Senior Wealth Advisor: Build Client Wealth & Relationships
Columbia Bank (WA, OR & ID)
A financial services company in California is seeking a Senior Wealth Advisor to manage client relationships and provide personalized financial planning and investment strategies. The ideal candidate will have over 5 years of experience in wealth management, strong communication skills, and a commitment to client satisfaction. This full-time role is based in San Jose, California, and offers competitive compensation and benefits. #J-18808-Ljbffr
- Citigroup Inc. is seeking a Senior Analyst for Wealth Relationship Management in Los Gatos, California. This pivotal role requires 5-8 years of experience... ...in financial planning. Responsibilities include building client relationships, providing tailored financial solutions...Senior
- ...Schwab Corporation in California is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will build strong client relationships and grow your practice through asset consolidation and referrals. A valid...SeniorFlexible hours
- ...Senior Wealth Advisor Wealth Management Irvine,California Sacramento... ...offering a unique brand of relationship banking and fostering a... ...managing over $2.8 billion in client assets. Our advisors average... ..., and earning potential to build lasting client...SeniorImmediate start
$88.4k - $132.6k
A leading financial services firm in Santa Clara seeks a seasoned professional for Wealth Relationship Management. Responsibilities include deepening client relationships, offering tailored financial solutions, and adhering to regulatory compliance. Candidates should have...Senior$104.8k - $148.08k
...excited to get out and meet with clients in person, based on client needs. The Senior Wealth Advisor, Practice Lead plays a vital... ...is an opportunity to help build a first-class client experience... ...Specialist to build lasting relationships with a dedicated book of...Senior16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...financial institution is seeking a motivated individual to engage with clients and assist them with transactions, including mobile and online banking. Responsibilities include building client relationships, managing cash duties, and adhering to banking regulations. The...Weekend work
- Charles Schwab in California is seeking a Financial Consultant to provide wealth management guidance. The role emphasizes relationship-building and trust with clients, along with cultivating a personal career path. You will advise clients on investment management and financial...SeniorFlexible hours
- A major financial institution is looking for a motivated Client Specialist to engage clients in the lobby and assist with conducting... ...include managing cash transactions and fostering client relationships to meet financial needs. The ideal candidate has strong communication...Full time
$76k - $125.3k
...Join EY and help to build a better working... ...side with a range of clients from our most... ...Capital Markets, Wealth and Asset Management... ...responsibilities A senior analyst in FSO... ...and existing client relationships Provide... ...status as a trusted advisor to maintain and further...SeniorSummer holidayWork at officeLocal areaFlexible hours- Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You'll foster trust-based relationships while guiding clients in their investment journeys and consolidating their assets. This position demands strong...Senior
- Charles Schwab Corporation is seeking a Financial Consultant to provide clients with financial guidance and wealth management services. This role emphasizes forming lasting client relationships and expanding one’s own financial practice through active networking and referrals...SeniorFlexible hours
$106k - $150k
...a team dedicated to helping clients build stronger financial futures.... ...investments, insurance, and wealth planning, theFirst Citizens... ...Responsible for acquiring and growing relationships with emerging High Net Worth... ...identified, Affluent Wealth Advisors work with a team of Wealth...Temporary workLocal area- ...Associate Vice President and Wealth Advisor About the Company... ...careers within a sophisticated, client-first advisory platform. The... ...will work alongside senior advisors and subject matter... ...excellent communication and relationship-building skills, strong organizational...
- U.S. Bank in Santa Clara, CA is seeking a Client Relationship Consultant 2 (Banker) to build strong relationships with customers and provide ongoing guidance on banking solutions. This role is vital in enhancing customer trust and optimizing their banking experience. The...
- Quality Talent Group is looking for bankers for their client’s Consumer, Small, and Business Banking division in Sunnyvale, California. This position entails building customer relationships, assisting with account openings, and ensuring compliance with financial regulations...
$165k - $175k
Position Summary: The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized... ...of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not...Full timeTemporary workLocal areaFlexible hours$170.26k - $200.3k
...retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and...Full timeTemporary workWork experience placementLocal area- ...global financial institution based in San Jose, California, seeks a Financial Planning Specialist to identify and deepen relationships with affluent clients. This role requires 5-8 years of experience in financial services, strong analytical and communication skills, and...Senior
- Charles Schwab Corporation in Sunnyvale is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will grow your practice by consolidating client assets and networking while ensuring an outstanding investor...SeniorFlexible hours
- Responsibilities Build and foster relationships with clients through proactive outreach and follow‑up, asking questions and learning about their financial needs and channel preferences. Identify solutions for new and existing clients and effectively engage and communicate...Temporary work
$24.92 - $30.46 per hour
## Client Relationship Consultant 2 (Banker) - Santa Clara, CA (34 hrs)Applylocations: Santa Clara, CAtime type: Full timeposted on: Posted Yesterdaytime... ...One.## **Job Description**Client Relationship Consultants build relationships with customers, engaging them via multiple...Temporary workLocal area$26 - $29 per hour
...frequent customer contact to expand relationships and ensure customer retention... ...appropriate (e.g. Financial Advisors, Commercial Lenders).... ...listen to establish trust and build lasting relationships. Demonstrated... ...of hire or designation as a Senior Relationship Banker. May...SeniorFull timeFlexible hoursWeekend work$67.88k - $128.69k
...various tax compliance and consulting services to private wealth and flow-through clients. Provide tax compliance and advisory services to S‑... .... Utilize entrepreneurial skills to network and build strong relationships internally and with your clients. Support the growth...SeniorLocal area$43.68k - $69.9k
A major banking institution in Saratoga, California, is seeking a Personal Banker I to enhance customer relationships and provide tailored financial solutions. The role includes processing transactions and collaborating with team members to meet customer needs. Candidates...- JPMorgan Chase & Co. is seeking an Associate Relationship Banker in Sunnyvale, California. In this role, you will provide exceptional service to clients, utilizing financial knowledge and technology solutions to meet their banking needs. Candidates must have at least one...
- ...Business Banking division in Santa Clara, California. This role offers both full-time and part-time positions, aimed at building strong customer relationships by providing tailored financial solutions. Candidates should have at least 6 months of customer interaction...Full timePart time
- ...consists of Schwab Wealth Advisory, Centralized... ...solution providing clients with a personal relationship, specialized service... ...liquidity needs. As a Senior Regional Manager... ...of 10-12 Wealth Advisors and Associate Wealth... ...Schwab culture. Building collaborative relationships...SeniorWork at office
$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...advice and guidance to clients on tax planning, compliance... ...-compliance. Focused on relationships, you are building meaningful client connections... ...increased efficiencies. As a Senior Associate you shall analyze...SeniorFull timeH1b$124k - $335k
...Industry/Sector: Asset and Wealth Management Time... ...Renewable Energy Tax Senior Manager, you will play... ...role in advising clients on their local and international... ...maintaining client relationships to understand and... ...stakeholder management and building trust Innovating...SeniorFull timeH1bLocal area$124k - $335k
...Sector: Asset and Wealth Management Time... ...opportunity to help our clients meet their tax... ...future. As a Senior Manager, you'll work... ...stakeholders to build trust. Uphold the... ...as a strategic advisor, leveraging specialized... ...of client relationships Managing resource...SeniorFull timeH1bLocal areaOverseas
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