60 senior advisor jobs at 40 companies in Capitola, 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
2mo
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Senior Manager Revenue Accounting & Advisor
Santa Clara, California, United States
$139k-$243k/yr HybridFull Time
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
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 Financial Advisor (Foster City)
Foster City, California, United States
$150k-$225k/yr HybridFull Time
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
21h
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Desert European Luxury Automotive Service Advisor
Rancho Mirage or Houston or Palm Springs or Riverside or Marin or Redwood City or St. Louis or San Francisco or Sugar Land or Fort Collins or Little Rock
$65k-$250k/yr OnsiteFull Time
5+ YOEFive years of service advisor experience strongly preferred, luxury dealership experience preferred, proven customer satisfaction and sales history, strong verbal and math skills, and eligibility for vehicle insurance.
3mo
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Senior Home Lending Advisor - Fremont CA
Fremont, California, United States
$18/hr OnsiteFull Time
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
1mo
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Statistical Advisor
Foster City or United States
$206k-$293k/yr OnsiteFull Time
9+ YOEPhD in biostatistics or related field,9+ years industry or clinical trial research experience,expertise in statistical methods,R or SAS proficiency,ability to advise stakeholders and lead biostatistics initiatives.
R, SAS
1mo
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Statistical Advisor
Foster City or United States
$206k-$293k/yr OnsiteFull Time
9+ YOEPhD in biostatistics or related field, 9+ years industry or academic clinical trial experience, expert statistical methods, proficiency in R or SAS, strong communication and leadership.
R, SAS
2mo
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Wealth Advisor
Los Altos or San Jose
$165k-$175k/yr OnsiteFull Time
7+ YOEBachelor's degree, Series 65, CFP/CFA or other advanced designation, 7+ years industry experience, strong client relationship, wealth planning, and leadership skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
4w
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Senior Client Advisor - Santa Clara
Santa Clara, California, United States
$20-$21/hr OnsiteFull Time, Part Time
Provides luxury customer service, drives sales, uses CRM to capture client data, strong styling and communication skills, retail experience preferred.
CRM
1mo
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Regional Payment Advisor
San Jose, California, United States
$70k-$136k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years procurement/supply chain/finance experience; process optimization, data analysis, project and team management skills; strong communication and leadership.
3w
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SVP-Client Advisor
Menlo Park, California, United States
$200k-$260k/yr OnsiteFull Time
10+ YOEExtensive trust and estate knowledge, 10+ years wealth management experience, strong business development track record, supervisory experience, and ability to coordinate across tax, investment, and operations teams.
2mo
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Sr. Relationship Advisor
Menlo Park, California, United States
$189k-$331k/yr OnsiteFull Time
12+ YOE12–15 years as a relationship manager or attorney in trust/estate administration; college degree required; JD preferred; deep fiduciary, estate planning, tax and investment knowledge; leadership, negotiation, and client advisory skills.
1mo
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Financial Advisor (Marina, CA)
Marina or King City or Soledad or Salinas
$70k-$115k/yr OnsiteFull Time
5+ YOEBachelor's degree and minimum 5 years investment sales experience; FINRA Series 7 and Series 65 or 66 and California life & disability license; MS Office proficiency; knowledge of FINRA/SEC regulations.
Microsoft Word, Microsoft Excel, Power Point, Microsoft Outlook
2mo
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SMS Program Advisor
Fremont, California, United States
$135k-$169k/yr OnsiteFull Time
8+ YOEBachelor's or equivalent, 8+ years system-level safety experience, experience in regulated environments, hands-on safety risk management, internal safety communications, data visualization, and flight/system test or HRO/manufacturing experience.
1w
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Financial Advisor Associate
San Mateo, California, United States
$65k-$90k/yr OnsiteFull Time
5+ YOEBachelor's degree in a related field or equivalent professional experience; strong communication, presentation, networking, organizational, and problem-solving skills; background check and assessments required.
1mo
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Human Resources Advisor
San Jose, California, United States
$70k-$85k/yr OnsiteFull Time
5+ YOEProvide full-spectrum HR support for a high-volume supermarket store in employee relations, recruitment, compliance, workers' comp, performance management, training, and HR operations.
HRIS, Microsoft Excel, Microsoft Word, Microsoft Outlook
1mo
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AI Research Advisor
San Mateo or Burlingame
RemoteFull Time
7+ YOE7+ years hands-on AI experience; experience with ranking, computer vision, diffusion, or multi-modal models; demonstrated leadership directing innovative projects; PhD preferred.
LLMs, Diffusion, transformers
1d
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Operations Support Advisor
San Jose or Palo Alto
OnsiteFull Time
6+ YOERequires 6–8 years of relevant experience, a related bachelor's degree or equivalent education and experience, advanced operational and quality process knowledge, leadership, analytical, communication, and project management skills.
Six Sigma, Shop Floor Control Systems, Maintenance Management Systems, ISO, TL, QS, Baldrige
1mo
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Workforce Technical Advisor Child Welfare
North Bethesda or San Mateo
RemoteFull Time
15+ YOE2+ MgmtMaster's degree and 15+ years child welfare experience; subject-matter expertise in workforce development, CQI, systems improvement, data-driven assistance; ability to obtain Public Trust clearance; travel 10–20%.
Power BI, Tableau
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