Current jobs related to Wealth Management Associate - San Diego, California - Equitable Services
-
Wealth Management Associate
3 weeks ago
San Jose, California, United States Beacon Pointe Advisors Full timeAssociate Wealth AdvisorWe are seeking a highly skilled and motivated individual to join our team as an Associate Wealth Advisor in our San Jose, CA office. As a key member of our team, you will be responsible for providing exceptional client service, assisting in investment management, and supporting the administrative aspects of client service.Key...
-
Senior Wealth Management Associate
3 weeks ago
San Jose, California, United States Beacon Pointe Advisors Full timeJob Title: Senior Wealth Management AssociateAbout the Role:We are seeking a highly skilled and motivated individual to join our team as a Senior Wealth Management Associate. As a key member of our team, you will be responsible for providing exceptional client service, assisting in investment management, and supporting the daily operations of our wealth...
-
Wealth Management Director
4 weeks ago
San Diego, California, United States Bank of Montreal Full timeJob SummaryWe are seeking a highly skilled Private Wealth Advisor Director to join our team. As a key member of our wealth management group, you will be responsible for providing exceptional client service and driving business growth through strategic relationship management and advisory-based sales.Key ResponsibilitiesDevelop and execute business...
-
Senior Wealth Management Associate
3 weeks ago
San Jose, California, United States Beacon Pointe Advisors Full timeJob Title: Senior Wealth Management AssociateJob Summary: We are seeking a highly skilled and motivated individual to join our team as a Senior Wealth Management Associate. As a key member of our advisory team, you will be responsible for providing exceptional client service, managing client relationships, and contributing to the growth and success of our...
-
Private Wealth Associate
4 weeks ago
San Francisco, California, United States AllianceBernstein Holding L.P. Full timeUnlock Your Potential as a Private Wealth AssociateBernstein Private Wealth Management is a premier investment management firm that advises high-net-worth and ultra-high-net-worth clients. As a Private Wealth Associate, you will play a critical role in helping our clients achieve their financial goals.Key Responsibilities:Collaborate with senior...
-
Wealth Management Professional
3 weeks ago
San Diego, California, United States Zions Bancorporation Full timeWealth Management is a specialized division within Zions Bancorporation that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. Our team of experts provides personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management to help clients grow and...
-
Wealth Management Associate
4 weeks ago
San Francisco, California, United States Cresset Full timeAbout CressetCresset is a pioneering, independent, multi-family office and private investment firm that is revolutionizing the way people experience wealth. Our mission is to provide unparalleled access to the expertise, ideas, and investment opportunities available to the largest single-family offices and endowments. With a strong focus on delivering...
-
Portfolio Manager Associate
4 weeks ago
San Marino, California, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team-based approach and commitment to personalized service have earned us a reputation as a trusted partner in achieving our clients' financial...
-
Private Wealth Associate
4 weeks ago
San Francisco, California, United States AllianceBernstein Full timeJob OverviewBernstein Private Wealth Management is a leading investment management firm that advises high-net-worth and ultra-high-net-worth clients. As a client service professional, you will play a critical role in helping to propel the growth of our Private Wealth Management Platform.As a Private Wealth Associate, you will collaborate with senior...
-
Financial Advisor Associate
4 weeks ago
San Diego, California, United States Wealth Navigation Advisors Full timeFinancial Advisor AssociateWealth Navigation Advisors is seeking a detail-oriented and motivated Financial Advisor Associate to join our team. As a key member of our financial services team, you will work closely with senior financial advisors to provide comprehensive financial planning and investment management services to our clients.Key...
-
Private Wealth Associate
1 month ago
San Francisco, California, United States AllianceBernstein Full timePosition OverviewBernstein Private Wealth Management is a premier investment management firm that advises high-net-worth and ultra-high-net-worth clients. As an industry leader, we prioritize people and take pride in selecting and developing high-caliber talent.Key ResponsibilitiesCollaborate with senior professionals to fuel career success and drive...
-
Financial Wealth Strategist
4 weeks ago
San Bernardino, California, United States Ironclad Wealth Partners Full timeAbout UsWe are a dedicated team of financial professionals committed to helping individuals, families, and businesses achieve financial security through education and tailored strategies. Our mission is to build wealth, create a movement of financial professionals, and turn that wealth into positive impact. We are passionate about mentoring future leaders in...
-
Wealth Management Client Associate
4 weeks ago
San Jose, California, United States Bank of America Full timeJob Title:Registered Wealth Management Client AssociateJob Summary:As a Registered Wealth Management Client Associate, you will play a critical role in providing exceptional client service and support to our Financial Advisors and their clients. This is an exciting opportunity to join a dynamic team and contribute to the success of our clients and the...
-
Financial Planning Associate
2 weeks ago
San Francisco, California, United States Empirical Wealth Management Full timeAbout Empirical Wealth ManagementEmpirical Wealth Management is a rapidly expanding financial services firm with a strong track record of growth and success. Since its inception in 2006, the company has organically grown to over $6 billion in assets under management through steady referrals from clients and business partners. Our goal is to reach $10 billion...
-
Operations Director
4 weeks ago
San Diego, California, United States Pacific Wealth Management Full timeOperations Manager Job DescriptionPacific Wealth Management, LLC is seeking a highly skilled and experienced Operations Manager to join our leadership team. As a key member of our team, you will be responsible for overseeing day-to-day business operations and client service.Key Responsibilities:Client Services: Collaborate with our custodial bank, Charles...
-
Wealth Management Advisor
4 weeks ago
San Francisco, California, United States Cerity Partners Full timeJob Title: Wealth AdvisorCerity Partners is seeking a highly skilled and motivated Wealth Advisor to join our team. As a Wealth Advisor, you will play a critical role in providing exceptional client service, managing client relationships, and delivering comprehensive financial planning solutions.Key Responsibilities:Manage a portfolio of 75-80 clients,...
-
Wealth Management Professional
4 weeks ago
San Francisco, California, United States Cerity Partners Full timeJob Title: Wealth AdvisorCerity Partners is seeking a highly skilled and motivated Wealth Advisor to join our team. As a Wealth Advisor, you will play a critical role in providing exceptional client service, financial planning, and investment advice to our high-net-worth clients.Key Responsibilities:Manage a portfolio of 75-80 clients, providing personalized...
-
Wealth Management Director
4 weeks ago
San Diego, California, United States BMO Financial Group Full timeJob Title: Wealth Management DirectorBMO Financial Group is seeking a highly skilled Wealth Management Director to join our team. As a key member of our organization, you will be responsible for providing advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospect and client relationships.Key Responsibilities:Develop...
-
Wealth Management Advisor
4 weeks ago
San Jose, California, United States Fidelity Investments Full timeJob Description:Are you a financial professional looking for a new challenge? Do you have a passion for helping clients achieve their financial goals? We have an exciting opportunity for a Wealth Management Consultant to join our team at Fidelity Investments.Fidelity is a leading provider of financial services, and we're committed to helping our clients...
-
Financial Operations Specialist
3 weeks ago
San Diego, California, United States Atria Wealth Solutions Full timeAccount Specialist Role SummaryAtria Wealth Solutions, Inc. is a leading wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. We are seeking a highly skilled Account Specialist to join our team.The ideal candidate will have a...
Wealth Management Associate
2 months ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.
Our ApproachWe take a holistic approach to financial planning, focusing on the unique needs and goals of each client. Our team of experienced financial professionals works closely with clients to develop customized financial strategies that address their evolving financial needs throughout their lifetime.
Our ValuesWe value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment. Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups and our annual Diversity Summit.
Our BenefitsWe offer a comprehensive benefits package, including medical insurance, 401(k) Plan with company match, Employee Stock Purchase Plan (ESPP), Short- and Long-Term Disability Programs, Basic Group Life Insurance, and Transportation Reimbursement Incentive Program (TRIP).
Our CultureWe strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology. Our team is passionate about making a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs.
Join Our TeamWe are seeking a highly motivated and results-driven Wealth Management Associate to join our team. As a Wealth Management Associate, you will work closely with clients to develop customized financial strategies and provide exceptional customer service.
Responsibilities include:
- Developing and maintaining client relationships
- Providing financial planning and investment advice
- Identifying and pursuing new business opportunities
- Collaborating with internal teams to deliver exceptional customer service
Requirements include:
- Authorized to work in the United States
- Four-year college degree preferred but not required
- Ability to obtain required state licenses and pass the SIE exam
- Results-driven, highly motivated, and self-starter with integrity and a strong work ethic
- Excellent interpersonal skills and communication abilities
We offer a competitive compensation package, including a base salary, commissions, and bonuses. If you are a motivated and results-driven individual who is passionate about making a positive impact on the futures of individuals and businesses, we encourage you to apply.
