- 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
- 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 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
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Strategic Planning Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll ... improve and manage governance responsibilities. As a Strategic Planning 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
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become a Senior IT Sourcing & Software Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, ... Management team, reporting to the Principal Manager, Process & Asset Integration. As a Senior IT Sourcing & Software Advisor , your work will help power our… 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
- 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
- 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
- Pfizer (San Diego County, CA)
- …requirements into product, clinical, and commercial strategies. + Serve as principal advisor to brand, medical, and commercial teams on drug-digital integration. + ... program direction. + Facilitate collaboration across teams to align objectives, investment decisions, and timelines for digital medicine initiatives that span… 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
- HUB International (Irvine, CA)
- …is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief ... Chief Compliance and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means… more
- Citigroup (Costa Mesa, CA)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. +… more
- Paychex (Anaheim, CA)
- …appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to ... Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative. + May be required to travel outside… more
- Anywhere Real Estate (Riverside, CA)
- …and Business Leadership -** Own the P&L for this new business line, including investment in both new and existing ventures. Partner with field leaders and finance ... planning of potential investments. + **Partner Success** - Serve as a senior relationship manager with our joint venture partners, including joining the joint… more
- AECOM (Orange, CA)
- …projects. The responsibilities of this position include, but are not limited to: * Senior technical resource may serve as technical advisor for team * Provides ... better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We...may also: + Technical resources may serve as technical advisor for the team. + Communicates project tasks between… more
- Danaher Corporation (Brea, CA)
- …the Danaher Business System which makes everything possible. This position reports to the Senior Manager and is part of the Global FP&A team located in Brea, ... in collaboration with key stakeholders. Serving as a trusted financial advisor to Diagnostic platform leadership, identifying opportunities to improve financial… more