Senior Wealth Advisor: Client Growth & Planning
$165k - $175kCerity Partners Management LLC
Cerity Partners Management LLC in San Jose, CA, is seeking a Principal Wealth Advisor responsible for managing client relationships and ensuring high retention rates through personalized wealth planning strategies. In this role, you will onboard new clients, collaborate with internal teams, and mentor colleagues while focusing on growing assets under management. A Bachelor's degree, Series 65 license, and 7–10+ years of industry experience are required. The position offers a competitive compensation range between $165,000 and $175,000 annually. #J-18808-Ljbffr Cerity Partners Management LLC
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor: Client Growth & Planning in San Jose, CA vacancy
- Charles Schwab in California is seeking a Sr. Manager, Wealth Advisor to enhance client relationships through holistic financial planning and personalized investment guidance. This role requires strong leadership in managing client needs and delivering solutions that align...Senior
- Cerity Partners is seeking a Principal Wealth Advisor based in San Jose, California. This role focuses on ensuring client retention by meeting diverse service needs and developing personalized wealth planning strategies. Responsibilities include onboarding clients and leading...Senior
- Bank of America’s Merrill Wealth Management invites you to join the Advisor Development Program, designed for individuals... ...Advisors and Wealth Management Client Associates to help clients pursue... ...based wealth management and retirement planning. #J-18808-Ljbffr Bank of AmericaSuggested
- Citigroup Inc. is seeking a Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act to deepen relationships with affluent and HNW clients, offering holistic financial solutions across banking... ...specialists, and drive portfolio growth through referrals and events. In this...Senior
- PP&Co, now part of Ascend, is seeking a Senior Tax Accountant to lead tax engagements for a diverse client base including privately held businesses and high-net-worth individuals. The role emphasizes client relationships, technical tax work, and collaboration with a growing...SeniorFull time
- First Citizens Wealth, a division of First Citizens Bank... ...an Affluent Wealth Advisor to grow relationships with... ...emerging High Net Worth clients and prospects in the California... ...consultative discovery, planning-based needs assessments, and driving growth through partnerships...
- ...Schwab is seeking an Associate Wealth Advisor based in Campbell, California... ...in servicing and deepening client relationships. This role involves... ...tailored financial planning services. Ideal candidates demonstrate... ...personal and professional growth. #J-18808-Ljbffr Charles Schwab
$105.4k - $207.8k
...Transactions team helps guide clients through their most critical moments... .../26/2026. Work you'll do As a Senior Consultant on the M&A team,... ...transaction decisions and growth strategiesDeveloping business... ...assessments, and implementation plans aligned to client objectivesCreating...SeniorLocal areaVisa sponsorship- TwinThread is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will offer tailored investment... ...a competitive total rewards package, supporting your personal and professional growth. #J-18808-Ljbffr Aumni
$88.4k - $132.6k
...a seasoned professional for the Wealth Relationship Management role based... ...solid understanding of financial planning strategies. The candidate will identify client needs, provide tailored financial... ...offers significant professional growth opportunities. #J-18808-Ljbffr CitiSenior$119.8k - $234.7k
...AI‑first engineering systems that power growth at Microsoft — designing, shipping, and scaling... ..., and operating production services or client applications Proficiency in designing... ...systems (resiliency, failover, capacity planning) Demonstrated experience leaning heavily...SeniorOngoing contractLocal area3 days per week$200k
...International, based in San Jose, California, is looking for a Wealth Advisor to manage relationships with high-net-worth clients. This role involves advising on comprehensive wealth management, including tax and estate planning, financial planning, and investment management. The...Work at office2 days per week1 day per week- ...dedicated professional in Mountain View, California, to provide comprehensive financial advice to clients aiming to meet their financial goals. You will build financial plans and recommend various banking and brokerage products. The ideal candidate should have at least...
- HSBC is seeking a Wealth Relationship Manager in California to work with the Wealth Relationship... ...service teams to manage a portfolio of high-value clients. The role emphasizes professionalism, client focus, and wealth planning fundamentals. You will provide financial...
- ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑... .... Manager, Wealth Advisor, you’ll manage... ...holistic financial planning, and provide tailored... ...: Demonstrates a senior learning mindset... ...We champion your growth through meaningful...SeniorWork at office
- ...in Mountain View, CA, is seeking a highly motivated Senior Financial Analyst to support our Finance team. You will... ...provide financial insights and help drive business growth as a key contributor to our financial planning and analysis processes. Ideal candidates should have...SeniorFlexible hours
- ...Financial is seeking a Registered Client Service Associate to support high-producing advisors, prepare portfolio materials, and help build financial plans. You will manage client interactions... ...are required, with opportunities for growth in a #J-18808-Ljbffr 00015...Work at officeRemote work1 day per week
- ...is seeking a Tax Experienced Associate in Private Client Services/Private Wealth to deliver industry-focused tax advisory and... ...Expect to collaborate with engagement teams and senior leadership, providing tax planning, research, and advisory services across S-corporations...Flexible hours
$121.9k - $262.1k
Fifth Third Bank in San Francisco, CA is seeking a Wealth Management Advisor II to act as trusted advisor and team coordinator for Private Bank clients, coordinating specialists to deliver wealth planning, investments, private banking, and trust services. The role emphasizes...$70.32k
What Private Client Wealth Advisor Jobs are i... Showing 5000+ Private Client Wealth Advisor jobs in San Jose J.P. Morgan Wealth Management... ...Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will...- TwinThread is seeking a Private Client Advisor in San Jose, California. In this role, you will provide comprehensive financial planning and advice to clients, ranging from beginners to high-net-worth individuals. Responsibilities include personalizing investment solutions...
- JPMorgan Chase Wealth Management is seeking a Private Client Advisor for Silicon Valley, CA and surrounding areas to deliver comprehensive financial planning and investment guidance to individuals and families. You will build enduring client relationships, educate clients...
- A leading financial services company is seeking a Private Client Advisor in San Jose, California. The advisor will provide comprehensive financial planning and investment solutions to clients ranging from new savers to high-net-worth individuals. Candidates should have...
- ...Principal Owner Development & Growth About the Company... ...consumer centric wealth management financial... ...financial planning and retirement solutions... ...join their team. This senior field role is pivotal in... ...stakeholders, including those in client solutions, wealth...Home office
- Infosys BPM Limited seeks an Account Manager - Client Services for a 100% onsite role in San Jose, CA. You will generate leads through... ...SOWs. The position emphasizes relationship management, sales planning, and negotiation with partners, with a focus on #J-18808-Ljbffr...Senior
- ...reputable CPA firm in San Jose is seeking a Tax Senior to join their team. This hybrid role... ...tax returns and conducting thorough tax planning for various entities. The ideal candidate... ...us to contribute exceptional service to clients and grow professionally. #J-18808-Ljbffr...Senior
- ...seeking experienced Tax Associates to join their team in Cupertino. This full-time role focuses on client relationship management, tax compliance, and advanced tax planning strategies. Ideal candidates will have 10+ years of public accounting experience and a CPA or EA...SeniorFull timeFlexible hours
- ...big questions about investment, scaling, and growth in the next 12-24 months. You will build financial models and planning infrastructure as the company grows, shaping the... ...urgency to deliver clear, data-driven narratives for senior leaders. #J-18808-Ljbffr The Consensus
- Talnt in San Jose, California, is seeking an experienced Tax Director to lead its Private Client advisory practice, specializing in tax planning for high net worth individuals and related entities. The role involves strategic tax advisory, client management, and overseeing...SeniorPrivate practice
$169k - $197k
...intercompany and elimination logic in the planning processProduce consolidated views of... ...ability to thrive in a fast-paced, high-growth environment, balancing multiple complex... ..., Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners...SeniorWork at officeLocal areaWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor: Client Growth & Planning. Be the first to apply!
Related searches
- strategic finance associate San Jose, CA
- associate leveraged finance San Jose, CA
- financial advisor development program San Jose, CA
- jde finance consultant San Jose, CA
- estate planning consultant San Jose, CA
- associate corporate finance San Jose, CA
- wealth advisor San Jose, CA
- financial planning associate San Jose, CA
- financial consultant San Jose, CA
- financial planner San Jose, CA