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
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
Associate Advisor / Relationship Manager

Associate Advisor / Relationship Manager

RIA Recruiting • Campbell, CA, US
Full-time
Permanently Remote Associate Advisor / Relationship Manager.Modern Wealth Management is seeking a Permanently Remote Associate Advisor / Relationship Manager for our financial planning and investme...Show more
Last updated: 30+ 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
J.P. Morgan Wealth Management Private Client Advisor - Silicon Valley, CA and Surrounding areas

J.P. Morgan Wealth Management Private Client Advisor - Silicon Valley, CA and Surrounding areas

JPMorgan Chase • Saratoga, CA, US
Full-time
Private Client Advisor In Chase Wealth Management.P Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary c...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