22 wealth management jobs at 10 companies in Marina, CA
2w
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Wealth Management Advisor - Hollister, CA
Hollister or Watsonville or Freedom
$65k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years financial sales experience (preferably with affluent clients); Series 7 and 63/65/66 and state insurance license; strong financial planning and relationship management skills.
2w
Save
Mark Applied
Hide
Wealth Management Client Associate
San Jose, California, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent; 1 year of experience; client service, communication, prioritization, computer application, and relationship management skills; Microsoft Office and Salesforce proficiency preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3mo
Save
Mark Applied
Hide
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
1d
Save
Mark Applied
Hide
Wealth Relationship Manager
Cupertino, California, United States
OnsiteFull Time
Requires FINRA Series 7 and 66 or Series 63 and 65 licenses, wealth planning and financial sales experience, client advisory skills, regulatory knowledge, and expertise in banking, investments, and insurance.
2d
Save
Mark Applied
Hide
Wealth Relationship Manager
San Francisco or Fremont or Cupertino
$100k-$200k/yr OnsiteFull Time
Requires FINRA Series 7 and 66, or Series 63 and 65, plus life and health insurance licenses or willingness to obtain sponsorship; financial sales, wealth planning, regulatory, and client relationship experience required.
1mo
Save
Mark Applied
Hide
Wealth Advisor, Schwab Wealth Advisory
Campbell, California, United States
$120k-$174k/yr OnsiteFull Time
Bachelor's degree and active FINRA Series 7 and Series 66 (or obtained within 120 days), CFP®/CFA preferred; strong client relationship, financial planning, time management, and communication skills; coachable and self-aware.
2mo
Save
Mark Applied
Hide
Wealth Relationship Manager - Los Gatos
Los Gatos, California, United States
$88k-$133k/yr OnsiteFull Time
5+ YOE5+ years experience; bachelor’s degree or equivalent; required FINRA registration (SIE + Series 6/63/65 OR Series 7/66); Insurance Group 1 and mortgage loan originator registration within 150 days; strong analytical, communication, and financial planning skills; Microsoft Office and Money Guide Pro/NaviPlan experience preferred.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
2mo
Save
Mark Applied
Hide
Wealth Relationship Manager - Los Gatos
Los Gatos, California, United States
$88k-$133k/yr OnsiteFull Time
5+ YOE5+ years experience; strong analytical and communication skills; FINRA registrations (SIE and Series 6/63/65 or Series 7/66) required within 150 days; Insurance Group 1 and mortgage loan originator registration required within 150 days; Bachelor’s degree or equivalent experience; Microsoft Office and financial planning software preferred; KYC/AML c...
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
4w
Save
Mark Applied
Hide
Wealth Relationship Manager - Alum Rock / Eastridge.
Los Gatos or San Jose
$88k-$133k/yr OnsiteFull Time
5+ YOERequires 5–8 years of experience, bachelor's degree or equivalent, strong financial and analytical skills, Microsoft Office proficiency, and FINRA and insurance registrations.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, MoneyGuidePro, NaviPlan Select
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
San Jose, California, United States
$25-$44/hr OnsiteFull Time
High school minimum; client service focus; familiarity with investment products; pursuing or holding SIE/Series 7/66/63/65 desired; strong communication and detail orientation; proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2d
Save
Mark Applied
Hide
Business Development Officer
San Francisco or Walnut Creek or Menlo Park or San Jose or Sacramento or Carmel or Marin County or San Mateo or Los Gatos or Napa or Palo Alto
$140k-$180k/yr OnsiteFull Time
Requires wealth management knowledge, presentation and planning skills, critical thinking, organization, and Series 7/66 or Series 7/63/65 licenses; local branch travel may be required.
Artificial Intelligence (AI)
1mo
Save
Mark Applied
Hide
Account Executive, Growth
San Jose or Draper or New York City or Seattle or Los Angeles County or Austin or Houston or Massachusetts or Utah or Florida or North Carolina or United States
$123k-$173k/yr RemoteFull Time
5+ YOEQuota-carrying SaaS sales role (enterprise/SMB) selling to accounting, CPA, and wealth management firms; 5+ years quota-exceeding SaaS/FinTech sales, consultative selling, CRM forecasting, travel as needed, virtual/home office capable.