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125 senior advisor jobs at 58 companies in San Clemente, CA

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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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Senior Financial Advisor – Experienced Professionals
Oceanside, California, United States
FieldFull Time
First Command Financial Services
First Command Financial Services: Financial planning, banking, and insurance for military families.
Requires securities licenses (Series 7 & 66 or Series 6/63/65), life & health insurance license, and demonstrated experience as a financial advisor; CFP/ChFC/RICP preferred.
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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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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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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
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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Senior Home Lending Advisor - Huntington Beach CA
Huntington Beach, California, United States
$17/hr OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's degree or equivalent; 3+ years mortgage lending and sales experience; knowledge of local real estate market; strong communication; familiarity with FHA/VA/FNMA/FHLMC guidelines.
NMLS system
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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
Savant Wealth Management
Savant Wealth Management: Independent fiduciary firm providing comprehensive wealth management and planning.
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
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Grid Operations Senior Advisor
Pomona, California, United States
$183k-$274k/yr HybridFull Time
Southern California Edison
Southern California EdisonNYSE: EIX: Electric utility providing electricity transmission and distribution services.
10+ YOEMinimum 10 years in grid operations/planning/engineering, knowledge of T&D standards and technologies, experience with OMS/EMS/DMS, NERC Reliability Coordinator certification preferred, strong communication and leadership, ability to pass background/PRA.
Advanced Distribution Management System, Distributed Energy Resource Management System, Outage Management System, Energy Management System, Distribution Management System, AI
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Service Sales Advisor
Ontario, California, United States
$17/hr OnsiteFull Time
Rusnak Auto Group
Rusnak Auto Group: Family-owned luxury automotive dealership group serving Southern California.
5+ YOEMinimum 5 years as a Service Advisor, HS diploma/GED, current California driver license with satisfactory DMV record, strong communication and customer service skills; bilingual (Spanish/Mandarin) is an asset.
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Senior Enrollment Advisor (Southern California)
Orange County or Los Angeles or California
$60k-$75k/yr HybridFull Time
Interface Education Services
Interface Education Services: Provides professional college admissions and academic counseling services.
5+ YOERequires fluent Mandarin and English, 5+ years in consultative sales, business development, enrollment, education, or a relationship-driven field, plus CRM, pipeline management, and local market development experience.
CRM
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Executive Advisor - Confluent
Brookhaven or Coral Gables or Research Triangle Park or Denver or Irvine or Houston or Austin or San Francisco or Seattle or Washington or Cambridge or Chicago or New York
$151k-$281k/yr HybridFull Time
IBM
IBMNew York Stock Exchange: IBM: Global technology providing enterprise software, cloud, and consulting.
Significant executive advisory or senior technology consulting experience, ability to influence C-suite, commercial credibility, facilitation and communication skills, comfort with ambiguity; High School Diploma/GED required, Bachelor's preferred.
Confluent, IBM Cloud
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Grid Operations Senior Advisor (Pomona, CA, US, 91768)
Pomona or Los Angeles County or California
HybridFull Time
Edison International
Edison InternationalNYSE: EIX: Generating and distributing electricity to customers in Southern California.
10+ YOE10+ years experience in grid operations/planning/engineering; expertise in grid standards, regulations, and technologies; experience coordinating cross-functional teams; ability to present to senior leadership; NERC/CIP background checks required.
Advanced Distribution Management System, Distributed Energy Resource Management System, Outage Management System, Energy Management System, Distribution Management System, AI
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Project Controls Cost Senior Advisor
Pomona, California, United States
$135k-$165k/yr HybridFull Time
Terravanta
Terravanta: Provides project management and engineering services for utility infrastructure.
7+ YOEBachelor's in finance/accounting or equivalent, 7+ years in utility financial cost controls, CPUC knowledge, expert Excel/Power Query, Power BI (DAX) and experience with SAS, SAP, and BI tools.
Microsoft Office, Business Intelligence, SAS, SAP, Microsoft Excel, Power Query, Microsoft Power BI, DAX
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Senior Global Treasury & Payments Advisor
San Diego or Charlotte or New York
$120k-$192k/yr HybridFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
6+ YOEBachelor's+6 years or HS/GED+10 years in Treasury Management/Liquidity/Corporate Banking. Strong consultative sales, client engagement, analytical skills, and familiarity with treasury management systems.
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Philanthropic Advisor
Claremont, California, United States
$135k-$150k/yr HybridFull Time
Harvey Mudd College
Harvey Mudd College: Private undergraduate college specializing in science, engineering, and mathematics.
5+ YOEBachelor's degree and 5+ years major gifts fundraising experience; proven record soliciting six- and seven-figure gifts; ability to manage a 100-125 donor portfolio, travel up to two weeks/month, and work evenings and weekends.
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2mo
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Trust Advisor
Houston or Nevada or Denver or Los Angeles or Newport Beach or Dallas
$97k-$208k/yr OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
7+ YOEBachelor's in Finance/Accounting/Law (or related), 7+ years trust & estate administration experience, CTFA/CFP preferred, fiduciary expertise, strong communication, Microsoft Office proficiency.
Microsoft Office Suite
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Physician Advisor
Long Beach, California, United States
OnsiteFull Time
CommonSpirit Health
CommonSpirit Health: Large non-profit healthcare system providing hospital and medical services.
California-licensed MD or DO with working knowledge of acute-care care coordination and strong communication and relationship-building skills.
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Medical Advisor
San Juan Capistrano, California, United States
$300k-$335k/yr RemoteFull Time
Quest Diagnostics
Quest DiagnosticsNYSE: DGX: Provides clinical laboratory diagnostic testing and health information services.
5+ YOEActive unrestricted medical licensure,≥5 years laboratory experience, ability to consult on test selection/interpretation, strong written and oral communication, leadership in complex environments; board certification in clinical pathology desirable.
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Financial Advisor
West Covina or Chino Valley
OnsiteFull Time
SchoolsFirst Federal Credit Union
SchoolsFirst Federal Credit Union: Provides financial banking and lending services to members.
7+ YOEHigh school diploma/GED and bachelor's degree in a related field or equivalent experience. Requires 7–10 years of relevant experience, Series 7 and 66 or Series 63 and 65, and California insurance license.
BSA
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GTM Systems Advisor (Fractional)
Laguna Beach, California, United States
$175k/yr RemoteMultiple Commitments Available
ListLab
ListLab: A funded, remote-first startup providing go-to-market systems advisory and integration.
Hands-on experience building and running GTM systems, systems integration background, startup ground-zero experience, strong async written communication, and availability for a senior advisory (approx. 5–6 hrs/week).
n8n, FullEnrich, Claude, Perplexity, PhantomBuster, LinkedIn Sales Navigator
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