FULL_TIME

FEED

UNKNOWN

Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools.

YEAR

City National Bank

Wealth Associate II

[AW]-iCims

As a Product Manager, you will help shape the future of Capital Group's Wealth Solutions and portfolio construction capabilities by identifying client needs, driving innovation, and delivering scalable solutions that help financial advisors build better investor outcomes. You have in-depth knowledge of investment products, asset allocation, multi-asset solutions, portfolio and investment analytics, manager due diligence, and the asset management business.

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors.

Capital Group is a private firm that employs more than 7,500 associates in offices around the world. For more than 80 years, our goal has remained the same: to improve people’s lives through successful investing.

The Capital Group Companies, Inc.

Product Manager - Wealth Solutions

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Execute investment management and financial planning activities, including portfolio rebalancing, cash and money movements, required minimum distributions, tax-loss harvesting, charitable planning strategies, lending evaluations, and education funding analysis. As part of Wealthspire’s infrastructure, including its best-in-class investment and service teams, the Advisor will collaborate closely with the Ground Control Managing Directors and broader team to deliver integrated strategic wealth management solutions.

NFP Corp

SVP, Advisor

Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

Citi

Wealth Relationship Manager SAFE Act - TEMPLE CITY

IRecruitee

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. 6+ months of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

Wells Fargo Bank

Associate Wealth Banking Specialist (SAFE)

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Build and execute change management strategies and plans to deliver people solutions for your Line of Business and ensure seamless execution, leveraging best practices to enhance consistency, mitigating risks, and eliminating duplication of efforts. Assess the business change for human resources and people impacts using effective challenge, understand the associated risks, and cross Line of Business impacts.

BMO (Bank of Montreal)

Sr. HR Business Partner - US Wealth

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We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Associate, Advisor

Aon Plc

Execute investment management and financial planning activities, including portfolio rebalancing, cash and money movements, required minimum distributions, tax-loss harvesting, charitable planning strategies, lending evaluations, and education funding analysis. As part of Wealthspire's infrastructure, including its best-in-class investment and service teams, the Advisor will collaborate closely with the Ground Control Managing Directors and broader team to deliver integrated strategic wealth management solutions.

Advisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. Serve as the primary advisor and trusted partner to high-net-worth client families (Financial Advisors typically work with clients between $1-5M in AUM, and Senior Financial Advisors typically $5M+ in AUM).

Summitry

Senior/Financial Advisor (Foster City)

JobScore

For the best professionals, opportunities are limited only by your talent and drive, and strong performers who embrace our core values and culture can become Principals of the firm and share all the benefits of ownership. Team Hewins is a fee-only Registered Investment Advisor (RIA) with a strong leadership team, a proven process for serving clients, and an entrepreneurial bent.

Team Hewins, LLC

Associate Financial Advisor

As a Financial Advisor with MassMutual Pacific, you will build and own your book of business, develop new client relationships, and help individuals and families work toward their long-term financial goals through financial planning, investment strategies, retirement planning, and protection solutions. About Us: MassMutual Pacific is a high-performing, dynamic firm of MassMutual, a leading financial services organization with a long history of helping individuals, families, and businesses work toward greater financial security.

MassMutual Pacific

Financial Advisor

The Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships, while building the technical and advisory skills required to become a Financial Advisor. Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area.

Associate Financial Advisor (Foster City)

Fully proficient in the entire portfolio of residence and citizenship programs offered by Henley & Partners, as well as conversant in related areas such as real estate, a Client Advisor is responsible for increasing the number of new applications submitted by the Henley & Partners Group by understanding the requirements of all key stakeholders and identifying the most desirable solutions. An ambassador for Henley & Partners, the Client Advisor role contributes to the Henley & Partners Group by establishing new direct client and business-to-business relationships and by strengthening and leveraging existing ones.

Henley & Partners Holdings Ltd

Client Advisor

This role will oversee FMG's Marketing Advantage, AssetMark's white-label advisor marketing program; partner closely with Business Consulting on showcasing Business Consulting value and create advisor-facing content; and collaborate with Corporate Marketing to secure effective promotion and adoption of advisor programs and resources. Demonstrate a strong working knowledge of marketing and digital marketing, including content strategy, social media, email marketing, search engine marketing (SEM), search engine optimization (SEO), paid and retargeting media, marketing automation, and lead-generation campaigns.

Asset Mark

Director Of Advisor Marketing

ESSENTIAL DUTIES AND RESPONSIBILITIES: Proactively communicates and collaborates with WMAs to acquire new investment-related business opportunities while serving and expanding investment relationships with existing clients by meeting with prospects and engaging in other client-acquisition activities, learning about client investment goals, and presenting proposals for investment management. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

Fifth Third Bank

Senior Investment Advisor

AssetMark, Inc.

Director of Advisor Marketing

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with City National Bank colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.

Financial Advisor Senior

In this role, you will qualify prospective clients and COI referral opportunities, assess new trust and investment business for growth and profitability potential, and partner strategically with Business Development teams (Bankers, Financial Advisors, Portfolio Managers) to develop and close relationships. Strong oral and written communication skills are required Specifically, excellent interpersonal skills with the ability to interact effectively with all levels of CNB personnel, clients and outside contacts.

Trust Advisor

Build Direct Client Relationships: Professionals from healthcare—whether it's pharma, medical sales, or clinical roles—are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries. A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.

Wealth Advisor Jobs in California

Wealth Associate II City National Bank

Product Manager - Wealth Solutions The Capital Group Companies, Inc.

SVP, Advisor NFP Corp

Wealth Relationship Manager SAFE Act - TEMPLE CITY Citi

Associate Wealth Banking Specialist (SAFE) Wells Fargo Bank

Sr. HR Business Partner - US Wealth BMO (Bank of Montreal)

Associate, Advisor NFP Corp

Associate, Advisor Aon Plc

SVP, Advisor Aon Plc

Senior/Financial Advisor (Foster City) Summitry

Associate Financial Advisor Team Hewins, LLC

Financial Advisor MassMutual Pacific

Associate Financial Advisor (Foster City) Summitry

Client Advisor Henley & Partners Holdings Ltd

Director Of Advisor Marketing Asset Mark

Senior Investment Advisor Fifth Third Bank

Director of Advisor Marketing AssetMark, Inc.

Financial Advisor Senior City National Bank

Trust Advisor City National Bank

Financial Advisor with Healthcare Background Northwestern Mutual - San Francisco

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