8 senior advisor jobs at 6 companies in Exeter, CA
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Senior Private Wealth Advisor, Practice Lead - Bakersfield/Fresno
Bakersfield or Fresno
$125k-$182k/yrRemoteFull Time
Empower: Provides retirement plan administration and personal wealth management services.
10+ YOE10+ years in financial services with HNW client experience; Series 65 and FINRA fingerprinting required; bachelor’s degree or equivalent; CFP preferred; strong communication, financial planning, tax and estate knowledge; willingness to travel locally.
Napa or San Luis Obispo or Fresno or Bakersfield or Sacramento
OnsiteFull Time
Mechanics BankNASDAQ: MCHB: Full-service community bank providing personal and business financial services.
3+ YOE3 years lending/banking experience preferred; HS diploma required; proficient with MS Office and Encompass LOS; strong communication and customer service; travel 10-20%
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
5+ YOEState P&C producer license, 5+ years insurance sales experience, proficiency with Microsoft Suite and Salesforce, strong analytics and communication skills, proven sales and book-management experience.
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Northern California
Sacramento or Oakland or Fresno or Los Angeles County or California
$137k-$198k/yrRemoteFull Time
Empower: Provides retirement plan administration and personal wealth management services.
10+ YOE10+ years in financial services, Series 65 and FINRA fingerprinting required, CFP strongly preferred, bachelor’s degree or equivalent experience, advanced wealth management and planning knowledge, excellent communication and presentation skills.
Sunkist Growers: Marketing and distributing citrus fruits for grower-owned farms.
5+ YOE5+ years post-harvest experience, bachelor\u0002s degree in food/plant science or related field (masters preferred), Pest Control Adviser (Category B & G), Qualified Applicator, valid driver\u0002s license, bilingual English-Spanish preferred, laboratory and food-safety knowledge.
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Remote/Northern California
Sacramento or Oakland or Fresno or California
$137k-$198k/yrRemoteFull Time
Empower: Provides retirement plan administration and personal wealth management services.
10+ YOE10+ years financial services experience; Series 65 and FINRA fingerprinting required; CFP preferred; bachelor’s degree or equivalent; strong communication, planning, and client relationship skills.
Business Intelligence Analyst/Lean Six Sigma Advisor
Fresno, California, United States
$89k-$133k/yrOnsiteFull Time
Trinity Health: National Catholic health system providing comprehensive clinical medical services.
5+ YOEBachelor's or equivalent experience, 5+ years driving Lean transformation, Six Sigma knowledge, strong analytics, project and change management, and proficiency with Microsoft Office and iGrafX.
Microsoft Word, Microsoft Excel, Microsoft Visio, Microsoft Project, Microsoft Access, Microsoft PowerPoint, iGrafX, EHR
Government Relations Manager/Public Affairs Advisor (Tehachapi, CA, US, 93561)
Tehachapi or Irwindale or Kern County or Kings County or California
HybridFull Time
Edison InternationalNYSE: EIX: Generating and distributing electricity to customers in Southern California.
7+ YOESeven+ years in public affairs, government or community relations; stakeholder engagement, policy advocacy, communications, report drafting, and outreach; IMT emergency response participation and on-call rotation required; bachelor’s degree preferred.