Senior Wealth Advisor - Hybrid for HNW Clients
$200kLeah Yosef International
Leah Yosef International in San Jose, California, is looking for a Wealth Advisor to manage relationships with high-net-worth clients. This role involves advising on wealth management strategies, inheriting client relationships, and developing partnerships with CPA and law firms. The position offers a hybrid schedule with 1-2 days in-office and includes a compensation package exceeding $200,000 in the first year. #J-18808-Ljbffr Leah Yosef International
- ...for a Partner or Partner Group to join its market-leading Private Client practice in the United States. The firm specializes in... ...trusts, estates, and succession planning. The position offers true hybrid flexibility with 3 days in-office and sustainable billing expectations...High net worthPrivate practiceWork at office
$180k - $230k
Jobot is seeking a Senior Tax Manager in San Jose, CA, with 7+ years of experience in public accounting aimed... ...involves reviewing complex returns, advising clients, and mentoring junior team members. You’ll enjoy a hybrid work environment with three days onsite and have...SeniorHigh net worth$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...SeniorHigh net worth$136.8k - $198.38k
...California area and is excited to meet with clients in person, based on client needs.... ...on top of the base pay** The Senior Private Wealth Advisor, Practice Lead plays a vital role in... ...or local law. ***For remote and hybrid positions you will be required to provide...SeniorHigh net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeFlexible hours$127.48k - $184.84k
An established financial institution is looking for a dedicated wealth management professional in San Jose, CA. The role involves... ...trust services while developing relationships with high net worth clients. Candidates should have a Bachelor's degree and at least five years...SeniorHigh net worth$118.5k
...York Life is seeking an entry-level financial advisor in San Jose, California. This full-time position offers hybrid working hours, requiring presence in the office... ...role focuses on developing relationships with clients and providing them with well-informed financial...Full timeWork at office- 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...High net worth
- ...Manager to provide tax compliance and consulting services for high net-worth individuals. The role demands expertise in tax planning and client management, with a focus on building relationships. Educational requirements include a Bachelor's degree in relevant fields, and...SeniorHigh net worth
$200k - $300k
IT Resource Hunter is seeking a Senior Attorney specializing in Family Law for its San Jose and Irvine offices. This role is suitable for... ...of experience, handling complex, high-net-worth matters in a hybrid work environment. Candidates should possess strong courtroom and...SeniorHigh net worth- ...domestic and cross-border planning and compliance assistance to clients. The successful candidate will advise on federal and state tax... ...planning are required. The position offers a competitive salary and a flexible hybrid working model. #J-18808-Ljbffr Ernst & Young OmanFlexible hours
- ...leading financial services firm in California is seeking a Lead Advisor focused on client retention and financial planning. The successful candidate... ...opportunities for mentorship and participation in investment strategy decisions. #J-18808-Ljbffr Modern Wealth ManagementSenior
$135k
...Job Description Tax Senior Associate |... ...Location: San Jose, CA (Hybrid) Compensation: Up... ..., generational wealth transfer, and real... ...with an exclusive client base of ultra-high-... ...clients and their advisors to gather information... ...with a preference for HNW or UHNW tax exposure...SeniorHigh net worthWork at office- Ernst & Young Oman is seeking a Senior Technology Analyst to support complex NetSuite ERP implementations. This role involves engaging with clients, analyzing technology solutions, and collaborating with technical teams to ensure successful project delivery. The ideal candidate...SeniorFlexible hours
- Charles Schwab Corporation in California is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will build strong client relationships and grow your practice through asset consolidation and referrals....SeniorFlexible hours
$104.8k - $148.08k
...willing and excited to get out and meet with clients in person, based on client needs. The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower... ...state or local law. ***For remote and hybrid positions you will be required to provide...Senior16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hours- ...is seeking a detail-oriented, proactive Senior Tax Accountant to manage complex tax engagements... ...flexibility of a fully remote setup or a hybrid schedule in the Denver Metro area. Job... ...CPA license a MUST. 5+ years of multiple client tax experience in a public accounting...SeniorHigh net worthWork at officeRemote work
- Chase is looking for a Private Client Advisor who will deliver exceptional investment solutions and financial planning. This role involves building client relationships, with a focus on client acquisition and understanding financial markets. Candidates must have at least...
- ...Associate Vice President and Wealth Advisor About the Company Premier... ...careers within a sophisticated, client-first advisory platform. The... ...will work alongside senior advisors and subject matter experts... ...preference for those with exposure to HNW/UHNW client service or...High net worth
- ...analysis reports and valuation services for pension plans. This hybrid role requires a minimum of 5 years of experience and a bachelor'... ...statistical and analytical tools. Responsibilities include delivering client presentations, identifying solutions, and mentoring junior staff...Senior
$90k - $150k
Family Law Associate Attorney (Hybrid) - Cases from Day 1, Hands‑On Mentorship, Hybrid Options... ...and effective solutions for its clients. The firm offers expert legal counsel and... ...well Divorce law, Family Law, Divorce for HNW, Spousal Support, DVRO, Child Custody/Support...High net worthLocal areaFlexible hours- ...Description Job Description Senior Tax Manager Public Accounting | Leadership Opportunity | Hybrid Flexibility A growing public... ...-market and high-net-worth client base while playing a key role... ...Leadership Serve as a primary advisor to business owners and individual...SeniorHigh net worth
- Intel Corporation in Santa Clara is looking for a Senior Principal Engineer specializing in Physical Design. This role involves driving... ...Intel's next-generation products. This position offers a competitive salary and a hybrid work model. #J-18808-Ljbffr Intel CorporationSenior
- BDO USA is seeking a Tax Experienced Manager for their Private Client & Family Office Services in San Jose, CA. This role involves managing finance and accounting engagements, ensuring quality and compliance while leading client relationships and business development initiatives...SeniorWork at office
$195k - $265k
...Description Job Description Title: Director of Tax, Private Client Advisors (Trust, Estate, Gift tax) Location: Multiple CA locations... ...sharing Bonus potential Flexible work arrangements (hybrid schedule) Generous paid time off, including sick leave...High net worthLocal areaFlexible hours- ...Senior Consultant - Accounting & Finance Advisory Type: Onsite Full Time Build... ...exposure, faster growth, and meaningful client impact—this is designed for you. What... ...active progress toward certification Hybrid experience across public accounting + industry...SeniorFull timeImmediate start
- ...leading global professional services firm seeks a tax advisor in San Jose to manage complex tax issues and lead client service teams. You will leverage your strong... ...role offers competitive compensation, a flexible hybrid work environment, and a comprehensive benefits package...SeniorWork experience placementFlexible hours
$300k
...Senior Trial Attorney – Family Law San Jose, California | $300,000+ | Hybrid Schedule A rapidly growing and highly respected family law firm is seeking a Senior Trial... ...matters from inception through trial Represent clients in hearings, mediations, settlement...SeniorHigh net worthWork at officeRemote work$225k - $315k
First Citizens in Santa Clara, California is looking for a Senior Credit Officer for their Technology and Healthcare Banking Credit team. This hybrid role requires overseeing credit evaluations, managing loan portfolios, and ensuring compliance with regulations. Candidates...Senior- ...-Exempt Remote Options/Office Hours : Hybrid or Fully In-Office Classification: Paralegal Summary: The Senior Trusts & Estates Paralegal must have at least... ...and deadlines Managing and organizing client files as well as keeping client database and...SeniorHigh net worthHourly payRemote work
- ...law firm in California is looking for a Senior Associate Attorney with at least 7 years... ...experience to manage cases and advocate for clients. Responsibilities include representing... ...values excellence in client advocacy, with a hybrid work setup. #J-18808-Ljbffr Seabrook...Senior
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