Senior Advisor Jobs in California
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Search Results - Senior Advisor Jobs in California
Aspen Standard Wealth-Santa Clara
Please note: This posting is for Aspens RIA portfolio company, Summitry.
Financial Advisor/Senior Financial Advisor
Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized...
mindmatch.ai -
Norland Group-Rocklin
are interested in this position, please submit your resume in a Word Document with the month and year that you have worked at each previous position to - lisa@norlandgroup.com and copy: 2967-Senior Cyber Security Technology Business Risk Advisor/Analyst...
appcast.io -
Aspen Standard Wealth-Sonoma
Please note: This posting is for Aspens RIA portfolio company, Summitry.
Financial Advisor/Senior Financial Advisor
Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized...
mindmatch.ai -
1 similar job: Santa Rosa
Sunrise Systems Inc-Rocklin
Job Title: IT - Cyber Security Technology Business Risk Advisor/Analyst - Senior
Job ID: (phone number removed)
Location: Rocklin, CA
Duration: 06 Months On Contract
Description:
HYBRID– Once a week (May increase per policy up to 1-4 days...
resume-library.com -
Modern Wealth Management-Monterey (CA)
Works with Senior Advisor to manage and leverage work needing to be completed for top 20% of clients.
• Participates and coordinates marketing efforts for the Senior Advisors.
• Manages all Relationship Managers under their supervision.
• Facilities all...
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GTT, LLC-Rocklin
Job Title: Senior Business Risk Advisor/Analyst - Cybersecurity
Contract Duration: 6 Months
Pay range: $90 - 100/hr
Work Type: Hybrid– Once a week (May increase per policy up to 1-4 days a week) starting to come back into the office, we are doing...
resume-library.com -
Vanguard-Oakland
About Vanguard Personalized Indexing (VPI)
Vanguard is helping more financial advisors use the precision of Vanguard Personalized Indexing (VPI), our proprietary direct indexing SMA solution, to deliver on their clients’ increasingly sophisticated...
Highspeed Staffing-San Marcos (CA)
Position: CPA - Senior Associate to Director (Tax, Audit, or Business Valuation Focus)
Location: San Marcos, CA
Duration: Full-Time
Salary: DOE
Job Summary:
Position Overview:
We are seeking motivated, experienced CPAs or CPA candidates...
resume-library.com -
Tandym Health-Alameda (CA)
legal and contracting support to the companys Human Resources and Public Affairs teams
• Advise and counsel senior management and the HR team concerning the satisfactory resolution of employment law issues, internal investigations, audits, pre-dispute...
Qarik Group-San Francisco
As a Senior Sales Representative, you will introduce Qarik’s comprehensive portfolio to potential clients, focusing on cloud migration, data engineering, machine learning, and enterprise modernization. Your role is crucial in driving digital...
appcast.io -
Robert Half-San Francisco
to advance your career.
Responsibilities:
• Collaborate with Senior Advisors to ensure that communication to the client are timely.
• Manage client communications via email and phone.
• Oversee client relationships by preparing meeting materials...
roberthalf.com -
Konecranes Nuclear Equip and Services LLC-Livermore (CA)
to the customer for inspected equipment including a written “Safety Notification” of any observed or known safety concerns, if appropriate. Determine customer’s intentions to purchase repairs and advise local service office of actions necessary to sell or complete...
City National Bank-Los Angeles
RISK GOVERNANCE LIAISON
WHAT IS THE OPPORTUNITY? Reporting to the SVP, Senior Manager Governance Liaison within the Risk Strategy & Governance Group (RSG), this position is responsible for the coordinating, tracking and reporting of City National...
International Search Consultants-Sunnyvale
services, investment management, philanthropic advisory, and family office support.
We’ve been retained to find an Associate Client Advisor to support Senior Client Advisors with client management in personal trust and investment management. This position...
mindmatch.ai -
4 similar jobs: Santa Clara, Alameda, Fremont, Sonoma
Confidential-Santa Rosa
to advancing the financial lives of clients. We aim to exceed client expectations and foster meaningful relationships.
Position Overview
Under the general supervision of the Managing Director (MD) and/or Senior Wealth Advisor, the Associate Wealth Advisor...
mindmatch.ai -
4 similar jobs: San Jose, Alameda, San Francisco, Santa Clara
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