29 senior advisor jobs at 20 companies in Lincoln, CA
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
1mo
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Senior Customer Service Advisor
Galt, California, United States
$35-$40/hr OnsiteFull Time
5+ YOE5+ years dispatching or customer service preferred; high school/GED required; strong customer service, leadership, communication, organizational and decision-making skills; Microsoft Outlook/Excel/Word and ERP experience.
Microsoft Outlook, Microsoft Excel, Microsoft Word, ERP
1w
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Advisor Consultant - Sacramento Metro (All Channels)
Wayne or Sacramento
$75k-$100k/yr RemoteFull Time
5+ YOEBachelor's degree or equivalent experience, Series 7 and Series 63 licenses, willingness to travel 80%, strong advisor relationships, public speaking, sales, problem-solving, and five years of external wholesaling preferred.
CRM
6d
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Financial Advisor
Houston or Walnut Creek or Sacramento
$140k-$150k/yr HybridFull Time
5+ YOERequires CFP or ChFC, Series 65 or 66, and at least five years of client-facing wealth management or financial planning experience, plus leadership, communication, and CRM proficiency.
MoneyGuidePro, Salesforce
1mo
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Senior Private Wealth Advisor, Practice Lead - Sacramento
Sacramento, California, United States
$125k-$182k/yr RemoteFull Time
10+ YOE10+ years in financial services with high-net-worth experience; Series 65 and FINRA fingerprinting required; CFP preferred; bachelor’s degree or equivalent; strong communication, planning, and advisory skills.
1mo
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VP, Financial Advisor
Folsom, California, United States
HybridFull Time
Requires 4-year degree, Series 65 or 7/66; CFP and insurance licenses preferred; substantial wealth management experience; strong analytical, organizational and communication skills.
1w
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Senior Safety & Security Advisor (63041)
Sacramento, California, United States
$21/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent, minimum 1 year military/law enforcement/security experience, valid in-state driver’s license, meet company insurability; conduct investigations and safety training.
3w
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Career Services Advisor
Sacramento, California, United States
$26-$30/hr OnsiteFull Time
5+ YOEMinimum 5 years relevant experience, 2 years direct coaching/advising; bachelor’s preferred; valid driver’s license; strong communication, organizational, and employer-relations skills.
Microsoft Office, CampusVue, CampusNexus, PowerBI, CRM
6d
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Advisor Customer Support
Roseville, California, United States
$75k-$108k/yr OnsiteFull Time
9+ YOERequires a bachelor's degree or equivalent, 9+ years of functional-area experience, help desk software experience, analytical problem solving, communication, independence, and cross-organizational collaboration.
Microsoft Office, fax machines, telephone technology, help desk software
2w
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Wealth Management Advisor II
San Francisco or Sacramento or San Jose or Fresno or Bakersfield or Palo Alto
$122k-$262k/yr OnsiteFull Time
8+ YOE8+ years financial services sales/client experience; bachelor’s or equivalent; industry certifications (CFP/CFA/CPWA or JD/CPA) required within policy; NMLS and state life and health insurance licenses; strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
2mo
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Senior Advisor, Health and Human Services (HHS), SLG Verticals
Bellevue or Austin or Atlanta or Arlington or Sacramento or Chicago
$176k-$238k/yr OnsiteFull Time
10+ YOE10+ years in business development or alliances with enterprise technology strategy experience in state/local government; deep Medicaid/HHS domain and procurement knowledge; proven track record leading $10M+ modernization initiatives; CxO engagement skills.
Amazon Web Services (AWS)
1w
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Sales Excellence Advisor – Sales Training
Chicago or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
RemoteFull Time
5+ YOEBachelor’s degree, 5+ years in change, program/project management, or training, and 4+ years of stakeholder management; sales, consulting, transformation, and large-scale training experience preferred.
Sales Excellence Offering Catalog, Sales GenAI tools
1w
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Technical Advisor to the Chief Deputy Director
Sacramento County, California, United States
$10k-$12k/mo HybridFull Time
Experience advising leadership on complex, sensitive tax matters; developing tax policies and procedures; leading high-visibility projects; and building trusted relationships with internal and external stakeholders.
Microsoft Office, Personal Computer, telephone
1mo
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Sr. Employee & Labor Relations Advisor
Bakersfield or Roseville or Hawaii
$94k-$141k/yr OnsiteFull Time
5+ YOE5+ years employee & labor relations experience required; labor relations certification required (or within 1 year); bachelor\u0002s preferred (HR, labor relations, business); PHR/SHRM credentials preferred; experience with investigations, grievance/discipline, and contract interpretation.
E-Verify
1w
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Cooperative Extension Viticulture Advisor - Northern San Joaquin Valley (AP# 21-35)
Stockton or San Joaquin County or Stanislaus County or Sacramento County or Modesto or Tracy or Manteca or Lodi or California
$89k-$113k/yr FieldFull Time
Master’s degree in viticulture, horticulture, crop science, soil science, pest management, or related field; applied agricultural research and extension experience; California driver’s license; pesticide applicator certificate required within one year.
2w
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Owner’s Advisor/Program Manager – Energy & Power (Pacific NW)
Seattle or Portland or Spokane or Boise or Corvallis or Sacramento
$183k-$249k/yr HybridFull Time
15+ YOE10+ Mgmt15+ years energy/power experience with 10+ years leadership; bachelor's degree preferred (engineering/construction management); US citizenship; PE preferred; strong communication, organization, and Microsoft Office proficiency.
Microsoft Office
1w
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Home Loan External Production - Home Loan Advisor - External (South Bay) (Full-Time)
Sacramento, California, United States
$17/hr RemoteFull Time
5+ YOERequires five years of mortgage experience, including two years generating self-sourced business, strong credit and financial analysis, mortgage industry knowledge, communication skills, intermediate computer skills, and MLO registration.
Microsoft Excel, Loan Origination System (LOS)
3w
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Wealth Planning Senior Associate
Raleigh or Phoenix or Sacramento or Pasadena or Houston or San Antonio or Homewood or Brentwood or Indianapolis
$75k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree or equivalent,2+ years relevant experience,proficient with eMoney Advisor and Microsoft Office,desire or progress toward CFP,strong communication and organizational skills.
eMoney Advisor, Microsoft Office
2mo
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Enterprise Architect Public Sector/K12
Sacramento or United States
$125k-$200k/yr RemoteFull Time
Senior enterprise architect with deep expertise in collaboration, networking, data center, cybersecurity, infrastructure and AI; trusted advisor skills, customer engagement, solution design, and leadership across pre-sales, delivery and managed services.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Visio, Microsoft SharePoint
1mo
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General Counsel, CHHA
Sacramento, California, United States
OnsiteFull Time
Full-time position appointed by the Governor to serve as chief legal advisor for the agency.
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