76 private wealth jobs at 22 companies in San Jose, CA
6d
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Private Wealth Advisor
San Francisco, California, United States
$200k-$225k/yr OnsiteFull Time
5+ YOEBachelor’s degree in finance, business, or related field; 5–7+ years in wealth management; success serving high-net-worth clients; Series 65 required; strong communication and Salesforce and Microsoft Office proficiency.
Salesforce, Microsoft Office
1w
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Asset & Wealth Management - Private Wealth Advisor - San Francisco
San Francisco, California, United States
$85k-$270k/yr OnsiteFull Time
4+ YOERequires four-plus years in private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; client connectivity, sales, analytical, interpersonal, and relationship management skills.
6d
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Asset & Wealth Management - Private Wealth Advisor - San Francisco
San Francisco, California, United States
$85k-$270k/yr OnsiteFull Time
4+ YOERequires 4+ years in private wealth management, financial services, or related work; Series 7, 63, and 3 licenses; client focus, business development, analytical, relationship management, and networking skills.
Employee Assistance Program (EAP)
2mo
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PWM Private Wealth Advisor
Walnut Creek or San Jose
$170k-$200k/yr OnsiteFull Time
10+ YOENMLS registration required; bachelor’s degree or equivalent experience; 10+ years in high/ultra-high net worth wealth management; CFA/CFP preferred; strong relationship management, business development, analytical, and communication skills; background and credit check required.
1d
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Senior Lead Private Wealth Portfolio Manager (LO)
Seattle or Phoenix or San Francisco or Los Angeles or San Diego or Las Vegas
$185k-$300k/yr OnsiteFull Time
7+ YOE1+ MgmtRequires 7+ years of private wealth portfolio management experience with HNW/UHNW clients and 1+ year of leadership experience; investment, fiduciary, risk management, and client relationship expertise required.
1mo
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Private Wealth Consultant- Western Region
Los Angeles or San Francisco
OnsiteFull Time
5+ YOEBachelor's degree,5+ years covering large financial advisors/professional buyers,Series 7 and 66,strong investment and relationship management skills,ability to travel within Western territory.
Salesforce
6d
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Private Wealth Advisor Associate
San Francisco, California, United States
$65k-$90k/yr HybridFull Time
3+ YOEBachelor's degree required; strong communication, analytical, problem-solving, collaboration, leadership, interpersonal, and time-management skills. SIE required before joining; Series 7 and 66 required within 1–2 months.
2mo
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Private Wealth Management, Wealth Management Associate
San Francisco, California, United States
OnsiteFull Time
5+ YOE5+ years in wealth management or related field; bachelor’s degree or professional certification preferred; active SIE, Series 7 and 66 (or 63 and 65) licenses; additional product licenses may be required
Microsoft Office
1w
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Wealth Strategies Advisor- Private Bank
Los Angeles or Chicago or San Francisco
$180k-$255k/yr OnsiteFull Time
5+ YOEHigh school diploma or equivalent required; 5 years of wealth planning experience, advanced wealth strategy knowledge, client sales experience, and strong communication, presentation, and relationship management skills.
FDIC
2w
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Wealth Strategist
Houston or Menlo Park
$125k-$200k/yr OnsiteFull Time
8+ YOERequires 8+ years in advanced financial planning or private wealth management, expertise in tax, estate, and wealth transfer planning, a bachelor's degree, CFP designation, and client presentation experience.
eMoney, Holistiplan, Vanilla
1w
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Wealth Strategies Advisor- Private Bank
Los Angeles or San Francisco or Chicago
$180k-$255k/yr OnsiteFull Time
5+ YOERequires 5 years of wealth planning experience, advanced knowledge of estate, tax, trust, investment, retirement, and philanthropic planning, sales experience, communication, presentation, and relationship management skills.
FDIC
2mo
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Private Wealth Management, Wealth Management Associate
San Francisco, California, United States
$68k-$120k/yr OnsiteFull Time
5+ YOE5+ years relevant experience, active SIE and Series 7 and 66 (or 63 and 65), four-year degree preferred, strong Microsoft Office skills, effective communication, compliance knowledge, and client relationship experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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U.S. Private Bank - Private Banker - Associate
San Francisco, California, United States
$150k-$165k/yr OnsiteFull Time
3+ YOEBachelor’s degree, 3+ years in private banking or financial services, Series 7 & 66 and insurance licenses required (or to be obtained within 90 days), proven sales success, strong community network, and knowledge of investments, wealth planning, credit and banking.
1mo
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Senior Wealth Management Banker
Minneapolis or Zurich or Rockville or London or Los Angeles or Mountain View or Wexford or Amsterdam or United Kingdom or United States or Ireland or Netherlands or China or Uruguay or Jersey or Monaco
$140k-$180k/yr FieldFull Time
University degree, proven track record supporting high‑net‑worth clients, familiarity with wealth management and lending products (securities‑based lending, mortgage, private banking), strong communication and presentation skills, willing to travel up to 75%.
4w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - San Francisco
San Francisco, California, United States
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's required; 1+ years preferred client service or finance experience; SIE, Series 7 and 63 required (obtain within 3 months); strong communication, organizational and client-service skills.
1d
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Vice President – Private Wealth
Los Angeles or San Francisco or Charlotte
$130k-$200k/yr RemoteFull Time
5+ YOERequires Series 7 and Series 63 or 66 licenses, 5–8+ years of capital raising or external sales experience, wealth management relationships, strong communication, CRM and financial sales tool experience, and a bachelor's degree or equivalent experience.
CRM, Salesforce, Microsoft Office Suite, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
1d
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Analyst or Associate, Wealth Management
Chicago or Abu Dhabi or Austin or Beijing or Boston or Hong Kong or London or Munich or Menlo Park or New York City or Seoul or Singapore or Sydney or Tokyo or Toronto
$85k-$110k/yr OnsiteFull Time
1+ YOERequires 1–2+ years of professional experience, preferably in wealth management or client-facing private markets, strong English communication, MS Office and Salesforce proficiency, organizational skills, and a business-focused undergraduate degree preferred.
Microsoft Excel, Microsoft PowerPoint, Salesforce, CRM
2mo
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Manager of Tax Services- Private Wealth
Miami or West Palm Beach or Boca Raton or Fort Lauderdale or New York City or San Francisco or Los Angeles or Chicago or Boston or London or United States
OnsiteFull Time
5+ YOECPA required; Bachelor’s in Accounting/Finance required; 5+ years trust & estate tax experience; JD or LL.M. in Taxation preferred; proficiency with CCH Axcess/GoSystem and Microsoft Office; supervisory experience.
CCH Axcess, GoSystem, Microsoft Office Suite
1mo
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Citi Wealth - Lending Advisor - Vice President
San Francisco or Los Angeles
$157k-$236k/yr HybridFull Time
5+ YOERequires 5+ years in wealth management or private bank lending, lending origination, structuring, and credit analysis; HNW client advisory expertise; strong credit judgment; and a bachelor's degree.
portfolio analytics
1mo
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Private Wealth, Client Associate (San Francisco)
San Francisco, California, United States
$38-$48/hr OnsiteFull Time
Series 7 and 66 or 63/65 required, undergraduate degree preferred, foundational investment knowledge, detail-oriented, prior brokerage or RIA experience, professional communication, background check required.
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