Top 694 Senior advisor Jobs in Concord Ca

Trader
Steward Partners Global Advisory LLC —Danville, CA
- $100,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Sr. Client Service Associate/ Sr. Client Service Manager
Wealth Enhancement Group —Walnut Creek, CA
- $51,450 - $126,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Senior Automotive Technician - $2,500 Sign On Bonus*DOE
AAA NCNU —Hayward, CA
- Full-time
- Clean driving record
- Word processing
- Mid-level
- Wellness program
- Paid holidays
Quick Apply
12d
Tax Associate
Wealth Enhancement Group —El Cerrito, CA
- $57,750 - $126,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Profit sharing
- Paid parental leave
12d
Liability Senior Counsel
Travelers —Walnut Creek, CA
- $132,800 - $219,100 a year
- 7 years
- Writing skills
- Driver's License
- Wellness program
- Paid holidays
Controller
Bay Area Community Resources —Antioch, CA
- $145,000 - $160,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- ERP systems
- Paid holidays
- Health insurance
Quick Apply
12d
Principal Deposits
Patelco Credit Union —Dublin, CA
- $137,485 - $171,866 a year
- Full-time
- Office
- Presentation skills
- Product management
- Paid holidays
- Health insurance
7d
Associate Wealth Advisor - Hightower Signature Wealth
HighTower Advisors —San Ramon, CA
- $75,000 - $80,000 a year
- Full-time
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Health savings account
Quick Apply
Educational Advisor
PACT, Inc. —Vallejo, CA
- $22 an hour
- Part-time
- School experience
- High school
- Mid-level
Quick Apply
Controller
Bay Area Community Resources —El Cerrito, CA
- $145,000 - $160,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- ERP systems
- Paid holidays
- Health insurance
Quick Apply
12d
Senior Applications Analyst (Oracle Cloud ERP)
Delta Dental —Oakland, CA
- $81,305 - $176,043 a year
- Full-time
- Hybrid work
- Background check
- Computer Science
- Research
- Paid holidays
- Health insurance
Senior Analyst - BCG Vantage, Organization Design & Operating Model
Boston Consulting Group —San Francisco, CA
- $115,700 - $119,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Urgent Care
- Profit sharing
- Paid parental leave
SENIOR ADVISOR FOR NAGPRA
University of California Office of the President —Oakland, CA
- $240,000 - $266,000 a year
- Full-time
- Hybrid work
- Background check
- University
- Bachelor's degree
Senior Advisor Programs Manager
Assetmark —Concord, CA
- $105,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Office
- Analysis skills
- Health savings account
- Health insurance
13d
Administrative Consultant III, Office of the COO & CPE
Sutter Health —Emeryville, CA
- $122,761.60 - $184,142.40 a year
- Weekends as needed
- 7 years
- Writing skills
- Office
Veterans Resource Center (VRC) Advisor and School Certifying Official (SCO)
Samuel Merritt University —Oakland, CA
- Up to $95,000 a year
- Full-time
- Office
- Analysis skills
- University
- Paid holidays
- Health insurance
Assistant Director of Student Affairs (5156C) - School of Information
University of California Berkeley —Berkeley, CA
- $61,200 - $105,200 a year
- Full-time
- Computer science
- Mid-level
- University
EECS Department Operations Manager (7378U) - EECS
University of California Berkeley —Berkeley, CA
- $110,000 - $140,000 a year
- Online Application
- Background check
- Office
- University
Quality Management Director
Episcopal Community Services (ECS) —San Francisco, CA
- $157,000 - $161,576 a year
- Full-time
- Current TB test
- 3 years
- Supervising experience
Quick Apply
Chief Deputy Human Services
County of Solano —Fairfield, CA
- $179,742.98 - $218,478.72 a year
- Email
- Nursing
- 6 years
- Office
- Health insurance
- Dental insurance

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senior advisor jobs near concord ca

Trader

Steward Partners Global Advisory LLC -
Danville, CA

Quick Apply

Job Details

Full-time
$100,000 - $110,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Microsoft Excel
Microsoft Outlook
Serving clients
Multitasking
Trading
Bachelor's degree
Attention to detail
Administrative experience within finance industry
Financial services
Office management

Full Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview

The Trader executes investment transactions and portfolio management activities within an Investment Advisor Representative (IAR) only practice, working within established parameters and investment strategies. Working exclusively within the IAR framework, this role focuses on the accurate and timely execution of predetermined investment strategies, portfolio rebalancing, and routine client account activities. The Trader ensures seamless execution of established procedures while maintaining compliance with regulatory requirements and escalating complex situations as appropriate.

Key Responsibilities

· Input trades according to established investment strategies and asset allocation models

· Execute portfolio rebalancing to maintain established target allocations and address model drifts within established parameters

· Process client distribution requests following established procedures and thresholds

· Coordinate with portfolio management platforms for model execution and reconciliation

· Execute trading activities across custodial platforms based on predetermined investment guidelines, while maintaining compliance

· Process client money transfers, deposits, and withdrawals after reviewing platform data

· Monitor portfolio allocations and identify deviations from established target models

· Collaborate with senior team members on larger transactions requiring additional oversight

· Maintain accurate records of all trading activities and transactions

· Support billing processes by executing transactions based on platform reconciliation

· Escalate complex situations or significant account changes to senior team members

· Ensure all activities comply with regulatory requirements and firm policies

· Support administrative tasks related to account maintenance and client service requests

· Process routine client account changes and administrative requests

Skills, Qualification & Experience:

· Bachelor's degree in Finance, Economics, Business, or related field

· 2-3 years of experience in trading, portfolio management, or investment operations

· Knowledge of asset allocation principles and portfolio construction

· Experience with custodial platforms (Schwab, Fidelity, Pershing, etc.)

· Strong attention to detail and accuracy in trade execution

· Excellent organizational skills and ability to work within established procedures

· Professional communication skills and ability to handle confidential information

Job Type: Full-time

Pay: $100,000.00 - $110,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Education:

Bachelor's (Required)

Experience:

trading, portfolio management, or investment operations: 2 years (Required)

Ability to Commute:

Danville, CA 94506 (Required)

Work Location: In person

Quick Apply

Refine Your Search

senior advisor jobs in concord ca

Trader

Sr. Client Service Associate/ Sr. Client Service Manager

Senior Automotive Technician - $2,500 Sign On Bonus*DOE

Tax Associate

Liability Senior Counsel

Controller

Principal Deposits

Associate Wealth Advisor - Hightower Signature Wealth

Educational Advisor

Controller

Senior Applications Analyst (Oracle Cloud ERP)

Senior Analyst - BCG Vantage, Organization Design & Operating Model

SENIOR ADVISOR FOR NAGPRA

Senior Advisor Programs Manager

Administrative Consultant III, Office of the COO & CPE

Veterans Resource Center (VRC) Advisor and School Certifying Official (SCO)

Assistant Director of Student Affairs (5156C) - School of Information

EECS Department Operations Manager (7378U) - EECS

Quality Management Director

Chief Deputy Human Services

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