152 senior advisor jobs at 103 companies in Colma, CA
3mo
Save
Mark Applied
Hide
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
3mo
Save
Mark Applied
Hide
Senior Wealth Advisor
San Francisco, California, United States
$125k-$175k/yr OnsiteFull Time
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.
1mo
Save
Mark Applied
Hide
Senior Wealth Advisor - Hybrid
Oakland, California, United States
$110k-$275k/yr HybridFull Time
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
3d
Save
Mark Applied
Hide
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.
1w
Save
Mark Applied
Hide
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
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
1mo
Save
Mark Applied
Hide
Senior Philanthropy Advisor
United States or Oakland or Brooklyn
$200k-$220k/yr RemoteFull Time
Significant experience managing high-stakes donor relationships, exceptional relationship and communication skills, leadership and operational expertise, ability to engage with complex quantitative research.
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
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
1mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Senior Tax Advisor
South San Francisco, California, United States
$75k-$125k/yr OnsiteFull Time
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.
2mo
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
Senior Philanthropic Advisor, Leadership Giving
San Francisco or California or United States
$140k-$170k/yr RemoteFull Time
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
3w
Save
Mark Applied
Hide
Private Banking Senior Credit Advisor
Beverly Hills or San Francisco
$200k-$298k/yr HybridFull Time
Extensive credit underwriting experience across diverse products, client-facing skills, credit memo creation, credit and portfolio risk management, and Microsoft Office proficiency.
Microsoft Office
2mo
Save
Mark Applied
Hide
Enterprise IT Communications Advisor, Senior or Advanced
Richmond or St. Louis or Cleveland or Philadelphia or Chicago or San Francisco or New York City or Kansas City or Boston or Atlanta or Minneapolis or Dallas
$121k-$191k/yr OnsiteFull Time
6+ YOE6+ years experience (Senior) or 10+ years (Advanced); Bachelor's in journalism/communications or equivalent; strong executive storytelling, technical writing, editing; Microsoft Office 365 skills; Adobe Creative Cloud preferred; cover letter required; U.S. citizenship or 3+ years permanent residency and subject to government security investigation.
Microsoft Office 365, Microsoft PowerPoint, Microsoft Word, Adobe Creative Cloud
2mo
Save
Mark Applied
Hide
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
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
3mo
Save
Mark Applied
Hide
Senior Wealth Advisor (San Francisco, CA)
San Francisco, California, United States
$170k-$210k/yr HybridFull Time
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
3d
Save
Mark Applied
Hide
Senior Academic Advisor, Neuroscience (5142C) #88367
Berkeley, California, United States
$76k-$95k/yr HybridFull Time
Advanced higher-education advising knowledge, policy expertise, problem-solving, project management, data analysis, communication, and deadline management; Google Suite skills required. Master's degree preferred.
Google Suite, Academic Progress Reports (APR)
2d
Save
Mark Applied
Hide
Senior Academic Advisor, Neuroscience (5142C) #88367
Berkeley, California, United States
$76k-$95k/yr HybridFull Time
Advanced higher-education advising experience, strong policy knowledge, project management, problem-solving, communication, data analysis, deadline management, and Google Suite skills. Master's degree preferred.
Google Suite
1mo
Save
Mark Applied
Hide
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
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.
Explore Jobs