Senior Wealth Advisory Manager
Charles Schwab
Charles Schwab Corporation invites applications for a Senior Manager, Wealth Advisor position in Irvine, CA. This role focuses on managing client relationships, delivering comprehensive financial planning, and providing tailored investment guidance aligned with Schwab’s fiduciary standards. You will collaborate with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long-term goals. #J-18808-Ljbffr
$125k - $140k
An advisory consulting firm is looking for a Senior Associate in its Dining Advisory Practice Group. You will lead and manage client engagements, primarily in higher education, focusing on dining services planning and procurement. The ideal candidate has 7+ years of relevant...SeniorRemote job$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the...SeniorH1bLocal areaOverseas$115k - $145k
A leading tax and advisory firm in California is seeking an experienced professional to assist with financial due diligence engagements... ...analysis, report preparation, and client relationship management. The role offers a competitive salary range from $115,000 to $...Senior$147.4k - $336.8k
...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and deliver reliable tax advice across the real estate, hospitality, and construction sectors. The ideal candidate must have 7-10 years of real estate tax experience, strong analytical...SeniorRemote work$125k - $150k
Career Strategies in Costa Mesa, CA is seeking a seasoned Commercial Property Manager to oversee a diverse portfolio of commercial real estate assets. Key responsibilities include managing tenant relations, conducting site inspections, preparing financial reports, and ensuring...Senior$122.54k - $208.72k
...Relationship Manager Senior CRE Apply to join City National Bank as a Relationship Manager Senior Commercial Real Estate (CRE) professional. WHAT IS THE OPPORTUNITY? As a senior CRE relationship manager you will build and maintain a profitable loan portfolio, promoting...SeniorOngoing contract- ...Senior Accountant, Audit and Business Advisory Services Haskell & White is one of the largest independently owned public accounting firms in Southern... ...and estimated completion timelines to clients and firm management. Supervise and manage the day-to-day execution of...Senior
$115k - $125k
Job Summary The Transaction Advisory Services Deal Analytics Senior Associate will be responsible for building and maintaining analytics models for... ...Solutions Expert (MCSE) Business Intelligence or Data Management and Analytics, preferred Microsoft Certified Solutions...SeniorWork experience placement$180k - $195k
...Senior Manager SingerLewak is a top accounting and consulting firm primarily operating in the western region. Serving clients since 1... ...tracking and adhering to budgets for assigned Assurance and Advisory engagements; responsible for investigating and explaining budget...SeniorWork at officeLocal areaWork from homeNight shift$115k - $145k
...thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive... ...; Participate in meetings and calls with target company management and clients; Assist in building and maintaining client relationships...SeniorFull timeWork experience placementH1bLocal areaWork visa$125.28k - $156.6k
Overview Senior Manager, Real Estate & Construction will oversee day‑to‑day operational functions of the Real Estate/Leasing team, acting as a strategic and operational partner to leasing leadership. Responsibilities include driving efficiency, ensuring cross‑functional...SeniorWork at officeLocal area3 days per week$159k - $305k
...Executive Director, Senior Lead Commercial Real Estate Underwriter Wells Fargo is seeking an Executive Director, Senior Lead Commercial... ...Lending and Investment. In coordination with our relationship management and closing teams, this professional will be responsible for...SeniorWork experience placementWork at office$118.8k - $145.2k
Pacific Life, located in Newport Beach, CA, is seeking a Senior Annuity Marketing Strategist to enhance its Consumer Markets Division... ...marketing campaigns for annuity products and engaging with both advisory and retail channels. The ideal candidate will have 8-10 years...Senior$125k - $140k
...posted here as they become available. Overview Remote Senior Associate Opening — Dining Advisory Practice Group Brailsford & Dunlavey (B&D) is seeking... ...At B&D, we lead the planning, development, and management of the places that shape and strengthen communities. Our...SeniorContract workFor contractorsRemote work- Citi is seeking a dedicated financial planning officer in Aliso Viejo, California, to cultivate and deepen relationships with affluent clients while providing comprehensive financial solutions. The ideal candidate should have 5-8 years of experience, exceptional analytical...SeniorFull time
- Citi is seeking a Wealth Relationship Manager in Fountain Valley, California. In this role, you'll manage affluent clients, offering tailored financial solutions based on your strong analytical and financial skills. You'll work closely with product specialists and ensure...Senior
$140k - $190k
...Senior Tax Manager - Strong Real Estate Partnership Experience 10+ years of experience Compensation: Base pay of $140-190k, plus overtime pay. The successful candidates for our tax associate and tax senior open positions will live in Orange County, commute to our office...SeniorLive inWork at office- ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory... ...fiduciary commitment to our clients. As a Wealth Advisor , you'll manage ongoing client relationships, deliver holistic financial planning...Work at office
$125k - $160k
Prologis is seeking a Senior Leasing Manager in Newport Beach, California. This role focuses on driving Net Operating Income through innovative leasing strategies and fostering relationships across various stakeholders in Southern California. The ideal candidate should...Senior- Citigroup Inc. is seeking a Wealth Relationship Manager in Fountain Valley, California. This seasoned professional position involves building strong relationships with affluent clients and providing personalized financial planning solutions. The ideal candidate will have...Senior
$83.92k - $125.88k
Citigroup Inc. is seeking a Wealth Relationship Manager in Aliso Viejo, California to enhance relationships with affluent clients and provide tailored financial solutions. This full-time role demands strong analytical and financial skills, with responsibilities including...SeniorFull time$35 - $50 per hour
...Newport Beach is seeking an experienced Escrow Officer or Senior Escrow Assistant to support a busy team during a... ...closing. Key Responsibilities: Manage residential resale escrow transactions from opening through closing...SeniorHourly payFull timeTemporary workLocal areaImmediate start- Dormont Manufacturing Co in Costa Mesa is seeking a Litigation & Claims Manager with over 10 years of experience in litigation and claims management. The role involves overseeing U.S. litigation and claims, coordinating with internal stakeholders and legal counsel to ensure...SeniorWork at office
$100k - $150k
...Cerity Partners LLC, based in Irvine, is seeking a Senior Tax Accountant to join their wealth management team. This hybrid position involves preparing and reviewing... ...and fiduciary income tax returns, strategic advisory services, and maintaining strong relationships with...Senior- ...Description Looking to further develop your analytical and people skills in the real estate industry? Experienced in real estate Asset Management and looking to grow? Then this could be the job for YOU!! CA based real estate investment management firm is looking to add to...Senior
$83.73k - $98.5k
Overview Sr. Analyst, Advisory Digital Enablement & Support — The Sr. Analyst on the Advisory Digital Enablement & Support team assists... ...technology platforms. Provide hands-on assistance with data management, report/dashboard updates, troubleshooting, and workflow...SeniorWork experience placementWork at officeFlexible hours- ...Three Arch Wealth Management is a boutique wealth management firm headquartered in Southern California and serving private clients across... ...a registered investment advisor, Three Arch Wealth provides advisory services in accordance with applicable licensing and regulatory...Remote work
- Are you experienced as an Accounting Manager or Controller, looking for an opportunity to work for a real estate owner/manager? Seeking an opportunity that offers great work/life balance? Then this could be the job for you. Locally based commercial real estate ownership...Senior
$80k - $120k
...Tax Senior Associate USA, Irvine, CA | Hybrid MGO (Macias, Gini & O'Connell LLP) is a top CPA and advisory firm with 500+ professionals across the U.S. and India. Serving clients... ...client service abilities ~ Ability to manage multiple projects and deadlines...SeniorLocal area$85k - $120k
...Senior Financial Planner - Irvine (Hybrid) Irvine CA - Irvine, CA 92612 Overview Salary Range $85,000.0... ...5% Category Financial Planning Description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving...SeniorFull timeTemporary workWork at officeLocal areaFlexible hoursShift work
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