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583 senior advisor jobs at 249 companies in California

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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3mo
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Senior Wealth Advisor
San Diego, California, United States
$125k-$175k/yr FieldFull 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 preferred, CFP/CFA preferred, bachelor’s in finance/business/economics preferred.
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1mo
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Senior Advisor, RCT
San Diego, California, United States
OnsiteFull Time
Precise Systems
Precise Systems: Provider of engineering and technical services for defense programs.
15+ YOE15 years related experience (12 years in RCT concentration), Bachelor's in relevant field or 6 yrs additional experience, active DoD Secret clearance, U.S. citizenship, prior senior DoD or military experience preferred.
NAMP, P-485, OOMA/DECKPLATE, AMSRR, RSUPPLY, AFAST, ACES, TABLEAU, QLIK, TFMMS, SHARP/MSHARP, PSILS, ASM
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4w
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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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1w
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Advisor Marketing Senior Manager
United States or California or Colorado or Connecticut or Maryland or Nevada or Rhode Island or Washington or New York City
$140k-$165k/yr RemoteFull Time
SmartAsset
SmartAsset: Online marketplace for financial advisor matching and personal finance tools.
5+ YOERequires 5–7 years marketing to financial advisors, RIAs, broker-dealers, or fintech companies; expertise in demand generation, positioning, campaigns, funnel metrics, CRM and marketing automation.
Salesforce, HubSpot, Pardot, Marketo, CRM, Marketing automation platforms, Generative AI, Large language models
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Senior Financial Advisor – Experienced Professionals
Oceanside, California, United States
FieldFull Time
First Command Financial Services
First Command Financial Services: Financial planning, banking, and insurance for military families.
Requires securities licenses (Series 7 & 66 or Series 6/63/65), life & health insurance license, and demonstrated experience as a financial advisor; CFP/ChFC/RICP preferred.
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2d
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Senior/Lead Innovation Advisor
Findlay or Houston or El Paso or Anacortes or Wilmington or Martinez or Canton or Mandan or Salt Lake City or Dickinson or Robinson or Detroit or Carson or St. Paul Park or Catlettsburg or Garyville or Texas City or Kenai or San Antonio
$141k-$244k/yr OnsiteFull Time
Marathon Petroleum
Marathon PetroleumNYSE: MPC: Refines and markets petroleum products and renewable fuels.
4+ YOEBachelor’s degree or equivalent experience; 4+ years for Senior or 8+ years for Lead in innovation, optimization, analytics, transformation, or related fields, plus complex cross-functional leadership.
Artificial intelligence
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Financial Planning, Senior Advisor
Rosemead, California, United States
HybridFull Time
Edison International
Edison InternationalNYSE: EIX: Generating and distributing electricity to customers in Southern California.
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
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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 Ethics Advisor
Pasadena, California, United States
$148k-$163k/yr OnsiteFull Time
Jet Propulsion Laboratory
Jet Propulsion Laboratory: Leading robotic space exploration and planetary research for NASA.
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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2mo
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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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2mo
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Senior Case Advisor
San Diego, California, United States
$150k-$200k/yr OnsiteFull Time
Centura Wealth Advisory
Centura Wealth Advisory: Providing wealth management and tax strategies for affluent clients.
7+ YOE7+ years working with high-net-worth clients in consultative sales, tax advisory, or financial planning; bachelor’s required; strong tax return knowledge; CPA/EA/JD/LL.M credentials desired; proven revenue ownership.
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1w
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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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3mo
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Cybersecurity Senior Advisor
Rosemead, California, United States
$183k-$274k/yr HybridFull Time
Southern California Edison
Southern California EdisonNYSE: EIX: Electric utility providing electricity transmission and distribution services.
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
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
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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1w
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Financial Advisor Senior
West Hollywood, California, United States
OnsiteFull Time
City National Bank
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
5+ YOERequires 5+ years of investment experience, 3+ years in investment sales, FINRA Series 7 and 63, Series 65 or 66, and a state insurance license; CFP is preferred.
Investment Policy Statement
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1mo
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Senior Wealth Advisor
Los Angeles, California, United States
$162k-$270k/yr OnsiteFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
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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2w
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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
Citi
CitiNYSE: C: A global financial services providing banking and credit services.
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.
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1mo
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Senior Advisor (Managed Care)
Irvine or United States
$99k-$167k/yr RemoteFull Time
CorVel
CorVelNASDAQ: CRVL: Provides technology-driven risk management and healthcare cost containment services.
15+ YOE5+ MgmtRequires extensive managed care and workers' compensation experience, strong analytics and presentation skills, Bachelor's degree (advanced preferred), and demonstrated executive advisory experience.
Microsoft Excel
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2mo
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Senior Home Lending Advisor - Pasadena CA
Pasadena, California, United States
$18/hr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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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