Private Client Advisor - Wealth Management (Silicon Valley)
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a Private Client Advisor in Saratoga, California to provide comprehensive financial planning and advice to individuals and families. You will help deepen client relationships by offering tailored investment solutions, making use of advanced digital tools. The ideal candidate should have at least 2 years of experience as a Financial Advisor, hold necessary licenses, and demonstrate strong client relationship management skills. Exceptional integrity and financial market knowledge are essential. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...P. Morgan Chase, we are passionate about helping our clients, caring for our employees, building relationships, delivering... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and...Private client
- ...Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and...Private client
$235k - $295k
...representing an Am Law 100 firm seeking a Private Wealth and Fiduciary Litigation Associate. This... ...in contested hearings and bench trials Manage factual development, expert analysis, and case strategy Advise clients on complex probate, fiduciary, and inheritance...Suggested- ...As a Client Advisor at BVLGARI, you will deliver a world-class luxury experience, building lasting... ...top-tier clients. Client Relationship Management Build and maintain long-term... ...Serve as a BVLGARI brand ambassador at private client events, in-store activations, and...Private client
$88.4k - $132.6k
...the complex financial needs of the client and offer solutions through a... ...Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to... ...experience Job Details Job Family Group: Private Client Coverage Job Family:...Private clientFull timeWork at office- JPMorgan Chase & Co. is seeking a Private Client Investment Associate to provide client service and operational support within Wealth Management. This role involves assisting Advisors with account operations and maintaining client relationships. The ideal candidate must...Private client
- JPMorganChase is seeking a Private Client Advisor in Saratoga, California to provide financial planning and personalized investment solutions to clients. The role requires a minimum of 2 years in financial advisory, a Series 7 license, and success in client relationships...Private client
$26 - $34.67 per hour
...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great... ...Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet...Hourly payWork at officeFlexible hoursShift workDay shift- ...Private Client Banker You have a passion for taking care of our customers and employees and... ...customers in the Branch. You will manage their complete banking relationship across... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business...Private clientImmediate startAfternoon shift
$130k - $173k
...A national public accounting firm is seeking a Tax Manager to join its Private Client practice in San Jose, CA. This role offers significant leadership opportunities and the flexibility of hybrid or fully remote work arrangements. Candidates should have over 5 years of...Private clientPrivate practiceRemote work- Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Los Gatos to enhance client relationships and offer financial solutions. Candidates should have 5-8 years of experience in financial services, strong analytical and communication skills, and a Bachelor...
- ...Tax Manager TAX – PRIVATE CLIENT SERVICES (PCS) We are a forward-thinking, full-service accounting firm providing modern solutions to... ...opportunities around San Jose, California! Known as the heart of Silicon Valley, this vibrant city offers a dynamic career landscape...Private clientWork at officeLocal areaImmediate startFlexible hours
$80k - $90k
...Merrill Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and... ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...an enthusiasm for helping our clients, taking care of our employees,... ...their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service... ...support to Private Client Advisors within Wealth Management. Job...Private client
- JPMorgan Chase & Co. in Mountain View, CA is seeking a Private Client Banker responsible for managing relationships with affluent clients. You will provide tailored financial advice, ensuring clients receive optimal products and services. The ideal candidate should have...Private client
- JPMorgan Chase & Co. seeks a Private Client Banker in Sunnyvale, California, responsible for managing affluent clients' banking relationships. You will build lasting relationships and ensure the best products and services for every client's needs, helping them navigate...Private client
$28.85 - $39.9 per hour
Overview As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Responsibilities Support Advisors book of business...Private client$28 - $35 per hour
..., sell, and deliver custom products to clients worldwide. The ideal candidate is confident... ..., and recommendations. Strong project management skills are essential to manage multiple... ...needed. Location: In-office at our Silicon Valley, CA location - 993 Laurel Avenue, San...Hourly payWork at officeLocal areaWorldwide- 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...Private clientWeekend workAfternoon shift
$28.85 - $39.9 per hour
JPMorgan Chase is hiring a Private Client Investment Associate in Santa Clara, CA. This role involves supporting Advisors with operational requests, client relationship management, and engaging in risk assessment procedures. To qualify, candidates need a valid Series 7...Private clientHourly pay$88.4k - $132.6k
...professional for a financial planning position in Los Gatos, California. This role focuses on building relationships with high net worth clients, addressing complex financial needs, and providing comprehensive solutions. The ideal candidate will have strong analytical and...- ...Who We Are Overflow is a Series B Silicon Valley technology company with a bold mission: to inspire the world to give. We are a B2B SaaS... ...environment Ability to work collaboratively across teams while managing individual performance goals Confidence in outbound...Work at officeFlexible hours
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) The following laws or regulations restrict... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...an advisor from acquiring, building and managing client relationships to considering a...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...experienced Tax Director to join our Private Client advisory practice, specializing in tax... ...services, technical review, engagement management, and team development while partnering... ...taxation, estate and gift tax planning, wealth transfer strategies, and high net worth...Private clientPrivate practiceLocal area
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company... ...careers within a sophisticated, client-first advisory platform. The...
- ...expanding estate planning and private client services practice. The firm... ...Attorneys serve as long-term advisors, partnering closely with clients... ...lifetime gifting and wealth transfer techniques Represent... ...in estate, tax, and trust law Manage multiple client matters with...Private clientPrivate practiceLocal area
$20 - $25 per hour
...Pay Range: $20-25 /hour, depending on experience Think Academy Silicon Valley team is seeking a high-energy, detail-oriented, and service-... ..., assist students throughout their learning journey, and help manage customer concerns and administrative operations professionally...Full timeFor contractorsWork at office$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...$29 - $34 per hour
...Falconeri Client Advisor FT at its Westfield Valley Fair Mall, CA - F534 Location Salary Range $29.00 - $34.00 Hourly Level Experienced Position Type... ...phone and written follow-up contact Client Book Management including follow up with clients regarding their shopping...Hourly payFull timeRelocation packageFlexible hours- ...Planning Strategy & Research group. This non-client-facing role emphasizes wealth planning innovation, tool development, and enhancing advisor-client interactions. The role involves... ...and three years of experience in wealth management, demonstrating strong financial planning...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Advisor - Wealth Management (Silicon Valley). Be the first to apply!
- customer service specialist Saratoga, CA
- financial customer service representative Saratoga, CA
- customer success specialist Saratoga, CA
- service delivery representative Saratoga, CA
- customer associate Saratoga, CA
- logistics customer service representative Saratoga, CA
- customer relations specialist Saratoga, CA
- airline customer service agent Saratoga, CA
- customer relations associate Saratoga, CA
- airport customer service agent Saratoga, CA

