39 senior advisor jobs at 26 companies in Oxnard, CA
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Financial Advisor Senior
Los Angeles, California, United States
$90k-$100k/yrOnsiteFull Time
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
5+ YOEMinimum 5 years investment experience; 3 years in investment sales; FINRA Series 7, 63, and 65 or 66; California Insurance License; CFP designation preferred.
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
CitiNYSE: C: Providing global banking, investment, and wealth management services.
6+ YOE6+ years experience; Series 7 and 66 required; BLS not relevant; proficiency with Microsoft Word and Excel and Bloomberg; strong communication and financial analysis skills; Bachelor's degree required, Master's preferred.
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
Extensive credit underwriting experience across diverse products, client-facing skills, credit memo creation, credit and portfolio risk management, and Microsoft Office proficiency.
HSBCLondon Stock Exchange: HSBA: Provides global banking and financial services to individuals and businesses.
Expertise in end-to-end credit underwriting for varied credit products, client-facing Private Banking experience, credit memo preparation, and Microsoft Office proficiency.
Booz Allen HamiltonNYSE: BAH: Consulting and technology services for government and commercial clients
5+ YOE5+ years program management experience in NC3, national security, or space; experience with EMP, ITW/AA, CBRN; engagement with senior government leaders; TS/SCI clearance and bachelor’s degree required.
Booz Allen HamiltonNYSE: BAH: Provides technology and management consulting services to diverse organizations.
5+ YOE5+ years program management experience in NC3, national security, or space; knowledge of EMP, ITW/AA, CBRN, and nuclear C2; TS/SCI clearance required; bachelor's degree; ability to engage senior leaders.
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 experience, strong client relationship and planning skills.
7+ YOECFP® and Series 65/66 required (or ability to obtain), 7+ years wealth management experience, life & health insurance license, experience leading support staff, proficiency with eMoney or MoneyGuidePro, in-office Santa Clarita availability.
Sable Offshore CorpNYSE: SOC: Independent upstream energy focused on offshore oil production.
15+ YOEBachelor's preferred or equivalent experience, 15+ years environmental compliance in oil & gas, California and federal regulatory expertise, permitting and audit experience, MS Office proficiency, valid driver's license.
Microsoft Office Suite, environmental reporting systems
Atlanta or Woodland Hills or Mason or Richmond or Denver or Mendota Heights
$142k-$222k/yrHybridFull Time
Elevance HealthNYSE: ELV: Provides health insurance plans and integrated healthcare services.
7+ YOEBA/BS in IT/CS plus 7+ years multi-platform software engineering; experience building/integrating AI agents, cloud-native development, secure SDLC, and healthcare/regulatory experience preferred.
GucciEuronext Paris: KER: Luxury fashion house selling apparel, handbags, and accessories.
Proven fashion retail or customer-service experience, strong selling and communication skills, ability to meet sales KPIs, knowledge of luxury products, use of CRM/digital tools, mobile and light-lifting ability.
Denver or Santa Barbara or Greenwood Village or Los Angeles or South Jordan or Bellevue or California or Seattle or San Diego or Irvine or United States
$100k-$180k/yrOnsiteFull Time
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOEBachelor's degree required, 5-10 years banking and wealth management experience, strong relationship management and business development skills, wealth/estate planning expertise, analytical and communication skills, occasional travel.
Senior Wealth Advisor - Wealth Advisory - Century City, CA or Pasadena, CA
Century City or Pasadena
$112k-$221k/yrOnsiteFull Time
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
8+ YOE8+ years financial services experience, bachelor’s in Accounting/Finance (required), CFP® required (or relevant experience), FINRA Series 65 or 66 required, proficiency with Microsoft Office and Adobe, strong client relationship and planning skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's degree or equivalent experience,3+ years mortgage lending/sales experience,knowledge of FHA/VA/FNMA/FHLMC,excellent communication,knowledge of local real estate market,NMLS registration required.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
12+ YOE12+ years private banking/complex financial services experience; Series 7 and 63/65 (or 7 and 66) required or obtained within 90 days; SAFE Act registration for mortgage origination; strong sales, negotiation, and client relationship skills.
Jacquemus: Independent French fashion house designing luxury apparel and accessories.
5+ YOE5+ years sales experience in fashion or luxury, strong product sensitivity, client relationship skills, fluent English, ability to meet sales targets and support store operations.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
5+ YOE5+ years managing a book of business with affluent clients; FINRA registrations (Series 7/63/65/66) and resident life & health insurance license required; CFP or CFA preferred; strong client relationship, communication, and planning skills.