454 Results for

Wealth Manager Jobs in California

Jobs

San Francisco, CA11 days ago

$130,000–$135,000

Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.

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Irvine, CA1 day ago

$120,000–$150,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 5–7 years of relevant experience in public accounting or a combination of public accounting and high-net-worth individual/wealth management tax work.

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San Dimas, CA1 day ago

Remote

$150,000–$225,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Unlike larger firms, we offer a clear and achievable path to partnership—giving experienced tax professionals the opportunity to take ownership of their career and directly influence the firm’s future.

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Westchester, CA1 day ago

$140,000–$150,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Professional services company that serves Aviation, Infrastructure, Transportation, Education, Healthcare, Land Development and Municipal clients across the nation is looking for a Project Manager with K-12 project experience in the LA area.

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San Francisco, CA1 day ago

$150,000–$185,000 Per Year

Develop and execute customer success plans that outline their critical success factors, detailing customer’s usage and adoption trends, and provide insights to customers to ensure they get the most out of our platform with the aim of helping grow our customer base. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

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Los Angeles, CA1 day ago

$29–$41 Per Hour

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

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La Jolla, CA1 day ago

$140,000–$170,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A nationally recognized advisory firm with deep roots in tax strategy and compliance for closely held businesses, high-net-worth individuals, and complex multi-entity organizations.

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La Jolla, CA1 day ago

$180,000–$220,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A nationally recognized advisory firm with deep roots in tax strategy and compliance for closely held businesses, high-net-worth individuals, and complex multi-entity organizations.

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La Jolla, CA1 day ago

$200,000–$275,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We're seeking a Senior Tax Manager to lead and expand our flow‑through tax practice, working primarily with complex partnerships, LLCs, and S‑corporations.

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Carlsbad, CA3 days ago

$135,000–$170,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

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Cerritos, CA4 days ago

$206,340–$252,194 Per Year

Develop and maintain comprehensive knowledge of all commercial products including loans, treasury management, trade service products and deposits to facilitate cross-selling and enhance the client experience. Also responsible for increasing the bank’s deposit base through various products, developing sound and profitable business relationships, credit assessment and exceeding customer needs and expectations while complying with regulatory requirements.

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Newport Beach, CA1 day ago

$125,000–$175,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.

Newport Beach, CA26 days ago

The Senior Tax Planner is responsible for overseeing our firm’s tax planning technology tools, and meeting directly with advisors and clients to deliver comprehensive tax planning, strategic advice, and solutions. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

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Fillmore, CA1 day ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

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Santa Barbara, CA6 days ago

$60,000–$75,000

West Los Angeles, CA30+ days ago

Develop, document and implement a client’s overall integrated wealth plan with the other departments of Family Office Services including Investment Advisory, Investment Operations, Tax Services, Strategic Planning, and Expense Management. We are looking for a talented manager to support Directors on certain Family Office client service teams and, in time, lead an increasing number of client relationships, as well as manage most day-to-day aspects of client engagements.

Newport Beach, CA13 days ago

The Bahnsen Group has offices in twelve locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX, Silicon Valley, CA and Pittsburgh, PA) and 95 employees. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.

Beverly Hills, CA9 days ago

$200,000–$500,000 Per Year

We enable you to better serve your clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives. Sagient, a leading firm dedicated to cultivating long-term partnerships offers concierge level service to premier wealth managers looking to grow their book of business.

Monrovia, CA8 days ago

$78,000–$100,000 Per Year

With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Wealth Management Operations Manager plays a critical leadership role in directing the firm's regulatory compliance, advisor registration, training programs, reporting processes, and overall operational support.

Los Angeles, CA30+ days ago

Full-time

Los Angeles,CA $185,000.00 - $255,000.00 / year; New York,NY $185,000.00 - $255,000.00 / year; San Diego,CA $185,000.00 - $255,000.00 / year; Irvine,CA $170,000.00 - $235,000.00 / year; Chicago,IL $170,000.00 - $235,000.00 / year . With ~$400 billion in assets under management and ~4,000 advisors across 3,500 branches and 21 offices, we are seeking a Private Client investment Associate Program Manager to lead our team of Private Client Investment Managers.

Irvine, California30+ days ago

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Monitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying and evaluating new financial strategies, recommending changes in goals and plans, Provides financial management information by preparing financial status analyses and reports.

Cupertino, CA30+ days ago

Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations . Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

Fresno, California11 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Newark, CA30+ days ago

$88,400–$132,600 Per Year

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.

Redwood City, California26 days ago

Los Angeles, CA30+ days ago

$95,000–$160,000 Per Year

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, basic trusts & estates, basic individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

Sacramento, CA12 days ago

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.

Newport Beach, CA13 days ago

San Francisco, CA30+ days ago

Full-time

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

Westlake Village, CA30+ days ago

$70,000–$90,000

The Associate will receive extensive training on our internally developed analytical tools and custom analytics, becoming well-versed in asset allocation theory, taxes, and retirement, trust, and estate planning issues. OCM is well-positioned to tailor wealth management solutions for its clients through its wealth forecasting group and integrated investment management service.

Westlake Village, CA30+ days ago

$70,000–$90,000

Palo Alto, CA30+ days ago

$133,000–$210,000 Per Year

Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across JPMWM in order to identify issues and opportunities to engage with clients.

San Francisco, CA30+ days ago

$170,000–$260,000 Per Year

Partner with Chase Wealth Management advisors to understand their existing clients who have significant external assets, strategize on addressing clients' complex needs, and help uncover and consolidate clients' external assets. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

San Francisco, CA30+ days ago

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Los Angeles, CA30+ days ago

$170,000–$350,000 Per Year

The team consists of a collaborative cross functional team of professionals including Investment Specialists, Investor Relations, Due Diligence, Structuring and other functional support colleagues located in New York, Los Angeles, Nashville, London, Geneva, Hong Kong, Singapore, and Mumbai. Managers include multiple asset classes across hedge funds, private equity funds, private credit funds, and real asset funds.

San Francisco, California30+ days ago

$210,000–$300,000 Per Year

Los Angeles, CA30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

San Diego, CA30+ days ago

Full-time

personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning), including fee structures and documentation, acquired through work experience is required to respond to the issues that arise during sales calls. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.

Pleasant Hill, CA30+ days ago

This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.

Diamond Bar, CA8 days ago

$22.50–$28.85 Per Hour

With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. The Operations Assistant provides essential support in managing daily operational tasks, ensuring seamless execution of financial advisory services.

Los Angeles, California8 days ago

$75,000–$175,000 Per Year

Position: A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a highly skilled Team Wealth Planner to deliver white‑glove, high‑touch family office services to ultra‑high‑net‑worth families, founders approaching liquidity events, and multigenerational households. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 32 markets throughout the United States, as well as an office in London.

San Francisco, California30+ days ago

$130,000–$160,000 Per Year

Strong investment and capital markets knowledge is essential, along with the ability to represent Allspring’s expanding tax-aware solutions, especially those offered through Remi, our platform for direct indexing and custom fixed income SMAs. Collaborate with regional leadership and advice leaders, Investment Specialists and Client PMs to adopt Allspring's strategies more broadly and optimally become an extension to their firms’ sales execution effort.

San Francisco, California20 days ago

Remote

$87,027–$138,965 Per Year

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. WHAT WILL YOU DO?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.

Campbell, CA30+ days ago

Remote

$90,000–$120,000

Assist financial advisors by handling administrative tasks, coordinating client communications, and managing client accounts to allow advisors to focus on strategic relationship-building and financial planning. Take ownership of day-to-day operational tasks by attending client meetings and coordinating follow-up tasks, coordinating portfolio updates, and resolving client requests in a timely and accurate manner.

Napa, CA30+ days ago

Consult and Market Homes for Sellers - Convert seller consultations into listings and provide expert guidance on pricing, staging, and marketing to maximize home value and sell quickly. As one of Northern California’s leading real estate teams, EO&A offers a proven blueprint for sustained success - whether you’re an independent agent looking to expand or an experienced producer ready to take on leadership roles.

San Francisco, California30+ days ago

$170,000–$225,000 Per Year

Pleasanton, CA12 days ago

$200,000–$400,000 Per Year

If you’re passionate about holistic wealth planning and want a platform that matches your ambition, MassMutual Northern California offers just that. Location: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid).

Westminster, California30+ days ago

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Monitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying, and evaluating new financial strategies, recommending changes in goals and plans.

San Diego, CA11 days ago

The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

San Francisco, CA30+ days ago

Strategic Advisory & Thought Leadership: Serve as a thought leader and subject matter expert for clients with complex financial needs, particularly those involving concentrated stock positions, private stock holdings, and sophisticated banking and lending solutions pertinent to the Tech and Healthcare sectors. Specialized Client Acquisition (Tech & Healthcare Liquidity Events): Develop and execute sophisticated strategies to attract and onboard new high-net-worth and ultra-high-net-worth clients, with an exclusive emphasis on founders, executives, and key employees in the Technology and Healthcare sectors.

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Wealth Manager Jobs in California

Jobs

Relationship Manager - Wealth ManagementKforce Inc.

Tax ManagerJobot

Senior Tax Manager (Partnership Track)Jobot

Project Manager - K-12 ConstructionJobot

Principal Customer Success ManagerJobot

Front Desk Receptionist - Wealth Management firmJobot

Tax Manager - Family OfficeJobot

Senior Tax Manager - Family OfficeJobot

Senior Tax ManagerJobot

Tax ManagerVaco LLC

SVP, Relationship ManagerEnterprise Bank and Trust

Estate Planning AttorneyJobot

Senior Tax PlannerBeacon Pointe Advisors LLC

Financial Consultant - Thousand Oaks, CAFidelity Investments

Financial Consultant - Santa Barbara, CAFidelity Investments

Manager - Wealth ManagementRegal Executive Search

Tax Manager (Private Wealth Management)The Bahnsen Group LLC

Wealth ManagerSagient

Wealth Management Operations Manager (Bilingual in Chinese) – H1B Sponsorship AvailableTransGlobal

J.P. Morgan Wealth Management - Private Client Investment Associate Program ManagerJPMorgan Chase Bank, N.A.

Wealth & Private Banking Regional ManagerEast West Bank

Wealth Relationship ManagerHsbc Private Bank

Tax Manager, Private Client Services/Private WealthBaker Tilly Advisory Group, LP

Wealth Relationship Manager - Newark, CACitigroup

Tax Manager, Private WealthBaker Tilly Advisory Group, LP

J.P. Morgan Wealth Management - Vice President - Private Wealth Planner, Planning SpecialistJPMorgan Chase

Senior Wealth AdvisorColumbia Bank

Senior Tax Associate (Private Wealth Management)The Bahnsen Group LLC

J.P. Morgan Wealth Management - Vice President - Private Wealth PlannerJPMorgan Chase Bank, N.A.

Wealth Management Financial PlannerOne Capital Management, LLC

Wealth Management PlannerOne Capital Management, LLC

J.P. Morgan Wealth Management, Vice President, Wealth PlannerJPMorgan Chase

J.P. Morgan Wealth Management - Executive Director, Client SpecialistJPMorgan Chase

Wealth Management AssociateFarther

Wealth Management, Senior Alternative Investment Specialist, Executive DirectorJPMorgan Chase

Wealth ConsultantFirst Citizens Bank

J.P. Morgan Wealth Management - Market Director of Wealth - North Los Angeles RegionJPMorgan Chase Bank, N.A.

Sr Wealth StrategistNorthern Trust

Associate Wealth AdvisorBeacon Pointe Advisors LLC

Wealth Management Client Associate (Bilingual in Chinese)TransGlobal

Team Wealth PlannerRockefeller Capital Management

Senior Wealth SpecialistAllspring Global Investments Holdings, LLC

Private Wealth AnalystCity National Bank

Associate Advisor / Relationship Manager - Fully RemoteRIA Recruiting

Real Estate Agent – Build WealthEO&A

Senior Wealth Planning StrategistFirst Citizens Bank

Wealth Management Advisor — Mid to Senior LevelGolden Summit Wealth & Insurance Solutions a MassMutual Firm

Wealth Management AdvisorEast West Bank

Senior Wealth AdvisorBeacon Pointe Advisors LLC

Private Banker - Strategic Wealth & Liquidity Solutions (Tech & Healthcare) - Directorciti private bank

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