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

Elite Wealth Advisor for Emerging HNW Clients

$106k - $150k

First Citizens

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’s Degree and relevant experience in Financial Services or a High School diploma with significant experience. The position offers a competitive salary between $106,000 and $150,000, along with a comprehensive benefits package. #J-18808-Ljbffr First Citizens

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Elite Wealth Advisor for Emerging HNW Clients in Palo Alto, CA vacancy
  • $106k - $150k

    First Citizens Wealth in Santa Clara, CA is seeking a dedicated professional to manage relationships with High Net Worth clients. This role emphasizes personalized guidance and collaboration with Wealth experts to deliver tailored financial solutions. The ideal candidate... 
    High net worth

    First Citizens Wealth

    Santa Clara, CA
    4 days ago
  • Citi is seeking a candidate in Mountain View, California to manage relationships with affluent and High Net Worth clients. The role includes offering tailored financial solutions and ensuring compliance with regulatory standards. Qualifications include 5-8 years of experience... 
    High net worth

    Citi

    Mountain View, CA
    3 days ago
  •  ...for its Palo Alto location. This role requires a proven track record in leading teams and providing exceptional services to affluent clients. Responsibilities include developing strategic plans, managing a team of Relationship Managers, and enhancing client relationships.... 
    Suggested

    JPMorgan Chase & Co.

    Palo Alto, CA
    4 days ago
  • JPMorgan Chase & Co. in Cupertino is seeking a Private Client Banker to manage banking relationships for affluent clients. This role involves providing tailored advice and education to meet client financial needs, while ensuring compliance with regulatory standards. The... 
    Suggested

    JPMorgan Chase & Co.

    Cupertino, CA
    4 days ago
  • $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... 
    High net worth
    Full time

    Citibank (Switzerland) AG

    Mountain View, CA
    3 days ago
  • $140k - $170k

    Jobot is seeking experienced tax professionals to provide strategic, integrated tax planning for high net worth clients. This remote position emphasizes building strong client relationships over compliance work, with a salary range of $140,000 to $170,000 per year. The... 
    High net worth
    Remote job

    Jobot

    Palo Alto, CA
    4 days ago
  • $150k

    A leading financial institution is looking for a Relationship Manager in Palo Alto. The candidate will nurture high-net-worth client relationships and offer tailored financial solutions, drawing from extensive resources. Responsibilities include cultivating relationships... 
    High net worth

    JPMorgan Chase & Co.

    Palo Alto, CA
    3 days 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... 
    Work at office
    Remote work

    Focus Partners Wealth

    Palo Alto, CA
    1 day ago
  • $73k - $80k

    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... 
    High net worth
    Full time
    Work at office

    UBS

    Palo Alto, CA
    2 days ago
  • $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 leveraging... 

    Focus Partners

    Palo Alto, CA
    4 days ago
  • $109.12k - $163.68k

     ...California, to support sales and marketing strategies and foster client relationships. This full-time role requires 3-7 years of experience and a Bachelor's degree. Ideal candidates will have prior wealth management experience and relevant financial service certifications... 
    Full time

    Citigroup Inc.

    Palo Alto, CA
    1 day ago
  • $100.8k - $162.4k

     ...a full life, while enabling them to preserve their wealth for future generations, and provide for the people,...  ...would like to meet you. Responsibilities Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client... 
    High net worth
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient

    Menlo Park, CA
    22 hours ago
  • JPMorgan Chase & Co. is seeking a Private Client Banker in Los Altos, CA. The role involves managing relationships for affluent clients and acquiring new clients. Candidates should have 1+ years of experience in financial services with a focus on client acquisition. A... 
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    Los Altos, CA
    3 days ago
  • $150k

     ...Relationship Manager At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent...  ...clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase... 
    High net worth
    Temporary work
    Work at office
    Immediate start

    JPMorgan Chase

    Palo Alto, CA
    1 day ago
  • $106k - $150k

     ...a team dedicated to helping clients build stronger financial futures...  ...investments, insurance, and wealth planning, the First Citizens...  ...and growing relationships with emerging High Net Worth clients and...  ...identified, Affluent Wealth Advisors work with a team of Wealth experts... 
    High net worth
    Temporary work
    Local area

    First Citizens Wealth

    Santa Clara, CA
    4 days ago
  •  ...J.P. Morgan Advisors is seeking a Client Associate to deliver exceptional wealth management services to ultra-high net worth clients. You will own client onboarding and account management, interface directly with clients, and support Financial Advisors in providing tailored... 
    High net worth

    TwinThread LLC

    Palo Alto, CA
    22 hours ago
  • $200k - $300k

     ...contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client...  ...implications. Serve as a trusted advisor to clients who frequently seek strategic... 
    High net worth

    Jobleads-US

    Palo Alto, CA
    3 days ago
  • Citi is seeking a seasoned Wealth Relationship Manager in Santa Clara, California. This role entails building and deepening client relationships to meet complex financial needs, ensuring compliance, and supporting clients through a wide range of products and services. Ideal... 
    High net worth

    Citi

    Santa Clara, CA
    22 hours ago
  • A leading financial services firm in Palo Alto is seeking a Client Associate to assist Financial Advisors in delivering exceptional wealth management services to ultra-high net worth clients. You will interact closely with clients for onboarding and account maintenance... 
    High net worth

    JPMorgan Chase

    Palo Alto, CA
    22 hours ago
  • $73k - $80k

     ...operational and administrative support to financial advisors. You’ll: Keep management systems up to date with client information. Educate clients on account services...  ...Your team You’ll be working as part of a Private Wealth Management team. We help high ultra-high net... 
    High net worth
    Full time
    Work at office

    UBS

    Palo Alto, CA
    22 hours ago
  • $88.4k - $132.6k

    A leading financial services firm in Santa Clara seeks a seasoned professional for Wealth Relationship Management. Responsibilities include deepening client relationships, offering tailored financial solutions, and adhering to regulatory compliance. Candidates should have... 
    High net worth

    Citigroup Inc.

    Santa Clara, CA
    1 day ago
  • $44k - $80k

     ...Client Support Specialist As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex... 
    High net worth
    Full time
    Remote work

    Fidelity Investments

    Mountain View, CA
    4 days ago
  • $75k - $85k

     ...people? We're looking for a Registered Client Associate to: • keep management systems...  ...their financial goals through Financial Advisors who deliver products and services specifically...  ...UBS is a leading and truly global wealth manager and the leading universal bank in... 
    High net worth
    Full time
    Work at office
    Flexible hours

    UBS

    Palo Alto, CA
    3 days ago
  • $135k - $250k

     ...Position Title: Senior Financial Advisor Salary Range: $135,000 - $250,000 base / Year...  ...opportunity to join a growing, employee-owned wealth management firm where relationships...  ...You'll serve as a trusted advisor, guiding clients through complex financial conversations... 
    High net worth

    Boutique Recruiting

    Mountain View, CA
    1 day ago
  • Edward Jones is looking for a dedicated financial advisor in Los Altos, California, to build strong relationships with clients and help them achieve their long-term financial goals. This role requires a bachelor’s degree or equivalent experience in the financial services... 
    Traineeship

    Edward Jones

    Los Altos, CA
    22 hours ago
  • Bank of America is seeking a dedicated professional in Mountain View, California, to provide comprehensive financial advice to clients aiming to meet their financial goals. You will build financial plans and recommend various banking and brokerage products. The ideal candidate... 

    Bank of America

    Mountain View, CA
    2 days ago
  • $73k - $80k

     ...operational and administrative support to financial advisors. You'll: - keep management systems up to date with client information - educate clients on account...  ...team You'll be working as part of a Private Wealth Management team. We help high ultra-high net worth... 
    High net worth
    Full time
    Work at office
    Flexible hours

    UBS

    Palo Alto, CA
    3 days ago
  • $70k - $90k

     ...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park...  ...support to our clients and operational support to advisor teams. The ideal candidate is able work with financial... 
    High net worth
    Work at office

    Vodia Ventures

    Menlo Park, CA
    2 days ago
  • $100k - $250k

     ...seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must...  ...of coordinated advice and service to their clients. Our Financial Advisors must be proficient with advanced Wealth Management techniques on all facets of investments... 
    High net worth

    Empirical Wealth Management

    Menlo Park, CA
    4 days ago
  • $100k - $275k

    A leading financial institution is seeking a skilled professional to manage client relationships and drive business development. This role requires over 12 years of experience in private banking, exceptional interpersonal skills, and the ability to leverage the institution... 

    Bank of America

    Palo Alto, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Elite Wealth Advisor for Emerging HNW Clients. Be the first to apply!