Wealth & Investments Advisor - Silicon Valley
Bank of America
Bank of America in Cupertino is seeking a Financial Advisor to work closely with clients for effective long-term financial planning. You'll recommend tailored banking and investment strategies, ensuring client satisfaction and engagement. The ideal candidate possesses a Series 7 & 66 license, strong communication skills, and experience in the financial services sector. The role requires open availability from Monday to Friday, including some Saturdays. #J-18808-Ljbffr Bank of America
$240k - $350k
Vibotek-LLC in Palo Alto is seeking a Transactions Associate to join their growing team in Silicon Valley. The role requires handling a mix of emerging companies and venture capital financing, M&A, private equity, and general corporate counseling. The ideal candidate will...Suggested- ...approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial...SuggestedImmediate startAfternoon shift
- JPMorgan Chase & Co. in Cupertino is seeking a Private Client Banker to manage banking relationships for affluent clients. This role involves providing tailored advice and education to meet client financial needs, while ensuring compliance with regulatory standards. The...Suggested
- ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect... ...personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud...SuggestedImmediate startAfternoon shift
- ...brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies that align with client financial goals and needs Triages client requests and makes referrals to appropriate internal...SuggestedTemporary workMonday to Friday
$70k - $80k
..., making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Immediate startAfternoon shift
- JPMorgan Chase & Co. is seeking a Relationship Banker in Mountain View, California, to represent our brand with exceptional hospitality and the latest banking solutions. You will manage meaningful client relationships, using your financial expertise to offer tailored solutions...Weekend workAfternoon shift
- .... Practice Areas: Fintech Regulatory · Payments & Money Transmission · Crypto & Digital Assets · Bank Partnerships · M&A & Investments · Capital Markets · Licensing & Compliance · Blockchain Key Responsibilities: Advise fintech companies, banks, and institutional...
- Job Description Job Description Finance Associate (2+ Years) – Growth Debt / Private Credit Direct Counsel represents a well-regarded Am Law firm seeking a mid-level Finance Associate to join its market-leading Banking & Private Credit practice, with a focus on growth...Private practice
- Bank of America is seeking a Financial Solutions Advisor - Stage I (FSA I) in Mountain View to provide financial advice and client solutions. The role involves obtaining industry licenses and offering product recommendations through client relationship management. Candidates...
$70k - $80k
...brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommend banking and investment strategies that align with client financial goals and needs. Triage client requests and make referrals to appropriate internal...Temporary workMonday to FridayShift workDay shift- The best and the brightest always have choices in the accounting & finance industries. No two paths at Siegfried look the same. Take advantage of Siegfried’s lucrative incentive plans and competitive base salary, which are part of our Total Compensation Philosophy. Additionally...Work at officeLocal areaImmediate start
- PNC Financial Services Group, Inc. is hiring a Mortgage Loan Officer in Cupertino, CA. This role focuses on recommending loan solutions in compliance with lending guidelines and managing relationships with customers. The ideal candidate will have strong experience in mortgages...
$70k - $80k
..., making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge...Full timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...largest corporations. We are on a mission to bring the benefits of Silicon Valley to all four corners of the world. Our vision is to make... ...LOOKING FOR: Plug and Play Tech Center is currently looking for an Investment Associate to help support our dynamic team. Ideal candidates...
- ...our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have...Immediate startAfternoon shift
$98k - $109k
...Enterprise IT, Hadoop/ Big Data, Hyperscale, HPC and IoT/Embedded customers worldwide. We are the #5 fastest growing company among the Silicon Valley Top 50 technology firms. Our unprecedented global expansion has provided us with the opportunity to offer a large number of new...Work at officeWorldwideFlexible hours$26 - $30.83 per hour
...Bank Of America Credit Solutions Advisor II At Bank of America, we are guided by a common purpose to help make financial lives better... ...details US - CA - San Jose - 6490 Camden Ave - ALMADEN VALLEY BC (CA3163)Pay and benefits informationPay range$26.00 - $30.83...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$100k - $140k
...Job Description A $2.3 billion commercial bank based in Silicon Valley serving the San Francisco Bay area and beyond.We are a highly responsive business bank, providing tailored financial solutions. We are advocates for our clients and specialize in providing innovative...Full timeWork at officeRemote work- SupportFinity™ is seeking a client-centred Investment Advisor for its Mountain View office in California. This role focuses on helping U.S. clients develop sophisticated financial plans and manage their investment portfolios. The ideal candidate will possess strong financial...Work at office
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- Tech Mergers and Acquisitions Mid Level Associate Silicon Valley, United States | Posted on 12/22/2025 Mid-Level M&A Associate | Technology Companies Our AmLaw 100 client is adding a mid-level associate to its Technology Companies M&A practice. This is a platform built...Work at office
$310k - $420k
Overview Silicon Valley, United States | Posted on 01/02/2026 Our AmLaw 100 client is adding a midlevel associate to its Palo Alto corporate... ...The Role You will work on public and private M&A, strategic investments, and general corporate matters tied closely to the...$75k - $150k
...KDB Silicon Valley LLC, a Venture Capital Subsidiary of the Korea Development Bank ("KDB"), aims to lead innovation through investment activity. KDB is a government‑owned bank based in South Korea and one of the largest banking and investment institutions in Korea. KDB...Overseas- KDB Silicon Valley LLC is looking for an Associate to join our team in Mountain View, CA. In this role, you will manage investment assets, conduct market research, and coordinate networking events. We're seeking candidates with strong proficiency in English and Korean,...
- # Investment AssociateKDB Silicon Valley LLCAssociateVenture CapitalFull-timeLocationMountain View, United StatesDate PostedJune 15, 2026Stay ahead of the marketGet instant notifications when new job openings matching "Venture Capital / Associate jobs in Mountain View,...
- KDB Silicon Valley LLC, located in Mountain View, CA, is seeking an Associate to manage investment assets and conduct market research. In this role, you will assess investment opportunities, prepare memos, and engage with KDB HQ. The ideal candidate holds a bachelor's...Work at office
- Job Description Job Description Real Estate Transactions & Finance Associate (Leasing Focus) Location: Multiple Locations Direct Counsel is seeking a Real Estate Transactions & Finance Associate with 4–5 years of experience to join a nationally recognized real...Work at officeWork from homeMonday to Friday
$145k - $200k
...and our people. Founded in 1999, SC Builders is a mid-sized, financially secure commercial general contractor. With offices in Silicon Valley and San Francisco, we are known as a premier Bay Area construction company. Our diverse resume of work includes the top technology...Contract workFor contractorsFor subcontractorWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth & Investments Advisor - Silicon Valley. Be the first to apply!
- financial planning assistant Cupertino, CA
- financial consultant Cupertino, CA
- financial advisor associate Cupertino, CA
- financial planning associate Cupertino, CA
- jde finance consultant Cupertino, CA
- financial associate Cupertino, CA
- financial planner Cupertino, CA
- financial advisor Cupertino, CA
- associate corporate finance Cupertino, CA
- financial planning administrator Cupertino, CA



