HiringCafe
Join our community

96 senior advisor jobs at 70 companies in Santa Rosa, CA

3mo
Save
Mark Applied
Hide
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
Job PostingView all
3mo
Save
Mark Applied
Hide
Senior Wealth Advisor
San Francisco, 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 as a financial/wealth advisor, proven client acquisition and asset growth, experience in wirehouse/BD/bank/RIA, CFP®/CFA preferred, bachelor’s degree preferred, strong communication and sales orientation.
Job PostingView all
3d
Save
Mark Applied
Hide
Senior/Lead Innovation Advisor
Findlay or Houston or El Paso or Anacortes or Wilmington or Martinez or Canton or Mandan or Salt Lake City or Dickinson or Robinson or Detroit or Carson or St. Paul Park or Catlettsburg or Garyville or Texas City or Kenai or San Antonio
$141k-$244k/yr OnsiteFull Time
Marathon Petroleum
Marathon PetroleumNYSE: MPC: Refines and markets petroleum products and renewable fuels.
4+ YOEBachelor’s degree or equivalent experience; 4+ years for Senior or 8+ years for Lead in innovation, optimization, analytics, transformation, or related fields, plus complex cross-functional leadership.
Artificial intelligence
Job PostingView all
2mo
Save
Mark Applied
Hide
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.
Job PostingView all
1w
Save
Mark Applied
Hide
Senior Philanthropic Advisor
San Francisco, California, United States
$167k-$260k/yr HybridFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
7+ YOERequires 7+ years of fiduciary products experience or equivalent. Desired J.D., CTFA, or CAP, with advanced philanthropic and fiduciary knowledge, leadership, communication, presentation, and relationship-building skills.
Job PostingView all
2w
Save
Mark Applied
Hide
Senior Portfolio Advisor
Beverly Hills or San Francisco or Los Angeles or Dallas or New York City
$170k-$300k/yr HybridFull Time
Citi
CitiNYSE: C: A global financial services providing banking and credit services.
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.
Job PostingView all
1w
Save
Mark Applied
Hide
Senior Advisor - Grid Modernization Advisory Services
New York or Chicago or Los Angeles or San Francisco or Seattle or Austin or Detroit or Washington or Palm Beach Gardens
$175k-$250k/yr RemoteFull Time
WSP
WSPToronto Stock Exchange: WSP: Provides engineering, design, and environmental consultancy services globally.
12+ YOERequires 12+ years of energy industry experience, a related bachelor's degree, grid modernization expertise, technical analysis, advisory delivery, proposal development, client engagement, mentoring, and strong English communication.
Data analytics
Job PostingView all
2w
Save
Mark Applied
Hide
Senior Advisor Programs Manager
Concord, California, United States
$105k-$120k/yr HybridFull Time
AssetMark
AssetMark: Provides wealth management technology and investment solutions for advisors.
Bachelor's degree and significant program management experience; strong strategic, analytical, and communication skills; proficient with Salesforce, Slack, and Microsoft Office; copywriting and design familiarity; ability to work hybrid and attend up to 10 events/year.
Salesforce, Slack, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Job PostingView all
3w
Save
Mark Applied
Hide
Senior Philanthropic Advisor, Leadership Giving
San Francisco or California or United States
$140k-$170k/yr RemoteFull Time
Breakthrough T1D
Breakthrough T1D: A nonprofit organization advancing research, advocacy, and support to accelerate breakthroughs toward curing type 1 diabetes.
8+ YOE8+ years major gift fundraising with success closing $500K+; ability to develop and execute $1M+ strategies; Salesforce proficiency; travel up to 40%; bachelor’s degree preferred; CFRE preferred.
Salesforce
Job PostingView all
3w
Save
Mark Applied
Hide
Private Banking Senior Credit Advisor
Beverly Hills or San Francisco
$200k-$298k/yr HybridFull Time
HSBC
HSBCLondon Stock Exchange: HSBA: Global banking and financial services provider.
Extensive credit underwriting experience across diverse products, client-facing skills, credit memo creation, credit and portfolio risk management, and Microsoft Office proficiency.
Microsoft Office
Job PostingView all
1mo
Save
Mark Applied
Hide
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
Job PostingView all
3mo
Save
Mark Applied
Hide
Senior Wealth Advisor (San Francisco, CA)
San Francisco, California, United States
$170k-$210k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
10+ YOE10+ years of experience with high-net-worth clients; CFP required; Series 65; Bachelor's degree required; Master’s preferred; ability to travel up to 20%
financial planning software
Job PostingView all
4w
Save
Mark Applied
Hide
Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA)
Washington or Jericho or Denver or Dallas or Chicago or Boston or Boca Raton or Tysons or Jersey City or Woodbridge or San Francisco or Rockville or Philadelphia or New York or Los Angeles
$158k-$371k/yr HybridFull Time
FINRA
FINRA: Regulates brokerage firms and exchange markets in the United States.
12+ YOEBachelor's required, advanced degree (JD/MBA/master's) preferred; 12+ years in securities or market regulation; deep knowledge of FINRA/SEC rules; SIE required within 16 months; strong analytical and communication skills.
Job PostingView all
3mo
Save
Mark Applied
Hide
Client Advisor
San Francisco, California, United States
$100k-$150k/yr HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
10+ YOEBachelor's degree and 10+ years related business experience; Series 7/63 desired; CTFA/CFP/CFA a plus; proficient in MS Office and Salesforce.
Salesforce, Microsoft Office Suite, Excel, Outlook, PowerPoint, Word
Job PostingView all
1w
Save
Mark Applied
Hide
Owner's Advisor
Emeryville or Park Ridge or Portland or United States or San Diego or Seattle or Chicago or San Francisco
$175k-$200k/yr HybridFull Time
Parametrix
Parametrix: Employee-owned engineering, planning, and environmental consulting firm.
15+ YOERequires 15+ years in infrastructure consulting, owner's advisory, alternative delivery, program management, or management consulting; expertise in procurement, cost, schedules, risk, and lifecycle evaluation; DBIA certification.
CM/GC, CMAR, GC/CM, PDB, DB, Employee Stock Ownership Plan (ESOP)
Job PostingView all
3w
Save
Mark Applied
Hide
Client Advisor
San Francisco, California, United States
$130k-$170k/yr OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
5+ YOE5+ years financial planning experience with high-net-worth clients; expertise in estate and tax planning; proficiency with Money Guide Pro and eMoney; strong communication, ethics, and client relationship skills.
Money Guide Pro, eMoney, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, CRM systems
Job PostingView all
3w
Save
Mark Applied
Hide
Senior Client Advisor - San Francisco
San Francisco, California, United States
$21-$22/hr OnsiteFull Time, Part Time
Ferragamo
FerragamoBorsa Italiana: SFER: Designs and manufactures luxury Italian footwear, apparel, and accessories.
Retail sales experience preferred; strong interpersonal and communication skills, English proficiency, computer/CRM knowledge, ability to multitask and provide luxury client service.
CRM
Job PostingView all
1mo
Save
Mark Applied
Hide
Lead Advisor - San Francisco
San Francisco, California, United States
$140k-$300k/yr OnsiteFull Time
Brighton Jones
Brighton Jones: Provides fee-only wealth management and financial planning services.
6+ YOERequires a four-year degree and CFP designation, 6+ years in financial/estate planning, expertise in estate, tax, retirement, insurance and investment planning, leadership and client relationship management.
Job PostingView all
2w
Save
Mark Applied
Hide
Branch Service Advisor
San Francisco, California, United States
$45-$55/hr OnsiteFull Time
Kaeser Compressors
Kaeser Compressors: Manufactures and services industrial compressed air and vacuum systems.
5+ YOEHigh school diploma required (college preferred), 5+ years air compressor service experience, valid driver\u0019s license, expert English, strong phone and communication skills.
Job PostingView all
2w
Save
Mark Applied
Hide
VP, Financial Advisor
San Francisco or Sacramento or California
$200k-$250k/yr RemoteFull Time
Wealth Enhancement Group
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
5+ YOEBachelor's degree or equivalent experience in business, finance, economics, or related field; 5 consecutive years as a registered representative with Series 65, Series 7/66, or advanced designation; complex financial planning and client conversion experience.
Microsoft Office Suite, Salesforce, Support Org
Job PostingView all

Explore Jobs

Expand Your Job Search