Last updated: 2025-10-26
59 Wealth Management jobs in San Jose.
BPM
BPM is dedicated to caring for community and innovation, striving to enable each person to reach their full potential while making a positive difference for cl…
San Jose
- Skills: assurance, audits, client communication, innovative thinking, professional development, flexible work arrangements, CPA exam resources, employee assistance program, well-being resources, self-starter
- Level: mid
- Type: full_time
Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investor…
Danville
- Skills: client service, financial planning, investment advice, client relationships, account supervision, compliance, risk management, administrative functions, critical thinking, documentation
- Level: mid
- Type: full_time
Transamerica
Transamerica is part of an international holding company that provides insurance, retirement, and investment solutions aimed at helping people live their best …
San Jose
- Skills: sales, financial services, client relationship, insurance, pension, investment, retirement solutions, business development, compliance, teamwork
- Level: mid
- Type: full_time
GHJ
GHJ is one of the oldest independent firms in the Los Angeles area, founded in 1953. The firm serves over 3,000 clients with a focus on fostering collaboration…
San Jose
- Skills: tax returns, corporate tax, partnership tax, tax regulations, tax projections, tax compliance, wealth preservation, CPA license, tax research, client relationships
- Level: mid
- Type: full_time
Citizens
Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets.
Menlo Park
- Skills: relationship management, private equity, venture capital, business development, cross-sell opportunities, credit products, market development, client relationships, financial services, portfolio management
- Level: senior
- Type: full_time
Columbia Bank
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicat…
San Jose
- Skills: healthcare, relationship management, wealth management, credit, investment management, portfolio management, compliance, client satisfaction, business development, bank products
- Level: senior
- Type: full_time
Wealthfront
Wealthfront is committed to building products and services that are designed to earn our clients more and make it easy to bank, invest, and plan for the future.
Palo Alto
- Skills: client services, automation, financial planning, investments, banking, Self-Driving Money, financial interests, clear communication, high fees, emergency funds
- Level: entry
- Type: other
Edelman Financial Engines
Edelman Financial Engines has been committed to always acting in the best interests of our clients. Founded on the belief that all investors deserve access to …
Danville
- Skills: financial advice, asset management, fiduciary, client relationships, Series 65, Health Insurance, Life Insurance, wealth management, financial planning, performance-based compensation
- Level: senior
- Type: full_time
Sierra Club
At the Sierra Club, we believe in the power of interdependence. Together, we remain committed to the fight for a healthy climate built on a foundation of envir…
Oakland
- Skills: gift planning, fundraising, donor engagement, philanthropy, bequest, charitable annuities, fundraising goals, relationship management, environmental issues, debt acceptance
- Level: mid
- Type: full_time
Bank of America
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsi…
Palo Alto
- Skills: Client Service, Account Management, Customer Focus, Business Development, Client Solutions, Operational Excellence, Risk Management, Emotional Intelligence, Referral Identification, Written Communications
- Level: entry
- Type: full_time
Citizens
Menlo Park
- Skills: Wealth Management, Asset Management, Client Relationship, Financial Services, Investment Portfolio, Risk Management, Private Banking, Client Satisfaction, Advisory Services, Financial Planning
- Level: mid
- Type: full_time
JPMorgan Chase
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world…
Palo Alto
- Skills: Private Banking, Wealth Management, Client Acquisition, Financial Planning, Asset Allocation, Investment Management, Credit, Hedge Funds, Private Equity, Real Estate
- Level: senior
- Type: full_time
TIAA
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associate…
Palo Alto
- Skills: Wealth Management, Financial Solutions, Affluent Clients, Investment Planning, Client Relationship, FINRA Licenses, Financial Objectives, Retirement Planning, Entrepreneurial Mindset, Relationship Building
- Level: mid
- Type: full_time
JPMorganChase
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad rang…
Cupertino
- Skills: Private Client Banking, affluent clients, financial needs, relationship management, Dodd Frank compliance, Securities Industry Essential, NMLS registration, new client acquisition, customer relationship, financial services
- Level: mid
- Type: full_time
TIAA
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associate…
Palo Alto
- Skills: investment strategies, financial planning, client referrals, risk investment profile, liquidity needs, tax implications, strategic plans, investment research, sales targets, team environment
- Level: mid
- Type: full_time
Fidelity Investments
Our mission at Fidelity is to make our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held…
Burlingame
- Skills: financial planning, sales strategy, employee development, team building, customer service, mentoring, cross-company partnerships, market initiatives, operational technology, business growth
- Level: senior
- Type: full_time
Wells Fargo
At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping o…
Pacifica
- Skills: customer experience, relationship building, financial products, banking services, proactive outreach, service requests, credit applications, fraud prevention, team collaboration, mobile banking
- Level: entry
- Type: full_time
J.P. Morgan Wealth Management
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad rang…
Saratoga
- Skills: financial planning, investment solutions, client relationships, goal-based planning, financial coaching, Series 7, Series 66, Life Insurance, Health Insurance, digital innovations
- Level: mid
- Type: full_time
JPMorganChase
JPMorgan Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a b…
San Ramon
- Skills: Financial Services, Sales Experience, Client Relationships, Banking Solutions, Customer Service, Regulatory Compliance, Communication Skills, Technology Solutions, Retail Banking, Relationship Management
- Level: entry
- Type: full_time
Bank of America
Bank of America is a multinational investment bank and financial services company.
Watsonville
- Skills: Financial Solutions, Securities Industry, client relationships, investment solutions, consultative approach, comprehensive advice, business knowledge, financial goals, peer relationships, risk management
- Level: entry
- Type: full_time