Talent.com
Private Client Banking Advisor for Affluent Clients
Private Client Banking Advisor for Affluent ClientsJPMorgan Chase & Co. • Mountain View, CA, United States
Private Client Banking Advisor for Affluent Clients

Private Client Banking Advisor for Affluent Clients

JPMorgan Chase & Co. • Mountain View, CA, United States
3 days ago
Job type
  • Full-time
Job description

A leading financial institution in Mountain View is seeking a Private Client Banker to manage relationships with affluent clients while providing tailored financial advice. The ideal candidate will have at least 1 year of experience in branch banking and a strong commitment to customer service. Compliance with industry regulations is essential for this role. Join a team dedicated to exceeding client expectations and promoting financial well-being.

#J-18808-Ljbffr

Create a job alert for this search

Private Client Advisor • Mountain View, CA, United States

Related jobs
Remote Equity / Option Trader

Remote Equity / Option Trader

Maverick Currencies • Fremont, CA
Remote
Full-time +1
Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Show more
Last updated: 30+ days ago • Promoted
Associate Banker

Associate Banker

Unavailable • Fremont, CA, United States
Full-time
Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...Show more
Last updated: 26 days ago • Promoted
For additional information, please reviewCiti's Privacy Policy.

For additional information, please reviewCiti's Privacy Policy.

Citigroup • Fremont, CA, US
Full-time
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coor...Show more
Last updated: 30+ days ago • Promoted
Financial Advisor

Financial Advisor

Edward Jones • Castro Valley, CA, United States
Full-time
This job posting is anticipated to remain open for 30 days, from 07-Nov-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show more
Last updated: 30+ days ago • Promoted
Relationship Banker

Relationship Banker

East West Bancorp • Pleasanton, CA, US
Full-time
Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking ex...Show more
Last updated: 30+ days ago • Promoted
UHNW Private Banking Advisor | Wealth Growth Leader

UHNW Private Banking Advisor | Wealth Growth Leader

Citigroup Inc. • Palo Alto, CA, United States
Full-time
A major financial services corporation is seeking an experienced Private Banker in Palo Alto, California.The role requires over 15 years of experience in Private Banking, particularly with ultra-hi...Show more
Last updated: 7 days ago • Promoted
Finacial Advisor

Finacial Advisor

TradeJobsWorkForce • 95132 San Jose, CA, US
Full-time
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show more
Last updated: 30+ days ago • Promoted
Client Associate

Client Associate

ROCKEFELLER CAPITAL MANAGEMENT • Los Gatos, CA, US
Full-time
Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of Jo...Show more
Last updated: 13 days ago • Promoted
Benefits Customer Service Advisor - Work from home (50k-90k per year)

Benefits Customer Service Advisor - Work from home (50k-90k per year)

Professional Careers • Santa Cruz, California
Remote
Full-time +1
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...Show more
Last updated: 23 days ago • Promoted
Workplace Financial Advisor

Workplace Financial Advisor

Fidelity Investments • Aptos, CA, United States
Full-time
This role requires you to live in the San Jose, CA area, as you will be on the local client campus 4-5 days a week.As a Workplace Financial Advisor, you will collaborate directly with plan sponsor ...Show more
Last updated: 4 days ago • Promoted
Financial Aid Adviser

Financial Aid Adviser

University of California - Santa Cruz • Santa Cruz, CA, United States
Full-time +1
For full consideration, applicants should attach their resume and cover letter when applying for a job opening.For guidance related to the application process or if you are experiencing difficultie...Show more
Last updated: 9 days ago • Promoted
Six Pillars Financial Advisor

Six Pillars Financial Advisor

First Commerce Credit Union • San Ramon, CA, US
Full-time
Six Pillars Financial Advisors, a subsidiary of First Commerce Credit Union, is currently seeking a Financial Advisor.General Summary : Six Pillars Financial Advisors, LLC is in the business of prov...Show more
Last updated: 30+ days ago • Promoted
Associate Banker

Associate Banker

East West Bank • Fremont, CA, United States
Full-time
Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...Show more
Last updated: 15 days ago • Promoted
Private Client Advisor- San Jose

Private Client Advisor- San Jose

Tiffany & Co. • San Jose, CA, US
Full-time
Show more
Last updated: 30+ days ago • Promoted
Client Service Associate

Client Service Associate

Edelman Financial Engines • Danville, CA, US
Full-time
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration...Show more
Last updated: 30+ days ago • Promoted
Wealth Management Advisor for Affluent Clients

Wealth Management Advisor for Affluent Clients

TIAA • Palo Alto, CA, United States
Full-time
A leading financial services company in California is seeking a Wealth Management Advisor to deepen client relationships and deliver tailored financial solutions. The ideal candidate will have over ...Show more
Last updated: 3 days ago • Promoted
Financial Advisor

Financial Advisor

TradeJobsWorkforce • 95173 San Jose, CA, US
Full-time
Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financi...Show more
Last updated: 30+ days ago • Promoted
Wealth Advisor - Mechanics Bank

Wealth Advisor - Mechanics Bank

LPL Financial • Danville, CA, US
Full-time
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our emp...Show more
Last updated: 30+ days ago • Promoted