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290 senior advisor jobs at 114 companies in Lake Forest, 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
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
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
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Senior Financial Advisor – Experienced Professionals
Oceanside, California, United States
FieldFull Time
First Command Financial Services
First Command Financial Services: Financial planning, banking, and insurance for military families.
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.
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Financial Planning, Senior Advisor
Rosemead, California, United States
HybridFull Time
Edison International
Edison InternationalNYSE: EIX: Generating and distributing electricity to customers in Southern California.
10+ YOE10+ years financial planning, modeling and forecasting experience; utility FP&A experience preferred; strong analytical skills; SAP, Microsoft Excel, Word, PowerPoint, Power BI, Access experience; GAAP knowledge; ability to present to senior leaders; up to 15% travel; must reside and work in California.
SAP, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Power BI, Microsoft Access
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Senior Ethics Advisor
Pasadena, California, United States
$148k-$163k/yr OnsiteFull Time
Jet Propulsion Laboratory
Jet Propulsion Laboratory: Leading robotic space exploration and planetary research for NASA.
5+ YOEBachelor's +9 yrs (Master's +7 yrs or PhD +5 yrs) in business/social sciences/HR or related; experience in HR, security, internal audit, acquisition, or compliance; investigations, COI resolution, training, policy development, and Microsoft Office skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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Senior Wealth Advisor
Los Angeles, California, United States
$162k-$270k/yr OnsiteFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
9+ YOEBachelor's degree plus 9 years sales experience in financial services (or 13 years combined education/work including 5 years HNW sales). Must meet SAFE Act registration, implement wealth strategies, and achieve revenue goals. Securities licensing and professional designations preferred.
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Cybersecurity Senior Advisor
Rosemead, California, United States
$183k-$274k/yr HybridFull Time
Southern California Edison
Southern California EdisonNYSE: EIX: Electric utility providing electricity transmission and distribution services.
10+ YOE10+ years in IT/cybersecurity, US citizenship required, hands-on security assessment experience, familiarity with security frameworks and OT exposure, strong OS/network fundamentals, security certifications preferred.
NIST CSF, NIST 800-53, ISO 27001, Windows, Linux, TCP/IP, DNS, PKI/TLS, NERC/CIP
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Senior Wealth Advisor
Los Angeles, California, United States
$162k-$270k/yr OnsiteFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
9+ YOEBachelor's degree plus 9+ years sales experience in financial services (or 13 years combined education/work with 5 years HNW sales); SAFE Act registration; proven wealth management and client acquisition track record.
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Senior Wealth Advisor
Newport Beach, California, United States
$125k-$175k/yr OnsiteFull Time
Beacon Pointe Advisors
Beacon Pointe Advisors: Independent firm providing wealth management and investment advisory services.
5+ YOE5+ years advising clients with proven client acquisition and asset growth; background in wirehouse/IB/BD/RIA preferred; CFP or CFA preferred; bachelor’s in finance/business/economics preferred; strong communication and sales skills.
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Senior Advisor (Managed Care)
Irvine or United States
$99k-$167k/yr RemoteFull Time
CorVel
CorVelNASDAQ: CRVL: Provides technology-driven risk management and healthcare cost containment services.
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
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Senior Home Lending Advisor - Pasadena CA
Pasadena, California, United States
$18/hr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years mortgage lending and sales experience; Bachelor's or equivalent; knowledge of FHA/VA/ FNMA/FHLMC; real estate market knowledge; strong communication skills
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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
WSP
WSPToronto Stock Exchange: WSP: Provides engineering, design, and environmental consultancy services globally.
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
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Financial Advisor (Pasadena)
Pasadena, California, United States
$115k-$150k/yr HybridFull Time
Summitry
Summitry: Provides personalized wealth management and financial planning services.
5+ YOEMinimum 5 years in financial services with relationship management and business development; CFP or equivalent lead-advisor experience; experience serving high-net-worth clients; proficiency with eMoney and CRM; strong communication skills.
eMoney, CRM
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2w
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Service Sales Advisor
Pasadena, California, United States
$60k-$100k/yr OnsiteFull Time
Rusnak Auto Group
Rusnak Auto Group: Family-owned luxury automotive dealership group serving Southern California.
5+ YOEHigh school diploma, 5+ years service advisor experience in automotive, CA driver license, strong communication and customer service, meet sales and CSI targets.
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2w
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Service Sales Advisor
Ontario, California, United States
$17/hr OnsiteFull Time
Rusnak Auto Group
Rusnak Auto Group: Family-owned luxury automotive dealership group serving Southern California.
5+ YOEMinimum 5 years as a Service Advisor, HS diploma/GED, current California driver license with satisfactory DMV record, strong communication and customer service skills; bilingual (Spanish/Mandarin) is an asset.
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3w
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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
Savant Wealth Management
Savant Wealth Management: Independent fiduciary firm providing comprehensive wealth management and planning.
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
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Senior Practice Technology Advisor
Boston or New York City or Chicago or Los Angeles or Washington
$150k-$258k/yr HybridFull Time
Ropes & Gray
Ropes & Gray: Provides legal representation and advisory services to global corporations.
8+ YOEBachelor's degree and 8+ years in legal technology; experience with AI-powered legal solutions, vendor management, pilot programs, change management, and project leadership.
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3d
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Senior Care Advisor
Los Angeles, California, United States
$27-$36/hr OnsiteFull Time
WelbeHealth
WelbeHealth: Provides all-inclusive medical and social care for elderly seniors.
1+ YOERequires 1+ year in telesales, customer service sales, Medicare, or PACE sales; CRM experience, especially Salesforce; an associate degree or equivalent relevant experience is preferred.
CRM systems, Salesforce
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1w
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Senior Enrollment Advisor (Southern California)
Orange County or Los Angeles or California
$60k-$75k/yr HybridFull Time
Interface Education Services
Interface Education Services: Provides professional college admissions and academic counseling services.
5+ YOERequires fluent Mandarin and English, 5+ years in consultative sales, business development, enrollment, education, or a relationship-driven field, plus CRM, pipeline management, and local market development experience.
CRM
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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
IBM
IBMNew York Stock Exchange: IBM: Global technology providing enterprise software, cloud, and consulting.
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
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SVP, Advisor
Los Angeles, California, United States
$170k-$200k/yr OnsiteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
10+ YOE10+ years in wealth management or financial services, bachelor’s degree preferred, CFP/CFA preferred, strong communication, Microsoft Office and CRM proficiency, entrepreneurial mindset and client service focus.
Microsoft Office, CRM
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