Elite Private Banker | Wealth Advisory for HNW Clients
$132.5k - $205kSunflower Financial Inc.
Sunflower Financial Inc. is seeking a full-time Private Banker in San Diego, CA. The role focuses on building long-term relationships with High-Net-Worth individuals and managing their financial portfolios. Responsibilities include expanding client base, providing high-quality service, and collaborating with wealth management specialists. Candidates should have a Bachelor’s degree and at least five years of experience in direct sales, particularly in financial services. The position offers a salary range of $132,500 to $205,000. #J-18808-Ljbffr Sunflower Financial Inc.
- Chase is seeking a Private Client Banker in a Chase Branch to uphold hospitality, deliver banking solutions, and build lasting relationships with affluent clients. You will manage their full banking relationship, use digital tools, and generate growth through referrals....SuggestedWeekend workAfternoon shift
- ...an experienced Financial Advisor to join its Rancho Bernardo Wealth Advisory team. This VP-level role emphasizes comprehensive planning over... ..., leveraging leading planning tools to build deeper client relationships and provide a true white-glove planning experience...High net worthWork at office
- A wealth management firm located in San Diego is seeking a Wealth Advisor responsible for managing client deliverables and building relationships with high-net-worth clients. This individual... ...is essential for success in this role. #J-18808-Ljbffr Centura Wealth AdvisoryHigh net worth
- A recruiting firm specializing in financial services is seeking a Wealth Advisor to manage client relationships and provide financial planning expertise in San Diego, CA. Ideal candidates will have a Bachelor’s degree and 5-10 years in wealth management, alongside necessary...High net worth
- Bank of America is seeking a Senior Trust Officer in San Diego, CA to oversee fiduciary administration and wealth transfer planning for high-net-worth clients. You will coordinate trust reviews, custody tasks, and risk management while guiding client relationships and ensuring...High net worthWork at office
- ...problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwabs Wealth Advisory team embodies our firms commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment...High net worthWork at office
$75k - $125k
...California Bank & Trust, a division of Zions Bancorporation, is seeking a Wealth Advisor to join its San Diego wealth management team. You will build long-term relationships with affluent clients, deliver tailored financial plans and investment strategies, and collaborate...High net worth- JPMorganChase in San Diego seeks a Private Client Banker to serve a select group of affluent clients, managing their banking relationships and delivering tailored financial solutions. You will grow client balances, solicit referrals, and work with a team of specialists...
- A financial services firm in San Diego is seeking a Wealth Advisor to join their team. This role involves creating tailored financial plans, developing client relationships, and providing wealth management advice. Ideal candidates will have a Bachelor’s degree, Series...High net worth
- EP Wealth Advisors is seeking a Wealth Advisor to provide personalized financial advice and wealth management strategies to high net worth clients in San Diego. You will build long-term relationships, understand client goals, and craft tailored investment, retirement, and...High net worth
- EP Wealth Advisors seeks a Senior Financial Planner to work with advisors in the San Diego region, developing and delivering tailored financial plans for high-net-worth clients. You will manage the planning process, analyze client data, and support relationships with centers...High net worth
- JPMorgan Chase & Co. is seeking a Private Client Advisor in San Diego to provide comprehensive financial planning and advice to individuals and families. The role emphasizes building client relationships and delivering personalized investment solutions. Ideal candidates...
- ...to lead complex tax engagements and serve as a trusted advisor to our clients in a collaborative San Diego team. You’ll oversee relationships, mentor staff, and contribute to tax planning and advisory services, spanning individuals, partnerships, S corporations, trusts,...High net worth
- Weaver’s Private Client Services team seeks a Senior Associate or Supervisor to join the growing practice. You will plan, prepare, and deliver tax work for high-net-worth individuals, trusts, estates, and closely-held businesses, working with Managers, Senior Managers,...High net worth
- A leading wealth management firm is seeking an experienced Senior Wealth Advisor to provide comprehensive services to ultra-high-net-worth clients. The ideal candidate will have over 7 years of experience in wealth advisory and a proven ability to transition client relationships...High net worthWork at office
- The Wealth Advisor is responsible for managing client deliverables for high-net-worth (HNW) clients. This role focuses on building and maintaining client relationships, providing... ...HNW clients and in consultative sales environments. #J-18808-Ljbffr Centura Wealth AdvisoryHigh net worth
- ...of the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients, including high-net-worth individuals, families... ...institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals,...High net worth
- UBS in San Diego seeks a Client Associate to support a Private Wealth team. You will keep client records current, educate clients on account services, and prepare materials for meetings, helping open new accounts and service requests. You’ll also plan team events and maintain...
- ...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals... ...and wealth management strategies to individual clients. This role focuses on building long-term relationships...High net worthTemporary workWork at officeImmediate startFlexible hours
- Bernstein Private Wealth Management in San Diego, CA seeks a Manager of Client Services to lead the sales support and client service functions for the local Private Wealth team. Responsibilities include recruiting, developing and managing multiple teams of Associates and...Local area
$180k - $215k
...high-volume book? This premier national wealth management firm is seeking an exceptional... ...join its thriving Rancho Bernardo Wealth Advisory team. This is an outstanding VP-leve l opportunity... ...who wants to spend less time racing from client to client and more time delivering...High net worthWork at officeShift work$125k - $175k
...life, while enabling them to preserve their wealth for future generations, and provide for... ...a highly motivated, experienced, and client-focused Wealth Advisor to join our growing... ...Manager, Wealth Advisor - Schwab Wealth Advisory Wealth Advisor - California Bank & Trust...High net worthPermanent employmentFull timeTemporary workWork at officeFlexible hours$200k - $280k
...seeking an experienced Senior Wealth Advisor to join its team.... ...Advisor with an established client base to transition into a high... ...estate planning, philanthropic advisory, and family governance — to... ...experience as a Wealth Advisor, Private Banker, or in a related advisory...High net worthFull timeWork at office- ...EisnerAmper Private Client Services Team At EisnerAmper, we look for... ...fastest growing accounting and advisory firms in the industry.... ...Business Services, and Personal Wealth Advisory services. About... ...attorneys, financial professionals, bankers and investors who serve...High net worthTemporary workInternshipLive inWork at officeLocal areaMonday to Friday
$170k - $225k
A leading financial institution in San Diego is seeking a Private Banker to manage and advise clients on building and preserving their wealth. The ideal candidate will have over six years of experience in private banking, along with a bachelor’s degree and necessary licenses...- ...America in San Diego is hiring a Financial Solutions Advisor Stage I to obtain securities licenses and develop foundational advisory skills with client relationships and financial planning. You will progress toward higher roles with mentorship and structured study time....
- PNC Wealth Management in California seeks a Wealth Advisor to consult on investment and insurance strategies, develop financial plans, and grow a book of business while owning the client experience. The role emphasizes building client relationships, cross‑functional collaboration...
$85k - $145k
Mercer Advisors in San Diego, CA is seeking a Wealth Advisor for Guided Investing to deepen client relationships and grow business through referrals. You will leverage a unified team of experts to help clients reach their financial goals while adhering to compliance requirements...- ...P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships,... ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional... ...High Net Worth and Ultra High Net Worth clients. This leader will partner closely with Private... ...Portfolio Management experience with HNW or UHNW client relationships, or...High net worthFull timeWork experience placementWork at office
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