Senior Private Wealth Advisor | High-Net-Worth Clients
U.S. Bank
U.S. Bank is seeking a Private Wealth Advisor to retain and grow high net worth client relationships in Walnut Creek and San Jose. This senior role expects extensive wealth management expertise, NMLS licensing, and a track record of driving client growth. The advisor will coordinate Banking, Trust, and Investment specialists to meet client needs, while maintaining regulatory compliance and delivering tailored financial solutions. Strong communication and decision-making skills are essential. #J-18808-Ljbffr U.S. Bank
- U.S. Bank is seeking a seasoned wealth management professional responsible for retaining and growing medium to large high-net-worth client relationships. You will build a team around the client to meet and exceed needs, offering expert wealth guidance and complex advisory...SeniorPrivateHigh net worth
- Flagstar Bank's Private Bank seeks a Senior Financial Planner (CFP®) to lead delivery... ...financial planning for high-net-worth clients in Palo Alto. You will partner with bankers and advisors to translate client goals... ...collaboration across wealth management teams to...SeniorPrivateHigh net worth
$140k - $170k
...4301 Position Title Senior Financial Planner (CFP®) - Private Banking Location Palo... ...planning advice to clients on a wide range of advisory... ...topics, including: wealth structuring for high-net-worth and ultra-high-net-... ...with bankers and advisors to deliver high-quality...SeniorPrivateHigh net worthWork at officeLocal areaDay shift$350k - $400k
Why Work at Mercer Advisors?For more than 40... ...bound to act in our clients’ best interests —... ...formed to serve ultra-high-net-worth families ($25M+),... ...challenges. Regis Wealth Advisors work hand... ...a wide range of private investors,... ...management.Job Summary:The Senior Wealth Advisor...SeniorPrivateHigh net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$350k - $400k
...Why Work at Mercer Advisors? For more than 4... ...to act in our clients' best interests —... ...formed to serve ultra-high-net-worth families ($25M+),... ...challenges. Regis Wealth Advisors work hand... ...help a wide range of private investors,... ...Job Summary: The Senior Wealth Advisor focuses...SeniorPrivateHigh net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- JPMorgan Private Client in Walnut Creek seeks a seasoned Relationship Manager to cultivate and deepen client relationships, delivering... ...business lines while maintaining stringent risk and compliance standards for high-net-worth clients. #J-18808-Ljbffr JPMorgan Chase & Co.SeniorHigh net worth
- JPMorgan Private Client in the United States seeks an experienced Relationship Manager to nurture high-net-worth client relationships, understanding aspirations and delivering bespoke financial solutions. You will acquire new clients while deepening existing relationships...SeniorHigh net worth
- ...Merrill is seeking a Financial Advisor role in the Walnut Creek, CA area to manage high-net-worth client relationships, assess financial objectives, and prepare comprehensive investment recommendations. You will prospect new clients, leverage referrals, and collaborate...High net worth
- Savant Wealth Management is seeking a Senior Tax Strategy Advisor to join our growing Tax Strategy team on the West Coast... ...sophisticated tax strategies for high-net-worth individuals, families, and... ...staff, and communicate insights to clients and internal teams. #J-18808-...SeniorHigh net worth
- EP Wealth Advisors provides tailored financial advice and wealth management solutions to high-net-worth clients in a team-driven environment. The Wealth Advisor builds long-term relationships, deepens understanding of clients’ goals, and designs investment, retirement,...High net worthFlexible hours
- Lenox Advisors in Walnut Creek seeks seasoned Sales Professionals to develop new client opportunities across wealth management, including insurance, asset management, risk management, and retirement planning. You will proactively build relationships, deliver tailored recommendations...High net worth
$180.27k - $220.33k
...Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...PrivateHigh net worthTemporary workWork experience placementLocal area$92.17k - $163.4k
...assurance firm, providing clients with a genuine coast-... ...a State & Local Tax Senior (Income Tax &... ...work closely with our Private Wealth practice and other tax... ...professionals to advise high net worth individuals, families... ...serve as a trusted advisor to clients consulting...SeniorPrivateHigh net worthFull timePrivate practiceWork at officeLocal areaWorldwide- Tax Senior or Supervisor - Walnut Creek, CA About the job Tax Senior... ...partners and staff to meet client expectations. Develop an... ...closely held companies, investment/private equity, professional services... ...contact. Exposure to ultra-high-net-worth clientele. Complex and interesting...SeniorPrivateHigh net worthFull timeFlexible hoursWeekend work
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Walnut Creek, California to manage client relationships and deliver personalized investment guidance. This role emphasizes a relationship-driven environment, where you’ll collaborate with a dedicated advisory team...Senior
$82.99k - $108.93k
...Tax Experienced Associate In Private Client Services/Private Wealth Are you interested in joining one of the fastest growing public accounting firms... ...! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance...PrivateHigh net worthLocal areaVisa sponsorship$62.5k - $78k
...Annually GENERAL JOB DESCRIPTION The Sr. Client Accountant Specialist provides... .... Partner with internal team members, advisors, and external service providers to resolve... ...business management, and/or working with high-net-worth individuals 1 plus years of experience...SeniorHigh net worthFull time- BPM LLP seeks a Tax Director within its Private Client Services (PCS) practice to act as a strategic advisor for high-net-worth individuals, families, executives, and family... ...various tax spheres, guiding clients through wealth preservation and transitions. Based in the...High net worthRemote jobPrivate practice
$170k - $225k
...Why Work at Mercer Advisors? For more than 40 years... ...legally bound to act in our clients' best interests —... ...group of assigned high net worth clients Represent and... ...0 years client facing wealth management experience... ...~ Familiarity with private market investments, alternative...SeniorPrivateHigh net worthTemporary workWork at officeLocal areaRemote workFlexible hours$85k - $110k
...Job Description Tax Senior A Top CPA firm in the area is looking to add... ...This stable and growing firm offers their clients valuable knowledge and expertise in tax.... ...of experience in public accounting ~ High Net Worth Individual experience required...SeniorHigh net worth- ...executive search firm in the San Francisco Bay Area, seeks a senior tax professional. The role focuses on planning for high-net-worth individuals, trusts and estates, with collaboration across partners and clients. Hybrid work is available, and opportunities span across...SeniorHigh net worth
- ...in Walnut Creek, CA seeks an experienced Private Client relationship manager to cultivate... ...deliver bespoke financial planning and wealth management guidance. You will build a durable... ...and uphold risk controls while providing high-touch service. Licenses SIE, Series 7, and...Senior
- ...California is seeking a Tax Manager to join our Private Wealth/PCS team. You will deliver tax compliance and business advisory services to high-net-worth individuals and family offices, collaborating with leadership to drive client outcomes and firm growth. You will mentor...PrivateHigh net worthFlexible hours
- ...is seeking a Tax Manager to join its Private Wealth/PCS team in Northern California. You will... ...compliance and advisory services to high-net-worth individuals, families, and their private... ...closely with firm leadership to drive client outcomes. You will mentor staff,...PrivateHigh net worthFlexible hours
- Baker Tilly is seeking a High Net Worth Tax Managing Director to lead the private wealth practice, guiding tax planning and advisory services for wealthy individuals... .... The role emphasizes ownership-driven growth, client service excellence, and staying current with...PrivateHigh net worthPrivate practice
- ...services for a variety of large and mid-sized clients. Our clients include real estate... ...companies, professional service firms, and high-net-worth individuals. Qualified candidates will... ...fluctuate throughout the year. As a Tax Senior Associate you will be responsible for...SeniorHigh net worthFull timePart timeCasual workSeasonal workWork at officeWork from homeMonday to FridayFlexible hours
- ...for its Insurance Agency serving Private Bank and Commercial Bank clients in the San Francisco area. You will build relationships with high-net-worth clients and deliver sophisticated... ...partnerships with Private Bankers and Wealth Advisors, you will identify needs, analyze...PrivateHigh net worth
$60k - $120k
...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM... ...of June30,2026, serving predominately high net worth individuals. EPWA fosters an inclusive... ...wealth management strategies to individual clients. This role focuses on building long-...High net worthTemporary workWork at officeImmediate startFlexible hours$150k
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate... ...Client, you will nurture and develop high-net-worth client relationships by earning their... ...vast financial possibilities their wealth affords, leveraging the formidable capabilities...High net worthTemporary workWork at officeImmediate start- ...and assurance firm, providing clients with a genuine coast-to-... ...Tilly as a Tax Manager with our Private Wealth/PCS team in NorCal ! This is... ...opportunity to be a valued advisor delivering tax compliance... ...and consulting services to high‑net‑worth individuals, multi‑generational...PrivateHigh net worthLocal areaWorldwide
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