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
$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- 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
- ...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. 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
$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 worthFull time$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 worthRemote job$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- 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 officeRemote work
$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$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...$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$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 worthPermanent employmentTemporary workWork at officeFlexible 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
$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 worthTemporary workWork at officeImmediate start$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- ...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
$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- 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
- 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
$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 worthFull timeWork at office$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$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 worthFull timeRemote work$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 worthFull timeWork at officeFlexible hours$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- 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
- 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...
$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 worthFull timeWork at officeFlexible hours$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 worthWork at office$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$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...
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