19 wealth management jobs at 14 companies in Placerville, CA
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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.
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.
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
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
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
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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.
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
1w
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Asset & Wealth Management Tax Director
New York City or Stamford or Atlanta or Charlotte or Austin or Chicago or Washington or Dallas or Melville or Miami or Los Angeles or Baltimore or Sacramento or Nashville or Boston or United States or Florham Park or Salt Lake City or San Francisco or Silicon Valley or Philadelphia or Seattle or Hartford or Houston
$150k-$438k/yr HybridFull Time
8+ YOEBachelor's degree, 8+ years of experience, and CPA, bar membership, or another tax, technology, or finance credential. Requires strategic tax leadership and executive client relationship experience.
H-1B Lottery Policy
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Senior Lead Wealth Custom Credit Banker
Los Angeles or San Francisco or El Dorado Hills or Dallas
$185k-$300k/yr OnsiteFull Time
7+ YOE7+ years wealth custom lending experience, FINRA Series 7/66 (or equivalents), strong credit and sales acumen, ability to structure bespoke lending for HNW/UHNW clients; Master\u0002s preferred.
1mo
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Wealth Management Senior Relationship Manager - Sacramento, CA Area
Roseville or Sacramento or Walnut Creek
$79k-$153k/yr OnsiteFull Time
5+ YOE5+ years financial services customer service experience; Series 7 and Series 63/65 or 66 and life insurance licenses required; Bachelors preferred; strong communication and client service skills.
4w
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Wealth Management Senior Relationship Manager - Sacramento, CA Area
Roseville or Walnut Creek or Sacramento
$79k-$153k/yr OnsiteFull Time
5+ YOESeries 7 and 66 licenses or ability to acquire Series 66, 5+ years of financial services customer service experience, investment discussions, client meetings, and portfolio compliance.
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Lincoln, NE (area)
Lincoln or Lincoln or Lincoln or Lincoln or Venice or Anaheim or Englewood
OnsiteFull Time
2+ YOEMinimum 2 years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; Series 7 and Series 66 (or 63/65) required; Life, Health & Long Term Care insurance license required; CFP and bachelor’s degree preferred.
1mo
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JPM Wealth Management-Business Development Consultant - Walnut Creek/Sacramento, CA
Walnut Creek or Sacramento
$116k-$185k/yr FieldFull Time
7+ YOEBachelor's degree,7+ years in business development/project management/sales in financial services,Series 7 required (or obtain within 60 days),SIE if registered after 10/1/2018,Series 66 and Life & Health license required within 60 days,strong communication and stakeholder skills.
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Financial Advisor
Houston or Walnut Creek or Sacramento
$140k-$150k/yr HybridFull Time
5+ YOERequires CFP or ChFC, Series 65 or 66, and at least five years of client-facing wealth management or financial planning experience, plus leadership, communication, and CRM proficiency.
MoneyGuidePro, Salesforce
1mo
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VP, Financial Advisor
Folsom, California, United States
HybridFull Time
Requires 4-year degree, Series 65 or 7/66; CFP and insurance licenses preferred; substantial wealth management experience; strong analytical, organizational and communication skills.
3d
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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)