Investment Advisor Jobs in Santa Clara, CA

Deliver personalized investment guidance by managing client relationships and financial planning, collaborating with an advisory team to support clients in achieving their long-term financial goals th...

Drive innovation and performance while collaborating across teams to enhance operational efficiencies and deliver impactful solutions that align with business objectives and customer needs. Your contr...

Engage clients by developing tailored investment strategies and maintaining relationships. Collaborate with a Financial Advisor team to assess needs and provide comprehensive wealth management service...

Help us shape futures by empowering clients through personalized financial planning, while building your own practice in a supportive, growth-focused environment. Drive success with comprehensive trai...

Join a team that's focused on building and nurturing high net worth client relationships, driving growth through expert wealth management strategies, and collaborating with a diverse group of banking...

Shape the future of client relationships by driving sales and revenue growth through effective consultative engagements. Collaborate with cross-functional teams to leverage data analytics, optimize fi...

Elevate your career by managing complex investment activities for high net worth clients. Collaborate with a dynamic team to develop personalized strategies and achieve exceptional growth in a support...

Empower clients through tailored financial planning, managing complex relationships and guiding investment strategies. Collaborate with a dedicated advisory team to enhance client confidence and achie...

Join a collaborative team as you manage client relationships, provide tailored investment guidance, and deliver holistic financial planning. Shape your career in a relationship-driven environment focu...

Elevate client financial outcomes by collaborating in wealth planning strategies. Engage closely with clients, manage relationships, and implement comprehensive financial solutions to meet diverse cli...

Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...

Drive comprehensive financial planning excellence by collaborating with Financial Advisors and clients, mentoring peers, and sharing expertise. Participate in training while leveraging technology to e...

Execute client-focused strategies as a Senior Private Wealth Advisor, leading a dedicated team to deliver personalized financial solutions and fostering lasting relationships with high-net-worth clien...

Empower clients by guiding them through tailored financial strategies that align with their goals. Collaborate with a dedicated team to enhance client experiences while retaining and growing investmen...

The Senior Wealth Advisor at Savvy is responsible for developing and managing high net worth client relationships and portfolios while shaping the future of wealth management through technology. This...

Shape the future of financial advisory by leading a dedicated client team, delivering personalized wealth management strategies, and providing an exceptional client experience for high-net-worth house...

Grow your career with a dynamic team supporting institutional investment strategies and driving client engagement to enhance business development and asset retention through collaboration and relation...

Join a team dedicated to empowering clients by providing tailored financial strategies that prioritize personal interaction and proactive support, while leading a collaborative client-focused practice...

Lead a dedicated team to provide tailored financial strategies, enhancing client relationships and delivering exceptional wealth management services to mass affluent clients, ensuring their long-term...

Join a team that's driving the integration of acquisition firms into our Facilities platform, managing vendor transitions, and ensuring effective branding and communication throughout the M&A process...

Help us empower clients by driving meaningful financial conversations and consolidating their assets to achieve savings goals using industry-leading tools and expertise, while cultivating strong relat...

Unlock potential by producing impactful research and thought leadership for investors. Collaborate with teams to create accessible narratives, engage clients, and elevate the firm's standing in altern...

Drive your career forward by supporting Financial Advisors and enhancing client experiences through strategic execution and targeted development, while collaborating within a dynamic team in the Finan...

Play a key role in managing sophisticated wealth management accounts by delivering tailored fiduciary advice, conducting in-depth client analyses, and fostering professional partnerships to enhance cl...

Empower clients by leading a dedicated advisory team focused on personalized financial strategies and exceptional client experiences that foster long-term relationships and drive asset growth...