Last updated: 2025-05-22

34 Wealth Management jobs in San Jose.

Hiring now: Advisor Development Progr @ Bank Of Am, Merrill Financial Solutio @ Bank Of Am, Private Banker Pbo @ Citizens B, Private Bank Relationship @ Citizens, Wealth Mgr @ Redwood Cr, Sr Asset Mgr @ Bridge Hou, Investment Officer @ Sfers, Advisor @ Brighton J, Sr Major Gifts Advisor We @ Mercy Corp, Investment Analyst @ Pantheon.Explore more at at kaamvaam.com

šŸ”„ Skills

Wealth Management (7) wealth management (5) relationship management (5) client relationships (4) relationship building (4) Asset Management (4) asset management (4) client service (4) Private Banking (3) customer service (3)

šŸ“ Locations

San Francisco (21) Menlo Park (3) Napa (3) San Jose (3) Berkeley (1) Fairfield (1) San Rafael (1) Walnut Creek (1)
šŸ” Go to full job search

Bank Of America

Advisor Development Program - Financial Solutions Advisor Trainee Berkeley
Skills & Focus: financial solutions, wealth management, client relationships, investment advice, Securities Industry licenses, sales role, team environment, consultative analysis, performance goals, financial planning
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and instituā€¦
Experience: minimum of one year of financial services industry or sales experience
Salary: $28.80 - $32.00 hourly
Type: Full-time
Benefits: We provide industry-leading benefits, access to paid time off, resources and support to employees.

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

Citizens Bank

Private Banker, PBO Menlo Park
Skills & Focus: Private Banking, sales management, client experience, operational integrity, customer service, high net worth, P&L management, relationship building, team leadership, wealth management
About the Company: Citizens Private Bank is part of Citizens Bank, focused on Wealth Management and Banking.
Experience: 4 years sales management experience in Private Banking
Salary: $80,000 - $140,000 per year plus additional earnings
Type: Full-time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangā€¦
Private Bank Relationship Manager PE/VC Menlo Park
Skills & Focus: relationship management, private equity, venture capital, business development, client relationships, credit products, market trends, cross-sell, financial solutions, portfolio management
About the Company: Citizens Bank is a financial institution offering banking services, wealth management, and private banking. They focus on personalized client experiences and cā€¦
Experience: 7+ years in relationship management within PE/VC sector
Salary: $150,000 - $225,000 per year, plus incentive earnings
Type: Full-time
Benefits: Medical, dental, vision, retirement, paid time off, flexible work arrangements, education reimbursement, wellness progrā€¦

Citizens

Private Bank Relationship Manager Menlo Park
Skills & Focus: Wealth Management, Private Banking, Client Management, Investment Strategies, Financial Planning, Asset Management, Relationship Building, Professional Development, Customer Service, Diversity and Inclusion
About the Company: Citizens is a leading financial institution that is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respecā€¦
Type: Full-time
Benefits: Citizens provides comprehensive benefits focused on supporting whole-person well-being.

Redwood Credit Union

Wealth Manager Napa
Skills & Focus: Wealth Management, Member satisfaction, Financial Planning, Sales management, Compliance, Risk management, Investment products, Coaching, Team leadership, Community involvement
About the Company: 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€¦
Type: Full-time
Associate Financial Advisor Napa
Skills & Focus: customer service, investment planning, financial goals, portfolio reviews, advisory accounts, mutual funds, stocks, bonds, regulatory compliance, training program
About the Company: 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€¦
Experience: Entry-level to 2 years in financial advisory or related field
Type: Full-time
Vice President of Wealth Management Napa
Skills & Focus: Wealth Management, Member Satisfaction, Investment Products, Business Development, Strategic Vision, Compliance, Training Programs, Market Analysis, Community Engagement, Leadership
About the Company: At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. We support the financial well-being of our Memā€¦
Experience: Extensive management experience in wealth management or financial services
Type: Full-time
Benefits: Awarded a 5-Star Rating, recognized by Newsweek and Forbes, Voted Best Places to Work in the North Bay, world-class Empā€¦

Bridge Housing Corporation

Senior Asset Manager San Francisco
Skills & Focus: portfolio, asset management, financial health, properties, investors, lenders, public housing, portfolio health, owner, lender requirements
About the Company: A leading nonprofit developer of affordable homes, creating and managing a range of high-quality, affordable homes for working families and seniors.
Experience: Not specified in the provided job posting.
Salary: Not specified in the provided job posting.
Type: Not specified in the provided job posting.
Benefits: Not specified in the provided job posting.

Sfers

Investment Officer San Francisco
Skills & Focus: investment, portfolio management, real assets, due diligence, capital calls, financial analysis, investment recommendations, monitoring, stakeholder engagement, quantitative analysis
About the Company: San Francisco Employees Retirement System

Brighton Jones

Advisor San Francisco
Skills & Focus: Advisors, client service, analytical support, operational support, administrative support, client acquisition, client retention, team management, values alignment, growth opportunities
About the Company: 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€¦
Type: Full-time
Benefits: Programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for every team member.

Mercy Corps

Senior Major Gifts Advisor, West - US San Francisco
Skills & Focus: major gifts, fundraising, donor engagement, relationship building, strategic planning, donor pipeline, stewardship, philanthropy, international development, high-net-worth individuals
About the Company: 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€¦
Experience: 5+ years in major gifts or private sector fundraising
Salary: From $86,000 USD to $100,000 USD annually
Type: Full-time

Pantheon

Investment Analyst San Francisco
Skills & Focus: financial modelling, private equity, investment opportunities, transaction due diligence, valuation modelling, investment proposals, client service, mentoring, compliance, relationship-building
About the Company: Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the fuā€¦
Experience: Prior experience of modelling either M&A or Private Equity transactions is a pre-requisite.
Salary: $125,000 - $135,000
Benefits: Pantheon offers a generous employee benefits package and successful candidates are eligible to receive a discretionary ā€¦

Blackrock

Internal Wholesaler - Market Sales Partner/Sales Analyst San Francisco
Skills & Focus: sales, client relationships, financial advisors, relationship management, investment solutions, sales presentations, portfolio construction, retirement benefits, communication skills, collaboration
About the Company: BlackRock is a global investment manager and fiduciary to our clients, committed to helping more people experience financial well-being.
Experience: Entry-level
Salary: $80,000.00 - $90,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, Flexible Time Off

Mercy Corps

Senior Major Gifts Advisor, West - US San Francisco
Skills & Focus: fundraising, major gifts, donor engagement, relationship management, philanthropy, strategic planning, donor acquisition, relationship building, donor stewardship, international development
About the Company: Mercy Corps is a leading global organization dedicated to alleviating suffering, poverty, and oppression by helping people build secure, productive, and just cā€¦
Experience: 5+ years in major gifts or private sector fundraising
Salary: $86,000.00 USD up to $100,000.00 USD annually
Type: Full-time

Citizens

Private Wealth Client Associate San Francisco
Skills & Focus: Private Wealth, Client Associate, Wealth Management, Asset Management, Relationship Management, Financial Services, Client Support, Investment, Customer Experience, Team Collaboration
Experience: Entry Level
Type: Full Time
Benefits: Commitment to supporting wellness across all dimensions of our colleaguesā€™ lives.

Openai

Head of Equity Administration San Francisco
Skills & Focus: equity administration, shareworks, compliance, recapitalization, cap table management, vesting schedules, securities regulations, transfer agency, equity lifecycle, program development
About the Company: OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artificial intelligence benefits all of humanity.
Salary: $295K ā€“ $380K
Type: Full-time
Benefits: Medical, dental, and vision insurance; Mental health and wellness support; 401(k) plan with 50% matching; Generous timeā€¦

Anchorage Digital

Client Experience Team Lead San Francisco
Skills & Focus: client experience, onboarding, account management, white glove service, risk management, wealth management, asset management, client support, interdepartmental collaboration, service model development
About the Company: Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, anā€¦

Blackrock

Associate/Vice President, US Wealth Advisory Model Portfolio Sales San Francisco
Skills & Focus: Model Portfolios, Sales, Client Relationships, Portfolio Construction, Investment Insights, Financial Advisors, ETFs, Mutual Funds, Asset Management, Client Ownership
About the Company: BlackRock is a global investment manager and fiduciary to our clients, helping people experience financial well-being.
Experience: Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler.
Salary: $100,000.00 - $110,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, and Flexible Time Off (FTO).

Bitwise Asset Management

In-house Lawyer San Francisco
Skills & Focus: crypto, asset management, public reporting, ETFs, hedge funds, client support, investment products, financial advisors, institutional investors, legal compliance
About the Company: 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€¦
Type: Full-time

Iconiq Capital

Senior Investment Management Development Associate San Francisco
Skills & Focus: investment management, client development, relationship management, high-net-worth clients, strategic partnerships, develop investment solutions, market trends, revenue growth, financial services, networking
About the Company: ICONIQ Capital is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investmenā€¦
Experience: 10+ years of experience within private wealth management, investment management, or relevant financial services verticals
Salary: $200,000 - $350,000
Type: Full-time
Benefits: Comprehensive Medical, Dental and Vision Insurance, Life and disability insurance, Family and wellness benefits includiā€¦

Citizens

Private Client Financial Advisor - Hanover, MA San Francisco
Skills & Focus: Wealth Management, Financial Advisor, Private Banking, Financial Services, Client Relations, Investment Planning, Portfolio Management, Financial Strategies, Customer Service, Asset Management
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture. They offer a range of banking services, inā€¦
Type: Full-time

Jordan Park

Senior Analyst, Management Team San Francisco
Skills & Focus: Analytical support, Business initiatives, Operational efficiency, Strategic planning, Client engagement, Data analysis, Market trends, Meeting facilitation, Salesforce, Private wealth management
About the Company: Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.
Experience: 1-2 years
Salary: $100,000 to $110,000 per year
Type: Full-time
Benefits: Medical, dental & vision insurance, 401k participation with employer contribution, generous paid time off, commuter benā€¦

Citizens

Private Wealth Registered Client Associate San Francisco
Skills & Focus: Private Wealth, Client Associate, Wealth Management, Customer Service, Financial Services, Investment, Client Relationship, Team Collaboration, Risk Management, Compliance
Type: Full-time

Vouch Insurance

Placements Specialist (Broker) San Francisco
Skills & Focus: insurance placements, risk assessment, negotiation, market expertise, Management Liability, Cyber E&O, Professional Liability, General Liability, client management, strategic recommendations
About the Company: Vouch is a modern insurance provider dedicated to the innovation economy, reimagining business insurance with a streamlined, tailored approach to risk managemeā€¦
Experience: 3+ years of property & casualty insurance experience
Salary: $70,000-$75,000
Type: Full-time
Benefits: Health, dental, and vision insurance, parental leave, flexible vacation time, wellness allowance, technology allowance,ā€¦

Jordan Park Group

Associate / Senior Associate, Client Service San Francisco
Skills & Focus: client service, financial services, wealth management, investment account, risk management, operational policies, compliance, problem solving, collaborative, data management
About the Company: Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraā€¦
Experience: 4+ years
Salary: $100,000 - $135,000 per year
Type: Full-time
Benefits: Medical, dental & vision insurance ā€“ 100% of premium covered for employees; 401k participation with employer contributiā€¦

Blackrock

Vice President, Technology Equities Product Strategist, Fundamental Equities, Pā€¦ San Francisco
Skills & Focus: Technology Equities, Product Strategist, Portfolio Management, Investment, Client Service, Equity Markets, Market Commentary, RFPs, Business Development, Wealth Management
About the Company: At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being.
Experience: 10 years
Salary: USD$137,500.00 - USD$194,000.00
Type: Full-time
Benefits: A wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support fā€¦
Director, SMA Product Strategist San Francisco
Skills & Focus: product manager, commercial strategy, commercial partnerships, asset management, product roadmap, innovation, client needs, portfolio construction, cross-functional teams, financial advisor
About the Company: BlackRock is a global investment manager and fiduciary to our clients, helping more people experience financial well-being.
Experience: 8-15 years of relevant asset management industry experience with SMA experience preferred.
Salary: USD$184,000.00 - USD$270,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, Flexible Time Off.

Mercy Corps

Senior Major Gifts Advisor, West - US San Francisco
Skills & Focus: donor engagement, relationship building, fundraising, major gifts, private sector, donor acquisition, stewardship, international development, humanitarian work, fundraiser
About the Company: Mercy Corps is a leading global organization committed to alleviating suffering, poverty, and oppression by helping people build secure, productive, and just cā€¦
Experience: 5+ years in major gifts or private sector fundraising
Salary: $86,000 - $100,000 USD annually
Type: Full-time

Banner Bank

Client Relationship Consultant San Jose
Skills & Focus: client service, sales, account opening, Banker transactions, cross-selling, loans, account maintenance, client profile maintenance, financial needs, referral
About the Company: More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our finanā€¦

Bpm

Assurance Associate II San Jose
Skills & Focus: assurance, audits, client communication, innovative thinking, professional development, flexible work arrangements, CPA exam resources, employee assistance program, well-being resources, self-starter
About the Company: 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€¦
Benefits: Flexible work arrangements, personalized benefits, well-being resources, work-life balance, professional development opā€¦

Travel Edge

Advisor Services Manager San Jose
Skills & Focus: advisor support, relationship management, coaching, training, travel platform, industry relationships, performance reports, business development, mentorship, luxury travel
About the Company: Travel Edge is the largest luxury-focused travel agency in North America, specializing in leisure, corporate, and events travel.

Redwood Credit Union

Financial Advisor San Rafael
Skills & Focus: customer service, investment, advisory, financial products, insurance, sales training, client communication, compliance regulations, financial well-being, client relations
About the Company: 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€¦
Type: Full-time

Umpqua Bank

Trust Portfolio Manager Walnut Creek
Skills & Focus: trust management, investment management, fiduciary objectives, business development, financial analysis, compliance regulations, team player, communication skills, asset allocation, project management
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.
Experience: 5 years of industry work experience
Salary: $113,000.00 to $200,000.00
Type: Full-time
Benefits: Comprehensive healthcare coverage, 401(k), life insurance, disability insurance, tuition assistance, and more.