Senior Wealth Client Advisor
CAPTRUST
CAPTRUST is seeking a Wealth Client Management Consultant to work with one or several financial advisors, servicing and retaining wealth client relationships. You will provide proactive client service, assist with asset movements, and participate in reviews while collaborating with advisors and internal teams. The position requires a four-year degree and at least five years in client service within financial services. #J-18808-Ljbffr CAPTRUST
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Client Advisor in Roseville, CA vacancy
- BridgePort Financial Solutions seeks an experienced Private Wealth Advisor to serve high-net-worth clients with sophisticated investment advice, planning, and long-term relationship management. The role supports client acquisition and mentorship among the advisor team,...Senior
$150k - $165k
Senior Wealth Advisor (High-Net-Worth Clients) Roseville, CA $150,000 - $165,000 Base Overview A well-established, client-focused wealth management firm is seeking a Senior Wealth Advisor to lead relationships with high-net-worth clients. This is a high-impact, client...SeniorLocal area- Allworth Financial is seeking a Senior Service Associate to support Financial Advisors and deliver exceptional client service in our Folsom, CA office. You will manage account servicing, client requests, onboarding activities, and daily operational support. The ideal candidate...SeniorFull timeWork at office
- Poppy Bank is seeking a Client Service Representative at multiple levels to open new consumer and business accounts, process transactions... ...adherence to all bank policies and federal/state regulations. Senior CSR III brings supervisory expectations, usually 3+ years teller...Senior
- ClearPay Processing is seeking experienced merchant services representatives who can read statements, find savings, and close deals from a remote field-based role. We offer strong splits, lifetime residual ownership, and programs that help qualified merchants, with uncapped...SeniorRemote job
$16.9 per hour
...candidates for this role must possess excellent customer service skills, consistent work habits, and a proven track record of meeting client expectations while achieving established company sales quotas. What We Provide To You: Competitive base salary with a...SeniorWork experience placementGoodLeap
Roseville, CA1 day ago- Kratos Unmanned Aerial Systems (KUAS), a division of Kratos Defense, is seeking a Principal Design Engineer (V) to design and draft mechanical components and tooling for aerospace hardware. You will work with composite and metallic materials, apply GD&T, and prepare controlled...Senior
$128.75k - $172.54k
SENIOR ENERGY SERVICES ACCOUNT REPRESENTATIVE Electrify Your Career! Make an impact where energy, business, and community come together. As a Senior Energy Services Account Representative, you'll serve as a trusted strategic partner to some of our community's largest customers...SeniorFull timeWork at officeRemote workMonday to FridayFlexible hours- CrossCountry Mortgage (CCM)is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000...SeniorTemporary workWork experience placementWork at officeLocal area
- Loan Processor CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times...SeniorTemporary workWork at officeLocal area
- U.S. Bank seeks a Premier Relationship Banker to cultivate strong client relationships across in-branch, appointment, and virtual channels. You will assess banking needs, educate customers on deposits and loans, and promote digital solutions while supporting occasional...SeniorCasual work
- Job Summary BridgePort is seeking an experienced, relationship-focused Private Wealth Advisor to serve high-net-worth clients through sophisticated investment advice, comprehensive planning, and long-term relationship management. This role serves as a trusted advisor,...Temporary workWork at officeFlexible hours
- ...in Rancho Cordova is seeking a customer-focused Financial Center Representative to help uncover personal banking needs and connect clients with specialists. You will assist with self-service transactions, support outbound outreach, and maintain strong client relationships...SeniorWork at officeFlexible hoursWeekend work
- U.S. Bank in Rancho Cordova, CA seeks a Senior Relationship Banker to build trusted client relationships, educate customers on banking options, and originate consumer loans. You will open accounts, support digital tools, and collaborate with the team to deliver excellent...SeniorFull time
- Job Summary BridgePort is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. This role manages client portfolios, supports long-term planning strategies, and helps grow client relationships...Temporary workWork at officeFlexible hours
- BridgePort Financial Solutions is seeking a client-centered Wealth Advisor to deliver personalized investment guidance, financial planning, and relationship management. You will manage client portfolios, support long-term planning strategies, and help grow client relationships...
$121k - $148.9k
Job Title Analyzes the current, historical, and projected financial condition and repayment capacity of the bank's largest and most complex borrowers. Prepares clear, substantive, credit reports for loan committee in conformity with bank policies and procedures. Consults...SeniorWork experience placementInterim roleWork at officeWork visaFlexible hours- Northwestern Mutual seeks a driven financial advisor to grow a client base and build comprehensive financial plans. You will operate as an independent contractor, delivering holistic advice, investments, and insurance solutions to clients across diverse life stages. The...For contractors
- ...Senior Financial Analyst (CapEx & Public Funding) Bosch Location Roseville, CA Division Mobility Electronics Work Mode On-Site Fields of work Management Accounting, Financial Accounting, and Credit Control The CapEx and Public Funding Controller will be part of a...SeniorWork experience placementWork at officeMonday to Friday
- Bank of America, in Roseville, CA, seeks a freelance Senior Account Executive to own outbound sales initiatives and drive customer acquisition. You will test strategies, address objections, design conversion-focused landing pages, and ensure Salesforce reporting aligns...SeniorFreelance
- U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, offering tailored financial solutions. The role emphasizes a digital-first mindset, educating clients on deposits and loans, and building proactive...Senior
- ...California. You will manage the end-to-end placement process, analyze markets, and present coverage proposals to clients, collaborating with Client Advisors and carrier partners. The role requires 5+ years in mid-to-large commercial insurance, strong negotiation and analytical...Senior
$174k - $352.5k
Senior Principal ASIC Design EngineerThis role has been designed as ‘’Onsite’ with an expectation that you will primarily work from an HPE office.Who We Are:Hewlett Packard Enterprise is the global edge-to-cloud company advancing the way people live and work. We help companies...SeniorFull timeWork experience placementWork at officeLocal areaImmediate startHewlett Packard Enterprise
Roseville, CA5 days ago$30.9 - $37.76 per hour
...at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment...SeniorTemporary workLocal area$71.4k - $149.5k
The Senior Financial Analyst - Business Cases evaluates strategic investments, business cases, mergers and acquisitions, and other growth opportunities proposed across the enterprise. The analyst will perform financial modeling, investment analysis, benchmarking, and scenario...SeniorWork at officeLocal areaVisa sponsorshipWork visa3 days per week1 day per weekDelta Dental
Rancho Cordova, CA3 days ago- ...States (CA/NV region) seeks a Principal “Seller-Doer” Hydrologic, Hydraulic and Drainage Engineer / Modeling. You will lead marketing, client proposals, and multi-disciplinary teams on water resources projects, including hydrology, hydraulics, and stormwater modeling using...Senior
$181k - $367k
Senior Principal Thermal EngineerThis role has been designed as ‘’Onsite’ with an expectation that you will primarily work from an HPE office.Who We Are:Hewlett Packard Enterprise is the global edge-to-cloud company advancing the way people live and work. We help companies...SeniorFull timeWork experience placementWork at officeLocal areaImmediate startHewlett Packard Enterprise
Roseville, CA3 days ago$95k - $125k
...Senior Financial Analyst (Product Costing) The Product Cost Controller will be part of the growing finance team at Bosch Roseville and serve as the site expert for product cost calculation, forecasting, and analysis. The individual will be responsible for implementing...SeniorFull timeWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$170k - $190k
...cloud computing and AI to digital commerce and cybersecurity. As Senior Manager, Technology Risk - Audit and Assurance, you will play a... ...maintaining Internal Audit's independence. Serve as a trusted advisor by providing independent perspectives on technology initiatives...SeniorH1bWork at officeLocal areaRemote workHome officeRelocation packageMonday to ThursdayWilliams-Sonoma
Rocklin, CA3 days ago- Sr. Sales ExecutiveIf you are looking for a career at a dynamic company with a people-first mindset and a deep culture of growth and autonomy, ACV is the right place for you! Competitive compensation packages and learning and development opportunities, ACV has what you...SeniorTemporary workLive inLocal areaVisa sponsorshipWork visa
ACV Auctions
Roseville, CA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Client Advisor. Be the first to apply!
Related searches
- financial counselor Roseville, CA
- associate corporate finance Roseville, CA
- financial advisor associate Roseville, CA
- financial consultant Roseville, CA
- estate planning consultant Roseville, CA
- financial planning administrator Roseville, CA
- finance associate Roseville, CA
- financial advisor Roseville, CA
- wealth advisor Roseville, CA
- financial planning associate Roseville, CA