- City National Bank (Woodland Hills, CA)
- ** FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Citigroup (Fullerton, 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 ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- JPMorgan Chase (Anaheim, CA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- Southern California Edison (Pomona, CA)
- Job Description **Join the Clean Energy Revolution** Become a ** Senior Advisor of Business Plan Development** at Southern California Edison (SCE) and build a ... leadership to influence business plan decisions. As a ** Senior Advisor of Business Plan Development** ,...guidance for operating plans and evaluation of execution feasibility, financial and regulatory implications The essentials + Ten or… more
- Southern California Edison (Pomona, CA)
- …the **ERP Modernization - Information Technology, Process and Data Intelligence, Sr Advisor ** and contribute to NextGen ERP digital transformation by leading the ... As the **ERP Modernization - Information Technology, Process and Data Intelligence, Sr Advisor ** , your work will help power our planet, reduce carbon emissions, and… more
- Southern California Edison (Pomona, CA)
- Job Description Join the Clean Energy Revolution Become a NextGen Asset Management Senior Advisor at Southern California Edison (SCE) and build a better ... difference in the world. Become a NextGen Asset Management Senior Advisor to help oversee NextGen Asset...Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing… more
- Atria Wealth Solutions (Riverside, CA)
- …Services, LP (CFS) , in its partnership with Altura Credit Union, is seeking a Financial Advisor to assume responsibility for an existing book of business and ... more about Altura Credit Union, visit www.alturacu.com. As a Financial Advisor your responsibilities include, but are...the future of wealth management with the open-minded agility, senior -level access, and expert technology to help get you… more
- Atria Wealth Solutions (Riverside, CA)
- …LLC, CUSO Financial Services, LP (CFS) is helping in their search for a Financial Advisor via this posting on our website. Wescom Financial Services, LLC ... is seeking a Financial Advisor in the Riverside CA area. We value and...the future of wealth management with the open-minded agility, senior -level access, and expert technology to get there. We… more
- Proofpoint (Irvine, CA)
- …**The Role** Proofpoint is seeking an experienced and dynamic Enterprise Security Advisor /Architect to focus on Information Protection (Endpoint DLP, ITM, CASB, Web, ... you bring to the team** + 6+ years of experience as a senior sales/systems engineer, or practitioner who planned or implemented Information Data Protection and/or… more
- BMO Financial Group (Newport Beach, CA)
- …of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to ... Leads / assists with creation business proposals or presentations (eg relationship plans, financial plans and reviews) + Leads Annual Client Review with team members… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- …including setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client(s). * Manages budgeting and tracking ... of Financial Advisor expenses. * Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to… more
- Deloitte (Costa Mesa, CA)
- …an IT Strategy Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... M&A IT Strategy and Diligence Senior Consultant The US M&A and Restructuring (M&A/R)...client requirements such as business case, pricing, or complex financial and technical analysis, and interpreting and reporting on… more
- BMO Financial Group (Chino, CA)
- **_The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next._** A BMO ... Senior Premier Relationship Manager is charged with managing and...partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a… more
- WSP USA (Irvine, CA)
- This Opportunity **WSP in the US is** seeking a ** Senior Vice President, Plumbing Engineer** for our **Los Angeles office.** This position can also be located out of ... the **Irvine office or Riverside office.** **The Senior Vice President** shall provide and participate in decision...professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. +… more
- Stantec (Irvine, CA)
- Senior Bridge Engineer - ( 240002A6 ) **Description** When faced with an impasse, do you look to bridge the gap? Our Bridges Team does too. From local bridge ... your career goals. **Your Opportunity** The role of a Senior Structural Engineer is to lead engineering teams on...Structural Engineer will provide direct supervision; act as an advisor and may become actively involved, as required, to… more
- Deloitte (Costa Mesa, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... players. Does this describe your background? If you're a senior leader who wants to play in the big...we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll… more
- Deloitte (Costa Mesa, CA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... have an exciting opportunity for you as a Tax Senior on our growing team! What You'll Do As...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… more
- City National Bank (Whittier, CA)
- …both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's ... **RELATIONSHIP MANAGER SENIOR ** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring...needs - draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities… more
- Deloitte (Costa Mesa, CA)
- Anaplan Senior Manager Use your experience to join our award-winning Anaplan Practice- Anaplan has selected Deloitte as their Global Implementation Partner of the ... to take your career to the next level. Our Senior Managers are expected to contribute to the firm's...Finance & Enterprise Performance team works as a trusted advisor to CFOs, COOs, CIOs, and key executives. We… more
- Charles Schwab (Newport Beach, CA)
- **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and ... advice to clients in the context of a dedicated relationship. The Wealth Advisor works across a wide spectrum of investment needs to help clients manage large and… more