Last updated: 2025-06-06
42 Wealth Management jobs in San Jose.
Hiring now: Inhouse Lawyer @ Bitwise As, Assurance Associate Ii @ Bpm, Advisor @ Brighton J, Wealth Manager @ Redwood Cr, Associatevice President Us Wealth Adviso @ Blackrock, Private Wealth Management Transition Ope @ Citizens, Client Exp Team Lead @ Anchorage , Placements Specialist Broker @ Vouch Insu, Investment Officer @ Sfers, Financial Advisor @ Gamma Phi . Explore more at at jobswithgpt.com
š„ Skills
Wealth Management (8)
Client Management (6)
wealth management (6)
Financial Planning (5)
financial advisors (4)
Asset Management (4)
Risk Management (4)
client relationships (4)
business development (4)
asset management (3)
š Locations
San Francisco (23)
San Jose (4)
Napa (2)
Menlo Park (2)
San Rafael (1)
Walnut Creek (1)
Bitwise Asset Management
Bitwise Asset Management is the largest crypto index fund manager in America as well as the issuer of first-of-their-kind spot bitcoin and ethereum exchange trā¦
In-house Lawyer
San Francisco
- Skills: crypto, asset management, public reporting, ETFs, hedge funds, client support, investment products, financial advisors, institutional investors, legal compliance
- Type: Full-time
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 clā¦
Assurance Associate II
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
Brighton Jones
Brighton Jones is a high-growth organization focused on Wealth Alignment, helping clients align their time and money with their values and passions. They have ā¦
Advisor
San Francisco
- Skills: Advisors, client service, analytical support, operational support, administrative support, client acquisition, client retention, team management, values alignment, growth opportunities
- Type: Full-time
Redwood Credit Union
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supportiā¦
Wealth Manager
Napa
- Skills: Wealth Management, Member satisfaction, Financial Planning, Sales management, Compliance, Risk management, Investment products, Coaching, Team leadership, Community involvement
- Type: Full-time
BlackRock
BlackRock is a global investment manager and fiduciary to our clients, helping people experience financial well-being.
Associate/Vice President, US Wealth Advisory Model Portfolio Sales
San Francisco
- Skills: Model Portfolios, Sales, Client Relationships, Portfolio Construction, Investment Insights, Financial Advisors, ETFs, Mutual Funds, Asset Management, Client Ownership
- Experience: Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler.
- Type: Full-time
- Salary: $100,000.00 - $110,000.00
Citizens
Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Private Wealth Management, Transition Operations Specialist
San Francisco
- Skills: Wealth Management, Private Banking, Transition Operations, Financial Services, Relationship Management, Client Services, Investment Strategy, Compliance, Team Collaboration, Risk Management
- Experience: Professional
- Type: Full Time
BlackRock
BlackRockās US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors.
Hybrid Market Leader/Sales Specialist
San Francisco
- Skills: client relationships, financial advisors, sales, investment insights, portfolio construction, wealth management, subject matter expertise, market trends, business development, collaboration
- Experience: Minimum 3+ years sales experience within asset management, wealth management, or the financial industry.
- Type: Hybrid
- Salary: USD$100,000.00 - USD$110,000.00
Anchorage Digital
Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, anā¦
Client Experience Team Lead
San Francisco
- Skills: client experience, onboarding, account management, white glove service, risk management, wealth management, asset management, client support, interdepartmental collaboration, service model development
Vouch Insurance
Vouch is a modern insurance provider dedicated to the innovation economy, reimagining business insurance with a streamlined, tailored approach to risk managemeā¦
Placements Specialist (Broker)
San Francisco
- Skills: insurance placements, risk assessment, negotiation, market expertise, Management Liability, Cyber E&O, Professional Liability, General Liability, client management, strategic recommendations
- Experience: 3+ years of property & casualty insurance experience
- Type: Full-time
- Salary: $70,000-$75,000
SFERS
San Francisco Employees Retirement System
Investment Officer
San Francisco
- Skills: investment, portfolio management, real assets, due diligence, capital calls, financial analysis, investment recommendations, monitoring, stakeholder engagement, quantitative analysis
Gamma Phi Beta
Gamma Phi Beta is a women's organization dedicated to promoting the academic, personal, and professional development of its members through leadership, educatiā¦
Financial Advisor
San Jose
- Skills: financial wellness, leadership, mentorship, budget creation, financial management, advisory, educational conversations, collaboration, communication, conflict resolution
- Type: Volunteer
Citizens
Citizens is a leading financial institution that is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respecā¦
Private Bank Relationship Manager
Menlo Park
- Skills: Wealth Management, Private Banking, Client Management, Investment Strategies, Financial Planning, Asset Management, Relationship Building, Professional Development, Customer Service, Diversity and Inclusion
- Type: Full-time
Jordan Park Group
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraā¦
Associate / Senior Associate, Client Service
San Francisco
- Skills: client service, financial services, wealth management, investment account, risk management, operational policies, compliance, problem solving, collaborative, data management
- Experience: 4+ years
- Type: Full-time
- Salary: $100,000 - $135,000 per year
Citizens
Citizens is a leading financial institution committed to providing a range of banking services and dedicated to fostering an inclusive organizational culture.
Private Wealth Client Associate
San Francisco
- Skills: Client Management, Wealth Management, High Net Worth Clients, Portfolio Management, Financial Planning, Client Onboarding, Investment Communication, Relationship Development, Customer Focused, Detail Oriented
- Type: Full Time
- Salary: $32-$41 per hour
Citizens Bank
Citizens Bank is a financial institution offering banking services, wealth management, and private banking. They focus on personalized client experiences and cā¦
Private Bank Relationship Manager PE/VC
Menlo Park
- Skills: relationship management, private equity, venture capital, business development, client relationships, credit products, market trends, cross-sell, financial solutions, portfolio management
- Experience: 7+ years in relationship management within PE/VC sector
- Type: Full-time
- Salary: $150,000 - $225,000 per year, plus incentive earnings
Travel Edge
Travel Edge is the largest luxury-focused travel agency in North America, specializing in leisure, corporate, and events travel.
Advisor Services Manager
San Jose
- Skills: advisor support, relationship management, coaching, training, travel platform, industry relationships, performance reports, business development, mentorship, luxury travel
Lincoln Financial
Lincoln Financial is a financial services company focusing on products like annuities, life insurance, and retirement plans, with a history of 120 years.
Alternative Investment Sales Specialist Account Executive
San Francisco
- Skills: alternative investments, sales, wealth management, advisors, fund roadshows, client relationships, market share, cross sell, education, compliance
- Experience: 3-5+ years in alternatives distribution
- Type: Full-time
- Salary: $190,000 - $480,000
BRIDGE Housing Corporation
A leading nonprofit developer of affordable homes, creating and managing a range of high-quality, affordable homes for working families and seniors.
Senior Asset Manager
San Francisco
- Skills: portfolio, asset management, financial health, properties, investors, lenders, public housing, portfolio health, owner, lender requirements
- Experience: Not specified in the provided job posting.
- Type: Not specified in the provided job posting.
- Salary: Not specified in the provided job posting.
Mercy Corps
Mercy Corps is a leading global organization powered by the belief that a better world is possible. In disaster, hardship, and more than 40 countries around thā¦
Senior Major Gifts Advisor, West - US
San Francisco
- Skills: major gifts, fundraising, donor engagement, relationship building, strategic planning, donor pipeline, stewardship, philanthropy, international development, high-net-worth individuals
- Experience: 5+ years in major gifts or private sector fundraising
- Type: Full-time
- Salary: From $86,000 USD to $100,000 USD annually
SelectLeaders
Leading nonprofit developer of affordable homes, creating and managing high-quality, affordable housing across various regions.
VP of Asset Management
San Francisco
- Skills: Asset Management, Portfolio, Compliance, Affordable Homes, Multifamily, Senior Communities, Performance Evaluation, Strategic Planning, Regulatory Compliance, Financial Health
BPM
BPM ā where caring and community is in our company DNA; we are always striving to be our best selves; and weāre compelled to ask the questions that lead to innā¦
Assurance Associate I
San Jose
- Skills: audit, Blockchain, Financial Services, Real Estate, Nonprofit, public accounting, career development, team collaboration, coaching, innovation
- Type: full_time
- Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}
Bank of America Merrill Lynch
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and instituā¦
Advisor Development Program Client Associate
San Francisco
- Skills: Wealth Management, Client Service Support, Securities Industry Licenses, Financial Advisors, Operational Excellence, Client Advocacy, Investment Insights, Client Management, Communication, Client Solutions
- Type: full_time
- Salary: {'min': 28.8, 'max': 32.0, 'period': 'hourly', 'currency': 'USD'}
IQ-EQ
IQ-EQ is a preeminent service provider to the alternative asset industry. IQ-EQ works with managers in multiple capacities ranging from hedge fund, private equā¦
Client Lead
San Francisco
- Skills: Alternative Investment Management, Hedge Fund, Private Equity, Venture Capital, Fund Accounting, Financial Reporting, Client Management, CPA, Microsoft Office, Regulatory Compliance
- Type: full_time
- Salary: {'min': 180000.0, 'max': 215000.0, 'period': 'annual', 'currency': 'USD'}
Merrill Wealth Management
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and instituā¦
Business Development Specialist (FP)
San Francisco
- Skills: Wealth Management, Financial Advisors, Client Acquisition, Networking, Sales Strategy, Event Planning, Marketing Support, Digital Marketing, Prospecting, Relationship Management
- Type: full_time
- Salary: {'min': 60000.0, 'max': 100000.0, 'period': 'annual', 'currency': 'USD'}
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 Responsiā¦
Private Client Manager II
Walnut Creek
- Skills: Client Management, Client Solutions, Advisory, Loan Structuring, Relationship Building, Risk Management, Active Listening, Analytical Thinking, Oral Communications, Financial Analysis
- Type: full_time
- Salary: {'min': 110000.0, 'max': 200000.0, 'period': 'annual', 'currency': 'USD'}
Merrill Wealth Management
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and instituā¦
Private Wealth Client Relationship Manager
San Francisco
- Skills: client relationship management, wealth management, financial advisors, regulatory compliance, risk assessment, trend analysis, client satisfaction, operational management, team leadership, coaching
- Type: full_time
- Salary: {'min': 110000.0, 'max': 155000.0, 'period': 'annual', 'currency': 'USD'}
Brighton Jones
At Brighton Jones, we're not just looking for high performersāwe're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer theā¦
Lead Advisor
San Francisco
- Skills: Wealth Alignment, Client Relationships, Investment Management, Estate Planning, Tax Planning, Risk Management, Client Retention, Financial Planning, Business Development, Personal CFO
- Type: full_time
- Salary: {'min': 140000.0, 'max': 300000.0, 'period': 'annual', 'currency': 'USD'}