31 senior advisor jobs at 24 companies in Patterson, 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
2mo
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Senior Manager Revenue Accounting & Advisor
Santa Clara, California, United States
$139k-$243k/yr HybridFull Time
10+ YOEBachelor’s degree in accounting/finance; CPA strongly preferred. 10+ years in revenue accounting with ASC 606 expertise; leadership in complex revenue arrangements; cross-functional collaboration.
Oracle ERP
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
3d
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SVP, Senior Foreign Exchange Advisor
San Francisco or Boston or San Jose or Los Angeles or New York City
$140k-$184k/yr OnsiteFull Time
6+ YOERequires 6+ years of related experience, a bachelor's degree or equivalent, advanced banking and regulatory knowledge, Reuters or Bloomberg experience, and advanced communication skills; master's, MBA, and CFA preferred.
Reuters, Bloomberg
3mo
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Senior Home Lending Advisor - Fremont CA
Fremont, California, United States
$18/hr OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years mortgage lending and sales; knowledge of local real estate market; strong communication; FHA/VA/FNMA/FHLMC guidelines.
Windows, NMLS
2mo
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Wealth Advisor
Los Altos or San Jose
$165k-$175k/yr OnsiteFull Time
7+ YOEBachelor's degree, Series 65, CFP/CFA or other advanced designation, 7+ years industry experience, strong client relationship, wealth planning, and leadership skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
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Lead Physician Advisor Full Time Days
Fremont, California, United States
$100-$250/hr OnsiteFull Time
5+ YOE3+ MgmtMD required, current unrestricted California physician license, 5+ years clinical practice, 3+ years advisor/UM/CDI leadership preferred, InterQual/MCG knowledge, EHR and data analytics proficiency, strong communication and analytical skills.
InterQual, MCG, EHRs
2w
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Senior Client Advisor - Santa Clara
Santa Clara, California, United States
$20-$21/hr OnsiteFull Time, Part Time
Provides luxury customer service, drives sales, uses CRM to capture client data, strong styling and communication skills, retail experience preferred.
CRM
1mo
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Regional Payment Advisor
San Jose, California, United States
$70k-$136k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years procurement/supply chain/finance experience; process optimization, data analysis, project and team management skills; strong communication and leadership.
1mo
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Career Advisor - Part Time
Merced County, California, United States
$27-$27/hr OnsiteFull Time
5+ YOEBachelor's degree or equivalent, 5+ years operations experience, strong communication, MS Word/Excel proficiency, valid driver’s license, knowledge of WIOA and workforce programs.
Microsoft Word, Microsoft Excel
2mo
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SMS Program Advisor
Fremont, California, United States
$135k-$169k/yr OnsiteFull Time
8+ YOEBachelor's or equivalent, 8+ years system-level safety experience, experience in regulated environments, hands-on safety risk management, internal safety communications, data visualization, and flight/system test or HRO/manufacturing experience.
1mo
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Human Resources Advisor
San Jose, California, United States
$70k-$85k/yr OnsiteFull Time
5+ YOEProvide full-spectrum HR support for a high-volume supermarket store in employee relations, recruitment, compliance, workers' comp, performance management, training, and HR operations.
HRIS, Microsoft Excel, Microsoft Word, Microsoft Outlook
13h
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Financial Advisor Associate
San Jose, California, United States
$65k-$90k/yr OnsiteFull Time
5+ YOEBachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, networking, organizational, listening, and problem-solving skills; background check required.
3w
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Senior, Practice Support Advisor - 26-90
Stockton, California, United States
$76k-$99k/yr OnsiteFull Time
2+ YOE2+ years healthcare/managed-care or clinical practice experience preferred; experience in physician office operations, strong communication, training, and relationship-building skills; valid California driver’s license and proof of auto insurance.
EPIC HillChart, MyChart, HillMetrics, Provider Portal, HillLink, Epic EHR
1w
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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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PWM Private Wealth Advisor
Walnut Creek or San Jose
$170k-$200k/yr OnsiteFull Time
10+ YOENMLS registration required; bachelor’s degree or equivalent experience; 10+ years in high/ultra-high net worth wealth management; CFA/CFP preferred; strong relationship management, business development, analytical, and communication skills; background and credit check required.
2d
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G-Ame Business Management Advisor
Santa Clara, California, United States
$132k-$166k/yr OnsiteFull Time
10+ YOERequires 10+ years of operations experience with expertise in sales processes, demand planning, supply chain management, analytics, communication, and problem solving.
6d
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Principal Product Advisor, AWS/Azure - Product Management, Alliances
San Jose, California, United States
$313k-$581k/yr HybridFull Time
12+ YOE12+ years in product management, technical alliances, or cloud architecture; hyperscaler integration expertise; strategy leadership, mentoring, executive influence, technical presentations, and a relevant bachelor's degree or equivalent experience.
AWS, Azure, GCP, APIs, SaaS, LinkedIn Learning, O'Reilly
1d
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Partner Solution Consultant Advisor - oCFO
Pleasanton or United States or Toronto or Vancouver or United States
$147k-$221k/yr HybridFull Time
5+ YOERequires 5+ years of Finance domain expertise and 3+ years in presales, solution consulting, advisory, or implementation for enterprise Finance or ERP software; principal level requires 7+ and 5+ years respectively.
Workday Financials, Workday, Core Financials, Accounting, Financial Planning, Procurement, ERP
1d
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Audit Advisor - Assurance - Audit Services - Manager - Multiple Positions - 1734883
San Jose, California, United States
$152k/yr HybridFull Time
5+ YOE2+ MgmtBachelor’s degree with 5 years or master’s degree with 4 years in financial accounting or audit; CPA certification; audit supervision, PCAOB, SOX, U.S. GAAS, U.S. GAAP, and audit software experience.
PCAOB, U.S. GAAS, U.S. GAAP, SEC, SOX, audit documentation software
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