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145 senior advisor jobs at 94 companies in Burbank, CA

3mo
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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
San Francisco, California, United States
$125k-$175k/yr OnsiteFull Time
Beacon Pointe Advisors
Beacon Pointe Advisors: Independent firm providing wealth management and investment advisory services.
5+ YOE5+ years as a financial/wealth advisor, proven client acquisition and asset growth, experience in wirehouse/BD/bank/RIA, CFP®/CFA preferred, bachelor’s degree preferred, strong communication and sales orientation.
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3w
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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 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 Philanthropic Advisor
San Francisco, California, United States
$167k-$260k/yr HybridFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
7+ YOERequires 7+ years of fiduciary products experience or equivalent. Desired J.D., CTFA, or CAP, with advanced philanthropic and fiduciary knowledge, leadership, communication, presentation, and relationship-building skills.
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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 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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Senior Advisor - Grid Modernization Advisory Services
New York or Chicago or Los Angeles or San Francisco or Seattle or Austin or Detroit or Washington or Palm Beach Gardens
$175k-$250k/yr RemoteFull Time
WSP
WSPToronto Stock Exchange: WSP: Provides engineering, design, and environmental consultancy services globally.
12+ YOERequires 12+ years of energy industry experience, a related bachelor's degree, grid modernization expertise, technical analysis, advisory delivery, proposal development, client engagement, mentoring, and strong English communication.
Data analytics
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Senior Advisor Programs Manager
Concord, California, United States
$105k-$120k/yr HybridFull Time
AssetMark
AssetMark: Provides wealth management technology and investment solutions for advisors.
Bachelor's degree and significant program management experience; strong strategic, analytical, and communication skills; proficient with Salesforce, Slack, and Microsoft Office; copywriting and design familiarity; ability to work hybrid and attend up to 10 events/year.
Salesforce, Slack, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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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 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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2mo
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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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2w
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Senior Philanthropic Advisor, Leadership Giving
San Francisco or California or United States
$140k-$170k/yr RemoteFull Time
Breakthrough T1D
Breakthrough T1D: A nonprofit organization advancing research, advocacy, and support to accelerate breakthroughs toward curing type 1 diabetes.
8+ YOE8+ years major gift fundraising with success closing $500K+; ability to develop and execute $1M+ strategies; Salesforce proficiency; travel up to 40%; bachelor’s degree preferred; CFRE preferred.
Salesforce
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2w
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Private Banking Senior Credit Advisor
Beverly Hills or San Francisco
$200k-$298k/yr HybridFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
Extensive credit underwriting experience across diverse products, client-facing skills, credit memo creation, credit and portfolio risk management, and Microsoft Office proficiency.
Microsoft Office
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Executive Advisor - Confluent
Brookhaven or Coral Gables or Research Triangle Park or Denver or Irvine or Houston or Austin or San Francisco or Seattle or Washington or Cambridge or Chicago or New York
$151k-$281k/yr HybridFull Time
IBM
IBMNew York Stock Exchange: IBM: Global technology providing enterprise software, cloud, and consulting.
Significant executive advisory or senior technology consulting experience, ability to influence C-suite, commercial credibility, facilitation and communication skills, comfort with ambiguity; High School Diploma/GED required, Bachelor's preferred.
Confluent, IBM Cloud
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4d
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SVP, Senior Foreign Exchange Advisor
San Francisco or Boston or San Jose or Los Angeles or New York City
$140k-$184k/yr OnsiteFull Time
Western Alliance Bank
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
6+ YOERequires 6+ years of related experience, a bachelor's degree or equivalent, advanced banking and regulatory knowledge, Reuters or Bloomberg experience, and advanced communication skills; master's, MBA, and CFA preferred.
Reuters, Bloomberg
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3mo
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Senior Wealth Advisor (San Francisco, CA)
San Francisco, California, United States
$170k-$210k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
10+ YOE10+ years of experience with high-net-worth clients; CFP required; Series 65; Bachelor's degree required; Master’s preferred; ability to travel up to 20%
financial planning software
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Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA)
Washington or Jericho or Denver or Dallas or Chicago or Boston or Boca Raton or Tysons or Jersey City or Woodbridge or San Francisco or Rockville or Philadelphia or New York or Los Angeles
$158k-$371k/yr HybridFull Time
FINRA
FINRA: Regulates brokerage firms and exchange markets in the United States.
12+ YOEBachelor's required, advanced degree (JD/MBA/master's) preferred; 12+ years in securities or market regulation; deep knowledge of FINRA/SEC rules; SIE required within 16 months; strong analytical and communication skills.
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Senior Home Lending Advisor - Fremont CA
Fremont, California, United States
$18/hr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's degree or equivalent; 3+ years mortgage lending and sales; knowledge of local real estate market; strong communication; FHA/VA/FNMA/FHLMC guidelines.
Windows, NMLS
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3d
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Financial Advisor
Houston or Walnut Creek or Sacramento
$140k-$150k/yr HybridFull Time
Allworth Financial
Allworth Financial: Provides retirement planning and investment advisory services to individuals.
5+ YOERequires CFP or ChFC, Series 65 or 66, and at least five years of client-facing wealth management or financial planning experience, plus leadership, communication, and CRM proficiency.
MoneyGuidePro, Salesforce
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