Sales Debt Advisor (High-Earning Closer) AlleviateSales Debt Advisor (High-Earning Closer)Irvine, CARemoteAs one of the fastest-growing companies in the industry, we are on a mission to help individuals and families regain financial freedom and build a brighter future. At Alleviate, we’re building the next generation of financial services - and we’re looking for elite closers who can help transform lives.
Private Client Advisor Columbia BankPrivate Client AdvisorIrvine, CA$100,000–$180,000 / yearThe PCA leads our team-based service model, ensures the delivery of our client experience, and is responsible for growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA’s and Attorney’s. The PCA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Wealth Advisor Morton WealthWealth AdvisorCalabasas, CaliforniaOur ideal candidate for this role will strive to reflect our core values in the following ways: Excellence - Exhibits high attention to detail and organizational skills while able to prioritize multiple requests and tasks. Engagement - Has a passion for understanding the job functions for each role and is fulfilled by understanding how those functions fit into the larger objectives of the entire firm.
Wealth Management Advisor Beverly Hills US BankWealth Management Advisor Beverly HillsBeverly Hills, CA$65,000–$80,200 / yearWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
PWM Private Wealth Advisor U.S. BankPWM Private Wealth AdvisorOntario, California$141,210–$172,590 / yearBasic Qualifications - Bachelor's degree, or equivalent work experience - Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience - Requires established network with strong relationship management, networking, and business development skills - Demonstrated success in specific client segments or verticals with developed strategic partnerships - Experience profiling clients and formulating customized strategies to address their needs - Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists - Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication - A passion for problem-solving and acting as a strategic advisor - Ability to make critical decisions independently and act as a business owner - Professional designation such as CFA or CFP is preferred. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Associate Advisor - Woodland Hills, CA Advisor Talent SolutionsAssociate Advisor - Woodland Hills, CAWoodland Hills, CaliforniaPosition: Associate Advisor Firm: Premiere Wealth Advisors Location: Woodland Hills, CA Overview: Premier Wealth Advisors, Inc. is a boutique private wealth management firm near Los Angeles, CA with an office in Woodland Hills, CA and another location opening near Westlake Village/Agoura Hills, CA. Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.
Compliance and Quality QA Cause Evaluation Senior Advisor Southern California EdisonCompliance and Quality QA Cause Evaluation Senior AdvisorPomona, CAThis role plays a critical part in strengthening SCE's quality and compliance programs by identifying causes, communicating findings, and partnering with stakeholders to implement effective corrective actions. + Visit 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!
IT Operations Service Management, Senior Advisor Southern California EdisonIT Operations Service Management, Senior AdvisorRosemead, CAYou will provide oversight and strategic direction to the Manage Service Provider (MSP) to ensure efficient service delivery to T&D business users and to manage the day-to-day responsibilities to support and maintain applications in T&D; Follow up on application services and problem escalations, partner with architects, and drive service excellence for our T&D Grid Resilience applications; Ensure customer satisfaction throughout the application service process and communicate and coordinate with business and other IT teams and leadership to ensure appropriate integration of operational activities. You will have a key role in supporting our PSPS, Vegetation Management and Inspections applications, and will partner and effectively collaborate with the business and other operational towers within IT (like Infrastructure, Security, and Service Integration) to ensure operational efficiency.
Licensed (S7, S66, Insurance) Client & Advisor Success Manager CbLicensed (S7, S66, Insurance) Client & Advisor Success ManagerUpland, CaliforniaZapata Private Wealth Group is seeking a bilingual, licensed, execution‑driven professional to serve as the operational backbone and client‑facing anchor of our firm . Contact Zapata Private Wealth Group for more information at (909) 681-6900 & email denise@zapatawealth.com and cc service@zapatawealth.com.
Program Safety Advisor Southern California EdisonProgram Safety AdvisorChino, CADevelops safety programs, policies and procedure for the enterprise after consultation with all levels of management; exercises broad judgement and discretion in determining methods, processes, activities, and courses of action which have a significant impact on project success. In this job, you'll be responsible for leading the MoC process for the SMS team, ensuring changes related to worker safety are effectively implemented and do not introduce new risks or gaps to the organization.
Government Relations Manager/Public Affairs Advisor Southern California EdisonGovernment Relations Manager/Public Affairs AdvisorRosemead, CAIn this role, you will support the development and implementation of engagement plans that result in favorable policy and infrastructure project outcomes primarily in the San Gabriel Valley and parts of the broader Los Angeles region, to help safely deliver reliable, clean and affordable electricity. Core responsibilities include growing and maintaining relationships as well as building consensus with key stakeholders, including local government elected leaders and staff, government associations, community leaders, and business associations/coalitions.
IT Systems Quality Senior Advisor - SAP Security & IAM Architecture Southern California EdisonIT Systems Quality Senior Advisor - SAP Security & IAM ArchitectureRosemead, CAAs an IT Systems Quality Senior Advisor - SAP Security & IAM Architecture, you will act as a key partner to our NextGen transformation, operating as an SAP Security Architect and IAM Architect across SAP S/4HANA and ECC environments. + Leads technology evaluation, design, and implementation of infrastructure platforms supporting multiple database platforms, including refresh/upgrades, new feature enablement, and tool acquisition.
NewValuation Analytics Senior Advisor Southern California EdisonValuation Analytics Senior AdvisorRosemead, CASteers and supervises adherence to internal governance and policies, managing liaison with relevant internal teams such as Pricing, Legal, and Credit, has a commanding role in contracting activity, and oversees ongoing contract management services post-sale to ensure optimal outcomes. + Enables wins of profitable deals by shaping and validating the commercial, financial structure and mitigating commercial risks for the deals, and develops and owns financial models of the deals.
NewMember Advisor Financial Partners Credit UnionMember AdvisorDowney, CAWith generally lower loan rates, higher savings rates, and lower fees than the big banks, we emphasize value while delivering the highest levels of service to our members. But one thing hasn’t changed since eight aviation workers pooled $900 in 1937 to launch Financial Partners: our focus on saving money, making money, and saving time for our members.
NewClient Advisor with Athletic Background Salinas Financial GroupClient Advisor with Athletic BackgroundManhattan Beach, California$89,000–$106,000 / yearPrior Experience: Former TV and film producer who led the television division at Overbrook Entertainment, founded by Will Smith, bringing high-level production and leadership experience into her financial services career. Our office is located at: 1230 Rosecrans Ave, Suite 100 Manhattan Beach, CA 90266 Meet Our Team: Andrew Atakpo, CFP®, Growth & Development Director (GDD): Time with NM: 6 years.
J.P. Morgan Wealth Management - Private Client Advisor - Whittier, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Whittier, CA and Surrounding AreasWhittier, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewAssociate Wealth Management Advisor-Beverly Hills U.S. BankAssociate Wealth Management Advisor-Beverly HillsBeverly Hills, CaliforniaDevelops an expertise and knowledge of the securities industry and markets to analyze and interpret customer/prospect’s investment objectives in light of various factors, and then provide customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies. - Proficient with various computer software programs including Microsoft Office, and have the ability to use recommended desktop planning tools and processes If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants .
Senior Wealth Advisor | California (Northern & Southern) Citigroup Inc.Senior Wealth Advisor | California (Northern & Southern)Los Angeles, CA$70,000–$200,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
Complex Claims Consultant - Financial Lines/Public D&O CNA Financial Corp.Complex Claims Consultant - Financial Lines/Public D&OBrea, CA$72,000–$141,000 / yearPerforms a combination of duties in accordance with departmental guidelines: Manages an inventory of highly complex litigated claims, with large exposures that require a high degree of specialized technical expertise and coordination, by following company protocols to verify policy coverage, conduct investigations, develop and employ resolution strategies, and authorize disbursements within authority limits. Resolves claims by collaborating with internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of timely and adequate reserves, collaborating with coverage experts, negotiating complex settlements, partnering with counsel to manage complex litigation and authorizing payments within scope of authority.
Associate Advisor - Glendora, CA Advisor Talent SolutionsAssociate Advisor - Glendora, CAGlendora, CaliforniaPosition: Associate Advisor Firm: Vosberg Wealth Management Location: Glendora, CA About Us: Vosberg Wealth Management is a retirement-focused financial planning practice based in Glendora, CA. Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.