70 senior advisor jobs at 48 companies in Del Mar, 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
3mo
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Senior Wealth Advisor
San Diego, California, United States
$125k-$175k/yr FieldFull Time
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.
1mo
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Senior Advisor, RCT
San Diego, California, United States
OnsiteFull Time
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
1mo
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Senior Financial Advisor – Experienced Professionals
Oceanside, California, United States
FieldFull Time
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.
2mo
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Senior Case Advisor
San Diego, California, United States
$150k-$200k/yr OnsiteFull Time
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.
3mo
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Experienced Service Advisor
National City, California, United States
$6k-$10k/mo OnsiteFull Time
5+ YOE5+ years new car dealership service advisor experience, high school diploma or equivalent, valid driver\u0002s license, excellent communication and customer service, and computer proficiency.
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Experienced Service Advisor
National City, California, United States
$6k-$10k/mo OnsiteFull Time
5+ YOE5+ years automotive service advisor experience, high school diploma or equivalent, valid driver\u0002s license, excellent communication, customer service, computer proficiency, strong problem-solving and follow-up skills.
3mo
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Experienced Service Advisor
National City, California, United States
$6k-$10k/mo OnsiteFull Time
5+ YOEExperienced dealership service advisor with 5+ years new-car dealership experience, HS diploma, valid driver’s license, strong communication and computer skills, ability to create accurate estimates and manage customer service.
3w
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Senior Client Advisor - San Diego
San Diego, California, United States
$20-$23/hr OnsiteFull Time
Proven luxury retail sales experience with strong client engagement, product expertise, digital tool aptitude, and excellent communication in English and local language.
1w
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Executive Operating Advisor
Santee or San Diego
$80k-$100k/yr OnsiteMultiple Commitments Available
Experienced plumbing or mechanical contracting business owner or senior leader with a record of growing revenue, developing teams, building systems, improving profitability, recruiting technicians, and expanding services.
2w
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Beauty Advisor/Artist Senior Beauty Advisor
Tijuana, Baja California, Mexico
OnsiteFull Time, Temporary
Provide inspirational customer service and achieve sales targets; retail makeup or amateur artistry experience preferred; POS experience; must be eligible to work in the country.
3w
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AVP, Insurance Solutions & Advisor Enablement
Fort Mill or Charlotte or San Diego
$107k-$178k/yr OnsiteFull Time
7+ YOE7+ years insurance sales/advisor support/wholesaling experience, 3+ years training/sales enablement, strong insurance planning knowledge, presentation and relationship skills, familiarity with advisor tech and CRM, preferred designations CLU/ChFC/CFP.
1mo
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AVP, Insurance Solutions & Advisor Enablement
Fort Mill or San Diego
$107k-$178k/yr OnsiteFull Time
7+ YOE7+ years in insurance sales/advisor support, 3+ years delivering training/enablement; strong insurance planning knowledge, presentation and relationship skills.
1mo
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Senior Global Treasury & Payments Advisor
San Diego or Charlotte or New York
$120k-$192k/yr HybridFull Time
6+ YOEBachelor's+6 years or HS/GED+10 years in Treasury Management/Liquidity/Corporate Banking. Strong consultative sales, client engagement, analytical skills, and familiarity with treasury management systems.
5d
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Owner's Advisor
Emeryville or Park Ridge or Portland or United States or San Diego or Seattle or Chicago or San Francisco
$175k-$200k/yr HybridFull Time
15+ YOERequires 15+ years in infrastructure consulting, owner's advisory, alternative delivery, program management, or management consulting; expertise in procurement, cost, schedules, risk, and lifecycle evaluation; DBIA certification.
CM/GC, CMAR, GC/CM, PDB, DB, Employee Stock Ownership Plan (ESOP)
1w
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Medical Advisor
San Juan Capistrano, California, United States
$300k-$335k/yr RemoteFull Time
5+ YOEActive unrestricted medical licensure,≥5 years laboratory experience, ability to consult on test selection/interpretation, strong written and oral communication, leadership in complex environments; board certification in clinical pathology desirable.
1mo
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Financial Advisor
Houston or San Diego
HybridFull Time
6+ YOE6+ years private banking/financial services with UHNW/HNW clients in Latin America, bachelor\u0002s required, Series 65 or equivalent mandatory, established book of business, proven sales, Spanish fluency.
2mo
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Full Time Senior Client Advisor
San Diego, California, United States
$20/hr OnsiteFull Time
High school diploma required (college preferred). Prior retail experience with high-end goods and clientele preferred. Open scheduling availability including weekends. Strong communication, sales, and customer-service skills; ability to open/close store.
2mo
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Sr. Relationship Advisor
San Diego, California, United States
$189k-$331k/yr OnsiteFull Time
12+ YOEExtensive fiduciary and wealth management experience; 12+ years as a relationship manager or attorney in trust/estate administration or related fields; college degree or equivalent experience; JD strongly preferred; fiduciary, tax, investment, communication and leadership skills.
1w
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Sr. Regional Advisor Consultant (San Diego, Orange County, Las Vegas)
San Diego or Orange County or Las Vegas
$100k/yr RemoteFull Time
Proven success in asset management sales or advisor relationship management, strong knowledge of investment products and capital markets, excellent communication and presentation skills; FINRA Series 7 and 63 preferred.
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