Manhattan Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Manhattan Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Manhattan Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Manhattan Beach • 50 milesRemote · Hybrid · Onsite · Field · All Environments
306 senior advisor jobs at 117 companies in Manhattan Beach, 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
1d
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Senior/Lead Innovation Advisor
Findlay or Houston or El Paso or Anacortes or Wilmington or Martinez or Canton or Mandan or Salt Lake City or Dickinson or Robinson or Detroit or Carson or St. Paul Park or Catlettsburg or Garyville or Texas City or Kenai or San Antonio
$141k-$244k/yr OnsiteFull Time
4+ YOEBachelor’s degree or equivalent experience; 4+ years for Senior or 8+ years for Lead in innovation, optimization, analytics, transformation, or related fields, plus complex cross-functional leadership.
Artificial intelligence
1mo
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Senior Financial Advisor – Experienced Professionals
Garden Grove, California, United States
OnsiteFull Time
Required securities licenses (Series 7 & 66 or 6/63/65) and Life & Health license; experienced advisor with consultative planning, client relationship management, and ability to work with military families; CFP/ChFC/RICP preferred.
1mo
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Financial Planning, Senior Advisor
Rosemead, California, United States
HybridFull Time
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
1mo
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Senior Ethics Advisor
Pasadena, California, United States
$148k-$163k/yr OnsiteFull Time
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
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.
2mo
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Cybersecurity Senior Advisor
Rosemead, California, United States
$183k-$274k/yr HybridFull Time
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
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.
3mo
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Senior Wealth Advisor
Newport Beach, California, United States
$125k-$175k/yr OnsiteFull Time
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.
1w
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Financial Advisor Senior
West Hollywood, California, United States
OnsiteFull Time
5+ YOERequires 5+ years of investment experience, 3+ years in investment sales, FINRA Series 7 and 63, Series 65 or 66, and a state insurance license; CFP is preferred.
Investment Policy Statement
2w
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Senior Portfolio Advisor
Beverly Hills or San Francisco or Los Angeles or Dallas or New York City
$170k-$300k/yr HybridFull Time
10+ YOE10+ years of investment strategy experience; expertise in markets and multi-asset portfolio construction; strong communication, collaboration, execution, and relationship management skills; bachelor's degree required.
1mo
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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
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Senior Home Lending Advisor - Pasadena CA
Pasadena, California, United States
$18/hr OnsiteFull Time
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
3w
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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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Financial Advisor (Pasadena)
Pasadena, California, United States
$115k-$150k/yr HybridFull Time
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
2w
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Service Sales Advisor
Pasadena, California, United States
$60k-$100k/yr OnsiteFull Time
5+ YOEHigh school diploma, 5+ years service advisor experience in automotive, CA driver license, strong communication and customer service, meet sales and CSI targets.
2w
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Service Sales Advisor
Thousand Oaks, California, United States
$60k-$100k/yr OnsiteFull Time
5+ YOEMinimum 5 years as a service advisor in automotive, HS/GED, valid California driver license and satisfactory DMV record, strong communication and customer service; bilingual a plus.
1w
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Service Sales Advisor
Westlake Village, California, United States
OnsiteFull Time
5+ YOEHigh school diploma/GED, 5+ years as a service advisor or similar automotive professional, strong communication and customer service skills, and a current California driver's license with satisfactory driving record.
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
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
2mo
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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
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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