- Fifth Third Bank, NA (Newport Beach, CA)
- …skills. + Exhibits a sense of urgency and a continual drive to achieve results. Senior Investment Advisor Total Base Pay Range 119,500.00 - 256,900.00 USD ... business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain investment assets. Responsible...the Wealth Management Advisor (WMA) to retain investment assets. Responsible and accountable for risk by openly… more
- Columbia Bank (Irvine, CA)
- …+ 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor Representative, or wealth ... Senior Wealth Advisor Wealth Management Irvine,...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
- Citigroup (Chino Hills, CA)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Southern California Edison (Pomona, CA)
- …the Clean Energy Revolution Become a Grid Modernization and Digitalization Strategy Integration Senior Advisor at Southern California Edison (SCE) and build a ... long-term grid transformation goals. As a Grid Modernization and Digitalization Strategy Integration Senior Advisor , your work will help power our planet, reduce… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Distribution/Vegetation Management Asset Strategy Senior Advisor at Southern California Edison (SCE) and build a better ... Plan, and Risk Assessment Mitigation Phase. As a Distribution/Vegetation Management Asset Strategy Senior Advisor , your work will help power our planet, reduce… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Transmission/Substation Asset Strategy Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. ... Mitigation Plan, and Risk Assessment Mitigation Phase. As a Transmission/Substation Asset Strategy Senior Advisor , your work will help power our planet, reduce… more
- Southern California Edison (Pomona, CA)
- …Pay Range: $157,800.00 -$236,700.00 Join the Clean Energy Revolution Become a Senior Advisor at Southern California Edison (SCE) on the Distribution/Vegetation ... Mitigation Plan, and Risk Assessment Mitigation Phase. As a Senior Advisor , your work will help power...benefits of proposed mitigation strategy projects in the capital investment strategy + Leads the development and management of… more
- BMO Financial Group (City Of Industry, CA)
- …services, sales, etc. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... by identifying needs, analysing potential options and assessing expected return on investment . + Helps determine business priorities and best sequence for execution… more
- M&T Bank (Costa Mesa, CA)
- …solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, ... manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of...growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our… more
- Deloitte (Costa Mesa, CA)
- …and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role ends on May 31, 2026. What ... You'll Do As a Tax Senior , you will utilize your prior experience to provide...experience to provide tax compliance and advisory services to investment management clients. You will assist clients with effective… more
- Deloitte (Costa Mesa, CA)
- …process for real estate funds, then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for this role ends on June 1, ... 2026 Work You'll Do As a Senior Tax Consultant, you will work within an engagement...taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues… more
- Wells Fargo (Irvine, CA)
- …and on-boarding of new programs. **In this role, you will:** + Act as an advisor to senior leadership to develop or influence long-term goals for highly complex ... **About this role:** Wells Fargo is seeking a Senior Lead Credit Vendor Program Sales Specialist to...and technical needs across Commercial Banking or Corporate & Investment Banking + Lead the sourcing of new clients… more
- Stantec (Pasadena, CA)
- …An exciting opportunity exists for a highly motivated and experienced Senior HR Business Partner to join our passionate, collaborative, and results-driven ... our US West HR Client Services (HRCS) team, the Senior HR Business Partner will be supporting leaders and...will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit… more
- JPMorgan Chase (Newport Beach, CA)
- …collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm ... + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund… more
- Deloitte (Costa Mesa, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their… more
- BMO Financial Group (Anaheim, CA)
- …financial progress by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned ... all banking solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at BMO, you will: + Serve as the… more
- AECOM (Orange, CA)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... Join us. **Job Description** **AECOM** is seeking a talented ** Senior Fire Protection Engineer** to be base in our...+ Develop permit documents. + Act as a technical advisor for project teams, providing expert guidance and addressing… more
- J&J Family of Companies (Irvine, CA)
- …**Job Description:** Johnson and Johnson is currently seeking the best talent for a Senior Director - Strategic Enablement, PMO to be based in Irvine, CA. The ... Senior Director of Strategic Enablement is pivotal in leading...efficiencies and support financial decision-making to enhance return on investment . + Establish quality metrics and review mechanisms to… more
- Deloitte (Costa Mesa, CA)
- …for this role ends on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will advise clients on tax issues ... to identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. The ideal… more
- Wells Fargo (Woodland Hills, CA)
- …management and investment sales environments, with a deep understanding of advisor business models, client needs, and full balance sheet strategies including ... is seeking a Market Growth Director in Wealth and Investment Management as part of Wells Fargo Advisors. This...financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director… more