143 senior advisor jobs at 83 companies in Camarillo, 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
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
Classic Collision: Automobile collision repair and auto body services.
Requires a valid driver's license, strong written and verbal communication, organizational skills, background check, and preferably collision estimating experience, CCC1 familiarity, or I-CAR/ASE certification.
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.
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.
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.
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.
Classic Collision: National provider of automotive collision repair and refinishing services.
Requires a valid driver's license, strong written and verbal communication, organization, customer service skills, and successful background check; collision estimating experience and CCC1 familiarity preferred.
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
Rusnak Auto Group: Family-owned group of luxury automotive dealerships in California.
5+ YOEMinimum 5 years as a service advisor in automotive, HS/GED, valid California driver license and satisfactory DMV record, strong communication and customer service; bilingual a plus.
Rusnak Auto Group: Family-owned luxury automotive dealership group serving Southern California.
5+ YOEHigh school diploma/GED, 5+ years as a service advisor or similar automotive professional, strong communication and customer service skills, and a current California driver's license with satisfactory driving record.
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
Boston or New York City or Chicago or Los Angeles or Washington
$150k-$258k/yrHybridFull Time
Ropes & Gray: Provides legal representation and advisory services to global corporations.
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.
WelbeHealth: Provides all-inclusive medical and social care for elderly seniors.
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.
CitiNYSE: C: Providing global banking, investment, and wealth management services.
6+ YOE6+ years experience; Series 7 and 66 required; BLS not relevant; proficiency with Microsoft Word and Excel and Bloomberg; strong communication and financial analysis skills; Bachelor's degree required, Master's preferred.
Interface Education Services: Provides professional college admissions and academic counseling services.
5+ YOERequires fluent Mandarin and English, 5+ years in consultative sales, business development, enrollment, education, or a relationship-driven field, plus CRM, pipeline management, and local market development experience.
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.
HSBCLondon Stock Exchange: HSBA: Provides global banking and financial services to individuals and businesses.
Expertise in end-to-end credit underwriting for varied credit products, client-facing Private Banking experience, credit memo preparation, and Microsoft Office proficiency.
Grid Operations Senior Advisor (Pomona, CA, US, 91768)
Pomona or Los Angeles County or California
HybridFull Time
Edison InternationalNYSE: EIX: Generating and distributing electricity to customers in Southern California.
10+ YOE10+ years experience in grid operations/planning/engineering; expertise in grid standards, regulations, and technologies; experience coordinating cross-functional teams; ability to present to senior leadership; NERC/CIP background checks required.
Advanced Distribution Management System, Distributed Energy Resource Management System, Outage Management System, Energy Management System, Distribution Management System, AI
Wealthspire: Provides integrated wealth management and financial advisory services.
10+ YOE10+ years in wealth management or financial services, bachelor’s degree preferred, CFP/CFA preferred, strong communication, Microsoft Office and CRM proficiency, entrepreneurial mindset and client service focus.
Cedars-Sinai: Provides academic medical care, specialized treatment, and biomedical research.
3+ YOEFull-cycle recruitment experience, 3+ years as a Talent Advisor/Recruiter, healthcare/provider recruitment preferred, high school diploma required; bachelor’s in HR preferred; strong sourcing, interviewing, salary analysis and stakeholder consultation skills.