Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Private Banker - Wealth Strategy & Growth

JPMorgan Chase & Co.

A leading financial institution is seeking an experienced Private Banker to provide high-level advising on wealth management to clients. The role includes managing client relationships, generating new business, and utilizing expertise in investments and financial planning. Candidates should possess at least 6 years of relevant experience, a Bachelor's degree, and relevant financial licenses. Strong sales success and community presence are vital for this role, which aims to deliver exceptional client experiences. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Private Banker - Wealth Strategy & Growth in Walnut Creek, CA vacancy
  • TwinThread is seeking a U.S. Private Banker in Walnut Creek, California. This role requires over six years of financial services experience...  ...The Private Banker will manage client relationships, advise on wealth management, and ensure an exceptional experience while... 
    Senior

    Aumni

    Walnut Creek, CA
    3 days ago
  •  ...We value Trust, Ownership, Growth, Empathy, Teamwork, Heart,...  ...solutions. About the Role: A Senior Wealth Advisor is an experienced...  ...Service Specialists, Private Bankers, and Wealth Strategists. We...  ...comprehensive planning and investment strategies consistent with their... 
    Senior
    Immediate start

    Columbia Bank (WA, OR & ID)

    Walnut Creek, CA
    3 days ago
  •  ...financial services firm located in Pleasant Hill, CA is seeking an Associate Wealth Advisor to join their team. The successful candidate will provide a top-tier service experience while supporting Senior Wealth Advisors with client advisory and investment management duties.... 
    Suggested

    Beacon Pointe

    Pleasant Hill, CA
    2 days ago
  • Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Walnut Creek, California to manage client relationships and deliver personalized investment guidance. This role emphasizes a relationship-driven environment, where you’ll collaborate with a dedicated advisory team... 
    Senior

    Charles Schwab

    Walnut Creek, CA
    2 days ago
  • City National Bank is looking for Financial Advisors in Walnut Creek to collaborate with Senior Financial Advisors, focusing on sales, client service, and managing investment opportunities. This role involves developing new relationships, providing client portfolio reviews... 
    Suggested

    City National Bank

    Walnut Creek, CA
    1 day ago
  • Focus Partners Wealth in Walnut Creek is seeking an Associate Wealth Advisor to enhance client relationships through comprehensive financial...  ...planning. You will collaborate with Wealth Advisors to develop strategies in investment, estate, and tax planning. This role offers a... 
    Work at office
    Remote work

    Focus Partners Wealth

    Walnut Creek, CA
    2 days ago
  •  ...client relationships. You will be responsible for retention and growth, building a team of experts in Banking, Trust, and Investment to...  ...have a Bachelor's degree along with 10+ years of experience in wealth management. A strong emphasis will be placed on relationship management... 
    Senior

    Us Bank

    Walnut Creek, CA
    4 days ago
  •  ...achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑...  ...positions, tax‑aware strategies, multi‑goal planning), synthesizing...  ...Coachability: Demonstrates a senior learning mindset by seeking...  ...future. We champion your growth through meaningful work, continuous... 
    Senior
    Work at office

    Charles Schwab

    Walnut Creek, CA
    1 day ago
  • $216k - $288k

     ...Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth...  ...mitigation, and liquidity needs. As a Senior Regional Manager you will...  ...focused, invests in your growth, and values your contributions... 
    Senior
    Work at office

    Fairygodboss

    Walnut Creek, CA
    1 day ago
  • $80k - $100k

     ...solutions to maximize their wealth potential and drive better financial...  ...acquisitions and organic growth across multiple service lines...  ..., youll discover how advice strategies can help physicians realize...  ...opportunity to apprentice with a top senior wealth advisor in the U.S.... 
    Apprenticeship
    Local area

    Earned Wealth Advisors, LLC

    Walnut Creek, CA
    6 hours ago
  • Charles Schwab Corporation is looking for an Associate Wealth Advisor to support Wealth Advisors and manage virtual client relationships. The ideal candidate will have strong skills in client service, proactive initiative, and adaptability in a dynamic environment. This... 

    Charles Schwab Corporation

    Walnut Creek, CA
    4 days ago
  •  ...AI tools. This role requires advanced modeling skills and direct experience with AI in financial management. You will partner with senior leadership across various functions, build insightful financial models, and own the operating forecast. The position offers competitive... 
    Senior

    SewerAI

    Walnut Creek, CA
    2 days ago
  • Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor, to manage ongoing client relationships and deliver holistic financial planning. This role requires expertise in navigating complex client needs and strong communication skills. The selected candidate... 
    Senior

    Charles Schwab Corporation

    Walnut Creek, CA
    2 days ago
  • As a wealth advisor you will work directly with the wealth management team to create comprehensive...  ...that include a coordinated financial strategy that aligns with each client’s goals and...  ..., actively nurturing professional growth and giving back to the community. We are... 
    Full time

    Mariner

    Walnut Creek, CA
    16 hours ago
  •  ...Technology Banking Group is seeking a Senior Relationship Manager to expand...  ...to drive multi‑line revenue growth. Coordinate transactions with...  ...develop and execute a sales strategy Local in-market network...  ...Corporate and Investment Banking, and Wealth & Investment Management. Wells... 
    Senior
    Full time
    Work experience placement
    Local area

    Wells Fargo

    Concord, CA
    16 hours ago
  • $170.26k - $200.3k

     ...from Day One. Job Description Responsible for retention and growth of medium to large size high net worth client relationships....  ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert... 
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Walnut Creek, CA
    1 day ago
  • $86.1k - $107.2k

     ...Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity...  ...process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment... 
    Contract work
    For contractors
    For subcontractor
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Partners Wealth

    Walnut Creek, CA
    1 day ago
  • $80k - $85k

     ...Associate Wealth Advisor – Focus Partners Wealth Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning‑centric...  ...insurance, and investment planning. Create holistic investment strategies and monitor risk tolerance. Collaborate with Portfolio... 
    Work at office
    Remote work
    3 days per week

    Focus Financial Partners Inc.

    Walnut Creek, CA
    23 hours ago
  •  ...status quo and transform the finance industry together. Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory solution...  ...and takes ownership of both client outcomes and personal growth. Your work directly supports client confidence, advisor effectiveness... 
    Work at office

    Charles Schwab Careers

    Walnut Creek, CA
    1 day ago
  • $170.26k - $200.3k

     ...from Day One. Job Description Responsible for retention and growth of medium to large size high net worth client relationships....  ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert... 
    Temporary work
    Work experience placement

    U.S. Bancorp

    Walnut Creek, CA
    4 days ago
  • $170k - $210k

     ...of metrics – including size, growth, service quality, technology,...  ...advantages and challenges. Regis Wealth Advisors work hand-in-hand...  ...you will help a wide range of private investors, business owners, company...  .... Job Summary: The Senior Wealth Advisor focuses on deepening... 
    Senior
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Walnut Creek, CA
    9 days ago
  • $86.1k - $107.2k

     ...Associate Wealth Advisor Palo Alto, CA or Walnut Creek, CA Position Summary Focus Partners Wealth is seeking an Associate Wealth...  ...process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment... 
    Work at office
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Walnut Creek, CA
    3 days ago
  • $190.5k - $295.3k

    Stantec Consulting International Ltd. is seeking a Senior Principal - Management and Funding Consulting based in Walnut Creek, California. The role involves providing strategic leadership and overseeing high-impact consulting services for public agencies and utilities... 
    Senior

    Stantec Consulting International Ltd.

    Walnut Creek, CA
    23 hours ago
  • Merrill Wealth Management is seeking a Financial Advisor to work with high-net-worth clients at their Walnut Creek location. The role involves...  ...tailored investment advice, leveraging technology for business growth. The ideal candidate has 4+ years of professional experience in... 

    Dormont Manufacturing Co

    Walnut Creek, CA
    2 days ago
  • A leading financial services firm in California seeks experienced Financial Advisors dedicated to growing a practice and providing high-level advice and service to clients. Qualified candidates will have a four-year degree, CFP designation, and 7+ years of relevant experience...
    Senior

    Empirical Financial Services, LLC

    Walnut Creek, CA
    1 day ago
  •  ...Schwab in Walnut Creek, California, is looking for an Associate Wealth Advisor to support Wealth Advisors by managing and deepening virtual...  ...offers the opportunity for real client experience. We champion growth through education and collaboration, with a hybrid work approach... 
    Work at office

    Charles Schwab

    Walnut Creek, CA
    23 hours ago
  • HighTower Advisors, LLC is seeking an Associate Wealth Advisor in San Ramon, CA, who excels in communication and is driven to support clients effectively. Your tasks will include onboarding new clients, preparing investment proposals, and aiding in advisory operations.... 

    HighTower Advisors, LLC

    San Ramon, CA
    1 day ago
  •  ...must hold a current California LVN license and possess BLS/CPR certification. Join a supportive clinical team dedicated to excellence in resident care. Tice Valley offers competitive pay and opportunities for professional growth. #J-18808-Ljbffr Dormont Manufacturing Co
    Senior
    Part time

    Dormont Manufacturing Co

    Walnut Creek, CA
    1 day ago
  • EP Wealth Advisors is seeking a Senior Client Relationship Associate to partner with teams in maintaining client satisfaction and retention. This role involves managing client communications, resolving inquiries, and ensuring service levels are met. The candidate should... 
    Senior
    Flexible hours

    EP Wealth Advisors

    Walnut Creek, CA
    1 day ago
  • $88.4k - $132.6k

    Citigroup Inc. is seeking a seasoned Wealth Relationship Management Sr. Analyst in Pleasant Hill, California. This role focuses on building and deepening client relationships while offering holistic financial solutions to affluent clients. Candidates should possess strong... 
    Senior

    Citigroup Inc.

    Pleasant Hill, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Banker - Wealth Strategy & Growth. Be the first to apply!