200 wealth management jobs at 59 companies in Walnut Creek, CA
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Private Wealth Management, Wealth Management Associate
San Francisco, California, United States
OnsiteFull Time
5+ YOE5+ years in wealth management or related field; bachelor’s degree or professional certification preferred; active SIE, Series 7 and 66 (or 63 and 65) licenses; additional product licenses may be required
Microsoft Office
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
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.
2mo
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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%.
3w
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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
3mo
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Private Wealth Management, Wealth Management Associate
San Francisco, California, United States
$68k-$120k/yr OnsiteFull Time
5+ YOE5+ years relevant experience, active SIE and Series 7 and 66 (or 63 and 65), four-year degree preferred, strong Microsoft Office skills, effective communication, compliance knowledge, and client relationship experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
2w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
2+ YOEBachelor’s degree and 2–4 years of client service or financial industry experience required/preferred. Strong communication, organization, interpersonal skills, integrity, and client-service focus. SIE, Series 7, and Series 63 required.
1w
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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.
2mo
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Associate, Wealth Management
San Francisco, California, United States
$95k-$115k/yr HybridFull Time
Bachelor's degree required; 1-2+ years relevant experience preferred. Strong organization, communication, critical thinking, and relationship-building; curiosity about financial markets; Salesforce experience a plus.
Salesforce
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
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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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
3w
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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
1mo
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Wealth Management Advisor - San Francisco, CA
San Francisco, California, United States
HybridFull Time
5+ YOE5+ years managing a book of affluent clients; deep investment and financial planning knowledge; FINRA Series 7 and 63 required; Series 65/66 and Life and Health license required within 120 days; CFP/CFA preferred.
1mo
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Wealth Management Advisor - San Francisco, CA
San Francisco, California, United States
$100k-$110k/yr HybridFull Time
5+ YOE5+ years managing a book of affluent clients, deep investment and planning knowledge, FINRA Series 7 and 63 (65/66), life and health insurance license (obtain within 120 days), CFP/CFA preferred, strong client relationship and sales skills.
2w
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Wealth Associate
San Francisco or New York City or Dallas or Seattle or San Diego or Naples
$75k-$95k/yr OnsiteFull Time
Bachelor's degree required; CFA or CFP preferred. Interest in wealth management, strong communication, organization, collaboration, problem-solving, prioritization, and client-service skills.
401k
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
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.
2mo
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Wealth Manager (San Francisco)
San Francisco, California, United States
$160k-$255k/yr HybridFull Time
10+ YOESeries 65 required; preferred 10+ years in investment/wealth management or financial planning; four-year degree or equivalent experience; strong communication, organization, and client relationship skills; background and credit checks required.
2w
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Private Wealth Advisor
San Francisco, California, United States
$200k-$225k/yr OnsiteFull Time
5+ YOEBachelor’s degree in finance, business, or related field; 5–7+ years in wealth management; success serving high-net-worth clients; Series 65 required; strong communication and Salesforce and Microsoft Office proficiency.
Salesforce, Microsoft Office
1w
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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.
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