- Unknown (Los Angeles, CA)
- Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the ... Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to... Associates / Associate Vice Presidents to join its Private Wealth Division. This role is ideal for early-career… more
- Unknown (Los Angeles, CA)
- …Senior Wealth Advisor to join its well-established Ultra High Net Worth Private Client Division. The successful candidate will be responsible for building ... Senior Wealth Advisor About the Company Respected investment management firm...and growing a client base, with a focus on external networking and… more
- Unknown (Los Angeles, CA)
- …leveraged buyouts, recapitalizations, and portfolio company financings on behalf of private equity and institutional sponsor clients. You'll oversee deal teams to ... drive complex financial modeling and valuation analysis, and prepare compelling client presentations that support transaction strategy and execution. Building and… more
- Unknown (Los Angeles, CA)
- …agency Industry Public Relations and Communications Services Type Privately Held, Private Equity-backed About the Role The Company is seeking an Executive ... meet business and financial targets, all while driving sustainable growth. Innovation and client relationships are key focus areas for this position. The EVP will… more
- Unknown (Los Angeles, CA)
- …acquisitions, leveraged buyouts, recapitalizations, and portfolio company financings, for private equity firms and institutional investors. You'll oversee deal teams ... drive advanced financial modeling and valuation analysis, and prepare compelling client presentations that support transaction strategy and execution. Building and… more
- JPMorgan Chase (Brea, CA)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Columbia Bank (Irvine, CA)
- **About the Role:** Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit organizations, and fiduciary ... relationships, often providing client leadership in these roles. Initially, the priority of...the role is responsible for identifying, closing, and deepening client relationships. The PCA uses familiarity with client… more
- Columbia Bank (Irvine, CA)
- …and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are ... a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our...and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work… more
- JPMorgan Chase (Westminster, CA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be ... client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become an Operational Governance Support Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you ... and leadership, within the T&D Governance and Provisioning organization. The Advisor is expected to facilitate special assignments and projects whose outcomes… more
- Zions Bancorporation (Irvine, CA)
- …the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth ... We are currently in search of a dedicated **Wealth Advisor ** to join our team of bank partners in...which includes: + Retail Bankers + Community/Business Bankers + Private Bankers + Commercial Bankers + Investment Management Portfolio… more
- Southern California Edison (Fullerton, CA)
- Join the Clean Energy Revolution Become a Design Contract Planning, Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll be ... partners, mentor and lead Planners and Designers. As a Design Contract Planning, Advisor , your work will help power our planet, reduce carbon emissions, and create… more
- Southern California Edison (Westminster, CA)
- Join the Clean Energy Revolution Become a Business Intelligence Technical Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, , ... and forms, and running projects if needed. As our Business Intelligence Technical Advisor , your work will help power our planet, reduce carbon emissions and create… more
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become a Environmental Science Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll be ... environmental documents is in your comfort zone, including quality assurance, client management, schedule and budget management, and team coordination. You are… more
- Southern California Edison (Irwindale, CA)
- Join the Clean Energy Revolution Become a Supply Chain Inventory Management Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, ... challenges or risks to relevant stakeholders As a Supply Chain Inventory Management Advisor , your work will help power our planet, reduce carbon emissions and create… more
- US Bank (Irvine, CA)
- …excel at-all from Day One. **Job Description** Serves as a dedicated Philanthropic Advisor for selected high net worth and ultra-high net worth organization / ... other senior members of the relationship team to meet all of client 's philanthropic planning, wealth planning, estate planning and wealth transfer needs. Responsible… more
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become a Data Scientist, Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll partner ... financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other… more
- Citigroup (Costa Mesa, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... families that cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what can and… more
- EFI Global (Irvine, CA)
- …consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm ... Reviews the work output of others ensuring all work meets or exceeds client expectations and contractual obligations. + Meets or exceeds productivity levels as… more
- Deloitte (Costa Mesa, CA)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2026 What You'll ... Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
