9 wealth management jobs at 6 companies in Seaside, CA
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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.
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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.
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Sr. Manager, Wealth Advisor – Schwab Wealth Advisory
Campbell, California, United States
$168k-$228k/yr OnsiteFull Time
Manage complex client relationships, deliver holistic financial plans and tailored investment guidance; strong time management, judgment, and coaching skills. CFP or CFA, Bachelor’s degree, Series 7 and 66 (may be obtained within 120 days).
2mo
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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
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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
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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
2mo
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Senior Regional Manager, Schwab Wealth Advisory
Campbell, California, United States
$216k-$288k/yr OnsiteFull Time
5+ YOECFP® or CFA® required, Bachelor’s degree required, active Series 7/66/9/10, 5+ years in financial services, supervisory experience preferred; strong coaching, relationship building, and performance management skills.
3w
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Merrill Performance Coach
Toms River or New York or Peachtree City or Boston or Deer Park or Alpharetta or Carmel or Mount Laurel or Paramus or Pennington or Cincinnati or Dallas or Charlotte or Los Angeles or Saint Helena or White Plains or Columbia or Tucson
$140k-$207k/yr OnsiteFull Time
10+ YOE10+ years coaching/consulting experience in wealth management, proven experience coaching senior leaders, deep product and practice management knowledge, SIE and Series 7 required or to be obtained, ability to travel ~40-50%.
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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)