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
  •  ...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
  •  ...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
  • $100k - $275k

    Bank of America in Walnut Creek, CA, is seeking a seasoned professional to lead client management and business development within its Private Bank division. The role involves advocating for clients, developing meaningful interactions, and understanding client needs. Ideal... 
    Senior

    Bank of America

    Walnut Creek, CA
    4 days ago
  • $170.26k - $200.3k

    U.S. Bank is seeking a seasoned Wealth Management expert in Walnut Creek, California, to manage and grow high net worth client relationships...  ...$170,255 to $200,300, along with comprehensive benefits, ensuring the well-being and growth of our employees. #J-18808-Ljbffr Us Bank
    Senior

    Us Bank

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

     ...Senior Wealth Advisor Menlo Park; San Francisco; Walnut Creek Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors...  ...and experience is preferred An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive... 
    Senior
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Mercer Advisors

    Walnut Creek, CA
    3 days ago
  •  ...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

    Charles Schwab Careers

    Walnut Creek, CA
    16 hours ago
  • $130k - $160k

    Overview The Wealth Specialist is a regional subject matter expert...  ...the Wealth Specialist drives growth of Allspring’s SMA platform by...  ...connects the firm’s investment strategy, research, and portfolio solutions...  ...will build relationships with senior leaders, financial advisors,... 
    Senior
    Work at office
    Local area
    Immediate start

    Allspring Global Investments

    Walnut Creek, CA
    16 hours ago
  •  ...in Walnut Creek, California is seeking a Senior Director for Artificial Intelligence. This...  ...and operationalizing the enterprise AI strategy while leading the AI Center of Excellence...  ...all while ensuring alignment with business growth strategies. #J-18808-Ljbffr Central... 
    Senior

    Central Garden & Pet Company

    Walnut Creek, CA
    4 days ago
  • Dexian DISYS is seeking a Senior Universal Banker III in Walnut Creek, CA. This on-site position involves building client relationships and providing...  ...competitive pay, a comprehensive benefits package, and growth opportunities in a rapidly expanding local bank committed... 
    Senior
    Local area

    Dexian DISYS

    Walnut Creek, CA
    4 days 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
    3 days 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
    3 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
  •  ...The ideal candidates will possess strong communication skills and a client-focused mindset, along with the ambition to succeed in a wealth advisory role. We offer a robust three-year financing plan, firm-provided office space, and unlimited earning potential through a... 
    Work at office

    David White & Associates

    San Ramon, CA
    16 hours ago
  • $80k - $85k

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

    Focus Financial Partners

    Walnut Creek, CA
    3 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
  • $75k - $80k

    Hightower Advisors is seeking an Associate Wealth Advisor in San Ramon, California. The role involves onboarding clients, preparing investment proposals, and supporting advisory practices. Ideal candidates have 3+ years in investment management and a strong understanding... 

    Hightower Advisors

    San Ramon, CA
    3 days ago
  • $118.93k - $131.62k

     ...for Reputation Management. This role involves leading client communications programs and developing integrated multi-channel PR strategies. Applicants should have a minimum of 7 years' experience in communications, particularly within agency environments, and strong project... 
    Senior

    Seeds Renewables

    Walnut Creek, CA
    2 days ago
  • $88.4k - $132.6k

    Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Senior Analyst based in Pleasant Hill, California. This role requires a seasoned professional who can develop new techniques and improve processes while integrating industry expertise. Forming strong... 
    Senior

    Citigroup Inc.

    Pleasant Hill, CA
    2 days ago
  • Maguire Insurance Agency Inc is seeking a Surety Underwriting Manager to oversee underwriting profit and growth. This role is pivotal in managing production plans and enhancing team capabilities in underwriting roles. The ideal candidate will possess a Bachelor's degree... 
    Senior

    Maguire Insurance Agency Inc

    Walnut Creek, CA
    4 days ago
  •  ...financial services firm is seeking a Business Relationship Manager Senior to manage a portfolio of business clients. The role requires...  ...knowledge of risk management, making them essential in supporting business growth and client satisfaction. #J-18808-Ljbffr JPMorgan Chase & Co.
    Senior

    JPMorgan Chase & Co.

    Walnut Creek, CA
    3 days ago
  •  ...degree from an APTA-accredited program. The company offers comprehensive healthcare benefits, 401(k) with matching, mentorship, and opportunities for professional growth. Join a supportive team focused on collaboration and clinical excellence. #J-18808-Ljbffr Tier1usa
    Senior
    Full time
    Relief
    Flexible hours

    Tier1usa

    Walnut Creek, CA
    16 hours ago
  • $140k

    Skypace, your innovative ocean freight partner in California, is seeking a Senior Ocean Freight Sales Executive to join our team. This role is crucial for driving revenue growth and managing our customer portfolio across key trade lanes, supported by a competitive base... 
    Senior
    Remote job

    Skypace

    Walnut Creek, CA
    16 hours ago
  •  ...: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role...  ...This role is designed for growth oriented professionals who...  ...into comprehensive financial strategies. You will own and actively...  ...internal partners across Wealth, Home Lending, and Business... 
    Senior
    Full time
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo & Company

    Lafayette, CA
    2 days ago
  • Tata Consultancy Services Limited is seeking a Senior Leader in San Ramon, CA, to drive enterprise customer data strategies and oversee transformation programs. This role...  ..., medical coverage, and professional growth opportunities. #J-18808-Ljbffr Tata Consultancy... 
    Senior

    Tata Consultancy Services Limited

    San Ramon, CA
    16 hours ago
  • $100k - $185k

     ...Senior Tax Manager Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial...  ...strong sense of entrepreneurship, strategy, and management. We rely heavily on...  ..., assurance, IT consulting, and wealth management services to small and medium... 
    Senior
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours

    Platform Accounting Group

    Walnut Creek, CA
    6 days ago
  •  ...Wealth Advisor LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at the Retirement and Investment Center located at Nuvision Federal Credit Union invites... 
    Work at office
    Local area

    LPL Financial

    Walnut Creek, CA
    2 days ago
  • $61k - $119k

     ...education, skill-building, and development strategies you need to be successful in building a...  ...plans—including investments for growth, insurance for protection, and annuities...  ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Walnut Creek, CA
    4 days ago
  • $90k - $100k

     ...seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial...  ...a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team... 
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    San Ramon, CA
    4 days ago
  • $60k - $120k

     ...Wealth Advisor (Walnut Creek) Walnut Creek CA - Walnut Creek, CA 94596 Overview Salary Range $60,000.00 - $120,000.00 Salary Position Type Full Time Category Advisor Description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $4... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    EP Wealth Advisors

    Walnut Creek, CA
    16 hours 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!