Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Private Client Advisor

$100k - $275k

Bank of America

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

Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Senior Private Client Advisor in Palo Alto, CA vacancy
  • $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... 
    Senior
    Private client

    JPMorgan Chase & Co.

    Palo Alto, CA
    1 day ago
  •  ...Next Frontier Capital is seeking a Relationship Manager for JPMorgan Private Client to foster high-net-worth client relationships in Palo Alto, California. The successful candidate will have over 10 years in Financial Services and demonstrate an entrepreneurial spirit... 
    Senior
    Private client

    Next Frontier Capital

    Palo Alto, CA
    1 day ago
  •  ...A leading law firm is seeking an experienced Senior Corporate Paralegal to provide high-level support on corporate maintenance and complex transactions for both private and public company clients. This role is ideal for a detail-oriented professional with transactional... 
    Senior
    Private client
    Work at office

    SourcePro Search

    Palo Alto, CA
    2 days ago
  • PwC in Palo Alto is seeking a Tax Senior Associate - Private Companies to guide clients in navigating complex tax regulations. This role involves reviewing and preparing tax returns, mentoring junior team members, and building meaningful client relationships. The ideal... 
    Senior
    Private client

    PwC

    Palo Alto, CA
    1 day ago
  • J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build a book of business, rely on leadership and relationships,... 
    Private client

    JPMorgan Chase & Co.

    Palo Alto, CA
    3 days ago
  • $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 a client... 
    Senior
    Private client
    Temporary work
    Work experience placement
    Local area

    Morgan Stanley

    Palo Alto, CA
    3 days ago
  • Chase Private Client Banker in Branch Banking is the main point of contact for a select group of Chase's affluent clients, managing their complete banking relationship with an advice-based approach and connecting them to specialists for specialized needs. The role emphasizes... 
    Private client

    Fairygodboss

    Los Altos, CA
    3 days ago
  • A leading financial services firm is seeking a Private Client Advisor in Menlo Park, CA, responsible for providing comprehensive financial planning and advice to clients of varying wealth levels. The role requires at least 2 years of experience in a Financial Advisor position... 
    Private client

    JPMorganChase

    Palo Alto, CA
    1 day ago
  • JPMorgan Chase & Co. in Mountain View, CA is seeking a Private Client Banker to serve a select group of affluent clients within the Branch, building lasting relationships and delivering education and advice to meet their financial needs. You will manage the full banking... 
    Private client
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    Mountain View, CA
    2 days ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a... 
    Private client

    JPMorgan Chase

    Menlo Park, CA
    1 day ago
  •  ...Private Client Advisor II Walnut Creek, California;Palo Alto, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to... 
    Private client
    Work at office
    Shift work
    Day shift

    Bank of America

    Palo Alto, CA
    21 hours ago
  • $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

    JPMorganChase

    Palo Alto, CA
    4 days ago
  • JPMorgan Chase & Co. in Palo Alto, CA, seeks a Client Associate within JPMorgan Advisors to support Financial Advisors and clients. You will help deliver customized wealth management services, build lasting client relationships, and coordinate with global resources to provide... 
    Senior

    JPMorgan Chase & Co.

    Palo Alto, CA
    12 hours ago
  •  ...with the obligation to work onsite at a client location when required. Additionally, professionals...  ...Managed Services.Responsibilities:As a Senior Manager, you will interact with clients...  ..., SPACs/Reverse Mergers, and Debt/Equity private placementsUnderstand technical accounting... 
    Senior
    Private client
    Full time
    Work at office
    Remote work

    Connor Group

    Santa Clara, CA
    1 day ago
  •  ...this 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 getting... 
    Senior
    Private client
    Full time
    Temporary work
    Part time
    Flexible hours

    Herewithinc

    Sunnyvale, CA
    2 days ago
  •  ...Citi is seeking a Private Banker Sr. Principal in Palo Alto, California to effectively manage high-net-worth client relationships and serve as a trusted financial advisor. This role requires a broad understanding of financial strategies and the ability to identify client... 
    Senior

    Citi

    Palo Alto, CA
    21 hours ago
  • $110k - $135k

     ...Wine Merchants is hiring an experienced Senior Accountant to play a key role in our...  ...requests from external auditors and tax advisors. Assist in the development and...  ...operate across retail, e-commerce, auctions, private client services, and storage, with a growing... 
    Senior
    Private client
    Work at office
    Remote work

    K&L Wine Merchants

    Redwood City, CA
    1 day ago
  • $250k

     ...California, United StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, ExecutiveCompany: CitiThe Investment...  ...skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides... 
    Private client
    Full time
    Local area

    Citigroup

    Palo Alto, CA
    1 day ago
  • $163k - $245k

     ...simulation, or the technical implementation of planning software.Proven experience delivering complex technical projects to external clients.Expertise in working with physical grid data (GIS), electrical grid data formats (e.g., CIM, PSS/E, CYME, DIGSILENT) and performing... 
    Senior
    Full time
    Flexible hours

    X Company

    Mountain View, CA
    1 day ago
  •  ...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

    JPMorgan Chase & Co.

    Palo Alto, CA
    more than 2 months ago
  • $88.4k - $132.6k

     ...California, United StatesSalary: $88 400,00 - $132 600,00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (...  ..., but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize... 
    Private client
    Full time
    Work at office

    Citigroup

    Mountain View, CA
    1 day ago
  • $88.4k - $132.6k

     ...California, United StatesSalary: $88,400.00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (...  ..., but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize... 
    Private client
    Full time
    Work at office

    Citigroup

    Mountain View, CA
    1 day ago
  • $150.4k - $390.5k

     ...build and lead the delivery of applied AI solutions for private equity clients and their portfolio companies, aligning AI investment with...  ...outcomes. You will serve as a hands-on architect and trusted advisor to senior client stakeholders, leading small, embedded teams of... 
    Senior
    Private client
    Full time
    Summer holiday
    Immediate start
    Flexible hours

    EY

    Palo Alto, CA
    1 day ago
  • $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 client
    Private practice

    MCC Advisors

    Menlo Park, CA
    2 days ago
  • DLA Piper is seeking a Senior Client Accounts Specialist to support the firm’s billing processes for domestic and international clients. The role includes editing, finalizing, and submitting invoices on a monthly cycle, and providing analysis to attorneys and staff. You... 
    Senior

    DLA Piper

    Palo Alto, CA
    12 hours ago
  • $20.83 per hour

     ...providing quality care and wants to make a genuine difference in another person's life. Hiring info: We're looking for private helpers/ caregivers for clients on Herewith, a free online platform that makes getting hired and paid as a private caregiver fast and easy. Here's... 
    Senior
    Private client
    Start working today

    Herewith Caregivers

    Sunnyvale, CA
    1 day ago
  • Jobot is seeking a Senior Tax Manager to go beyond compliance and move into strategic, integrated...  ...planning for sophisticated High Net Worth clients. If you thrive in a fast-growing environment and want to be a trusted advisor, we want to hear from you. This role requires... 
    Senior
    Remote job

    Jobot

    Palo Alto, CA
    3 days ago
  • $88.4k - $132.6k

     ...skills, excellent communication abilities, and a solid understanding of financial planning strategies. The candidate will identify client needs, provide tailored financial solutions, and ensure compliance with regulatory standards. With a competitive salary range of $8... 
    Senior

    Citi

    Mountain View, CA
    1 day ago
  • $135k - $250k

    Boutique Recruiting is seeking a Senior Financial Advisor in Mountain View, California. In this role, you will guide clients through important financial decisions and build long-term relationships. The ideal candidate possesses a strong technical background combined with... 
    Senior

    Boutique Recruiting

    Mountain View, CA
    1 day ago
  • $55 per hour

     ...Housekeeper - Silicon Valley, CA Local candidates only! A private family in Silicon Valley is seeking a detail-oriented, full-...  ...connecting exceptional Private Service Professionals with private clients and family offices across the United States. Built over more... 
    Private client
    Full time
    Local area
    Work from home
    Monday to Friday

    Dm Estate Staffing

    Mountain View, CA
    21 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Client Advisor. Be the first to apply!