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Financial Consultant Financial Services Banking & Finance

Senior Wealth Relationship Strategist

Job in Sunnyvale, Santa Clara County, California, 94087, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Banking & Finance
Salary/Wage Range or Industry Benchmark: 88400 - 132600 USD Yearly USD 88400.00 132600.00 YEAR
Job Description & How to Apply Below
A leading financial services company located in Sunnyvale, California is seeking a seasoned Sr. Analyst for Wealth Relationship Management. The role involves building relationships with affluent clients, addressing their complex financial needs, and ensuring compliance with regulations. Candidates must hold a degree, possess strong analytical and communication skills, and have 5-8 years of relevant experience. The position offers a salary range from $88,400 to $132,600, along with competitive benefits and opportunities for professional growth.
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Position Requirements
10+ Years work experience
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