Wealth Management Advisor - Pasadena, CA TIAAWealth Management Advisor - Pasadena, CAPasadena, CABusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.
Citi Wealth - Lending Advisor - Vice President Citigroup Inc.Citi Wealth - Lending Advisor - Vice PresidentLos Angeles, CA$157,040–$235,560 / yearOur Lending Advisors serve as dedicated and trusted partners to Wealth Advisors, Regional Directors, and Group Executives, helping them to deliver lending solutions that support clients' liquidity objectives and drive regional growth. The Vice President, Lending Advisor serves as a regionally aligned lending specialist supporting the Citigold and Citi Private Client (CGCPC) segments.
NewProject Controls - Cost Development Advisor TerravantaProject Controls - Cost Development AdvisorPomona, California$115,000–$145,000 / yearThe ideal candidate must have a strong background in project management, project controls, and /or construction management with experience in electric utility performing activities in budgeting, forecasting, cost controls and reporting. In addition, our personalized service can provide a team of motivated and proactive professionals including project managers, project/business/technical analysts, and schedulers which make us uniquely able to meet a variety of clients’ needs.
NewProject Controls Cost Senior Advisor TerravantaProject Controls Cost Senior AdvisorPomona, California$135,000–$165,000 / yearEnsures the development and maintenance of accurate cost variances which support tracking of actual spend and volume units · Ability to present clearly to Senior Management and advise/consult when recorded costs are either overrun or underrun as compared to the approved budget · Prepares monthly, and year-end forecasts and advises management and stakeholders on risks and opportunities in meeting performance targets. The ideal candidate will have a strong background in cost management, budgeting, forecasting, and project controls within the energy/infrastructure industry, with a proven finance/accounting background and ability to deliver accurate, timely, and actionable project performance insights.
Project Controls Cost Sr Advisor TerravantaProject Controls Cost Sr AdvisorPomona, CaliforniaThe ideal candidate will have a strong background in cost management, budgeting, forecasting, and project controls within the energy/infrastructure industry, with a proven finance/accounting experience with California Publich Utilities Commission and strong Power Query, Power BI, DAX programming background and ability to deliver accurate, timely, and actionable project performance insights. Leads review process to ensure project costs are accurate and structured in a manner that meets major and multi-year projects or program requirements (e.g., work breakdown structure, Continuous Property Records, FERC/CPUC jurisdictional splits, and cost elements/drivers).
Solar Sales- Energy Field Advisor HousebuildrSolar Sales- Energy Field AdvisorBeverly HIlls, CaliforniaPosition Overview As a Solar Sales – Energy Field Advisor, you will be on the frontlines of our growth, meeting with homeowners, explaining the financial and environmental benefits of solar, and closing deals. About Us We are a fast-growing solar company passionate about helping homeowners save money and make a positive impact on the planet.
Client Advisor - Beverly Hills RichemontClient Advisor - Beverly HillsBeverly Hills, CaliforniaCollege degree preferred • Luxury Retail or Hospitality experience is preferred • Excellent understanding of the luxury client experience and customer service • Computer proficiency: Excel, Word, Power Point • Excellent written, verbal, and interpersonal communication skills • Experience with logistics and operations • Self-starter with a Team-Player approach • Flexibility to work on evenings, weekends and holidays, as needed • Ability to spend long periods of time standing Richemont offers a generous compensation and benefits package for eligible employees. Client Advisor Vhernier | Beverly Hills Reports to: Boutique Manager Role Overview As an Ambassador of the Maison, the Client Advisor will achieve sales targets directed by Management and strive to develop a strong client database, increasing frequency of shop.
Private Client Advisor International Search ConsultantsPrivate Client AdvisorLos Angeles, CaliforniaManage UHNW client relationships with extensive client contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning. Our client, a rapidly growing and well-established multi-family office, is seeking a seasoned financial professional with a passion for fostering high-touch relationships with Ultra-High Net Worth Individuals and Families.
Private Jet Advisor - Founders, Technology & Innovation Economy (Bay Area, CA) Silver Air Private JetsPrivate Jet Advisor - Founders, Technology & Innovation Economy (Bay Area, CA)Beverly Hills, CARemote$300,000–$1,200,000 / yearThe centers of influence you'll cultivate: wealth advisors and multi-family offices, tax attorneys and estate counsel, private bankers, executive assistants and chiefs of staff, security and executive protection professionals, luxury real estate principals, private club memberships, and the philanthropic and board circles where these people actually spend their time. Articulate the full value proposition: invitation-only access, tail-specific aircraft selection, Mechanical Recovery Guarantee, curated one-ways, and a luxury lifestyle partner network most clients don't know exists.
Associate Wealth Advisor Focus Partners WealthAssociate Wealth AdvisorSanta Monica, CaliforniaBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Senior Wealth Advisor, Los Angeles, CA Wilmington TrustSenior Wealth Advisor, Los Angeles, CALos Angeles, CaliforniaBachelor's degree and a minimum of 9 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years’ higher education and/or work experience, including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
Senior Family Advisor International Search ConsultantsSenior Family AdvisorLos Angeles, CaliforniaThey are seeking an experienced Senior Family Advisor to join their collaborative team and serve as a trusted advisor to sophisticated clients with complex financial, fiduciary, estate planning, tax, and investment needs. Advise clients on complex matters involving trusts, estate planning, fiduciary structures, agency accounts, investments, real estate, taxation, and financial planning .
Senior Wealth Advisor Harrison Gray Search & ConsultingSenior Wealth AdvisorLos Angeles, CaliforniaThis is a unique opportunity to join a firm with substantial existing AUM and an established ultra-high-net-worth client base, positioning the right advisor for significant long-term growth alongside a defined path to inheriting major book relationships built over decades. Experience advising ultra-high-net-worth clients ($10MM+ households) on complex planning needs: multi-generational wealth transfer, trust and estate coordination, concentrated stock positions, alternative investments, and tax-efficient portfolio construction.
CFO Advisory Services Principal Baker Tilly Advisory Group, LPCFO Advisory Services PrincipalLos Angeles, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewFinancial Due Diligence Senior Associate Grant Thornton International LtdFinancial Due Diligence Senior AssociateLos Angeles, CA$121,440–$154,836 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. As a Financial Due Diligence Senior Associate, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Grant Thornton | Stax Transactions - all with the resources, environment, and support to help you excel.
Fashion Advisor, Neiman Marcus, Beverly Hills ChanelFashion Advisor, Neiman Marcus, Beverly HillsBeverly Hills, CACareer and Leadership Development: We have dedicated in-house teams focused on supporting the onboarding of employees, developing leadership skills via custom programs like Imagine CHANEL People, Heart of Leadership and group and individual coaching, and blended online and live classes offered on our Bloom platform and by skilled trainers, such as Shape Your Career, to develop career building skills. We offer Employee Resource Groups in the US that are voluntary, open to all, employee-led groups formed around a shared identity or lived experience, whose aim is to foster a diverse, inclusive, and equitable community aligned with the values and missions of the communities they support.
NewPower Marketing Contract Manager (Advisor) Southern California EdisonPower Marketing Contract Manager (Advisor)Rosemead, CAVisit our Candidate Resource (https://www.edisoncareers.com/page/show/candidate-resources) page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more! You will be responsible for administering and optimizing contract performance over a range of resource types, including renewable generation, energy storage, and other emerging technologies, while negotiating amendments as market and regulatory conditions evolve.
Fashion Advisor, Saks Beverly Hills ChanelFashion Advisor, Saks Beverly HillsBeverly Hills, CACareer and Leadership Development: We have dedicated in-house teams focused on supporting the onboarding of employees, developing leadership skills via custom programs like Imagine CHANEL People, Heart of Leadership and group and individual coaching, and blended online and live classes offered on our Bloom platform and by skilled trainers, such as Shape Your Career, to develop career building skills. We offer Employee Resource Groups in the US that are voluntary, open to all, employee-led groups formed around a shared identity or lived experience, whose aim is to foster a diverse, inclusive, and equitable community aligned with the values and missions of the communities they support.
Operations Research And Systems Analysis Advisor Booz Allen Hamilton Inc.Operations Research And Systems Analysis AdvisorEl Segundo, CA$86,800–$198,000 / yearOnsite: If this position is listed as onsite, work will primarily be performed at a Booz Allen office or customer facility, where employees will collaborate directly with colleagues and customers as required by the role. Salary at Booz Allen is determined by various factors, including but not limited to location, the individual's particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability and organizational requirements.
Operations Research and Systems Analysis Advisor Booz Allen HamiltonOperations Research and Systems Analysis AdvisorEl Segundo, CaliforniaOnsite : If this position is listed as onsite, work will primarily be performed at a Booz Allen office or customer facility, where employees will collaborate directly with colleagues and customers as required by the role. Salary at Booz Allen is determined by various factors, including but not limited to location, the individual’s particular combination of education, knowledge, skills, competencies, and experience, as well as contract-specific affordability and organizational requirements.