Private Wealth Advisor HNW Clients
Job in
Mountain View, Santa Clara County, California, 94039, USA
Listed on 2026-01-24
Listing for:
PowerToFly
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A major financial services provider in Mountain View is seeking a seasoned professional for Wealth Relationship Management. The role involves building relationships with affluent clients by providing holistic financial solutions and anticipating their complex needs. Candidates should have 5-8 years of experience, strong analytical abilities, and appropriate financial certifications. This position offers a competitive salary range and comprehensive benefits including health coverage and paid time off.
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