328 senior advisor jobs at 127 companies in Walnut Park, CA
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Senior ERISA Advisor
Los Angeles or Pasadena or San Francisco or Washington or Plantation or Atlanta or Chicago or Fort Wright or Boston or Silver Spring or Kansas City or New York City or Philadelphia or Dallas
$152k-$210k/yr HybridFull Time
1+ YOEAt least 1 year of specialized experience at GS-15 equivalent, with expert ERISA and employee benefits knowledge, senior-level policy analysis, strategic advising, and executive communication experience.
4d
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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 or Salt Lake City
OnsiteFull Time
Bachelor's degree preferred or applicable credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF required, plus 5+ years as an investment executive, financial advisor, planner, investment representative, or wealth manager.
1w
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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
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
1mo
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Senior Financial Advisor – Experienced Professionals
Garden Grove, California, United States
OnsiteFull Time
Required securities licenses (Series 7 & 66 or 6/63/65) and Life & Health license; experienced advisor with consultative planning, client relationship management, and ability to work with military families; CFP/ChFC/RICP preferred.
1mo
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Financial Planning, Senior Advisor
Rosemead, California, United States
HybridFull Time
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
2mo
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Senior Wealth Advisor
Los Angeles, California, United States
$162k-$270k/yr OnsiteFull Time
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.
3mo
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Cybersecurity Senior Advisor
Rosemead, California, United States
$183k-$274k/yr HybridFull Time
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
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.
3mo
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Senior Wealth Advisor
Newport Beach, California, United States
$125k-$175k/yr OnsiteFull Time
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.
2w
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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 Ethics Advisor
Pasadena, California, United States
$148k-$163k/yr OnsiteFull Time
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
4w
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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.
2mo
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Senior Wealth Advisor
Los Angeles, California, United States
$162k-$270k/yr OnsiteFull Time
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.
3mo
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Senior Home Lending Advisor - Pasadena CA
Pasadena, California, United States
$18/hr OnsiteFull Time
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
1mo
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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
2d
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Service Sales Advisor
Thousand Oaks, California, United States
$60k-$100k/yr 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 a satisfactory record.
1w
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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.
2mo
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Financial Advisor (Pasadena)
Pasadena, California, United States
$115k-$150k/yr HybridFull Time
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
3w
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Service Sales Advisor
Pasadena, California, United States
$60k-$100k/yr OnsiteFull Time
5+ YOEHigh school diploma, 5+ years service advisor experience in automotive, CA driver license, strong communication and customer service, meet sales and CSI targets.
3w
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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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