Senior Private Client Advisor
$100k - $275kBank of America ATM
A leading financial institution is seeking a skilled professional to manage client relationships and drive business development. This role requires over 12 years of experience in private banking, exceptional interpersonal skills, and the ability to leverage the institution’s full range of financial services. Applicants must be licensed or willing to obtain licensing quickly. The successful candidate will proactively engage with clients, ensuring their needs are met while fostering long-term relationships. Competitive benefits and a salary range of $100,000 to $275,000 are offered. #J-18808-Ljbffr Bank of America
$150k
A leading financial institution is looking for a Relationship Manager in Palo Alto. The candidate will nurture high-net-worth client relationships and offer tailored financial solutions, drawing from extensive resources. Responsibilities include cultivating relationships...SeniorPrivate client$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for Private Client Services. This role involves reviewing complex individual tax returns and partnering tax compliance for high-net-worth individuals and families. Candidates must have a CPA license or active state...SeniorPrivate clientRemote jobHourly paySeasonal work$56k - $132k
...Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and... ...more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining...SeniorPrivate client- JPMorgan Chase & Co. in Palo Alto is seeking a Senior Private Client Banker to manage and deepen relationships with affluent clients. This role requires a proactive approach to service delivery and client acquisition, utilizing excellent communication skills to ensure client...SeniorPrivate clientWeekend workAfternoon shift
- ...Senior Corporate Paralegal A leading law firm is seeking an experienced Senior Corporate Paralegal to provide high-level... ...corporate maintenance and complex transactions for both private and public company clients. This role is ideal for a detail-oriented professional...SeniorPrivate clientWork at office
$56k - $132k
...Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and... ...approach. To learn more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining...SeniorPrivate client$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services (PCS) is a growing practice within EY, dedicated to serving privately held companies and their owners and families. These clients range from family‑owned businesses...SeniorPrivate clientHourly paySeasonal workRemote workFlexible hours$76k - $125.3k
...contact for a wide range of clients and colleagues, delivering comprehensive... ...Knowledge of hedge fund and private‑equity K‑1s Researching tax... ...and confidence to challenge senior stakeholders Deep... ...while building your trusted‑advisor profile. What we offer you Our...SeniorPrivate clientLocal areaFlexible hours- JPMorgan Chase & Co. is seeking a Private Client Banker in Los Altos, CA. The role involves managing relationships for affluent clients and acquiring new clients. Candidates should have 1+ years of experience in financial services with a focus on client acquisition. A...Private clientWeekend workAfternoon shift
$100k - $150k
...POSITION SUMMARY: The Senior Client Relationship Analyst provides exceptional service to the client while supporting the Polk Wealth Management team. Through regular interactions with the client, the individual in this role builds a trusted relationship. Leading with...SeniorPrivate clientTemporary workWork experience placementLocal area$124.8k - $166.4k
Palo Alto, CA Summary Senior corporate paralegals provide legal support with general corporate maintenance and complex transactions for both private and public company clients and have the technical skills and professional maturity to operate independently with minimal...SeniorPrivate clientTemporary workWork at officeFlexible hours$100k - $275k
...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...Experience, including access to the full array of Private Bank and the bank's capabilities and... ...clients and prospects as their trusted advisor, providing integrated recommendations...Private clientWork at officeShift workDay shift$70.32k
...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Private client$100k - $150k
Position Summary The Senior Client Relationship Analyst provides exceptional service to clients while supporting the Polk Wealth Management team. Through regular interactions with the client, the analyst builds a trusted relationship and assists with everyday needs, employing...SeniorPrivate clientTemporary workWork experience placementLocal area$70.32k
J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding Areas Join to apply for the J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding Areas role at JPMorganChase . Base Pay Range $70,320.00/yr - $70...Private client- ...job: Are you warm, friendly, and enjoy helping seniors? We are seeking Helpers and caregivers for private, non-medical senior care in Sunnyvale, California... ...We're looking for private helpers/ caregivers for clients on Herewith, a free online platform that makes...SeniorPrivate clientFull timeTemporary workPart timeFlexible hours
$104k - $150k
...SUMMARY The Senior Project Surveyor (SME) is a senior technical specialist responsible... ...Respond to technical inquiries from clients and agencies when requested by project leadership... ...1972, Kier + Wright has provided both private and public sector clients with...SeniorPrivate clientWork at officeRemote work$148k - $178k
...Description Senior Project Manager – Accela & Municipal Permitting Systems (Onsite... ...major system enhancements for municipal clients. Candidates without prior Accela delivery... ...consulting and technology services to public‑ and private‑sector clients on a variety of large‑...SeniorPrivate clientHourly payFull timeContract work- ...creating memorable experiences for our clients and employees, making them feel welcomed... ...diversity and inclusion. As a Senior Private Client Banker in a J.P. Morgan or Chase... ...needs. Collaborate with Private Client Advisors and Private Client Investment Associates...SeniorPrivate clientImmediate startAfternoon shift
- LeoForce is seeking a Tax Manager, HNW - REMOTE to provide innovative tax strategies and build genuine client relationships. The ideal candidate will have over 5 years of experience in tax, particularly serving high-net-worth individuals, and a Bachelor's degree in Accounting...Private clientRemote job
$21 - $25 per hour
DOLCE&GABBANA is seeking a Senior Client Advisor in Santa Clara, California. This role plays a critical part in the store's performance through exceptional client engagement and sales. The ideal candidate will demonstrate strong product knowledge, deliver outstanding service...Senior- ...building and managing relationships, providing strategic financial advice to clients, and ensuring compliance with regulatory standards. The ideal candidate will have over 15 years of private banking experience, especially with ultra-high-net-worth clients. This role emphasizes...Senior
- A leading financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice. The role requires over six years of experience in Private Banking and a Bachelor’s Degree. Key responsibilities include...Private client
$30 per hour
...certified Pilates instructor looking to grow or establish their client base in a professional, wellness-focused environment. This is a... ...our Mindbody system to avoid double-booking Capacity for private through quad sessions (up to 4 clients) Rental Rates (Shared-...Private clientContract work- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- Fenwick & West LLP is seeking a Patent Client Services Administrator responsible for managing patent portfolios and ensuring quality service for clients. This role involves drafting and e-filing legal documents with the U.S. Patent & Trademark Office and maintaining accurate...SeniorWork at office
$235k - $390k
...About the Practice Group Firm advises the world's leading private equity firms through the full spectrum of transactions from initial investment through to exit. We help our private equity clients and their portfolio companies maximize value time and again, annually...Private clientPrivate practice- Summary The Senior Client Advisor drives store performance through exceptional sales and elevated client engagement. Acting as a reference on the sales floor, this role leads by example to deliver memorable client experiences, cultivate a robust client portfolio, and support...SeniorLocal area
- Citizens Bank is seeking a Private Banker Associate in Palo Alto, CA. In this role, you will support the Preferred Banking team in client interactions, documentation, and compliance while maintaining exceptional service. You will take part in business development and ensure...Private client
- ...Director, Investment Counselor in Palo Alto, with over 15 years of experience in providing investment advice to ultra-high net worth clients. The role involves establishing and growing investment relationships, delivering optimal investment solutions, and engaging clients...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Client Advisor. Be the first to apply!
- social service representative Palo Alto, CA
- customer order specialist Palo Alto, CA
- client service officer Palo Alto, CA
- customer service expert Palo Alto, CA
- airport customer service agent Palo Alto, CA
- customer experience agent Palo Alto, CA
- customer service consultant Palo Alto, CA
- customer service assistant Palo Alto, CA
- participant services representative Palo Alto, CA
- medical customer service representative Palo Alto, CA


