strategic thinking, and collaboration skills; US securities exams (S7 & S66; SIE prerequisite); Bachelor’s required, Master’s preferred.
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Senior Philanthropy Advisor
United States or Oakland or Brooklyn
$200k-$220k/yr RemoteFull Time
GiveWell
GiveWell: Evaluates charities and directs donor funds to high-impact programs.
Significant experience managing high-stakes donor relationships, exceptional relationship and communication skills, leadership and operational expertise, ability to engage with complex quantitative research.
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Senior Talent Advisor
San Jose or California
$120k-$142k/yr HybridFull Time
PROCEPT BioRobotics
PROCEPT BioRoboticsNASDAQ: PRCT: Develops surgical robotics for minimally invasive urological procedures.
3+ YOEExperienced full-cycle recruiter with 3+ years recruiting for operations, G&A, sales, or commercial roles in biotech/medical device; proficiency with Workday and LinkedIn; strong communication and stakeholder management; bachelor's/master's degree plus experience.
Workday, LinkedIn
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Senior Academic Advisor - 7 Posiitions
San Jose, California, United States
$6k-$8k/mo OnsiteFull Time
California State University
California State University: Public university system providing higher education and academic research.
3+ YOEProvide academic advising and student success services to upper-division undergraduates; manage caseload; collaborate with campus partners.
PeopleSoft, EAB Navigate
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Vice President, Enforcement Senior Advisor & Operations
New York City or Denver or Dallas or Chicago or Boston or Woodbridge or Washington or San Francisco or Rockville or Philadelphia or Tysons or Los Angeles
$193k-$380k/yr HybridFull Time
FINRA
FINRA: Regulates brokerage firms and exchange markets in the United States.
12+ YOE3+ MgmtBachelor's degree required (advanced degree preferred); 12+ years progressive experience in financial services regulation/enforcement with 3–5 years senior leadership; strong written/verbal communication and organizational skills; discretion handling confidential matters.
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Senior Portfolio Advisor II
San Francisco, California, United States
$189k-$331k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
10+ YOE10-15 years of investment experience; ability to manage large, complex portfolios; strong sales, negotiation, and client service skills; lead initiatives and collaborate with teams.
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Senior Manager Revenue Accounting & Advisor
Santa Clara, California, United States
$139k-$243k/yr HybridFull Time
Coherent
CoherentNYSE: COHR: Manufactures lasers, engineered materials, and optical networking components.
10+ YOEBachelor’s degree in accounting/finance; CPA strongly preferred. 10+ years in revenue accounting with ASC 606 expertise; leadership in complex revenue arrangements; cross-functional collaboration.
Oracle ERP
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3mo
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Volkswagen Marin Service Advisor
San Rafael, California, United States
$65k-$250k/yr OnsiteFull Time
indiGO Auto Group: Operates luxury car dealerships and provides automotive maintenance services.
5+ YOE5+ years service advisor experience preferred, strong CSI and sales history, excellent verbal and math skills, ability to be insured to operate a vehicle.
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SENIOR ADVISOR FOR NAGPRA
Oakland or Sacramento or California
$240k-$266k/yr HybridFull Time, Contract
University of California, Davis
University of California, Davis: Public land-grant research university providing higher education and healthcare.
10+ YOEMinimum 10 years relevant experience, knowledge of NAGPRA/CalNAGPRA, executive advising experience, Indigenous community engagement, advanced program/project management, and strong written and verbal communication.
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Senior Trade Finance Advisor
San Jose or Las Vegas or Dallas or Chicago or Los Angeles or Austin or Phoenix or San Diego or Boston
$149k-$184k/yr OnsiteFull Time
Western Alliance Bank
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
6+ YOE6+ years in trade finance/international or commercial banking, bachelor\u0002s degree or equivalent, knowledge of UCP 600/ISP98, regulatory and credit underwriting fundamentals, strong analytical and communication skills.
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Senior Associate Wealth Advisor
Menlo Park, California, United States
$124k-$140k/yr HybridFull Time
Focus Financial Partners
Focus Financial Partners: Global partnership of independent fiduciary wealth management firms.
5+ YOEBachelor's degree, 5+ years financial services experience, CFP or equivalent (ChFC or CPA + PFS) required, clean U4, strong financial planning, analysis, communication, and business development skills.
CRM
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Senior Associate Wealth Advisor
Menlo Park, California, United States
$124k-$140k/yr HybridFull Time
Focus Partners Wealth
Focus Partners Wealth: Provides personalized wealth management and financial planning services.
5+ YOEBachelor's degree, 5+ years financial services experience, CFP or equivalent (ChFC or CPA + PFS) required, strong financial analysis and planning skills, client communication and business development experience.
planning software, CRM system, custodian websites
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Senior Tax Strategy Advisor
Rockford or Beaverton or Fullerton or Los Gatos or Walnut Creek or Westlake Village
$140k-$180k/yr HybridFull Time
Savant Wealth Management
Savant Wealth Management: Independent fiduciary firm providing comprehensive wealth management and planning.
10+ YOECPA or EA required, Bachelor's in Accounting/Finance/Business required, CFP/PFS required within 1 year, 10+ years tax and financial planning experience with high-net-worth clients, proficiency in tax software and Microsoft Office.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
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Senior Real Estate Investment Sales Advisor
Oakland, California, United States
HybridFull Time
NAI Northern California
NAI Northern California: Provides commercial real estate brokerage and property management services.
3+ YOEExperienced in selling or leasing commercial real estate; active BRE license; 3-5 years CRE with deal history; strong business and junior-senior alignment; capable of transitioning seasoned brokers to NAI platform.
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Senior Tax Advisor
South San Francisco, California, United States
$75k-$125k/yr OnsiteFull Time
Platform Accounting Group
Platform Accounting Group: Acquires and operates boutique accounting and professional services firms.
3+ YOE3+ years preparing a variety of tax returns; Bachelor's degree required (Master's preferred); EA or CPA required or actively pursuing; strong tax, accounting, and finance knowledge; client advisory and complex issue research skills.
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Senior Financial Advisor (Foster City)
Foster City, California, United States
$150k-$225k/yr HybridFull Time
Summitry
Summitry: Provides personalized wealth management and financial planning services.
5+ YOECFP required, 5+ years client-facing wealth management experience serving high-net-worth clients; strong relationship, communication, and planning skills; experience with financial planning software and CRM.
CRM
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