321 senior advisor jobs at 119 companies in Pasadena, CA
3mo
Save
Mark Applied
Hide
3mo
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 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
Los Angeles or San Francisco or Washington or New York City
$152k-$228k/yrOnsiteFull Time
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.
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.
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
Classic Collision: Automobile collision repair and auto body services.
Requires a valid driver's license, strong written and verbal communication, organizational skills, background check, and preferably collision estimating experience, CCC1 familiarity, or I-CAR/ASE certification.
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.
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.
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.
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.
City National BankNYSE: RY: Provider of commercial banking, wealth management, and investment services.
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.
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.
Classic Collision: National provider of automotive collision repair and refinishing services.
Requires a valid driver's license, strong written and verbal communication, organization, customer service skills, and successful background check; collision estimating experience and CCC1 familiarity preferred.
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
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
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
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.
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.
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.
Rusnak Auto Group: Family-owned luxury automotive dealership group serving Southern California.
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.