86 wealth management jobs at 36 companies in Tracy, 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.
1mo
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Senior Wealth Management Banker
Minneapolis or Zurich or Rockville or London or Los Angeles or Mountain View or Wexford or Amsterdam or United Kingdom or United States or Ireland or Netherlands or China or Uruguay or Jersey or Monaco
$140k-$180k/yr FieldFull Time
University degree, proven track record supporting high‑net‑worth clients, familiarity with wealth management and lending products (securities‑based lending, mortgage, private banking), strong communication and presentation skills, willing to travel up to 75%.
2w
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Senior Associate - Wealth Management - EFO
Mountain View or San Francisco or Los Angeles or Irvine
$92k-$125k/yr HybridFull Time
2+ YOERequires a bachelor's degree, 2–4 years supporting wealth management clients or in tax and accounting, client communication experience, and Excel and Word proficiency. CPA and CFP preferred.
Microsoft Excel, Microsoft Word, eMoney
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
3d
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Lead Wealth Management Banker - Professional Services (LSG)
Palo Alto, California, United States
$143k-$224k/yr OnsiteFull Time
5+ YOERequires 5+ years of Wealth Management Banking–Professional Services experience or equivalent. Preferred HNW/UHNW, private banking, mortgage, sales, relationship management, and FINRA registration experience.
1w
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Wealth Management Analyst
Menlo Park, California, United States
$75k-$125k/yr OnsiteFull Time
2+ YOERequires 2+ years of relevant work experience, active Series 7 and Series 66 or Series 63 and Series 65, financial products knowledge, MS Office proficiency, organization, communication, and client service skills.
Microsoft Excel, Microsoft Office, MS Online
1w
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Wealth Management Analyst
Menlo Park, California, United States
$75k-$125k/yr OnsiteFull Time
2+ YOERequires 2+ years of relevant work experience, Series 7 and Series 66 or Series 63 and Series 65 licenses, financial services product knowledge, MS Office and Excel proficiency, organization, communication, and client service skills.
Microsoft Office, Microsoft Excel, MS Online
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
2w
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Wealth Strategist
Houston or Menlo Park
$125k-$200k/yr OnsiteFull Time
8+ YOERequires 8+ years in advanced financial planning or private wealth management, expertise in tax, estate, and wealth transfer planning, a bachelor's degree, CFP designation, and client presentation experience.
eMoney, Holistiplan, Vanilla
2w
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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
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
1d
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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.
2mo
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Director, Wealth Management
Foster City, California, United States
$170k-$225k/yr HybridFull Time
6+ YOEBachelor's degree required, 6+ years wealth management experience, strong organizational and communication skills, familiarity with account operations, client relationship management; Salesforce/Fidelity experience and CFA/CFP/CAIA designations are a plus.
Salesforce, Fidelity Investments
2d
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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
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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.
2mo
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PWM Private Wealth Advisor
Walnut Creek or San Jose
$170k-$200k/yr OnsiteFull Time
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.
1mo
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Wealth Advisor
Pasadena or Seattle or Palo Alto or San Diego or Portland or Phoenix or Bellevue
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience required; Series 7,63 and 65 (or 66) completed within 120 days of start; university degree preferred; experience with client relationship management and financial planning.
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
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
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