14 Wealth Management jobs in San Jose.

Hiring now: Sr Private Banker @ Citizens, Financial Solutions Advis @ Merrill We, Client Relationship Consu @ Banner Ban, Assurance Associate Ii @ Bpm, Market Leader Private Wea @ Blue Owl, Tax Managing Dir @ Ghj, Client Service Associate @ Ameriprise.Explore more at jobswithgpt.com.

🔥 Skills

Risk Management (4) Portfolio Management (4) Wealth Management (3) Investment Strategies (3) Networking (3) wealth management (3) client service (3) Client Relations (2) Financial Planning (2) Customer Service (2)

đź“Ť Locations

San Jose (7) Menlo Park (4) Oakland (1) Palo Alto (1) Pleasanton (1)
🔍 Go to full job search

Citizens

Sr Private Banker Menlo Park
Skills & Focus: Client Relationship Management, Financial Solutions, Wealth Management, Investment Strategies, Business Development, Networking, Risk Management, Compliance, Client-focused, Collaboration
About the Company: Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets.
Experience: 7+ years of experience in consultative financial services industry
Salary: $130,000 - $160,000 per year
Type: Full-time
Benefits: Competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, fle…
Sr Private Banker Menlo Park
Skills & Focus: Private Banker, Wealth Management, Asset Management, Client Relations, Investment Strategies, Financial Planning, Risk Assessment, Portfolio Management, Financial Advisory, Customer Service
About the Company: Citizens is committed to providing benefits, resources and programming to surface healthy habits and support the whole you, across all aspects of your life.
Type: Full Time
Sr Private Banker Menlo Park
Skills & Focus: Private Banking, Wealth Management, Financial Services, Client Relations, Investment Strategies, Banking Products, Portfolio Management, Risk Management, Customer Service, Financial Planning
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Type: Full Time
Benefits: We’re committed to providing benefits, resources and programming to surface healthy habits and support the whole you, a…

Merrill Wealth Management

Financial Solutions Advisor (Partially Licensed) Oakland
Skills & Focus: Client Management, Relationship Building, Investment Management, Advisory, Sales Performance, Financial Goals, Portfolio Management, Risk Management, Regulatory Compliance, Networking
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: 4+ years of progressive professional and/or military experience, 2+ years of experience in the investments industry
Salary: $33.65 - $38.46 hourly
Type: Full-time
Benefits: Ongoing professional development, training opportunities, and strong referral network
Financial Solutions Advisor (Partially Licensed) Palo Alto
Skills & Focus: client management, investment advisory, wealth management, relationship building, financial solutions, risk management, sales performance, portfolio management, financial goals, banking
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: 4+ years of progressive professional and/or military experience
Salary: $33.65 - $38.46 hourly
Type: Full-time
Benefits: Ongoing professional development opportunities, potential growth opportunities, mentorship.
Financial Solutions Advisor (Partially Licensed) Pleasanton
Skills & Focus: Client Management, Relationship Building, Investment Management, Advisory, Sales Performance, Financial Goals, Portfolio Management, Risk Management, Regulatory Compliance, Networking
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: 4+ years of progressive professional and/or military experience, 2+ years of experience in the investments industry
Salary: $33.65 - $38.46 hourly
Type: Full-time
Benefits: Ongoing professional development, training opportunities, and strong referral network

Banner Bank

Client Relationship Consultant San Jose
Skills & Focus: client service, sales, account opening, Banker transactions, cross-selling, loans, account maintenance, client profile maintenance, financial needs, referral
About the Company: More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our finan…

Bpm

Assurance Associate II San Jose
Skills & Focus: assurance, audits, client communication, innovative thinking, professional development, flexible work arrangements, CPA exam resources, employee assistance program, well-being resources, self-starter
About the Company: 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…
Benefits: Flexible work arrangements, personalized benefits, well-being resources, work-life balance, professional development op…

Blue Owl

Market Leader - Private Wealth San Jose
Skills & Focus: Private Wealth, capital raising, RIAs, independent broker dealers, alternative investments, sales strategy, regulatory environments, client relationship, market trends, communication abilities
About the Company: Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives® with over $250 billion in assets under management. We provide businesses with …
Experience: 10+ years of total experience in capital raising.
Salary: $150,000 – 225,000
Type: Full-time
Benefits: Discretionary bonus based on individual and team performance.

Merrill Wealth Management

Financial Solutions Advisor (Partially Licensed) San Jose
Skills & Focus: wealth management, investment advice, client relationships, financial goals, advisory strategies, high-net worth, client solutions, training and development, referral network, risk management
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Experience: 4+ years of progressive professional and/or military experience; 2+ years of experience in the investments industry
Salary: $33.65 - $38.46 hourly
Type: Full-time
Benefits: Ongoing professional development, leadership opportunities, strong referral network

Ghj

Tax Managing Director San Jose
Skills & Focus: client engagement, client relationships, business taxes, personal taxes, management skills, supervisory skills, leadership, marketing, practice development, business development
About the Company: GHJ helps our people and clients pursue their passions, build thriving businesses, and create a better future. They believe that collaboration is the foundatio…
Experience: Advanced technical skills in a variety of tax areas, along with well-developed and demonstrated management and supervisory skills are required.

Ameriprise Financial

Client Service Associate San Jose
Skills & Focus: client service, financial plans, investments, administrative duties, data entry, organization, teamwork, compliance, training, customer experience
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3-5 years relevant experience required.
Salary: $29.51 - $39.81 / hour
Type: Full-time
Benefits: Competitive and comprehensive benefits program including vacation time, sick time, 401(k), and health, dental and life …
Registered Client Service Associate San Jose
Skills & Focus: financial planning, client service, portfolio materials, analytical skills, client interactions, administrative duties, investment research, new business paperwork, marketing events, communication
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3 - 5 years relevant experience required
Salary: $31.58 - $42.64 / hour
Type: Full-time
Benefits: Comprehensive benefits program including vacation time, sick time, 401(k), and health, dental and life insurances.