227 wealth jobs at 71 companies in San Jose, CA
1w
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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
4d
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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
2mo
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Wealth Advisor
Los Altos or San Jose
$165k-$175k/yr OnsiteFull Time
7+ YOEBachelor's degree, Series 65, CFP/CFA or other advanced designation, 7+ years industry experience, strong client relationship, wealth planning, and leadership skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
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Wealth Relationship Manager
Cupertino, California, United States
$101k-$151k/yr OnsiteFull Time
Experience in financial sales and wealth planning, strong client relationship and business development skills, knowledge of wealth products and regulatory frameworks, and ability to work with Compliance/Credit/Risk.
4d
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Associate Wealth Advisor
Pleasanton, California, United States
$85k-$120k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years of relevant financial planning experience, and CFP designation or Series 65 required. Requires wealth management knowledge, financial planning software experience, and strong communication skills.
eMoney, MoneyGuide Pro
3mo
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Senior Wealth Advisor
San Francisco, California, United States
$125k-$175k/yr OnsiteFull Time
5+ YOE5+ years as a financial/wealth advisor, proven client acquisition and asset growth, experience in wirehouse/BD/bank/RIA, CFP®/CFA preferred, bachelor’s degree preferred, strong communication and sales orientation.
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
2mo
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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
1mo
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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.
3w
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Wealth Relationship Manager
Cupertino, California, United States
OnsiteFull Time
Experience in financial sales and wealth planning; strong client relationship, business development, compliance and communication skills; Series 7, 63, 65 or 66 and life & health insurance licenses required.
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.
3mo
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Wealth Strategies Advisor
Los Angeles or Chicago or San Francisco
$180k-$255k/yr HybridFull Time
5+ YOE5 years wealth planning experience; proven sales with high net worth clients; JD/CPA/MBA/CFA/CTFA/CFP preferred; strong communication and relationship skills; team player.
Wealth Planning Tools, Tax Planning Software, CRM, Office Suite
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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Director, Wealth Management
San Francisco, California, United States
$170k-$225k/yr HybridFull Time
6+ YOE6+ years of wealth management experience, bachelor's degree required, strong organizational, written/verbal communication, critical thinking, familiarity with account operations, Salesforce/Fidelity experience a plus; CFA/CFP/CAIA desirable.
Salesforce, Fidelity Investments
2d
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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
5d
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Asset & Wealth Management - Private Wealth Advisor - San Francisco
San Francisco, California, United States
$85k-$270k/yr OnsiteFull Time
4+ YOERequires four-plus years in private wealth management, financial services, or related experience; Series 7, 63, and 3 licenses; client connectivity, sales, analytical, interpersonal, and relationship management skills.
2d
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Asset & Wealth Management - Private Wealth Advisor - San Francisco
San Francisco, California, United States
$85k-$270k/yr OnsiteFull Time
4+ YOERequires 4+ years in private wealth management, financial services, or related work; Series 7, 63, and 3 licenses; client focus, business development, analytical, relationship management, and networking skills.
Employee Assistance Program (EAP)
3w
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Wealth Advisor - Hightower Signature Wealth
San Ramon, California, United States
$100k-$120k/yr OnsiteFull Time
5+ YOE5+ years licensed financial services experience, Bachelor's degree, clean U4, CFP or ability to attain in 12 months, Series 65/66, strong communication and analytical skills, knowledge of tax, estate, insurance, and retirement planning.
eMoney, Salesforce, Tamarac
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.
1mo
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Senior Lead Wealth Management Banker (HNW / Executive Wealth Solutions) (SAFE)
Charlotte or Miami or Atlanta or San Francisco or Washington or Los Angeles or Dallas or Chicago
$185k-$300k/yr OnsiteFull Time
7+ YOE7+ years wealth management banking or equivalent experience; SAFE/NMLS registration required; experience advising HNW clients and complex credit structuring; FINRA Series 7 and 66 preferred.
Nationwide Mortgage Licensing System (NMLS)
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