Wealth Management Jobs in Santa Cruz (CA)
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Search Results - Wealth Management Jobs in Santa Cruz (CA)
Leah Yosef InternationalSanta Clara, 27 mi from Santa Cruz (CA)
Market Leader, 2B+ AUM Region
Succession Planning
Overview
Top Tier National Registered Investment Advisor seeks a Market Leader in the Berkely/Walnut Creek region to manage and mentor the local teams of Wealth Advisors while leading...
Data AnnotationCapitola, 4 mi from Santa Cruz (CA)
Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.
Advantages of contracting with us:
• You'll be able to choose which projects you want to work on and when
• You work on your own schedule, on your own...
Leah Yosef InternationalSan Jose, 30 mi from Santa Cruz (CA)
Wealth Advisor
Silicon Valley
Hybrid
Overview
Independent RIA in Silicon Valley is seeking a Wealth Advisor to serve as a primary relationship manager to a select group of high-net-worth clientele.
Highlights
• Advise clients with regards...
Data AnnotationScotts Valley, 5 mi from Santa Cruz (CA)
Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.
Advantages of contracting with us:
• You'll be able to choose which projects you want to work on and when
• You work on your own schedule, on your own...
Charles SchwabMenlo Park (CA), 34 mi from Santa Cruz (CA)
journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning...
Data AnnotationScotts Valley, 5 mi from Santa Cruz (CA)
Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.
Advantages of contracting with us:
• You'll be able to choose which projects you want to work on and when
• You work on your own schedule, on your own...
Data AnnotationWatsonville (CA), 16 mi from Santa Cruz (CA)
preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.
Benefits:
• This is a full-time or part-time REMOTE position
• You’ll be able to choose which projects you...
Data AnnotationCapitola, 4 mi from Santa Cruz (CA)
Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.
Advantages of contracting with us:
• You'll be able to choose which projects you want to work on and when
• You work on your own schedule, on your own...
JPMorgan Chase & Co.Palo Alto (CA), 33 mi from Santa Cruz (CA)appcast.io
A leading financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice. The role requires over six years of experience in Private Banking and a Bachelor’s Degree.
Key...
Data AnnotationCapitola, 4 mi from Santa Cruz (CA)
preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.
Benefits:
• This is a full-time or part-time REMOTE position
• You’ll be able to choose which projects you...
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