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 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Relationship Advisor - Wealth Advisory in Walnut Creek, CA vacancy
  • $216k - $288k

     ...Solutions consists of Schwab Wealth Advisory, Centralized Service &...  ...solution providing clients with a personal relationship, specialized service and...  ...and liquidity needs. As a Senior Regional Manager you will...  ...counsel a team of 10-12 Wealth Advisors and Associate Wealth... 
    Senior
    Work at office

    Fairygodboss

    Walnut Creek, CA
    1 day ago
  • Charles Schwab Corporation is seeking a Senior Regional Manager in Walnut Creek, California, who will coach a team of Wealth Advisors in a collaborative environment. This leader will build relationships with internal partners and be committed to high-quality service and... 
    Senior
    Work at office

    Charles Schwab Corporation

    Walnut Creek, CA
    1 day ago
  •  ...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 Corporation

    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
    2 days ago
  • Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor, to manage ongoing client relationships and deliver holistic financial planning. This role...  ..., and will have a significant impact on client advisory excellence. Qualifications include a CFP® or CFA®,... 
    Senior

    Charles Schwab Corporation

    Walnut Creek, CA
    2 days ago
  • Baker Tilly Advisory Group, LP is seeking a Senior Manager to join their Transaction Advisory Service team in Walnut Creek, California. This role involves providing diligent advisory services to meet clients' complex financial needs. Ideal candidates should have at least... 
    Senior

    Moss Adams Advisory Group LP

    Walnut Creek, CA
    4 days ago
  • Fairygodboss in California is looking for a Senior Regional Manager to lead a team of Wealth Advisors, fostering collaboration and client services. The ideal candidate will have strong financial services experience and relevant qualifications like CFP® and CFA®. This position... 
    Senior
    Work at office

    Fairygodboss

    Walnut Creek, CA
    1 day ago
  •  ...financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client relationships, generating new business, and utilizing expertise in investments and financial planning.... 
    Senior

    JPMorgan Chase & Co.

    Walnut Creek, CA
    3 days ago
  •  ...seeking an experienced professional to manage high net worth client relationships. You will be responsible for retention and growth, building...  ...have a Bachelor's degree along with 10+ years of experience in wealth management. A strong emphasis will be placed on relationship... 
    Senior

    Us Bank

    Walnut Creek, CA
    4 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
    4 days ago
  •  ...requires over six years of financial services experience, with a focus on client relationship management and investment knowledge. The Private Banker will manage client relationships, advise on wealth management, and ensure an exceptional experience while adhering to risk... 
    Senior

    Aumni

    Walnut Creek, CA
    3 days ago
  •  ...Morgan Chase, we are passionate about helping our clients, caring for our employees, building relationships, delivering extraordinary customer service, and...  ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... 

    JPMorganChase

    Walnut Creek, CA
    1 day ago
  • $163k - $240k

    OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to...  ...searching for a Senior Manager to join our...  ...to be a valued business advisor and provide due diligence...  ...done and meaningful relationships with clients, teammates... 
    Senior
    Local area
    Worldwide
    Shift work

    Moss Adams Advisory Group LP

    Walnut Creek, CA
    15 hours 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
    1 day ago
  • A leading financial advisory firm in San Ramon seeks a seasoned professional to conduct financial due diligence and lead transaction advisory engagements. The ideal candidate will have a BS in Accounting or Finance, a minimum of 10 years' experience, and strong Excel and... 
    Senior

    Armanino LLP

    San Ramon, CA
    3 days ago
  • $80k - $90k

     ...seeking a full-time Service Administrator in Walnut Creek, CA. This role focuses on enhancing client relationships and streamlining service processes to support Financial Advisors. Ideal candidates should have over ten years in financial services and demonstrate... 
    Senior
    Full time
    Flexible hours

    Allworth Financial

    Walnut Creek, CA
    4 days ago
  • $45k - $60k

    The Insurance Office of America is seeking a Senior Account Associate specialized in Commercial Lines in Walnut Creek, California. This hybrid role requires 1-2 days in the office to provide administrative support to the account team and manage customer service for various... 
    Senior
    Work at office

    Insurance Office of America

    Walnut Creek, 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
    4 days ago
  • $60k - $100k

    Bank of America is seeking a Financial Advisor support team member in Walnut Creek, CA. This role involves assisting Financial Advisors in enhancing client relationships and managing service models. The ideal candidate should have client management skills and appropriate... 

    Bank of America

    Walnut Creek, CA
    15 hours 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
    4 days ago
  • Insurance Office of America is hiring a Senior Account Associate - Commercial Lines to provide administrative and customer service support...  ...P&C license. The role involves tracking policy expirations, client research, and ensuring excellent service delivery. We offer competitive... 
    Senior
    Remote job
    Work at office

    Insurance Office of America

    Alamo, CA
    2 days ago
  • $22.5 - $26.5 per hour

    Insurance Office of America in Walnut Creek is seeking a Senior Account Associate for Commercial Lines. The role supports an account team by providing administrative and customer service, ensuring production and quality standards are met. Candidates should have 3+ years... 
    Senior
    Remote job
    Hourly pay
    Work at office

    Insurance Office of America

    Walnut Creek, CA
    2 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
  • Insurance Office of America is seeking a Senior Account Associate - Commercial Lines to provide administrative and customer service support for accounts. This role involves working closely with the account team and managing small accounts effectively. The ideal candidate... 
    Senior
    Remote job

    Insurance Office of America

    Alamo, CA
    1 day ago
  • A technology company is seeking a Principal Technologist specializing in Product Security for their cloud platform. This role involves defining security architecture, leading threat assessments, and driving secure configurations. The ideal candidate has over 15 years of...
    Senior

    Aptiv PLC

    Walnut Creek, CA
    15 hours 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
    15 hours ago
  • Aprio is seeking a Senior Market Strategist to join its Wealth Management team in Walnut Creek, California. This role involves aiding clients in maximizing their opportunities by engaging in market communication, advisor interaction, and investment analysis. The Senior... 
    Senior
    Remote job

    Aprio

    Walnut Creek, CA
    2 days ago
  • $200k - $225k

    Senior Market Strategist Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio is...  ...market communication, advisor and CPA engagement,...  ...creates lasting relationships between team members...  ..., LLP and Aprio Advisory Group, LLC, operate... 
    Senior
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Walnut Creek, CA
    2 days ago
  • A wealth management firm in Walnut Creek is seeking a Financial Planning Manager to lead...  ...financial planning function for high-net-worth clients. Responsibilities include overseeing...  ...years of financial planning experience. This senior leadership role emphasizes strategic... 
    Senior

    Destination Wealth Management

    Walnut Creek, CA
    2 days ago
  • $60k - $80k

     ...industries, including technology, manufacturing, and beyond. These clients choose Carollo because we employ some of the most knowledgeable...  ...education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or... 
    Senior
    Work at office
    Flexible hours

    Carollo Engineers

    Walnut Creek, CA
    4 days 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!