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308 senior advisor jobs at 117 companies in Paramount, 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
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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2mo
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Financial Advisor Senior
Los Angeles, California, United States
$90k-$100k/yr OnsiteFull Time
City National Bank
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.
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5d
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Senior Technical Advisor
Los Angeles or San Francisco or Washington or New York City
$152k-$228k/yr OnsiteFull Time
United States Secret Service
United States Secret Service: Protects national leaders and investigates financial and cyber crimes.
Specialized experience equivalent to GS-15 advising senior leadership on enterprise technology strategy, developing multi-year technology roadmaps, and enforcing technical governance. U.S. citizenship and ability to obtain Top Secret clearance required; CI polygraph, drug test, credit check, and financial disclosure required.
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3mo
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Senior Admissions Advisor
Anaheim, California, United States
$31-$42/hr OnsiteFull Time
West Coast University
West Coast University: Private university offering degree programs for healthcare professionals.
Bachelor's degree required; experience in admissions, data entry, MS Office; able to conduct information sessions; strong communication and multitasking.
MS Office, CRM
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4w
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Senior Financial Advisor – Experienced Professionals
Garden Grove, California, United States
OnsiteFull Time
First Command Financial Services
First Command Financial Services: Financial planning, banking, and insurance for military families.
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.
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1mo
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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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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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3mo
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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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1mo
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HRIS Senior Advisor
Rosemead, California, United States
$162k-$243k/yr HybridFull Time
Southern California Edison
Southern California EdisonNYSE: EIX: Electric utility providing electricity transmission and distribution services.
10+ YOE10+ years HRIS experience; expertise in SuccessFactors configuration (ONB, PMGM) and Recruiting/ATS; strong data management, reporting, stakeholder collaboration, and system implementation skills.
SuccessFactors, ONB, PMGM, Recruiting/ATS
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Senior Portfolio Advisor
Beverly Hills or San Francisco
$170k-$300k/yr HybridFull Time
Citi
CitiNYSE: C: Global diversified financial services holding.
10+ YOE10+ years experience in investment strategy and multi-asset portfolio construction; strong communication, strategic thinking, and collaboration skills; US securities exams (S7 & S66; SIE prerequisite); Bachelor’s required, Master’s preferred.
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3w
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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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1mo
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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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2mo
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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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1mo
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Vice President, Enforcement Senior Advisor & Operations
New York City or Denver or Dallas or Chicago or Boston or Woodbridge or Washington or San Francisco or Rockville or Philadelphia or Tysons or Los Angeles
$193k-$380k/yr HybridFull Time
FINRA
FINRA: Regulates brokerage firms and exchange markets in the United States.
12+ YOE3+ MgmtBachelor's degree required (advanced degree preferred); 12+ years progressive experience in financial services regulation/enforcement with 3–5 years senior leadership; strong written/verbal communication and organizational skills; discretion handling confidential matters.
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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
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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2mo
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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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2mo
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Senior Outreach & Admissions Advisor - LLM
Irvine, California, United States
$28/hr HybridFull Time
Westcliff University
Westcliff University: Provides accredited undergraduate, graduate, and doctoral degree programs globally.
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
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2d
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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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2d
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Service Sales Advisor
Thousand Oaks, California, United States
$60k-$100k/yr OnsiteFull Time
Rusnak Auto Group
Rusnak Auto Group: Family-owned group of luxury automotive dealerships in California.
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.
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