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

Senior Wealth Relationship Advisor

Citi

Citi is seeking a Sr. Analyst in Wealth Relationship Management located in Los Gatos, California. In this role, you will leverage your analytical skills to build and deepen relationships with affluent clients. The position requires a solid background in financial services with excellent communication abilities. Candidates should have 5-8 years of relevant experience, a Bachelor's degree, and must meet US FINRA Registration requirements. Citi offers a competitive salary, comprehensive benefits, and a chance to work within a dynamic team. #J-18808-Ljbffr Citi

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Advisor in Los Gatos, CA vacancy
  • 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... 
    Senior

    Citibank (Switzerland) AG

    Los Gatos, CA
    4 days ago
  • $88.4k - $132.6k

    Citi is looking for a seasoned professional for the Wealth Relationship Management role based in Mountain View, California. This position requires strong analytical and financial skills, excellent communication abilities, and a solid understanding of financial planning... 
    Senior

    Citi

    Mountain View, 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... 
    Senior
    Full time

    Citibank (Switzerland) AG

    Mountain View, CA
    4 days ago
  • Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Campbell, California. This role involves managing client relationships, delivering tailored investment guidance, and collaborating with a seasoned advisory team to support clients in complex financial... 
    Senior
    Work at office

    Charles Schwab Corporation

    Campbell, CA
    1 day ago
  • Charles Schwab in California is seeking a Sr. Manager, Wealth Advisor to enhance client relationships through holistic financial planning and personalized investment guidance. This role requires strong leadership in managing client needs and delivering solutions that align... 
    Senior

    Charles Schwab

    Campbell, CA
    1 day ago
  • County of Santa Clara seeks a Genetic Counselor to counsel and educate individuals and families about inherited genetic disorders and birth defects, across multiple hospital and clinic sites. You will gather family history, provide psychosocial counseling, and recommend...
    Senior

    County of Santa Clara

    Campbell, CA
    1 day ago
  •  ...to work by offering a unique brand of relationship banking and fostering a culture where associates...  ...$2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure...  ...solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional... 
    Senior
    Immediate start

    Columbia Bank (WA, OR & ID)

    San Jose, CA
    3 days ago
  • $135k - $250k

    Boutique Recruiting is seeking a Senior Financial Advisor in Mountain View, California. In this role, you will guide clients through important financial decisions and build long-term relationships. The ideal candidate possesses a strong technical background combined with... 
    Senior

    Boutique Recruiting

    Mountain View, CA
    4 days ago
  •  ...achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑...  ...clients. As a Sr. Manager, Wealth Advisor , you’ll manage ongoing client relationships, deliver holistic financial planning...  .... Coachability: Demonstrates a senior learning mindset by seeking input... 
    Senior
    Work at office

    Charles Schwab Corporation

    Campbell, CA
    1 day ago
  • $170k - $225k

    Netflix, Inc. is looking for a Senior Stock Operations Analyst to support the operations of Netflix’s Stock Program. This role is based in Los Gatos, CA or Los Angeles, CA, and requires in-office work from Tuesday to Thursday. The ideal candidate will have a Bachelor’s... 
    Senior
    Work at office

    Netflix, Inc.

    Los Gatos, CA
    4 days ago
  • $135k - $250k

     ...Position Title: Senior Financial Advisor Salary Range: $135,000 - $250,000 base / Year DOE This is an opportunity to join a growing, employee-owned wealth management firm where relationships matter as much as results. As a Senior Financial Advisor, you'll help... 
    Senior

    Boutique Recruiting

    Mountain View, CA
    2 days ago
  • $77k - $202k

     ...operational efficiency and achieve strategic objectives. Focused on relationships, you are building meaningful client connections, and learning...  ...planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges,... 
    Senior
    Full time
    H1b

    PwC

    San Jose, CA
    2 days ago
  • $120k - $140k

    First Citizens Bank is seeking a Trade Finance Specialist to manage Letters of Credit and assist clients with trade solutions. The role requires at least 2 years of relevant experience or 6 years without a degree. Strong leadership, problem-solving, and customer service...
    Senior

    First Citizens Bank

    Santa Clara, CA
    4 days ago
  • Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You'll foster trust-based relationships while guiding clients in their investment journeys and consolidating their assets. This position demands strong... 
    Senior

    Charles Schwab

    Milpitas, CA
    3 days ago
  • First Citizens in Santa Clara is looking for a Trade Finance professional to provide advisory services and manage letter of credit transactions. The ideal candidate will have strong expertise in Trade Finance, excellent analytical skills, and the ability to address complex...
    Senior

    First Citizens

    Santa Clara, CA
    1 day ago
  •  ...Corporation is seeking a Financial Consultant to provide clients with financial guidance and wealth management services. This role emphasizes forming lasting client relationships and expanding one’s own financial practice through active networking and referrals. The... 
    Senior
    Flexible hours

    Charles Schwab Corporation

    Milpitas, CA
    3 days ago
  •  ...transform the finance industry together. Schwab Wealth Advisory is a fee based, non‑...  ...approach to investing. As an Associate Wealth Advisor , you'll support 2-4 Wealth Advisors by...  ...deepening, and retaining virtual client relationships while helping deliver customized... 

    Charles Schwab Careers

    Campbell, CA
    2 days ago
  • $102.5k - $114k

    Senior Consultant - Accounting & Finance Advisory (San Jose) Type: Onsite Full Time Build a career that compounds. Work on what matters most. An entrepreneurial leadership and financial advisory firm is expanding its Bay Area team and seeking experienced accounting... 
    Senior
    Full time
    Immediate start

    Goodwin Recruiting

    Santa Clara, CA
    2 days ago
  • $77k - $214k

     ...careers, now and in the future. As a Senior Associate, you'll work as part of a team...  ...situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and...  ...lead the way as technology-enabled tax advisors who provide significance through... 
    Senior
    Full time
    H1b
    Local area

    PwC

    San Jose, CA
    18 hours ago
  •  ...professional who thrives where the numbers meet the operation, this role was built for you. DCL Logistics is looking for a seasoned Senior Financial Analyst to serve as a trusted financial partner to our leadership team — someone who brings clarity to complexity, turns... 
    Senior
    Hourly pay
    Contract work
    Shift work

    DCL Logistics

    Saratoga, CA
    7 hours ago
  • Fremont Bank in Mountain View, CA is seeking a Senior Relationship Banker who delivers world‑class service and grows both retail and business relationships through referrals and outbound prospecting. The role may include cash handling as needed. You will explain bank products... 
    Senior

    Fremont Bank

    Mountain View, CA
    1 day ago
  • Fremont Bank is seeking a Senior Relationship Banker to deliver world-class service while growing client relationships in the branch. You will promote Fremont Bank products to current and prospective clients and meet sales and referral goals through outbound calling and... 
    Senior
    Local area

    Fremont-Bank

    Mountain View, CA
    4 days ago
  • $130k - $150k

    Auditoria.AI is seeking a Senior Solution Consultant to conduct discovery and demonstration meetings, support product sales, and collaborate with cross-functional teams. Key qualifications include 5-7 years in pre-sales roles and experience in financial applications sales... 
    Senior
    Remote job

    Auditoria.AI

    Santa Clara, CA
    4 days ago
  • A national recruiting firm is looking for an experienced Oracle Applications Specialist in Sunnyvale, California. The successful candidate will implement and support Oracle Applications, requiring extensive experience with Oracle Financials Release 11i and Release 12. Strong...
    Senior

    Mindlance

    Sunnyvale, CA
    4 days ago
  • U.S. Bank is seeking a Client Relationship Consultant 2 in Sunnyvale, CA. This role involves building and maintaining strong relationships with clients through in-person and virtual channels to provide effective financial counsel. You will engage actively with clients... 

    U.S. Bank

    Sunnyvale, CA
    18 hours ago
  •  ...and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment...  ...a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored... 
    Work at office

    Charles Schwab

    Campbell, CA
    21 days ago
  • JPMorganChase is seeking a Private Client Advisor in Saratoga, California to provide financial planning and personalized investment...  ...financial advisory, a Series 7 license, and success in client relationships. Responsibilities include building a book of business, educating... 

    JPMorganChase

    Saratoga, CA
    18 hours ago
  • Charles Schwab is seeking a Wealth Advisor in Campbell, California, where you will manage client relationships, provide tailored investment guidance, and deliver financial planning services. This role is perfect for someone who thrives in a relationship-driven environment... 

    Charles Schwab

    Campbell, CA
    1 day ago
  • Charles Schwab Corporation is seeking a Wealth Advisor in Campbell, California. This role focuses on managing client relationships, delivering personalized financial planning, and providing investment guidance tailored to Schwab’s philosophy. The ideal candidate excels... 

    Charles Schwab Corporation

    Campbell, CA
    1 day ago
  • A national staffing firm is seeking an experienced SAP FICA/FICO consultant in Sunnyvale, CA. The role demands excellent IT background with a focus on SAP Finance modules, project management, and strong analytical and communication skills. Candidates should have a relevant...
    Senior

    AYR Global IT Solutions

    Sunnyvale, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Relationship Advisor. Be the first to apply!