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67 senior advisor jobs at 47 companies in Tracy, 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
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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3w
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Senior Wealth Advisor - Hybrid
Oakland, California, United States
$110k-$275k/yr HybridFull Time
Cetera Financial Group
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
5+ YOE5+ years in financial services, 3+ years planning-based advisor experience, Series 65 or Series 7 and 66 required, proficient with Microsoft Office and CRMs, CFP preferred.
Microsoft Office Suite, CRMs
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4w
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Senior Philanthropy Advisor
United States or Oakland or Brooklyn
$200k-$220k/yr RemoteFull Time
GiveWell
GiveWell: Evaluates charities and directs donor funds to high-impact programs.
Significant experience managing high-stakes donor relationships, exceptional relationship and communication skills, leadership and operational expertise, ability to engage with complex quantitative research.
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2mo
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Senior Manager Revenue Accounting & Advisor
Santa Clara, California, United States
$139k-$243k/yr HybridFull Time
Coherent
CoherentNYSE: COHR: Manufactures lasers, engineered materials, and optical networking components.
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
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1mo
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Senior Customer Service Advisor
Galt, California, United States
$35-$40/hr OnsiteFull Time
Bay City Electric Works
Bay City Electric Works: Distributes and services industrial generator and power systems.
5+ YOE5+ years dispatching or customer service preferred; high school/GED required; strong customer service, leadership, communication, organizational and decision-making skills; Microsoft Outlook/Excel/Word and ERP experience.
Microsoft Outlook, Microsoft Excel, Microsoft Word, ERP
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1w
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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
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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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2mo
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Senior Financial Advisor (Foster City)
Foster City, California, United States
$150k-$225k/yr HybridFull Time
Summitry
Summitry: Provides personalized wealth management and financial planning services.
5+ YOECFP required, 5+ years client-facing wealth management experience serving high-net-worth clients; strong relationship, communication, and planning skills; experience with financial planning software and CRM.
CRM
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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
Western Alliance Bank
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
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
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3mo
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Senior Home Lending Advisor - Fremont CA
Fremont, California, United States
$18/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; knowledge of local real estate market; strong communication; FHA/VA/FNMA/FHLMC guidelines.
Windows, NMLS
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2mo
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Wealth Advisor
Los Altos or San Jose
$165k-$175k/yr OnsiteFull Time
Cerity Partners
Cerity Partners: Provides financial planning, investment advisory, and wealth management services.
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
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2d
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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)
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1mo
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Statistical Advisor
Foster City or United States
$206k-$293k/yr OnsiteFull Time
Gilead Sciences
Gilead SciencesNASDAQ: GILD: Develops and sells medicines for life-threatening infectious diseases.
9+ YOEPhD in biostatistics or related field,9+ years industry or clinical trial research experience,expertise in statistical methods,R or SAS proficiency,ability to advise stakeholders and lead biostatistics initiatives.
R, SAS
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Statistical Advisor
Foster City or United States
$206k-$293k/yr OnsiteFull Time
Gilead Sciences
Gilead SciencesNASDAQ: GILD: Develops and sells medicines for life-threatening infectious diseases.
9+ YOEPhD in biostatistics or related field, 9+ years industry or academic clinical trial experience, expert statistical methods, proficiency in R or SAS, strong communication and leadership.
R, SAS
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2d
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Financial Advisor
Houston or Walnut Creek or Sacramento
$140k-$150k/yr HybridFull Time
Allworth Financial
Allworth Financial: Provides retirement planning and investment advisory services to individuals.
5+ YOERequires CFP or ChFC, Series 65 or 66, and at least five years of client-facing wealth management or financial planning experience, plus leadership, communication, and CRM proficiency.
MoneyGuidePro, Salesforce
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3w
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Lead Physician Advisor Full Time Days
Fremont, California, United States
$100-$250/hr OnsiteFull Time
Washington Hospital Healthcare System
Washington Hospital Healthcare System: Public healthcare district providing comprehensive medical and emergency services.
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
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2w
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Senior Client Advisor - Santa Clara
Santa Clara, California, United States
$20-$21/hr OnsiteFull Time, Part Time
Ferragamo
FerragamoBorsa Italiana: SFER: Designs and manufactures luxury Italian footwear, apparel, and accessories.
Provides luxury customer service, drives sales, uses CRM to capture client data, strong styling and communication skills, retail experience preferred.
CRM
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1w
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SVP-Client Advisor
Menlo Park, California, United States
$200k-$260k/yr OnsiteFull Time
Whittier Trust
Whittier Trust: Fiduciary wealth management and family office services for affluent families.
10+ YOEExtensive trust and estate knowledge, 10+ years wealth management experience, strong business development track record, supervisory experience, and ability to coordinate across tax, investment, and operations teams.
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1mo
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Regional Payment Advisor
San Jose, California, United States
$70k-$136k/yr OnsiteFull Time
TikTok
TikTok: Global short-form video hosting and social media platform.
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.
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Sr. Relationship Advisor
Menlo Park, California, United States
$189k-$331k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
12+ YOE12–15 years as a relationship manager or attorney in trust/estate administration; college degree required; JD preferred; deep fiduciary, estate planning, tax and investment knowledge; leadership, negotiation, and client advisory skills.
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