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Financial Services Financial Advisor Wealth Management Banking & Finance

Senior Private Wealth Advisor

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: Fifth Third Bank
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Wealth Management, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services institution seeks a Wealth Management Advisor II to serve as a trusted advisor and team coordinator for Private Bank clients. This role requires a minimum of 8 years of successful sales/client service experience in financial services, alongside strong communication and analytical skills. The position focuses on developing client relationships and achieving wealth goals through collaboration with specialized teams.

Competitive compensation and a comprehensive benefits program are offered, along with a dynamic and inclusive work environment.
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Position Requirements
10+ Years work experience
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