- 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
- 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
- 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
- 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
- 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
- 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
- Bank of America (Newport Beach, CA)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… 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
- BMO Financial Group (Newport Beach, CA)
- …establish best practices. + 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 . + Establishes strong partnerships with BMO colleagues and senior … more
- BMO Financial Group (Newport Beach, CA)
- …achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... identifying needs, analysing potential options and assessing expected return on investment . + Recommends business priorities, advises on resource requirements and… more
- Envista Holdings Corporation (Brea, CA)
- …**PRIMARY DUTIES & RESPONSIBILITIES:** + Drive corporate strategy development with the senior executive team and manage the annual strategic planning process across ... eg, top company leaders, broad employee base, Board of Directors, shareholders & investment community, and potentially customers or partners. + Act as a trusted … more
- Robert Half-Robert Half Corporate (Irvine, CA)
- …present Robert Half's suite of offerings for complex client initiatives requiring senior -level professionals. + Researching trends in hiring, the labor market and ... industry trends to clients to become a trusted business advisor . The typical salary range for this position is...opportunity to contribute to our company 401(k) savings and investment plan or deferred compensation plan (if eligible), with… more
- Anywhere Real Estate (Riverside, CA)
- …into actionable GTM playbooks, segmentation plans, and success metrics + Provide senior leadership with visibility into the partner pipeline and key decision points ... + Proficiency in evaluating business models, monetization strategies, and basic investment analysis + Exceptional written communication skills - able to craft… more