Elite Wealth Advisor for High-Net-Worth Clients
Bank of America ATM
Bank of America is seeking a Financial Advisor in Walnut Creek to work with high-net worth clients. This role includes developing relationships, preparing investment recommendations, and leveraging technology for growth. The ideal candidate has a strong background in finance and client management. With a collaborative approach, this position offers a comprehensive benefits package and opportunities for professional development. #J-18808-Ljbffr Bank of America
- ...Pleasant Hill, CA is seeking an Associate Wealth Advisor to join their team. The successful... ...supporting Senior Wealth Advisors with client advisory and investment management... ...financial services sector, particularly with high-net-worth clientele. Strong communication,...High net worth
$60k - $120k
EP Wealth Advisors is hiring a Wealth Advisor at its Walnut Creek, CA location. The role involves providing comprehensive services to clients and assisting in business development through inbound leads. Candidates should have at least 2 years of relationship management...High net worthFlexible hours- A leading financial institution is seeking a Financial Advisor for their Advisor Development Program in Walnut Creek, CA. This role involves building relationships with high-net-worth clients, assessing their financial needs, and recommending suitable investment products...High net worth
- ...qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Pleasant Hill, CA... ...be responsible for assisting in client advisory, investment management, and... ...dedicated to servicing sophisticated, high net worth individuals and families....High net worthWork experience placementWork at office
$60k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as... ...March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive... ...to an assigned number of existing clients, as well as assisting in developing new...High net worthTemporary workWork at officeImmediate startFlexible hours- Relation Insurance Services is looking for a High Net Worth Personal Lines Account Manager in Pleasant Hill, California. The successful candidate... ...will manage the insurance portfolios of high-net-worth clients and must possess a strong understanding of personal insurance...High net worth
- ...advisory firm is seeking motivated Sales Professionals to foster new client relationships and offer tailored financial solutions.... ...deliver exceptional client experiences. Achievements in maintaining strong client relationships are paramount. #J-18808-Ljbffr Lenox Advisors
- A leading financial services firm in Walnut Creek seeks a Wealth Advisor to deepen client relationships and enhance their financial practices. Ideal candidates have 7-10 years of relevant experience and a CFP designation. You will work with affluent clients to analyze their...
- ...Walnut Creek is seeking an experienced professional to enhance client relationships and offer valuable financial planning strategies.... ...Join a dedicated team and contribute to the growth of our clients' financial well-being. #J-18808-Ljbffr Bluespring Wealth Partners, LLC
- ...accounting and consulting firm in San Ramon, California, is seeking an experienced tax consultant to manage a diverse portfolio of high-net-worth clients. The ideal candidate will possess a bachelor's degree in accounting, relevant certifications, and at least 4 years of...High net worthFlexible hours
$120.3k - $166.1k
...Consultant in San Ramon, CA, to provide tax advisory services for high-net-worth individuals and their businesses. The ideal candidate holds a... ...4 years of relevant tax consulting experience. You will guide client relationships and support staff in their career growth, with a...High net worth$90k - $105k
Job Description Client Service Manager Location: Walnut... ...day activities to support advisor success. The ideal candidate is highly organized, responsive,... ...in financial services, wealth management, or investment... ...Experience supporting high-net-worth clients preferred...High net worthWork at office- ...Responsibilities Perform technical reviews of tax returns for high-net-worth individuals, primarily their personal income tax returns as... ...larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize...High net worthLocal areaFlexible hours
$150k - $165k
Private Client Advisor | Series 65 Pleasant Hill, California. Direct Hire. Compensation: $150,000 - $165,000 Base + Performance Bonus. A rapidly growing wealth management organization is seeking an experienced Private Client Advisor to join their team during an exciting...High net worthFull timeWork at officeLocal area$100k - $250k
...and focused Financial Advisors to join our fast-growing... ...while providing a very high level of coordinated advice... ...and service to their clients. Our Financial Advisors... ...with advanced Wealth Management techniques on... ...target market is high-net-worth Individuals with assets...High net worth- Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial... ...professionals, that means keeping our clients at the center of everything we do while...High net worthTemporary work
- ..., 2025 at 8:00 AM Bluespring Wealth Partners (Bluespring) is part... ...Holdings ecosystem, promoting advisor autonomy and entrepreneurship... ...advisory solutions to their clients. Lead with Purpose. Partner... ...and planning strategies for high‑net‑worth individuals Strong personal...High net worthWork at officeFlexible hours
- JPMorgan Chase & Co. is seeking a Private Client Investment Associate in Walnut Creek,... ...support and client service to Private Client Advisors. You'll facilitate operational requests,... ...essential. Join a dynamic team and contribute to wealth management strategies. #J-18808-Ljbffr...
$70k - $93.5k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of... ...December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive... ...deliver tailored financial plans to clients within the region. This role focuses...High net worthTemporary workWork at officeFlexible hours$100k
Job Description Merrill Wealth Management is a leading provider of comprehensive... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...is responsible for working with high-net worth clients in a Merrill branch with annual...High net worthHourly payWork at officeImmediate startShift workDay shift- JPMorganChase is seeking a Private Client Investment Associate to provide client service and operational support within their Wealth Management division. Responsibilities include supporting Advisors with operational requests, building client relationships, engaging in risk...
$120.3k - $166.1k
...preparation of tax returns as it relates to high-net-worth individuals, primarily their personal... ..., estate, and gift tax returns* Advise clients on a full spectrum of tax services,... ...high-net-worth clients and their team of advisors as needed on income tax planning, trust...High net worthContract workLocal areaFlexible hours$70k - $80k
A leading financial institution is looking for a qualified candidate to provide financial advice and customized solutions for clients. Responsibilities include developing financial plans and recommending investment products. Candidates should possess Series 7 & 66 licenses...Full time- A leading wealth management firm based in San Ramon is seeking a Wealth Advisor. In this role, you will maintain and expand client relationships, develop personalized financial plans, and engage in portfolio reviews. Candidates should have over 5 years of relevant experience...
- 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. Job Responsibilities Support Advisors book of business including...
$240k - $270k
Sr. High-Net-Worth Estate Planning Attorney Salary: $240,000 - $270,000 per year. Based in Boston, MA. Overview We practice at the highest... ..., intellectual property, litigation, real estate, and private client. We are actively looking for a Partner specializing in either...High net worthLocal areaFlexible hours- ...seeking a Personal Banker in Walnut Creek, California. This full-time entry-level role revolves around assisting sales and fostering client relationships to build loyalty. You'll help manage smaller credit requests while also cross-selling financial products. The ideal...Full time
- ...Walnut Creek is seeking a dedicated banking professional to enhance client relationships and support various banking services. You will... ...play a vital role in loan origination. The ideal candidate has a High School Diploma or GED and at least one year of Teller or banking...
- ...Trust taxation to join their growing Private Wealth practice. This is a high-impact, client-facing role working with high-net-worth individuals, families, and closely held... ...with clients Serve as a trusted advisor on both compliance and long-term planning...High net worthPrivate practiceWork at officeRemote workFlexible hours
$150k - $165k
Mohr Talent is seeking an experienced Private Client Advisor in Pleasant Hill, California. This role requires a minimum of 10 years as a Financial Advisor and an active Series 65 license. The advisor will provide holistic financial planning while mentoring junior team...Full timeWork at office
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