Elite Wealth Advisor for Emerging HNW Clients
$106k - $150kFirst 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
- ...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....High net worth
$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- JPMorgan Chase & Co. in Palo Alto is seeking a Senior Private Client Banker to manage and deepen relationships with affluent clients. This role requires a proactive approach to service delivery and client acquisition, utilizing excellent communication skills to ensure...SuggestedWeekend workAfternoon shift
- ...LeoForce is seeking a Tax Manager, HNW - REMOTE to provide innovative tax strategies and build genuine client relationships. The ideal candidate will have over 5 years of experience in tax, particularly serving high-net-worth individuals, and a Bachelor's degree in Accounting...High net worthRemote work
$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 worthTemporary workLocal area- ...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....
- A leading financial services firm in Palo Alto is seeking a dedicated Private Client Advisor to provide personalized investment solutions and comprehensive financial planning. The ideal candidate will have a minimum of 2 years in a financial advisory role, demonstrating...
$80k - $90k
Bank of America is looking for individuals to join their Advisor Development Program as Financial Advisors in Palo Alto, CA. The role focuses on establishing and developing relationships with high-net-worth individuals, delivering tailored financial recommendations, and...High net worthFull time- JPMorgan Chase & Co. is seeking a Private Client Banker in Cupertino, California. The role involves managing banking relationships for affluent clients, exceeding expectations, and ensuring compliance with financial regulations. The ideal candidate will possess a relationship...
$56k - $132k
.... We are an organization of consultative advisors and problem solvers. We help companies and... ...their most significant risk, workforce, wealth management and retirement challenges through... ...Senior Account Executive interacts with clients on a day-to-day basis while developing...High net worth$56k - $132k
.... We are an organization of consultative advisors and problem solvers. We help companies and... ...their most significant risk, workforce, wealth management and retirement challenges through... ...Senior Account Executive interacts with clients on a day-to-day basis while developing...High net worth$120 - $150 per hour
...Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for Private Client Services. This role involves reviewing complex individual tax returns and partnering tax compliance for high-net-worth individuals and families. Candidates must have a CPA license or active...High net worthHourly paySeasonal workRemote work- ...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...
$170k - $210k
...Dormont Manufacturing Co is seeking a Senior Wealth Advisor to deepen relationships with high net worth clients while growing their practice through referrals. This role offers a hybrid work environment, where you will utilize your advanced financial knowledge and relationship...High net worth$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...$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. in Palo Alto, California, seeks a Private Client Banker to manage affluent clients' banking relationships. This role involves using a relationship-oriented approach to deepen connections while ensuring compliance with financial regulations. The ideal...
$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...$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 worthFull timeWork at office$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$76k - $125.3k
...key point of contact for a wide range of clients and colleagues, delivering comprehensive... ...Comprehensive understanding of estate and wealth planning Experience with federal and state... ...excellence while building your trusted‑advisor profile. What we offer you Our comprehensive...High net worthLocal areaFlexible hours- ...Director, Wealth Advisor At BNY, our culture allows us to run our company better and enables employee's growth and success. As a leading... ...-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and...High net worthWork experience placementLocal areaWorldwideFlexible hours
- 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 workAfternoon shift
$170k - $210k
...Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help... ...to always act in the best interest of our clients.* Mercer Advisors offers a distinct work... ...financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these...High net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...heart of this mission, creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood... ...understand, anticipate their needs. Collaborate with Private Client Advisors and Private Client Investment Associates to offer comprehensive...Immediate startAfternoon shift
$100.8k - $162.4k
...a full life, while enabling them to preserve their wealth for future generations, and provide for the people,... .... Responsibilities ~ Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships...High net worthPermanent employmentTemporary workWork at officeFlexible hours$170k - $210k
...Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...independent fiduciary legally bound to act in our clients' best interests — always.* Mercer... ...here. Job Summary: The Senior Wealth Advisor focuses on deepening relationships...High net worthTemporary workWork at officeLocal areaRemote workFlexible hours- 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
- ...Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is... ...help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining...High net worthTemporary workWork at officeLocal areaImmediate start
$150k
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they... ...clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase...High net worthTemporary workWork at officeImmediate start
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