Last updated: 2025-07-22
15 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
Citizens
Citizens is a leading financial institution that is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respec…
Menlo Park
- Skills: Wealth Management, Private Banking, Client Management, Investment Strategies, Financial Planning, Asset Management, Relationship Building, Professional Development, Customer Service, Diversity and Inclusion
- Level: mid
- Type: full_time
Citizens Bank
Citizens Bank is a financial institution offering banking services, wealth management, and private banking. They focus on personalized client experiences and c…
Menlo Park
- Skills: relationship management, private equity, venture capital, business development, client relationships, credit products, market trends, cross-sell, financial solutions, portfolio management
- Level: senior
- Type: full_time
Citizens
Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Menlo Park
- Skills: Wealth Management, Private Banking, Relationship Manager, High-Performing Culture, Community Support, Diversity, Inclusion, Career Growth, Social Equity, Mentoring
- Level: mid
- Type: full_time
BPM
BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to inn…
San Jose
- Skills: audit, Blockchain, Financial Services, Real Estate, Nonprofit, public accounting, career development, team collaboration, coaching, innovation
- Level: mid
- Type: full_time
GHJ
GHJ is a leading accounting firm in Los Angeles, California, specializing in tax, audit, and advisory services. Founded in 1953, the firm prides itself on prov…
San Jose
- Skills: International Tax, Tax Compliance, Tax Returns, IRS, CPA, Tax Planning, Complex Tax Issues, Tax Research, Tax Software, Client Relations
- Level: mid
- Type: full_time
Citizens
Menlo Park
- Skills: Private Banking, Relationship Management, Wealth Management, Client Service, Financial Advisory, Investment Strategy, Asset Management, Data Analytics, Customer Relationship, Strategic Planning
- Level: mid
- Type: full_time
TIAA
For more than 100 years, TIAA has delivered secure retirement for millions of people, helping educators retire with dignity, and is now a market-leading retire…
Palo Alto
- Skills: Wealth Management, Financial Solutions, Investment Solutions, Interpersonal Communication, Client Relationships, Financial Planning, Team Collaboration, Client Objectives, Retirement Planning, Accountability
- Level: mid
- Type: full_time
Fidelity Investments
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a priva…
Burlingame
- Skills: Customer service, Financial services, Client engagement, Compliance, FINRA licensing, Attention to detail, Interpersonal skills, Organizational skills, Technology adoption, Tuition reimbursement
- Level: mid
- Type: full_time
Crescent Capital Planning
Crescent Capital Planning is a growing, fee-based financial planning and investment advisory firm located in San Jose, CA. We specialize in working with health…
San Jose
- Skills: client onboarding, CRM management, financial planning, high attention to detail, service request resolution, account maintenance, e-signature workflows, performance incentives, process improvements, client experience
- Level: mid
- Type: part_time
Citi
Working at Citi is far more than just a job. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. A ca…
Cupertino
- Skills: Personal Banking, Customer Service, Sales, Cross-Sell, Treasury Products, Small Business, Client Relations, Compliance, Financial Solutions, Smart Banking Tools
- Level: mid
- Type: full_time
Merrill Wealth Management
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
San Jose
- Skills: client management, investment products, wealth management, relationship building, financial goals, advisory strategies, business development, portfolio management, regulatory compliance, sales performance
- Level: mid
- Type: full_time
Bank of America
Bank of America is a multinational investment bank and financial services company. It provides a wide range of financial products and services through its vari…
Redwood City
- Skills: weigh management, client relationships, financial goals, Securities licenses, investment advice, wealth management, client strategies, sales experience, financial services, team environment
- Level: mid
- Type: full_time
Umpqua Bank
At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated…
San Jose
- Skills: retail banking, branch operations, client service, consumer lending, business development, coaching, sales management, relationship building, team leadership, financial services
- 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