Wealth Advisor Support Specialist
$73k - $80kUBS Financial Services Inc.
UBS is seeking an operational support professional in Palo Alto to assist financial advisors and improve client experiences. This full-time role requires a college degree in Business, Finance, or Accounting and offers a salary range from USD 73,000 to USD 80,000 per annum. The candidate should have 1-3 years of client service experience and excellent skills in Microsoft Office Suite. Join UBS to work with high net worth individuals and contribute to financial goals. #J-18808-Ljbffr
- ...Stanford Federal Credit Union in Palo Alto is seeking an Investment Services Assistant to provide comprehensive support to Wealth Advisors. The role requires handling client interactions, maintaining records, and processing paperwork while ensuring outstanding service...Suggested
- ...Charles Schwab is seeking a qualified professional to deliver financial guidance and wealth management services to clients. The role emphasizes relationship building, effective communication, and comprehensive financial advice. You will focus on client asset consolidation...Suggested
$106k - $150k
...First Citizens Bank in Palo Alto seeks an Affluent Wealth Advisor to manage relationships with High Net Worth clients. The advisor will utilize a planning-based approach to understand client needs and deliver tailored financial solutions. Candidates should possess a Bachelor...Suggested$106k - $150k
...futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive... ...financial decisions. As needs are identified, Affluent Wealth Advisors work with a team of Wealth experts to deliver investment,...SuggestedTemporary workLocal area- ...Cerity Partners LLC is seeking a Principal Wealth Advisor in Los Altos, CA. This role involves leading client relationships, ensuring high retention, and developing personalized wealth planning strategies. Candidates must have a Bachelor's degree, Series 65, and 7-10+...Suggested
$85k - $145k
...Job Summary The Wealth Advisor focuses on deepening relationships with an established base of... ...each client's unique scenario. They’re supported by a sophisticated technology platform... ...Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA...Temporary workWork at officeLocal areaRemote workMonday to Friday$165k - $175k
## Wealth AdvisorApplyremote type: Onsitelocations: Los Altos, CAtime type: Full timeposted... ...*Position Summary:**The Principal Wealth Advisor serves as a key relationship manager,... ...Employer who respects each individual and supports the diverse cultures, perspectives, and experiences...Local areaFlexible hours$100k - $250k
...A financial services firm in Menlo Park is seeking experienced Financial Advisors to grow their practice while providing high-level advice to clients. Candidates should possess a four-year degree and CFP designation, with 7+ years in financial planning or related work...- ...A major financial services provider in Mountain View is seeking a seasoned professional for Wealth Relationship Management. The role involves building relationships with affluent clients by providing holistic financial solutions and anticipating their complex needs. Candidates...
- ...A leading financial advisory firm located in Menlo Park, California, is seeking experienced Financial Advisors to provide exceptional service to high-net-worth clients. Candidates should have a four-year degree and CFP designation, along with 7+ years in financial or...
$85k - $110k
...Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor role is an exciting opportunity to work with... ...advisory team business planning efforts and actively support the firm’s strategic priorities The ability to meet with...Work at officeLocal areaRemote work2 days per week$88.4k - $132.6k
...Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Mountain View to enhance relationships with affluent clients through tailored financial solutions. The ideal candidate will leverage strong analytical and interpersonal skills to identify client needs...Full time$100.8k - $162.4k
...Responsibilities Support the Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships. Develop advanced capability across all wealth, investment, and financial planning processes. Prepare and make recommendations...Permanent employmentTemporary workWork at officeFlexible hours$100.8k - $162.4k
...Responsibilities Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships. Advanced capability of all wealth, investment, and financial planning processes Begins to prepare and make recommendations...Permanent employmentTemporary workWork at officeFlexible hours$45 - $55 per hour
...IS Support Specialist (Temporary Position) Palo Alto Gibson Dunn is a leading global law firm, advising clients on significant transactions and disputes. Our exceptional teams craft and deploy creative legal strategies that are meticulously tailored to every matter...Hourly payTemporary workWork at officeLocal areaFlexible hours$80k - $85k
...Associate Wealth Advisor – Focus Partners Wealth Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning‑centric... ...client billing reviews and compliance for the advisory team. Support advisory business planning efforts and firm strategic priorities...Work at officeRemote work3 days per week$127k - $250k
...Director, Wealth Advisor At BNY, our culture allows us to run our company better and enables... ...coverage model, ensuring appropriate specialists are engaged for each relationship to deliver... ...customer-facing roles such as Sales Support, Global Capital Markets, or Product...Temporary workWork experience placementLocal areaWorldwideFlexible hours- ...Cerity Partners in Los Altos, California is seeking a Principal Wealth Advisor to ensure high client retention and develop personalized wealth planning strategies. This role is pivotal for onboarding new clients and leading meetings while collaborating across departments...
$86.1k - $107.2k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity... ...advisory team business planning efforts and actively support the firm’s strategic priorities The ability to meet...Work at officeLocal areaRemote work2 days per week- ...Cerity Partners is seeking a Principal Wealth Advisor to manage client relationships and deliver personalized wealth planning strategies... ...and collaboration with internal departments to provide robust support for clients' financial needs. The ideal candidate will have extensive...Flexible hours
$150k - $200k
...Overview Focus Partners Wealth is seeking a Wealth Advisor responsible for delivering exceptional advice and service to clients, specifically in our... ...point of contact for our Asian Clientele as well as the supporting advisor for others. You will work expeditiously, along...Work at officeRemote work2 days per week- ...Our client , a leader in Financial and Tax Software, is looking for someone to join their team as a Desktop Support Specialist in Mountain View, California. This is a W2 contract position that is budgeted until December 2027 You will provide hands‑on technical support...Contract workRemote workRelocation
$80k - $105k
...Enterprise Support Specialist Responsible for providing responsive, thoughtful support to our enterprise partners (large‑scale nonprofits and churches) through email, video calls, and phone. Office Expectations Employees must attend designated in‑person collaboration...Work at office- ...Sprinter Health is seeking a Temporary Field Support Specialist to assist our mobile phlebotomists and clinicians. You will provide real-time support via Slack and phone, troubleshoot operational issues, and help coordinate day-to-day projects. The ideal candidate has...Temporary workRemote work
$26 - $28 per hour
...Individualized Support Specialist Palo Alto, CA AbilityPath is hiring for Individualized Support Specialist. Are you passionate about making a difference in the lives of adults with diverse abilities? JOIN OUR TEAM to facilitate site-based and community integrated...Full timeWork experience placementLocal areaShift work$25 - $29 per hour
...Support Specialist II - Menlo Park Jobs for Humanity is collaborating with YUPRO Placement to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: YUPRO Placement Job Description IT Support Specialist...Permanent employmentContract workApprenticeshipWork at officeRemote work$86.1k - $107.2k
...Focus Partners in Palo Alto is seeking an Associate Wealth Advisor to develop and implement personalized financial plans collaboratively with Wealth Advisors. This hybrid role requires maintaining client relationships and involves creating investment strategies while...$100.8k - $162.4k
...Corient Services LLC is looking for a dedicated professional to support the Wealth Advisor and deliver exceptional services to clients in Menlo Park, California. The role involves financial planning and client relationship management, requiring a Bachelor's degree and...- ...Dormont Manufacturing Co in Menlo Park, California, seeks a qualified candidate to support Wealth Advisors in delivering exceptional client services. Responsibilities include recommending financial plans, documenting meetings, and nurturing client relationships. The ideal...
$150k - $203k
...Staff Financial Analyst will develop and deliver strategic, data driven insights as they perform research, analysis and reporting in support of our mission. The ideal candidate will be an inquisitive self-starter, with a deep understanding of financial theory,...Work experience placement
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