285 senior advisor jobs at 119 companies in Bloomington, CA
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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
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
5d
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Senior ERISA Advisor
Los Angeles or Pasadena or San Francisco or Washington or Plantation or Atlanta or Chicago or Fort Wright or Boston or Silver Spring or Kansas City or New York City or Philadelphia or Dallas
$152k-$210k/yr HybridFull Time
1+ YOEAt least 1 year of specialized experience at GS-15 equivalent, with expert ERISA and employee benefits knowledge, senior-level policy analysis, strategic advising, and executive communication experience.
1mo
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Senior Financial Advisor – Experienced Professionals
Garden Grove, California, United States
OnsiteFull Time
Required securities licenses (Series 7 & 66 or 6/63/65) and Life & Health license; experienced advisor with consultative planning, client relationship management, and ability to work with military families; CFP/ChFC/RICP preferred.
1mo
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Financial Planning, Senior Advisor
Rosemead, California, United States
HybridFull Time
10+ YOE10+ years financial planning, modeling and forecasting experience; utility FP&A experience preferred; strong analytical skills; SAP, Microsoft Excel, Word, PowerPoint, Power BI, Access experience; GAAP knowledge; ability to present to senior leaders; up to 15% travel; must reside and work in California.
SAP, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Power BI, Microsoft Access
2mo
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Senior Wealth Advisor
Los Angeles, California, United States
$162k-$270k/yr OnsiteFull Time
9+ YOEBachelor's degree plus 9 years sales experience in financial services (or 13 years combined education/work including 5 years HNW sales). Must meet SAFE Act registration, implement wealth strategies, and achieve revenue goals. Securities licensing and professional designations preferred.
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Senior Ethics Advisor
Pasadena, California, United States
$148k-$163k/yr OnsiteFull Time
5+ YOEBachelor's +9 yrs (Master's +7 yrs or PhD +5 yrs) in business/social sciences/HR or related; experience in HR, security, internal audit, acquisition, or compliance; investigations, COI resolution, training, policy development, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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Cybersecurity Senior Advisor
Rosemead, California, United States
$183k-$274k/yr HybridFull Time
10+ YOE10+ years in IT/cybersecurity, US citizenship required, hands-on security assessment experience, familiarity with security frameworks and OT exposure, strong OS/network fundamentals, security certifications preferred.
NIST CSF, NIST 800-53, ISO 27001, Windows, Linux, TCP/IP, DNS, PKI/TLS, NERC/CIP
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Senior Wealth Advisor
Los Angeles, California, United States
$162k-$270k/yr OnsiteFull Time
9+ YOEBachelor's degree plus 9+ years sales experience in financial services (or 13 years combined education/work with 5 years HNW sales); SAFE Act registration; proven wealth management and client acquisition track record.
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Senior Wealth Advisor
Newport Beach, California, United States
$125k-$175k/yr OnsiteFull Time
5+ YOE5+ years advising clients with proven client acquisition and asset growth; background in wirehouse/IB/BD/RIA preferred; CFP or CFA preferred; bachelor’s in finance/business/economics preferred; strong communication and sales skills.
3w
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Senior Portfolio Advisor
Beverly Hills or San Francisco or Los Angeles or Dallas or New York City
$170k-$300k/yr HybridFull Time
10+ YOE10+ years of investment strategy experience; expertise in markets and multi-asset portfolio construction; strong communication, collaboration, execution, and relationship management skills; bachelor's degree required.
2mo
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Senior Home Lending Advisor - Pasadena CA
Pasadena, California, United States
$18/hr OnsiteFull Time
3+ YOE3+ years mortgage lending and sales experience; Bachelor's or equivalent; knowledge of FHA/VA/ FNMA/FHLMC; real estate market knowledge; strong communication skills
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Senior Advisor - Energy Advisory Services
Mount Laurel or Los Angeles or Irvine or Austin or Chicago or Detroit or Denver or Houston or Miami or Boston or Somerset
$148k-$273k/yr HybridFull Time
12+ YOEBachelor's degree required, 12+ years energy industry experience, strong technical/economic/regulatory knowledge, track record in transactions, client development, team leadership, and strong English communication.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
6d
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Experienced Financial Advisor
El Segundo or Los Angeles
$100k-$200k/yr HybridFull Time
Established financial advisor or planning professional with active Series 7 and Series 66 or equivalent licenses, client relationship experience, and financial solutions delivery experience; life and health insurance license preferred.
2mo
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Financial Advisor (Pasadena)
Pasadena, California, United States
$115k-$150k/yr HybridFull Time
5+ YOEMinimum 5 years in financial services with relationship management and business development; CFP or equivalent lead-advisor experience; experience serving high-net-worth clients; proficiency with eMoney and CRM; strong communication skills.
eMoney, CRM
3w
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Service Sales Advisor
Pasadena, California, United States
$60k-$100k/yr OnsiteFull Time
5+ YOEHigh school diploma, 5+ years service advisor experience in automotive, CA driver license, strong communication and customer service, meet sales and CSI targets.
1mo
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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
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
2mo
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Senior Practice Technology Advisor
Boston or New York City or Chicago or Los Angeles or Washington
$150k-$258k/yr HybridFull Time
8+ YOEBachelor's degree and 8+ years in legal technology; experience with AI-powered legal solutions, vendor management, pilot programs, change management, and project leadership.
1w
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Senior Care Advisor
Los Angeles, California, United States
$27-$36/hr OnsiteFull Time
1+ YOERequires 1+ year in telesales, customer service sales, Medicare, or PACE sales; CRM experience, especially Salesforce; an associate degree or equivalent relevant experience is preferred.
CRM systems, Salesforce
1w
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Senior Sales Advisor
Costa Mesa or Los Angeles or Stockholm or London or New York City or Shanghai or Europe or North America or Asia
$30-$33/hr OnsiteFull Time
2+ YOERequires 2+ years of fashion retail experience, ideally luxury, proven customer service and sales success, fashion and menswear styling knowledge, fluent English, and flexible evening and weekend availability.
5d
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Senior Advisor Consultant, Edward Jones
St. Louis or Los Angeles or Baltimore or Detroit or New Orleans or Des Moines or Omaha or Atlanta or Phoenix or Minneapolis or Mississippi or Arkansas or Alabama or Utah or New Mexico
$125k/yr RemoteFull Time
5+ YOERequires 5–7 years of related sales experience, Series 7 and Series 63 licenses, excellent presentation skills, and relocation to the assigned regional hiring location.
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