74 senior advisor jobs at 36 companies in Santa Paula, CA
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Financial Advisor Senior
West Hollywood, California, United States
OnsiteFull Time
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.
Investment Policy Statement
2mo
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Senior Portfolio Advisor
Beverly Hills or San Francisco
$170k-$300k/yr HybridFull Time
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.
2w
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Senior Portfolio Advisor
Beverly Hills or San Francisco or Los Angeles or Dallas or New York City
$170k-$300k/yr HybridFull Time
10+ YOE10+ years of investment strategy experience; expertise in markets and multi-asset portfolio construction; strong communication, collaboration, execution, and relationship management skills; bachelor's degree required.
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
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
1d
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Experienced Financial Advisor
El Segundo or Los Angeles
$100k-$200k/yr HybridFull Time
Established financial advisor or planning professional with active Series 7 and Series 66 or equivalent licenses, client relationship experience, and financial solutions delivery experience; life and health insurance license preferred.
2w
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Service Sales Advisor
Thousand Oaks, California, United States
$60k-$100k/yr OnsiteFull Time
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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Service Sales Advisor
Westlake Village, California, United States
OnsiteFull Time
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.
4w
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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
2mo
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Senior Wealth Advisor | Los Angeles
Beverly Hills, California, United States
$70k-$200k/yr OnsiteFull Time
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.
Microsoft Word, Microsoft Excel, Bloomberg
3w
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Private Banking Senior Credit Advisor
Beverly Hills or San Francisco
$200k-$298k/yr HybridFull Time
Extensive credit underwriting experience across diverse products, client-facing skills, credit memo creation, credit and portfolio risk management, and Microsoft Office proficiency.
Microsoft Office
3w
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Private Banking Senior Credit Advisor
Beverly Hills, California, United States
OnsiteFull Time
Expertise in end-to-end credit underwriting for varied credit products, client-facing Private Banking experience, credit memo preparation, and Microsoft Office proficiency.
Microsoft Office
2w
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PWM Senior Private Wealth Advisor
Woodland Hills, California, United States
$169k-$207k/yr OnsiteFull Time
10+ YOEBachelor's degree or equivalent experience, 10+ years in high/ultra-high net worth wealth management, NMLS registration required, ability to pass criminal/credit checks, CFA/CFP preferred, strong relationship and analytical skills.
2w
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Local Government Executive Advisor
El Segundo or United States
RemoteFull Time
5+ YOEFormer city/county/state executive with 5+ years senior leadership, strong peer network, executive presentation skills, ability to influence senior decision-makers, and willingness to travel regionally (25–35%).
2d
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Strategic Deterrence Advisor
El Segundo, California, United States
$87k-$198k/yr OnsiteFull Time
5+ YOEBachelor's degree, TS/SCI clearance, and 5+ years in program management and electromagnetic pulse technologies, ITW/AA systems, or CBRN protection; experience with senior government leaders required.
DoW’s Task Management Tool (TMT)
2d
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Strategic Deterrence Advisor
El Segundo, California, United States
$87k-$198k/yr OnsiteFull Time
5+ YOERequires 5+ years of program management and EMP, ITW/AA, or CBRN experience, senior government engagement, NC3 and nuclear defense knowledge, TS/SCI clearance, bachelor's degree, and up to 25% travel.
DoW’s Task Management Tool (TMT)
1d
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Senior Technical Advisor/DoD Engineering & Test - Secret
Huntsville or Patuxent River or Lexington Park or Eglin Air Force Base or Fort Walton Beach or Dahlgren or Fredericksburg or Port Hueneme or Ventura or Edwards or Palmdale or Dayton or Wright-Patterson Air Force Base or Newport or Crane or Bloomington or Panama City or Arnold Air Force Base or Tullahoma or San Diego
$145k-$190k/yr FieldFull Time
10+ YOERequires 10 years supporting complex DoD or federal programs, an engineering or technical bachelor's degree or equivalent experience, systems-level expertise, technical writing, and an active Secret clearance.
Research, Development, Test & Evaluation (RDT&E), Test & Evaluation (T&E), Microsoft Word
1mo
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Wealth Advisor
Santa Clarita, California, United States
$100k-$120k/yr OnsiteFull Time
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.
eMoney, MoneyGuidePro, Orion
4w
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Service Advisor
Canoga Park, California, United States
$85k-$100k/yr OnsiteFull Time
5+ YOE5+ years experience, strong customer service and sales orientation, mechanical knowledge, team player, likes working with people.
3w
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Sr. Environmental Advisor
Goleta, California, United States
$225k-$250k/yr OnsiteFull Time
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
1mo
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MCQUEEN Senior Client Advisor, Rodeo Drive
Beverly Hills, California, United States
$30-$32/hr OnsiteFull Time
Proven fashion retail experience, strong selling and communication skills, ability to drive KPIs, luxury product knowledge, CRM and digital retail tool proficiency, mobility and ability to lift 10 lbs.
CRM
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