Top 1487 Senior advisor Jobs in Danville, 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
13d
Global Tax Manager
Okta —San Francisco, CA
- $143,000 - $196,900 a year
- Hybrid work
- CPA
- 5 years
- Bachelor of Science
Quick Apply
Sr Client Advisor - Commercial Lines
Trucordia —San Francisco, CA
- Full-time
- Hybrid work
- Marketing
- Bachelor's degree
- Mentoring
- Health savings account
- AD&D insurance
Quick Apply
Project Manager, Senior Manager
VVA Part of Drees & Sommer —San Francisco, CA
- $125,000 - $165,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor of Science
- Research
- Health savings account
- Health insurance
Quick Apply
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
7d
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
7d
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
7d
Senior Human Resources Manager
South Bay Solutions —Fremont, CA
- $135,000 - $150,000 a year
- Full-time
- 3 years
- Bachelor's degree
- Continuous improvement
- Paid holidays
- Health insurance
Quick Apply
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
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
7d
Senior Automotive Technician - Honda Fremont
AutoNation —Fremont, CA
- $35 - $45 an hour
- Full-time
- Clean driving record
- Sales
- Dealership
- Dental insurance
- Paid time off
Quick Apply
Experienced Automotive Service Technician/Mechanic
Land Rover San Francisco —San Francisco, CA
- $45 - $55 an hour
- Full-time
- ASE Certification
- Clean driving record
- Mechanic experience
- Paid training
- Paid holidays
Quick Apply
Principal Deposits
Patelco Credit Union —Dublin, CA
- $137,485 - $171,866 a year
- Full-time
- Office
- Presentation skills
- Product management
- Paid holidays
- Health insurance
2d
Liability Senior Counsel
Travelers —Walnut Creek, CA
- $132,800 - $219,100 a year
- 7 years
- Writing skills
- Driver's License
- Wellness program
- Paid holidays
Senior Sales Director
Infuse Hospitality —San Francisco, CA
- $130,000 - $150,000 a year
- Full-time
- Bachelor's degree
- Food service experience
- Contracts
Customer Success Manager
AccountMakers —San Francisco, CA
- $70 - $100 an hour
- Full-time
- Mid-level
- Office
- Organizational skills
Senior Sales Director, Corporate Dining
Infuse Hospitality —San Francisco, CA
- $130,000 - $150,000 a year
- Full-time
- Bachelor's degree
- Food service experience
- Contracts
12d
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
Bilingual Benefits Relationship Consultant
ADP —San Francisco, CA
- $69,300 - $129,200 a year
- Full-time
- Hybrid work
- Spanish
- Military
- English
- Wellness program
- Disability insurance

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senior advisor jobs near danville, 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 danville, ca

Trader

Sr. Client Service Associate/ Sr. Client Service Manager

Global Tax Manager

Sr Client Advisor - Commercial Lines

Project Manager, Senior Manager

Controller

Controller

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

Senior Human Resources Manager

Associate Wealth Advisor - Hightower Signature Wealth

Tax Associate

Senior Automotive Technician - Honda Fremont

Experienced Automotive Service Technician/Mechanic

Principal Deposits

Liability Senior Counsel

Senior Sales Director

Customer Success Manager

Senior Sales Director, Corporate Dining

Senior Analyst - BCG Vantage, Organization Design & Operating Model

Bilingual Benefits Relationship Consultant

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