Customer Energy Programs Senior Advisor Southern California EdisonCustomer Energy Programs Senior AdvisorIrwindale, CAThis position leads complex program initiatives, drives digital transformation and operational excellence, oversees regulatory compliance and vendor performance, and partners across the enterprise to deliver measurable improvements in customer experience, program effectiveness, and operational efficiency. The Customer Energy Programs, Senior Advisor plays a critical leadership role in advancing customer assistance and energy affordability programs by translating regulatory requirements and business goals into effective, customer-focused solutions.
AI Strategy & Operations Advisor GHJAI Strategy & Operations AdvisorLos Angeles, California (Hybrid)This is a hands-on advisory role for a consultant who understands both the business and technical dimensions of AI deployment and can help organizations build the infrastructure, governance, and workflows needed to extract measurable value from AI investments. Strong command of the AI and automation tool landscape relevant to mid-market organizations (workflow automation, GenAI productivity tools, data analytics platforms).
Field Safety Advisor - Orange Region Southern California EdisonField Safety Advisor - Orange RegionSanta Ana, CACollaborates and aligns with specific organizations front-line leaders and employees by partnering with them to identify and mitigate risks that can lead to injuries, serious injuries and fatalities; holds specific organization's front-line leaders and employees accountable for meeting our goal for an injury-free workplace. + Builds and maintains effective working relationships to influence safety culture improvement; acts as the safety conscience of the company supporting specific organization's front-line leaders and employees and has understanding of operational needs.
Wealth Advisor Cerity Partners LLCWealth AdvisorEl Segundo, CA$140,000–$160,000 / yearThe Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Position Summary: The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.
Member Services Advisor II SkyOne Federal Credit UnionMember Services Advisor IIHawthorne, CAFull timeYour day as a Member Services Advisor IIAs a Full Time Member Services Advisor II at SkyOne Federal Credit Union, you will play a pivotal role in developing and nurturing member relationships through high-quality consultative service. Additionally, you will support business development efforts by conducting outbound sales and service calls, while providing frontline coverage at our branches and call center, ensuring a seamless experience for our members.
J.P. Morgan Wealth Management - Private Client Advisor - San Gabriel, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - San Gabriel, CA (area)Alhambra, CAUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - East San Ferando Valley, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - East San Ferando Valley, CA (area)Sherman Oaks, CAUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Lynwood, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lynwood, CALynwood, CAUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - North Inland Empire, CA (including the High Desert) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North Inland Empire, CA (including the High Desert)Claremont, CAUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Studio City, CA (including surrounding area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Studio City, CA (including surrounding area)Studio City, CAUsing 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.
J.P. Morgan Wealth Management - Community Private Client Advisor - Los Angeles, CA (East Los Angeles Branch) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Community Private Client Advisor - Los Angeles, CA (East Los Angeles Branch)Los Angeles, CAUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Diamond Bar, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Diamond Bar, CADiamond Bar, CAUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Corona / Chino Hills, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Corona / Chino Hills, CA (area)Chino Hills, CAUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA (Including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Pasadena, CA (Including surrounding areas)Arcadia, CAUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Azusa, CA (area)CAUsing 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.
Wealth Management Advisor - Sherman Oaks, CA TIAAWealth Management Advisor - Sherman Oaks, CASherman Oaks, CA$100,000–$110,000 / yearSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business 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.
Advisor Onboarding Program Lead, Enterprise AltruistAdvisor Onboarding Program Lead, EnterpriseLos Angeles, CAFluency across the operational mechanics: bulk account opening, ACAT and non-ACAT transfers, NIGO resolution, billing setup, multi-DBA and sub-firm hierarchy, and reporting and integration dependencies - enough to spot risk early and escalate well. Own end-to-end onboarding for the most complex Enterprise engagements, staying the primary point of contact from Sales handoff through operational readiness, training completion, and a documented handoff to the team supporting the firm long term.
Advisor Onboarding Specialist AltruistAdvisor Onboarding SpecialistLos Angeles, CA$79,000–$113,000 / yearYou'll own your implementations end to end - running discovery, building and driving the plan, holding both the firm and our internal teams to the milestones, and leading the training that makes an advisory team fluent on the platform. Lead cross-functional implementation efforts across Sales, Customer Success, Operations, Product, Engineering, and Compliance, driving accountability and removing obstacles.
Wealth Advisor - California California Bank & TrustWealth Advisor - CaliforniaLos Angeles, CA$75,000–$125,000 / yearPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Senior Wealth Advisor MRISpokaneSenior Wealth AdvisorNewport Beach, CAFounded by experienced industry professionals who left a large institutional platform to build something different, the firm combines institutional-caliber resources with an entrepreneurial culture focused on client outcomes, innovation, and long-term partnership. Unlike many consolidators and private-equity-backed organizations, this firm is intentionally building an environment where advisors have a voice, ownership opportunities, and the ability to help shape the future of the business.