- Fifth Third Bank, NA (El Segundo, 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
- Sands Investment Group (Santa Monica, CA)
- …growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
- Columbia Bank (Los Angeles, 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
- City National Bank (West Hollywood, CA)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... sell to existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. * Establish… 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 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 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
- 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 (Los Angeles, 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
- Citigroup (Los Angeles, CA)
- The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... family. **Responsibilities:** + Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United… more
- Citigroup (Beverly Hills, CA)
- …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Sr. Lead is a strategic professional...required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required… more
- JPMorgan Chase (Los Angeles, CA)
- …prospects for our products and services and establish relationships with senior investment professionals at these organizations **Required** **Qualifications, ... Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor… more
- US Bank (Rancho Palos Verdes, CA)
- … Advisor at the Associate level. Under the guidance and in partnership with a senior advisor , this advisor will learn and develop skills to consult with ... of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then provide customized… more
- Deloitte (Los Angeles, 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
- Bank of America (Los Angeles, CA)
- Senior Business Manager Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/ Senior -Business-Manager\_25041534) **Job Description:** Merrill Wealth Management is a leading… more
- Deloitte (Los Angeles, 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 + Build and maintain effective relationships with… more
- Stantec (Los Angeles, 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