Senior Financial Services Advisor for HNW Clients
Bluespring Wealth Partners
A respected financial services firm in Roseville, California, is seeking an experienced Financial Services Advisor to join their client-focused team. The ideal candidate will have a solid background in client relationship management, with a minimum of 10 years in a client-facing capacity. Responsibilities include cultivating long-term client relationships and clearly communicating investment strategies. In return, the firm offers a supportive environment, comprehensive benefits, and a commitment to professional growth. #J-18808-Ljbffr Bluespring Wealth Partners
- A leading financial services firm in Roseville seeks an experienced professional to enhance and manage client relationships. The ideal candidate has over 10 years of client-facing experience, excels in communication and relationship management, and operates with a strong...SeniorHigh net worth
- A leading financial services firm in California seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions to clients. You will build relationships, provide personalized services, and educate clients about financial products. Candidates...Suggested
$150k - $165k
A growing financial services firm is seeking a Lead Financial Advisor in Roseville, CA to manage client relationships and provide strategic financial guidance to high-net-worth individuals. Candidates should have over 10 years of experience and relevant certifications,...High net worth- Titan Wealth in California is seeking a Financial Planner to deliver excellent financial planning and advice to clients via a hybrid work model. You will focus on servicing existing clients and developing new business opportunities. The ideal candidate should have a Diploma...Suggested
$150k - $165k
Overview Rocklin, CA $150,000 - $165,000 Base A growing financial services firm is seeking a Lead Financial Advisor to take ownership of client relationships and deliver strategic financial guidance to high-net-worth individuals and families. Responsibilities Lead comprehensive...High net worthLocal area- ...to assist the Transportation Team with project delivery for public agencies and private clients. Key responsibilities include organizing technical tasks, supporting design services, and managing project schedules and budgets. The ideal candidate holds a Bachelor’s in Civil...SeniorFlexible hours
$50k - $125k
Edward Jones invites you to join as a Financial Advisor in Folsom, California. You will build your own practice with support from regional and home office teams. Responsibilities include developing client relationships, creating personalized strategies, and ensuring a...SeniorHome office$16 per hour
...long-term career goals. Successful candidates for this role must possess excellent customer service skills, consistent work habits, and a proven track record of meeting client expectations while achieving established company sales quotas. What We Provide To You: Competitive...SeniorWork experience placement$23.19 - $28.35 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...all from Day One. Job Description Client Relationship Consultants build... ...available deposit and loan products and services, and recommending solutions based on each...Temporary workLocal area- The Sr. Client Manager position at EPIC Brokers in Rancho Cordova requires someone with strong communication and problem-solving skills. This role supports Producers by managing client services, renewal activities, and policy administration. The successful applicant will...Senior
- ...Senior Mortgage Loan Officer / Mortgage Advisor Build Your Business. Grow Your Brand. Partner With a Platform That Invests in You. At Partners Mortgage... ...you build The value you bring to your clients The business you create The impact you make in...Senior
$27.22 - $33.26 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...at—all from Day One. Job Description Client Relationship Consultants build... ...available deposit and loan products and services, and recommending solutions based on each...Temporary work$110k - $120k
EPIC Insurance Brokers & Consultants in Rancho Cordova, CA, is looking for a Sr. Client Manager to support Producers in delivering exceptional service to assigned clients. The role involves managing client service needs, coordinating renewal activities, and ensuring accurate...Senior$70k - $75k
Allworth Airline Advisors (Formerly RAA) in Folsom, CA is seeking a Senior Associate for the Retirement Plan Services division. The role involves administrative support, client onboarding, and maintaining qualified plan business. Applicants should have a Bachelor’s degree...Senior$115k - $150k
...time Occupational Health and Industrial Hygiene professional based in Folsom, California. The position involves project oversight, client interaction, and conducting thorough evaluations of health hazards. Candidates should possess at least 7 years of experience, including...SeniorFull time- EPIC Insurance Brokers & Consultants is seeking a Client Executive to serve as the primary expert resource for clients in the Rancho Cordova office. This role requires managing client relationships and ensuring the delivery of high-quality insurance solutions. The ideal...SeniorWork at office
$70k - $75k
Allworth Financial is looking for a Senior Associate for its Retirement Plan Services division in Folsom, California. This role includes providing administrative support and collaborating with financial advisors for client onboarding. Candidates should have at least one...Senior$65k - $80k
Hightower Advisors in Folsom, CA, is seeking a Paraplanner to support Wealth Advisors by gathering and organizing client financial data, preparing planning documents, and assisting in client meetings. The ideal candidate possesses strong communication, organizational,...Flexible hours$104.9k - $134.25k
Senior Engineer Department: Land Development Employment Type: Full Time Location: Roseville, CA Compensation: $104,900 - $134,250... ...engineering projects performed on behalf of private and public sector clients. Under limited direction, a Senior Engineer performs difficult...SeniorFull timeFor contractorsWork at officeRemote workFlexible hours$100k - $145k
...is a plus. The successful candidate will be required to assist senior engineers in performing analysis, developing designs, contract drawings... ..., oversee testing and monitoring programs. Assist with client coordination including coordinating deliveries, submittals, meeting...SeniorFull timeContract workTemporary workPart timeCasual workWork at officeLocal areaFlexible hours- Bank of America is seeking a Financial Solutions Advisor Stage I to obtain necessary financial securities licenses and build strong client relationships. The role involves providing comprehensive financial advice and collaborating with banking and investment partners to...
$77 - $96 per hour
...Description We are seeking a Senior Client Service Manager (CSM) to lead strategic client development... .... What Success Looks Like Trusted advisor status with key client decision-makers... ...and hire those candidate(s) without any financial obligation to the recruiter or agency....SeniorHourly payTemporary work$110k - $125k
...and emergency procedures. Support emergency preparedness, response, recovery, and resilience initiatives for public and private clients. Conduct risk assessments, hazard analyses, capability assessments, and regulatory compliance reviews. Prepares basic and technical...Full timeWork at officeRemote work- ...Enterprise Security We are seeking a Senior Information Security Analyst... ...healthcare and government client environments. This is a... ...operate as a trusted security advisor, interacting at a managerial... ...vendor and third-party security services Manage, track, and report...Senior
- ...surveying projects and mentor the team. This role involves managing budgets, developing project scopes, and maintaining communication with clients. Preferred candidates will have a PLS license in California, up to 5 years of experience, and strong technical and leadership...Senior
- A social service organization is seeking a Lead Care Manager to provide direct services and coordinate care management within the Enhanced... ...role includes developing individual care plans, engaging with clients, and connecting them to social services. Candidates should have...Senior
$126.5k - $158.1k
...California, is hiring a Principal Engineer for its Geotechnical Department. This Senior Associate position offers a salary between $126,500 and $158,100 annually. Responsibilities include client relations, preparing project scopes, and performing detailed engineering...Senior- ...technical guidance to ensure innovative solutions. Your responsibilities include project management, effective communication with clients, and mentoring young professionals in the field. Join our team to make impactful contributions in sustainable water management. #J-...Senior
$140k - $170k
...include a comprehensive package and an expected salary of $140,000 - $170,000 annually. The position requires effective relationship management with clients and strong technical skills in various electrical equipment testing. #J-18808-Ljbffr Wunderlich-Malec Engineering, Inc.Senior$23.19 - $28.35 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...all from Day One. Job Description Client Relationship Consultants build... ...available deposit and loan products and services, and recommending solutions based on each...Temporary workLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Services Advisor for HNW Clients. Be the first to apply!
- financial planning assistant Roseville, CA
- financial consultant Roseville, CA
- financial advisor associate Roseville, CA
- financial planning associate Roseville, CA
- jde finance consultant Roseville, CA
- financial associate Roseville, CA
- financial planner Roseville, CA
- financial advisor Roseville, CA
- associate corporate finance Roseville, CA
- financial planning administrator Roseville, CA

