41 wealth management jobs at 24 companies in Lodi, CA
2mo
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Wealth Management Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$54k-$206k/yr OnsiteFull Time
2+ YOE2+ years wealth management industry experience, bachelor’s degree required. Strong communication, ability to manage technology consulting projects, and knowledge of back/middle office operations or investment technology.
3mo
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Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
Client service support for wealth management; assist Financial Advisors; ensure timely client materials; follow bank policies; multi-task and adapt in a fast environment.
Microsoft Office, Salesforce
2w
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Wealth Management Advisor II
San Francisco or Sacramento or San Jose or Fresno or Bakersfield or Palo Alto
$122k-$262k/yr OnsiteFull Time
8+ YOE8+ years financial services sales/client experience; bachelor’s or equivalent; industry certifications (CFP/CFA/CPWA or JD/CPA) required within policy; NMLS and state life and health insurance licenses; strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
1w
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Fall Wealth Management Intern
Sacramento, California, United States
$17-$24/hr OnsiteMultiple Commitments Available
Actively pursuing an undergraduate or graduate degree; business majors preferred. Requires strong Microsoft Office proficiency, communication, organization, confidentiality, integrity, and interest in pursuing the CFP designation.
Microsoft Office
1w
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Wealth Management Advisor - Auburn, CA
Auburn or Colfax or Loomis
$65k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; 3–5 years in financial sales, preferably with affluent clients; FINRA Series 7, 63, 65, or 66 and applicable state insurance license required.
1w
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Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1 year of experience; client service, communication, organization, judgment, and technology skills. FINRA credentials and investment product knowledge are preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3d
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Wealth Management Support Specialist
Chicago or Sacramento
$45k-$83k/yr OnsiteFull Time
3+ YOERequires 3–5 years of relevant experience, a related post-secondary degree or equivalent, in-depth systems, product, regulatory, customer service, PC, communication, analytical, and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Associate Wealth Advisor
Walnut Creek or United States
$80k-$100k/yr OnsiteFull Time
1+ YOEBachelors required, Series 65 required, CFP preferred, 1+ year wealth management experience (3+ preferred), strong analytical and communication skills, CRM and financial planning software familiarity, willingness to be available when clients are.
Salesforce, MoneyGuidePro, Orion, Fidelity WealthScape
3mo
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
1mo
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Wealth Advisor, Schwab Wealth Advisory
Walnut Creek, California, United States
$120k-$174k/yr OnsiteFull Time
Bachelor's degree and FINRA Series 7 and 66 (may be obtained within 120 days), CFP®/CFA preferred; strong client relationship, financial planning, time management, and communication skills.
4w
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Associate Wealth Advisor - Hightower Signature Wealth
San Ramon, California, United States
$75k-$80k/yr OnsiteFull Time
3+ YOE3+ years in investment management, CFP® or on-track, Series 65 or 66, knowledge of financial planning and regulatory requirements, strong communication and analytical skills.
eMoney, Salesforce, Tamarac
2mo
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Wealth Client Management Consultant
Sacramento or Roseville
$75k-$90k/yr OnsiteFull Time
5+ YOE5+ years client service experience in brokerage, investment advisory, or financial services; four-year college degree or equivalent; advanced Microsoft Office skills; strong communication, analytical, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, PDF Editor
6d
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Senior Wealth Planner
Dallas or Folsom
OnsiteFull Time
10+ YOEBachelor’s degree, CFP required, and 10+ years of financial planning experience with high-net-worth clients. Requires advanced estate and tax planning expertise, investment knowledge, communication skills, and eMoney/MoneyGuidePro proficiency.
eMoney, MoneyGuidePro, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Service Associate
Walnut Creek, California, United States
$85k-$110k/yr OnsiteFull Time
3+ YOE3-5+ years client service or wealth management operations experience; strong communication, accuracy, account maintenance, onboarding, transfers, and discretion; familiarity with ACH/ACATs/wires and CRM workflows.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams, CRM
1w
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Associate Wealth Advisor
Menlo Park or Walnut Creek
$110k-$125k/yr HybridFull Time
4+ YOEBachelor's degree, Series 65 or equivalent, and 4+ years of financial services experience. Requires financial analysis, modeling, strategic planning, investment, tax, estate, and risk management expertise.
CRM, custodian websites
2mo
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Asset & Wealth Management - Renewable Energy Tax Senior Manager
Charlotte or Indianapolis or Grand Rapids or Irvine or Raleigh or Chicago or Cincinnati or Cleveland or Columbia or Kansas City or Columbus or Dallas or Las Vegas or Little Rock or Los Angeles or Rosemont or Boston or Sacramento or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Silicon Valley or San Juan or Seattle or Stamford or Tampa or Toledo or Atlanta or Washington or Melville or Miami or Milwaukee or Denver or Minneapolis or Des Moines or Montpelier or Detroit or Nashville or Florham Park or Fort Worth or Philadelphia or Phoenix or Hartford or Houston or Portland
$124k-$335k/yr OnsiteFull Time
6+ YOELead tax compliance and consulting for asset and wealth management in renewable energy; 6+ years experience; CPA or Bar or related credentials.
2mo
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Wealth Relationship Manager - Modesto Oakdale
Modesto, California, United States
$78k-$117k/yr OnsiteFull Time
5+ YOE5+ years experience; strong analytical, financial planning and communication skills; knowledge of Microsoft Office and financial planning tools; self-starter; required US FINRA registrations and insurance/MLO registrations within 150 days.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
2mo
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Wealth Relationship Manager - Modesto Oakdale
Modesto, California, United States
$78k-$117k/yr OnsiteFull Time
5+ YOERequires 5–8 years of experience, a bachelor's degree or equivalent, strong financial and analytical skills, Microsoft Office and financial planning software experience, and FINRA and insurance registrations.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
2mo
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Wealth Relationship Manager - Modesto Oakdale
Modesto, California, United States
$78k-$117k/yr OnsiteFull Time
5+ YOE5+ years experience; strong analytical, communication, and financial planning skills; required US FINRA registrations (SIE + Series 6/63/65 OR Series 7/66), mortgage loan originator and Insurance Group 1 registration within 150 days; familiarity with Microsoft Office and financial planning software.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
1mo
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Senior Sales Manager, Wealth Management
Folsom, California, United States
$150k-$160k/yr HybridFull Time
5+ YOEBachelor's degree or 5+ years related experience; securities Series licenses (7,24,66 or 63 & 65); California life insurance and variable annuity credentials; credit union sales management experience; advanced Microsoft Office and CRM skills.
Salesforce, Advisys, Riskalyze, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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