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

Senior Client Relationship Advisor - Wealth Advisory

EP Wealth Advisors

EP Wealth Advisors is seeking a Senior Client Relationship Associate to partner with teams in maintaining client satisfaction and retention. This role involves managing client communications, resolving inquiries, and ensuring service levels are met. The candidate should have a Bachelor's Degree and 4-7 years of experience in investment advisory. Benefits include a salary between $60,500 and $90,000, 11 paid holidays, and a flexible work schedule. #J-18808-Ljbffr EP Wealth Advisors

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Client Relationship Advisor - Wealth Advisory in Walnut Creek, CA vacancy
  •  ...the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary...  ...As a Sr. Manager, Wealth Advisor , you’ll manage ongoing client relationships, deliver holistic...  ...Coachability: Demonstrates a senior learning mindset by... 
    Senior
    Work at office

    Charles Schwab

    Walnut Creek, CA
    2 days ago
  • Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Walnut Creek, California to manage client relationships and deliver personalized investment guidance. This...  ...environment, where you’ll collaborate with a dedicated advisory team to support clients through complex... 
    Senior

    Charles Schwab

    Walnut Creek, CA
    3 days ago
  • EP Wealth Advisors, Inc in Walnut Creek is seeking a Senior Client Relationship Associate to enhance client satisfaction and retention. You will be the primary contact for...  ...ideal candidate has 4-7+ years in investment advisory, strong communication skills, and proficiency... 
    Senior
    Work at office
    Flexible hours

    EP Wealth Advisors, Inc

    Walnut Creek, CA
    3 days ago
  • $88.4k - $132.6k

     ...Citigroup Inc. is seeking a seasoned Wealth Relationship Management Sr. Analyst in Pleasant Hill, California. This role focuses on building and deepening client relationships while offering holistic financial solutions to affluent clients. Candidates should possess strong... 
    Senior

    Citigroup Inc

    Pleasant Hill, CA
    2 days ago
  • Destination Wealth Management is looking for a Tax Manager to join their tax department, focusing on tax planning and income tax preparation for high-net-worth clients. Responsibilities include preparing and reviewing tax returns, mentoring junior staff, and advising clients... 
    Senior

    Destination Wealth Management

    Walnut Creek, CA
    5 days ago
  • $250k - $350k

    BDO USA is looking for a Tax Managing Director in Transaction Advisory Services in Walnut Creek, California. The role involves...  ...consulting, developing new business, and building significant client relationships. The ideal candidate will have extensive experience in professional... 
    Senior

    BDO USA

    Walnut Creek, CA
    5 days ago
  •  ...in Walnut Creek is seeking a seasoned professional to manage client relationships and deliver exceptional investment strategies. The ideal...  ...insurance and retirement plans, ensuring a comprehensive and supportive work environment. #J-18808-Ljbffr Bluespring Wealth Partners
    Senior

    Bluespring Wealth Partners

    Walnut Creek, CA
    5 days ago
  •  ...Director for Power, Energy & Regulatory Advisory to lead transformative environmental projects...  ...permitting, regulatory strategies, and client engagements with utilities, contributing...  ...toward Partner Path, and interaction with senior regulators. #J-18808-Ljbffr... 
    Senior

    Environmental Resources Management (ERM)

    Walnut Creek, CA
    2 days ago
  • Baker Tilly US in Walnut Creek is looking for a Risk Advisory Services Principal to join our premier Risk Services Practice. This...  ...leadership in risk assessment, developing strategies, and building client relationships in a fast-paced environment. Qualified candidates will have... 

    Baker Tilly US

    Walnut Creek, CA
    5 days ago
  • $79k - $153k

     ...Relationship Manager For you, client interactions aren't just transactions. They're relationships that need to be nurtured...  ..., you are a key player on the Wealth Management team as you directly support the Advisor's efforts to increase and develop their business... 
    Senior
    Full time

    Fidelity Investments

    Walnut Creek, CA
    2 days ago
  •  ...work by offering a unique brand of relationship banking and fostering a culture where...  ...managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure...  ...solutions. About the Role: A Senior Wealth Advisor is an experienced financial... 
    Senior
    Immediate start

    Columbia Bank (WA, OR & ID)

    Walnut Creek, CA
    4 days ago
  • A leading financial services firm in California seeks experienced Financial Advisors dedicated to growing a practice and providing high-level advice and service to clients. Qualified candidates will have a four-year degree, CFP designation, and 7+ years of relevant experience... 
    Senior

    Empirical Financial Services, LLC

    Walnut Creek, CA
    2 days ago
  • Pacific Business Group on Health seeks a Senior Consultant to drive improvements in health care for employers. This role involves delivering independent advisory services, managing engagements, and providing insights on health benefits. Candidates should have 8+ years... 
    Senior
    Remote work

    Pacific Business Group on Health

    Concord, CA
    1 day ago
  •  ...U.S. Bank in Benicia, CA is seeking a Client Relationship Consultant to build trusted client relationships across in‑person, by appointment, and virtual channels, delivering financial guidance with a digital‑first approach. You will assess banking needs, open accounts,... 

    U.S. Bank

    Benicia, CA
    3 days ago
  • $170k - $210k

    Why Work at Mercer Advisors? For more than 40 years,...  ...legally bound to act in our clients’ best interests —...  ...and challenges. Regis Wealth Advisors work hand‑in‑...  ...You will be the primary relationship manager and...  ...management. Job Summary The Senior Wealth Advisor focuses... 
    Senior
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer-Advisors

    Walnut Creek, CA
    5 days ago
  • Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major...  ...audit methodologies Act as a valued business advisor, build relationships and communicate effectively with the client to... 
    Local area
    Worldwide

    Baker Tilly US

    Walnut Creek, CA
    5 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in Berkeley, California. This role...  ...client acquisition and maintain client relationships, ensuring exceptional service and...  ...7 license and experience in financial advisory roles. Preferred qualifications include... 

    JPMorgan Chase & Co.

    Berkeley, CA
    3 days ago
  • TwinThread is seeking a Private Client Advisor in San Ramon, CA to provide comprehensive financial...  ...investment solutions, and fostering strong client relationships. The ideal candidate will have at least 2 years of financial advisory experience, hold a Series 7 and 66 license... 

    Aumni

    San Ramon, CA
    5 days ago
  • As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families....  ...solutions and Chase partner referrals that deepen client relationships. Job Responsibilities Champion and support your... 

    Aumni

    San Ramon, CA
    5 days ago
  •  ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service...  ...their financial needs.  As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... 

    JPMorgan Chase & Co.

    Walnut Creek, CA
    more than 2 months ago
  • $190.5k - $295.3k

    Stantec Consulting International Ltd. is seeking a Senior Principal - Management and Funding Consulting based in Walnut Creek, California...  ...the Western U.S. Applicants should have a strong background in client engagement, leadership, and business development with at least 1... 
    Senior

    Stantec Consulting International Ltd.

    Walnut Creek, CA
    1 day ago
  • $50 - $60 per hour

     ...in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.   Advantages of contracting with us: You'll be able to choose which projects you want to... 
    Senior
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Walnut Creek, CA
    more than 2 months ago
  •  ...Corporate HR Specialist Senior Field Representative, Field Services Support POSITION PROFILE Services and repairs a variety...  ...products. Manages territory, inventory, and customer relationships. As a specialist, provides 2nd level technical support to other... 
    Senior
    Contract work
    Work at office
    Shift work

    Ricoh USA, Inc.

    Concord, CA
    5 days ago
  •  ...and Self Storage. Matthews™ closes more deals and our clients create and preserve more wealth as a result of our competitive and collaborative culture...  ...physical disability or any other legally protected status. Seniority level Mid‑Senior level Employment type Full‑time Job... 
    Senior
    Full time

    Matthews™

    Walnut Creek, CA
    5 days ago
  • $79k - $125k

     ...to listen to your ideas. Our CFO Advisory Services team helps our clients scale for growth and manage significant...  ...who enjoys being a trusted advisor to clients, is a resourceful self-...  ...clients Foster proactive working relationships with clients and cross-functional... 
    Senior
    Contract work
    Work experience placement
    Local area
    Flexible hours

    Armanino

    San Ramon, CA
    1 day ago
  • $27.3 - $46 per hour

     ...Together with your colleagues, clients and partners, you'll make an impact that...  ...GHD has an opening for a full time Senior Office Administrator to work from our Concord...  ...- both oral and written Good people relationship skills - both internally and externally... 
    Senior
    Full time
    Work at office
    Local area
    3 days per week

    GHD Group

    Concord, CA
    3 days ago
  • $98k - $128.69k

    Baker Tilly US seeks a Tax Consultant in Walnut Creek, CA, to provide tax compliance and advisory services to various corporate clients. Candidates should hold a Bachelor's degree in accounting or law and have over two years of experience in public accounting. The position... 
    Senior

    Baker Tilly US

    Walnut Creek, CA
    5 days ago
  • $190.5k - $295.3k

     ...economic, and strategic advisory services for...  ...Overview We are seeking a Senior Principal - Management...  ...leadership across complex client engagements, drive growth...  ...key client relationships, and advancing Stantec...  ...Delivery Serve as a trusted advisor to executive-level clients... 
    Senior
    Full time
    Temporary work
    Part time
    Casual work
    Local area
    Flexible hours

    Stantec Consulting International Ltd.

    Walnut Creek, CA
    5 days ago
  •  ...Walnut Creek seeks a seasoned Commercial Banking advisor to manage a complex client portfolio, delivering advisory and financial solutions to mid-market clients...  ...million. You will be the primary contact, deepen relationships, and collaborate with product specialists to... 
    Senior

    Bank of America

    Walnut Creek, CA
    4 days ago
  • JPMorgan Chase & Co. seeks a Private Client Banker in Walnut Creek, CA, responsible for managing the banking relationships of affluent clients. The role includes soliciting referrals, providing tailored advice, and ensuring clients have access to self-service options. A... 
    Flexible hours

    JPMorgan Chase & Co.

    Walnut Creek, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Client Relationship Advisor - Wealth Advisory. Be the first to apply!