2mo
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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.
3mo
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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
3w
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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
3w
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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.
4w
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Senior Advisor (Managed Care)
Irvine or United States
$99k-$167k/yr RemoteFull Time
15+ YOE5+ MgmtRequires extensive managed care and workers' compensation experience, strong analytics and presentation skills, Bachelor's degree (advanced preferred), and demonstrated executive advisory experience.
Microsoft Excel
1w
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Senior Advisor - Energy Advisory Services
Mount Laurel or Los Angeles or Irvine or Austin or Chicago or Detroit or Denver or Houston or Miami or Boston or Somerset
$148k-$273k/yr HybridFull Time
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
2mo
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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.
2mo
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Senior Home Lending Advisor - Huntington Beach CA
Huntington Beach, California, United States
$17/hr OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years mortgage lending and sales experience; knowledge of local real estate market; strong communication; familiarity with FHA/VA/FNMA/FHLMC guidelines.
NMLS system
2mo
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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.
2mo
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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.
2mo
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Senior Outreach & Admissions Advisor - LLM
Irvine, California, United States
$28/hr HybridFull Time
3+ YOE3-5 years in law school admissions or outreach; bachelor's degree required; master's preferred; experience with LSAC tools and CRM; travel up to 25%; strong communication and intercultural skills.
Salesforce, Slate, HubSpot, LSAC systems
1mo
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Senior Trade Finance Advisor
San Jose or Las Vegas or Dallas or Chicago or Los Angeles or Austin or Phoenix or San Diego or Boston
$149k-$184k/yr OnsiteFull Time
6+ YOE6+ years in trade finance/international or commercial banking, bachelor\u0002s degree or equivalent, knowledge of UCP 600/ISP98, regulatory and credit underwriting fundamentals, strong analytical and communication skills.
1w
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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.
1d
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GUCCI Senior Client Advisor - Costa Mesa
Costa Mesa, California, United States
$18-$20/hr OnsiteFull Time
4+ YOE4+ years luxury sales experience, strong client relationship and selling skills, commercial awareness, flexibility to work evenings/weekends/holidays, strong communication and ethics.
3w
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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.
3w
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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.
2w
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Senior Private Wealth Advisor - Practice Lead
Los Angeles or Santa Barbara or San Diego
$125k-$182k/yr RemoteFull Time
10+ YOE10+ years financial services experience, Series 65 and FINRA fingerprinting required, CFP preferred, bachelor’s degree or equivalent experience, strong client relationship and planning skills.
1mo
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Trust Advisor
Houston or Nevada or Denver or Los Angeles or Newport Beach or Dallas
$97k-$208k/yr OnsiteFull Time
7+ YOEBachelor's in Finance/Accounting/Law (or related), 7+ years trust & estate administration experience, CTFA/CFP preferred, fiduciary expertise, strong communication, Microsoft Office proficiency.
Microsoft Office Suite
3w
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Talent Advisor
Wilton or San Diego or Chandler
$69k-$94k/yr HybridFull Time
3+ YOE3+ years account management or consultative recruiting and 5+ years candidate generation/sourcing experience; bachelor’s degree preferred (or 4 years equivalent); skilled in Microsoft Office, ATS, and CRM; strong stakeholder consulting and candidate engagement skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, Applicant Tracking Systems (ATS), CRM systems
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