Wealth Advisor for HNW Clients | Hybrid & $200k+
$200kLeah Yosef International
Leah Yosef International, based in San Jose, California, is looking for a Wealth Advisor to manage relationships with high-net-worth clients. This role involves advising on comprehensive wealth management, including tax and estate planning, financial planning, and investment management. The ideal candidate will inherit existing client relationships and contribute to developing strategic partnerships. A hybrid work schedule is offered, with 1-2 days in-office per week, and the compensation package exceeds $200,000 in the first year. #J-18808-Ljbffr
- ...U.S. Bank seeks a senior Wealth Management executive to retain and grow relationships with high net worth clients in a dynamic team environment. You will assemble Banking, Trust and Investment professionals around each client to meet their complex needs and deliver tailored...High net worth
- ...Citi is seeking a Sr. Analyst for Wealth Relationship Management in Santa Clara, CA. The role focuses on deepening wallets of affluent clients, assessing complex financial needs, and delivering holistic solutions with a high-touch approach. The position requires Mandarin...High net worth
- ...Citigroup Inc. in Milpitas, California seeks a Sr. Analyst for Wealth Relationship Management (Branch). This seasoned professional will... ..., and to lead and coach teams as needed. The role emphasizes client relationship management, financial planning, and regulatory compliance...Suggested
$67.88k - $128.69k
...and assurance firm, providing clients with a genuine coast-to-coast... ...Tax Senior Associate in Private Wealth/Private Client Services,... ...opportunity to be a valued business advisor delivering industry-focused... ...advisory and compliance services to HNW individuals and flow-throughs....High net worthLocal areaWorldwide$172k - $227k
.../ Las Vegas, NVTax - Private Client Services (PCS) /Full-time /HybridBPM... ...you will serve as a strategic advisor to high-net-worth individuals,... ...while preserving and growing wealth for future generations.In this... ...will be expected to follow a hybrid work schedule.What you get:...High net worthFull timeSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours$128k - $168k
...CA / San Jose, CATax - Private Client Services (PCS) /Full-time /... ..., you will serve as a trusted advisor to high-net-worth individuals,... ...complex tax matters and preserve wealth across generations. In this... ...will be expected to follow a hybrid work schedule.What you get: Total...High net worthFull timeSummer workPrivate practiceWork at officeLocal areaRemote workRelocation packageFlexible hours$172k - $227k
...Director within BPM's Private Client Services (PCS) practice, you will serve as a strategic advisor to high-net-worth individuals,... ...matters while preserving and growing wealth for future generations.In this... ...will be expected to follow a hybrid work schedule.What you get:...High net worthSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours$75k - $130k
Wealth Advisor Associate Wealth Advisor - Hybrid Position Overview We are seeking a client-focused Associate Wealth Advisor to provide comprehensive financial planning and investment management for high-net-worth and growing-wealth clients. The Associate Wealth Advisor...High net worthOngoing contractWork at officeLocal areaFlexible hours- ...Charles Schwab in California is seeking a Sr. Manager, Wealth Advisor to enhance client relationships through holistic financial planning and personalized investment guidance. This role requires strong leadership in managing client needs and delivering solutions that...
$180.27k - $220.33k
...for 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 expert...High net worthLocal area- Bank of America’s Merrill Advisor Development Program for Financial Advisor-Partially Registered prepares professionals to build a dedicated book of high-net-worth clients in the San Jose market. You'll receive mentorship, training, and hands-on client interactions to develop...High net worth
$125k - $185k
...,000 base salary, high-impact client advisory, and a clear path toward... ...scope, and onboard new ultra-HNW client relationships.Drive... ...family office, private client, or wealth management tax practice.Pay &... ...contributions.Flexibility: Hybrid work model anchored to one of...High net worthPermanent employmentFull timeWork at office- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed... ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to...Immediate startAfternoon shift
$139.98k - $259.95k
About the Role:The Private Wealth Advisor serves as a trusted advisor for high-net-worth and ultra-high-net-worth individuals, families, business owners, and select institutional clients. The Private Wealth advisor is responsible for acquiring new clients, retaining, and...High net worthTemporary workWork at office- ...Bank of America in United States–Cupertino seeks a Client Services Associate to greet and assist clients in the lobby, process cash transactions, and guide customers to self-service options like mobile and online banking. Commissioned roles include educating clients...Flexible hours
- ...Bank of America in Milpitas, CA is hiring for a client-focused associate to welcome and assist clients in the lobby with self-service banking, cash transactions, and financial guidance. You will build relationships, educate customers on online/mobile banking, and connect...Flexible hours
- ...seeking someone who thrives in a growing environment and providing clients with exceptional services. What it Means to Work for... ...to complete this application please email: ****@*****.*** #LI-KW1 #LI-Hybrid Preferred Location: Los AngelesHigh net worthLocal area
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director for Private...
- IntroductionAt Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for...InternshipWork at officeLocal area
$65k - $85k
...operational and administrative support to financial advisors. You’ll: keep management systems up to date with client information educate clients on account services... ...requests The team You’ll be working as part of a Wealth Management team. We help high net worth...High net worthFull timeWork at officeFlexible hours$150k - $170k
...Hybrid This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by... ...personal financial planning. We provide clients with extensive industry experience and proactive... ...follow-through. Serve as the go-to advisor for your assigned clients, coordinating...High net worthWork at officeLocal areaImmediate startRemote work$90k - $120k
...families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex... ..., intellectually curious Associate Advisor who can step into a trusted role and relieve... ...of experience in financial planning, wealth management, tax prep, estate planning, divorce...High net worthRemote workWork from home$44k - $80k
...Client Support Specialist As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex...High net worthRemote jobFull time$91.2k - $140k
...global mobility business. This presents a rare opportunity for our clients, stakeholders and colleagues. Our teams help companies... ...compensation with performance-based bonusAdditional InformationThis is a Hybrid role coming into the office 2-3 times a week.Compensation range...High net worthWork at officeRemote work$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage IThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified... ...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a...High net worthHourly payWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage IThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified... ...do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.Being a...High net worthHourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...Citigroup Wealth Relationship Management in San Jose, CA seeks an Sr. Analyst to grow affluent client relationships with tailored financial planning and discovery. You will coordinate with product specialists to address banking, credit, and investment needs, delivering...High net worth
$150k - $200k
...remote candidatesCompensation: $150K - $200K base, depending on experience, plus bonus... ...administration services to high-net-worth clients, ensuring that their financial and personal... ...and trust.Collaborate with financial advisors and other professionals to create cohesive...High net worthRemote work$90k - $115k
Location: Campbell, CA (San Jose Area)Position Type: Full-Time | Hybrid Eligible (After initial evaluation)Salary Range: $90,000 - $115... ...just about the numbers," and we pride ourselves on giving our clients exceptional service, integrity, and absolute confidence. We...High net worthFull timeFlexible hours- ...Finance - AssociatePosition: Contract Duration: 6+ months Work: 1-3 days onsite Interview: Video Client Location: Los Gatos, CA 95032 Job #1359-1 HYBRID- 1-3 DAYS / TUESDAYS A MUST Exp. required: 5+ yearsRequired Experience:BudgetingVariance AnalysisFinancial ReviewCash...Contract work
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