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213 senior advisor jobs at 93 companies in Thousand Oaks, 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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2d
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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
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Financial Planning, Senior Advisor
Rosemead, California, United States
HybridFull Time
Edison International
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
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Senior Ethics Advisor
Pasadena, California, United States
$148k-$163k/yr OnsiteFull Time
Jet Propulsion Laboratory
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
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2mo
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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.
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3mo
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Cybersecurity Senior Advisor
Rosemead, California, United States
$183k-$274k/yr HybridFull Time
Southern California Edison
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.
NIST CSF, NIST 800-53, ISO 27001, Windows, Linux, TCP/IP, DNS, PKI/TLS, NERC/CIP
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Senior Wealth Advisor
Los Angeles, California, United States
$162k-$270k/yr OnsiteFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
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.
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Financial Advisor Senior
West Hollywood, California, United States
OnsiteFull Time
City National Bank
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.
Investment Policy Statement
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1mo
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Senior Wealth Advisor
Los Angeles, California, United States
$162k-$270k/yr OnsiteFull Time
M&T Bank
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.
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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
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.
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Senior Home Lending Advisor - Pasadena CA
Pasadena, California, United States
$18/hr OnsiteFull Time
JPMorgan Chase
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
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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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2mo
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Financial Advisor (Pasadena)
Pasadena, California, United States
$115k-$150k/yr HybridFull Time
Summitry
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.
eMoney, CRM
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2w
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Service Sales Advisor
Pasadena, California, United States
$60k-$100k/yr OnsiteFull Time
Rusnak Auto Group
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.
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2w
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Service Sales Advisor
Thousand Oaks, California, United States
$60k-$100k/yr OnsiteFull Time
Rusnak Auto Group
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.
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1w
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Service Sales Advisor
Westlake Village, California, United States
OnsiteFull Time
Rusnak Auto Group
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.
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2mo
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Senior Practice Technology Advisor
Boston or New York City or Chicago or Los Angeles or Washington
$150k-$258k/yr HybridFull Time
Ropes & Gray
Ropes & Gray: Provides legal representation and advisory services to global corporations.
8+ YOEBachelor's degree and 8+ years in legal technology; experience with AI-powered legal solutions, vendor management, pilot programs, change management, and project leadership.
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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
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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1d
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Senior Sales Advisor
Costa Mesa or Los Angeles or Stockholm or London or New York City or Shanghai or Europe or North America or Asia
$30-$33/hr OnsiteFull Time
TOTEME
TOTEME: Designs and retails luxury ready-to-wear clothing and accessories.
2+ YOERequires 2+ years of fashion retail experience, ideally luxury, proven customer service and sales success, fashion and menswear styling knowledge, fluent English, and flexible evening and weekend availability.
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4d
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Senior Care Advisor
Los Angeles, California, United States
$27-$36/hr OnsiteFull Time
WelbeHealth
WelbeHealth: Provides all-inclusive medical and social care for elderly seniors.
1+ YOERequires 1+ year in telesales, customer service sales, Medicare, or PACE sales; CRM experience, especially Salesforce; an associate degree or equivalent relevant experience is preferred.
CRM systems, Salesforce
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