Senior Wealth Manager
$200kLeah Yosef International
Independent RIA in Silicon Valley is seeking a Wealth Advisor to serve as a primary relationship manager to a select group of high-net-worth clientele. Highlights Advise clients with regards to comprehensive wealth management, including managing stock options, RSU’s, deferred compensation, tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, investment management and special situations. Inherit current and new client relationships from the founding partner as he continues to source and develop new business. Contribute to the ongoing development of strategic partnerships with CPA firms, Law Firms, and Insurance firms, to both better serve existing clients and garner additional referrals to grow the client base. Hybrid schedule with 1-2 days in-office. $200,000+ first year compensation package. #J-18808-Ljbffr Leah Yosef International
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Manager in San Jose, CA vacancy
- Job SummaryThe Senior Property Manager is primarily responsible for the day-to-day management of all aspects of operation for the assigned portfolio and supervision of portfolio staff, in accordance with the goals and objectives of the individual property owners and the...SeniorContract workFor contractorsWork at office
- ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and deliver reliable tax advice to clients. The role involves managing teams and providing up-to-the-minute advisory services across real estate, hospitality, and construction...Senior
Ernst & Young Oman
San Jose, CA1 day ago - Curvion Blue is seeking experienced High Ticket Closers to engage with founders and business owners about their growth goals. This consultative role requires strong business strategy discussions, with a focus on building trust and diagnosing business challenges. Ideal candidates...SeniorRemote jobFlexible hours
$69.89k - $114.26k
EAH Housing seeks a Resident Manager III/General Manager at Markham Plaza I & II in San Jose, a 305-unit affordable family community. You will oversee day-to-day operations, supervise on-site staff, ensure fiscal, physical and social soundness, and maintain regulatory compliance...Senior$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$130k - $160k
...Senior Tax Manager - Real EstateAre you driven by making a real impact—helping individuals and businesses thrive financially? Do you excel in... ...income tax optimization, charitable giving, estate planning, and wealth transfer strategies.Conduct tax research, prepare technical...SeniorLocal areaRemote workAscend Together
San Jose, CA3 days ago- ...HAM) & (SAM) FlexeraOne ServiceNow CMDB Job Description / Responsibilities Position Summary We are seeking a seasoned Senior IT Asset Management (ITAM) & Data Platform Consultant to lead the modernization and governance of our enterprise asset management ecosystem....Senior
- EY is seeking a Real Estate Tax Senior Manager in San Jose to lead diverse tax planning projects. The successful candidate will provide strategic advice to clients while managing and developing a motivated team. The ideal candidate will possess 7-10 years of experience...Senior
- Job Description Summary Under the supervision of the Property Manager, the Senior Assistant Property Manager is responsible for assisting in all areas defined as a part of the Property Manager job description. This is a management role that will directly and indirectly...SeniorMinimum wageContract workFor contractorsWork at officeFlexible hours
- Cushman & Wakefield in San Jose, CA is seeking a Senior Assistant Property Manager to support the Property Manager in supervising staff and coordinating operations, tenant relations, and financial performance. The role emphasizes ensuring client facilities generate cash...Senior
- AL Homes Inc. is seeking an Accounting Manager to oversee day-to-day accounting operations and ensure the integrity and timeliness of financial reporting for a real estate development portfolio. The role requires 5-8 years of progressive accounting experience with at least...Senior
$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas and processes, devising strategic outcomes for complex issues. You will be expected to lead tax planning projects for a diverse client base,...SeniorSeasonal workFlexible hours- Citigroup Inc. is seeking a seasoned professional for the Wealth Relationship Management role in Mountain View, California. This position involves identifying and deepening relationships with affluent clients, offering tailored financial solutions, and ensuring compliance...Senior
- Citigroup Inc. in Mountain View invites a Senior Analyst to grow and manage wealth relationships, leveraging financial planning tools to address complex client needs across banking, credit, and investments. You will work with product specialists, deliver high-touch client...Senior
$116.9k - $203.6k
...MicrosoftOverviewMicrosoft’s mission is to empower every person and every organization on the planet to achieve more. As a Senior Real Estate Portfolio Manager, you will be responsible for the full lifecycle of real estate activities—including planning, design, build/lease,...SeniorOngoing contractWork at officeLocal area3 days per week$145k
...About The Role: As a CBRE Sr Property Manager, you will lead all aspects of a complex mixed use property (Retail, Office and Association). Oversee all marketing, operations and financial activities. This role will support managing the retail portion of the property...SeniorContract workWork at officeVisa sponsorshipFlexible hoursCBRE
Sunnyvale, CA4 days ago$135k - $175k
...Job Description $10,000 Signing Bonus + Relocation Assistance Available | Senior General Manager Step Into a Premier Leadership Role in Sports + Entertainment Aramark Sports + Entertainment is seeking a dynamic Senior General Manager to lead food & beverage...SeniorFull timeContract workRelocation packageFlexible hoursAfternoon shift$97.6k - $188.4k
...expertise, portfolio strategy and planning, capital investment management, workplace strategy and facility operations for Microsoft’s corporate... ..., analytical, and highly accountable business leader to be the Senior Portfolio Planning Manager, Real Estate, in Mountain View, CA,...SeniorOngoing contractWork at officeLocal areaImmediate start3 days per week- A leading tech company in Sunnyvale is seeking a Channels Specialist with a focus on sourcing and recruiting top talent. You'll engage with candidates, facilitate the interview process, and negotiate complex offers. The ideal candidate has a BA/BS degree, two years of recruiting...Senior
$125k - $135k
...Job Description Job Description Job Description – The Senior Property Manager manages the building operations and property management team members ensuring the fiscal and operational success of the building. With excellent analytical skills, the primary responsibility...SeniorContract work- ...leads assigned lab staff accordingly, and evaluate results.Creates comprehensive research reports, provides recommendations for management or general business operations.Consults with management or general business operations or other professionals, clients or experts...SeniorFull time
$135k - $175k
$10,000 Signing Bonus + Relocation Assistance Available | Senior General Manager Step Into a Premier Leadership Role in Sports + Entertainment Aramark Sports + Entertainment is seeking a dynamic Senior General Manager to lead food & beverage, retail, and e-commerce...SeniorRelocation packageAramark
San Jose, CA3 days ago- ...Micron Technology is seeking a Senior / Principal Layout Engineer to drive pathfinding and architecture exploration for next-generation memory modules and form factors. This role sits in the Module Architecture Group, using layout-driven insights to influence design decisions...Senior
- ...Micron Technology, Inc. in San Jose is seeking a Senior / Principal Layout Engineer to drive pathfinding and architecture exploration for next-generation memory modules and form factors. The role focuses on pre-product definition, feasibility studies, and design tradeoff...Senior
$202k - $344k
Micron Technology is seeking a Senior / Principal Layout Engineer to drive pathfinding and architecture exploration for next-generation memory modules and form factors. The role requires deep expertise in high-speed layout, SI/PI co-design, and advanced PCB technologies...Senior- Pegasus Tech Ventures is currently seeking a Finance Manager, experienced in finance / accounting and passionate about venture capital... ...improvement Provide insightful information and expectations to senior executives to aid in long-term and short-term decision making...SeniorTemporary workWork at office
- Senior Principal Systems Development EngineerHelp architect and deliver Dell's L11 rack-scale AI solutions: fully integrated racks that... ...visible role spanning Engineering, Operations, and Product Management, with direct impact on how the world's most demanding AI infrastructure...Senior
Dell Careers
Santa Clara, CA4 days ago $147k - $237.5k
Palo Alto Networks, Inc. is seeking a Senior Principal Software Engineer in Santa Clara, CA. This role requires leading the design and development of next-generation Layer 7 security capabilities. Candidates should have extensive experience in software engineering, particularly...Senior- ...Palo Alto Networks in Santa Clara seeks a visionary Senior Principal Engineer/Architect to serve as the technical authority for global SRE and Platform Engineering initiatives. You will be the primary architect and driver of our AI-driven Autonomous SRE transformation...Senior
- ...AlleyCorp, located in San Jose, California, is seeking an experienced Internal Audit Manager to guide audits and enhance our risk management efforts. You will lead the audit function, support compliance initiatives, and manage relationships with business stakeholders....Senior
AlleyCorp
San Jose, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Manager. Be the first to apply!
Related searches
- wealth management advisor San Jose, CA
- wealth management consultant San Jose, CA
- wealth manager San Jose, CA
- srs distribution San Jose, CA
- senior associate architect San Jose, CA
- senior dynamics crm developer San Jose, CA
- senior application security San Jose, CA
- senior account director San Jose, CA
- sr hr business partner San Jose, CA
- senior supervisor San Jose, CA