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Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

YEAR

The Colony Group, LLC

Associate Wealth Advisor

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Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.

Senior Associate Wealth Advisor

As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

Citigroup Inc

Senior Wealth Advisor | San Bernadino

Senior Wealth Advisor | San Gabriel Valley

Senior Wealth Advisor | California (Northern & Southern)

Focus Partners Wealth

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The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.

Columbia Banking System Inc

Senior Wealth Advisor

Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

LPL Financial Holdings Inc

Wealth Advisor - Mechanics Bank

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Corient

Liaise with advisory team internal team members including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow associated with servicing clients. The Wealth Advisor is responsible for providing comprehensive service to an assigned number of existing clients, as well as assisting in developing new business through inbound generated leads.

EP Wealth Advisors

Wealth Advisor (Walnut Creek)

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The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors isan independent fiduciary legally bound to act in our clients' best interests — always.

Mercer Advisors

Senior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)

Responsibilities include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients. Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up.

BRP Group, Inc.

Wealth Advisor - The Baldwin Group Financial Services

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.

US Bank

PWM Private Wealth Advisor

Education and Experience Required: Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.

Wilmington Trust

Senior Wealth Advisor, Los Angeles, CA

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. This role is ideal for an ambitious professional who thrives on building trusted client relationships, generating new business, and delivering holistic wealth solutions supported by a world class offering across wealth planning, wealth transfer, traditional and alternative investments.

Wealth Advisor

If you have built a successful practice and are looking for stronger economics, greater autonomy, and a platform designed to support continued growth, Cross Financial offers an opportunity to elevate your business without sacrificing the client relationships you have worked hard to build. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique.

HOUR

Crete Professionals Alliance Llc

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Columbia Bank

Umpqua Bank

The Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Position Summary: The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.

Cerity Partners LLC

Proactive Client Stewardship: Maintain a high "touchpoint" frequency through video, digital communication, and in-person gatherings to ensure clients feel consistently prioritized. They have built their reputation on a "Non-Wall Street" philosophy, specializing in high-conviction alternative investments and private assets that provide true diversification beyond the public markets.

Wealth Advisor Jobs in California

Associate Wealth Advisor The Colony Group, LLC

Senior Associate Wealth Advisor The Colony Group, LLC

Senior Wealth Advisor | San Bernadino Citigroup Inc

Senior Wealth Advisor | San Gabriel Valley Citigroup Inc

Senior Wealth Advisor | California (Northern & Southern) Citigroup Inc

Associate Wealth Advisor Focus Partners Wealth

Senior Associate Wealth Advisor Focus Partners Wealth

Senior Wealth Advisor Columbia Banking System Inc

Wealth Advisor - Mechanics Bank LPL Financial Holdings Inc

Associate Wealth Advisor Corient

Wealth Advisor (Walnut Creek) EP Wealth Advisors

Senior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek) Mercer Advisors

Wealth Advisor - The Baldwin Group Financial Services BRP Group, Inc.

PWM Private Wealth Advisor US Bank

Senior Wealth Advisor, Los Angeles, CA Wilmington Trust

Wealth Advisor Corient

Senior Wealth Advisor Crete Professionals Alliance Llc

Senior Wealth Advisor Columbia Bank

Wealth Advisor Cerity Partners LLC

Wealth Advisor Roklyn Consulting

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