Last updated: 2025-05-22

10 Wealth Management jobs in Sacramento.

Hiring now: Merrill Financial Solutio @ Bank Of Am, Service Associate @ Allworth F, Registered Client Service @ Ameriprise, Sr Wealth Advisor @ Umpqua Ban, Financial Advisor @ Banner Ban, Financial Advisor @ Citizens, Financial Service Rep @ Travis Cre.Explore more at at kaamvaam.com

🔥 Skills

financial goals (3) wealth management (2) client relationships (2) financial planning (2) Wealth Management (2) Financial Planning (2) Asset Management (2) business development (2) relationship management (2) insurance products (2)

📍 Locations

Sacramento (4) Vacaville (3) Fairfield (1) Folsom (1) Roseville (1)
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Bank Of America Merrill Lynch

Merrill Financial Solutions Advisor - Central Shoreline CT Market Fairfield
Skills & Focus: wealth management, investment products, client relationships, financial goals, advisory team, client needs, investment advice, technology, business growth, certified financial planner
About the Company: A leading financial services corporation providing wealth management, banking, and investment services.
Experience: Two years' experience in financial services and/or a sales environment; minimum one year in investments industry
Salary: $75,000.00 - $85,000.00
Type: Full-time
Benefits: Not specified in the job posting

Allworth Financial

Service Associate Folsom
Skills & Focus: client service, administrative support, financial industry, client inquiries, transaction processing, account management, documentation, collaboration, financial advisor, client records
About the Company: An independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. Recognized for employee sati…
Experience: 2-5 years in a client-facing administrative role within financial services or related industry
Salary: $58,000-$65,000 base plus bonus
Type: Full-time
Benefits: Medical, Dental, Vision, Flexible Spending Accounts, 401K, Flexible Paid Time Off, Holidays, Growth Opportunities

Ameriprise Financial

Registered Client Service Associate Roseville
Skills & Focus: financial planning, analytical skills, client interactions, portfolio materials, investment research, marketing, administrative duties, organization, communication, teamwork
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3 - 5 years relevant experience required.
Salary: $27.45 - $37.06 / hour
Type: Full-time
Benefits: Includes vacation time, sick time, 401(k), and health, dental and life insurances.

Umpqua Bank

Senior Wealth Advisor Sacramento
Skills & Focus: Wealth Management, Financial Planning, Asset Management, Client Relationships, Business Development, Investment Strategies, Customer Satisfaction, Team Dynamics, Compliance, Coaching
About the Company: Umpqua Bank offers a unique brand of relationship banking and fosters a culture where associates thrive. They are dedicated to supporting their customers and c…
Experience: 5+ years
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k)-retirement savings plan, employee assistance program, life insurance, disabil…

Banner Bank

Financial Advisor Sacramento
Skills & Focus: business development, relationship management, client experience, investment needs, non-FDIC insured securities, insurance products, business partners, solutions, team leadership, Investment Sales Assistants
About the Company: With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and tak…

Citizens

Financial Advisor Sacramento
Skills & Focus: Wealth Management, Financial Advisor, Client Management, Investment, Asset Management, Financial Planning, Risk Management, Business Oversight, Client Services, Professional Development
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard and feels a sense of belo…
Experience: Professional
Type: Full Time
Benefits: Citizens is committed to providing benefits, resources and programming to surface healthy habits and support the whole …

Umpqua Bank

Senior Wealth Advisor Sacramento
Skills & Focus: wealth management, business development, financial planning, client relationships, asset management, client satisfaction, compliance regulations, investment strategies, relationship management, equity and diversity
About the Company: 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…
Experience: 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager.
Benefits: Comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan, employee assis…

Travis Credit Union

Financial Service Representative Vacaville
Skills & Focus: member relationships, financial goals, financial conversations, member experience, community events, financial education, loans, banking regulations, cash management, team environment
Financial Service Representative - Vacaville Branch Vacaville
Skills & Focus: financial, member, services, community, banking, cash, digital, accounts, loan, relationship
Financial Consultant Vacaville
Skills & Focus: financial consulting, investment, savings, insurance products, financial goals, market conditions, member service, regulatory compliance, performance expectations, communication skills
About the Company: Travis Credit Union (TCU) provides financial consulting services to assist members in achieving their financial goals while promoting TCU’s financial products …
Experience: Minimum of 2 years of related experience; or an advanced degree without experience; or equivalent work experience.
Salary: $66,560.00/annually plus Incentives
Type: Full-time
Benefits: Competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit …