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39 wealth management jobs at 22 companies in Stockton, 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
Accenture
AccentureNYSE: ACN: Global professional services delivering 360° value.
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.
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3mo
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Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
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
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3w
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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
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Providing comprehensive banking and financial services to customers.
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
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2w
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Wealth Management Client Associate
Walnut Creek, California, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
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
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4d
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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 or Salt Lake City
OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Regional financial institution providing banking and wealth management services.
Bachelor's degree preferred or applicable credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF required, plus 5+ years as an investment executive, financial advisor, planner, investment representative, or wealth manager.
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1w
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Wealth Relationship Manager
San Francisco or Fremont or Cupertino
$100k-$200k/yr OnsiteFull Time
HSBC Bank USA, N.A.
HSBC Bank USA, N.A.: U.S. national bank providing commercial, consumer and wealth-banking services to individuals, businesses, governments and institutions.
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.
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Wealth Advisor, Schwab Wealth Advisory
Walnut Creek, California, United States
$120k-$174k/yr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services firm providing brokerage, banking, and advisory services.
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.
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2mo
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PWM Private Wealth Advisor
Walnut Creek or San Jose
$170k-$200k/yr OnsiteFull Time
U.S. Bank
U.S. BankNew York Stock Exchange: USB: Diversified financial services and banking institution.
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.
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3w
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Wealth Advisor
Walnut Creek, California, United States
$60k-$120k/yr HybridFull Time
EP Wealth Advisors
EP Wealth Advisors: Fee-only wealth advisory firm serving mass-affluent and high-net-worth families through investment, tax, estate, and financial planning.
2+ YOEBachelor's degree required, Series 65 or equivalent, 2+ years relationship management or sales experience including 1+ year in financial services, financial concepts knowledge, and CRM and Microsoft Office proficiency.
CRM, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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1mo
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Associate Wealth Advisor - Hightower Signature Wealth
San Ramon, California, United States
$75k-$80k/yr OnsiteFull Time
Farr, Miller and Washington
Farr, Miller and Washington: Private registered investment adviser supporting independent wealth advisors and serving individuals, families, foundations, and corporations.
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
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1mo
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Wealth Management Client Service Associate
Walnut Creek, California, United States
$85k-$110k/yr OnsiteFull Time
Soteris Private Wealth
Soteris Private Wealth: Private wealth-management platform supporting independent financial advisors and their independently owned partner firms.
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
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2w
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Associate Wealth Advisor
Menlo Park or Walnut Creek
$110k-$125k/yr HybridFull Time
Focus Partners Wealth
Focus Partners Wealth: SEC-registered investment adviser providing fiduciary wealth management and financial planning to individuals, families, businesses, institutions, and nonprofits.
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
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3mo
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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
PwC
PwC: Global professional services network providing audit, tax, and consulting services.
6+ YOELead tax compliance and consulting for asset and wealth management in renewable energy; 6+ years experience; CPA or Bar or related credentials.
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2mo
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Wealth Relationship Manager - Modesto Oakdale
Modesto, California, United States
$78k-$117k/yr OnsiteFull Time
Citibank, N.A.
Citibank, N.A.: Bank is a private commercial bank providing retail, commercial, corporate, and institutional financial services worldwide.
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
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2mo
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Wealth Relationship Manager - Modesto Oakdale
Modesto, California, United States
$78k-$117k/yr OnsiteFull Time
Citi
CitiNYSE: C: Global financial services organization enabling growth and economic progress.
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
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2mo
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Wealth Relationship Manager - Modesto Oakdale
Modesto, California, United States
$78k-$117k/yr OnsiteFull Time
Citi
CitiNYSE: C: Global financial services organization enabling growth and economic progress.
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
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6d
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Wealth Management Private Banker
Fremont, California, United States
$93k-$128k/yr HybridFull Time
Fremont Bank
Fremont Bank: Independent family-owned bank serving California consumers and businesses with retail, commercial, mortgage, and wealth services.
5+ YOEBachelor’s degree and 5+ years of branch private banking experience required, with business development success, banking and lending expertise, strong relationship-building skills, and Series 6 and 63 or 66 licenses.
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2mo
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Wealth Financial Advisor
Phoenix or Santa Barbara or San Diego or San Francisco or San Ramon or Los Angeles or Fort Lauderdale or Leawood or Miami or Chicago or New York
$90k-$100k/yr OnsiteFull Time
CAPTRUST
CAPTRUST: Private, majority employee-owned investment advisory and wealth management firm serving individuals, families, institutions, and retirement plans.
4+ YOE4+ years sales/wealth management experience, Series 65 within 90 days, proficiency with Microsoft Office and GAP analysis tools, strong communication and analytical skills, bachelor's degree preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, GAP analysis tools
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1mo
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Wealth Management Senior Relationship Manager - Sacramento, CA Area
Roseville or Walnut Creek or Sacramento
$79k-$153k/yr OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provider of investment, retirement, and financial planning services.
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.
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Wealth Management Senior Relationship Manager - Sacramento, CA Area
Roseville or Sacramento or Walnut Creek
$79k-$153k/yr OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provider of investment, retirement, and financial planning services.
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.
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