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
- ...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...SeniorWork at office
- 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
- 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...SeniorWork at officeFlexible hours
$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- 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
$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- ...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 PartnersSenior
- ...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
- 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...
$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...SeniorFull time- ...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...SeniorImmediate start
- 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
- 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...SeniorRemote work
- ...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,...
$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...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- 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 areaWorldwide
- 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...
- 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...
- 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...
- ...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...
$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$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...SeniorHourly payContract workFor contractorsWork experience placementRemote work- ...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...SeniorContract workWork at officeShift work
- ...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...SeniorFull time
$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...SeniorContract workWork experience placementLocal areaFlexible hours$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...SeniorFull timeWork at officeLocal area3 days per week$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$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...SeniorFull timeTemporary workPart timeCasual workLocal areaFlexible hours- ...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
- 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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Relationship Advisor - Wealth Advisory. Be the first to apply!
- insurance customer service advisor Walnut Creek, CA
- customer service representative hiring Walnut Creek, CA
- customer service representative data entry Walnut Creek, CA
- customer associate Walnut Creek, CA
- customer advisor Walnut Creek, CA
- customer success associate Walnut Creek, CA
- part time customer service representative work from home Walnut Creek, CA
- customer service administrator Walnut Creek, CA
- warehouse customer service representative Walnut Creek, CA
- client service specialist Walnut Creek, CA


