Last updated 2026-07-04

36 Wealth Management Jobs in Sacramento, CA, United States

Browse 36 Wealth Management jobs across Sacramento, CA, United States. Listings are updated hourly and include salary data where available.

Snapshot updated 2hr, 56m ago

Page 1

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

Jul 1
Financial Solutions Advisor - Sacramento Area
Sacramento, CA, United States mid Full Time $70k-80k/yr
  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeti…
  • Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their…

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94-1687665 Bank of America, National Association

Jun 29
Relationship Banker - Elk Grove Area
Elk Grove, CA, United States mid Full Time $25-26.77/hr
  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

Professional

Jun 29
Sr. Business Banker - Central California/Nevada - Las...
Elk Grove, CA, United States senior Full Time $111k-166.6k/yr
  • Exceptional consulting skills; ability to probe, listen, clarify and present information to advance sales transactions, deepen relationship…
  • Develop consistent sales cadence and interactive management of the existing portfolio clients with a focus on retention, credit quality and…

Wells Fargo

Jun 26
Senior Premier Banker Southern Sacramento Valley
Sacramento, CA, United States senior Full Time
  • In this role you will: Proactively acquire new affluent consumer and business customers while deepening existing relationships through stra…
  • Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partn…

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Bank of Montreal

Jun 25
De Novo Associate Banker
Rancho Cordova, CA, United States entry Full Time $43.1k-58.3k/yr
  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide…
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in…

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Massachusetts Mutual Life Insurance Co.

Jun 25
Suitability Principal (Transfer of Assets)
Sacramento, CA, United States senior Full Time $84.1k-110.3k/yr
  • As a Suitability Principal, you’ll review complex in-force transactions, guide stakeholders on best interest standards, and play a critical…
  • The Team You’ll join the MMLIS Transfer of Assets (TOA) and Inforce Operations team, a collaborative, high-performing group that partners…

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Columbia Bank

Jun 24
Personal Banker
Roseville, CA, United States mid Full Time $18-25/hr
  • Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing…
  • Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignm…

Bank of America

Jun 22
Relationship Banker
Sacramento, CA, United States mid Full Time $25-26.77/hr
  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.

Fidelity Investments Careers

Jun 5
VP, Wealth Management Advisor - San Francisco Bay Area
Sacramento, CA, United States senior $96k-210k/yr
  • Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients…
  • The Expertise We’re Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire…

Lazard Professional

Jun 4
Regional Consultant - Southern California
Sacramento, CA, United States senior
  • The Regional Consultant - PWM/IBD SoCal serves as a strategic leader and driver of distribution within the Financial Institutions Group,…
  • We’ll trust you to: Serve as the primary territory lead covering PWM/IBD in Southern California Own the distribution strategy and…

First Citizens Bank

Jun 4
Business Banker
Sacramento, CA, United States mid Full Time $148.4k/yr
  • Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Sales planning and forecasting, F…
  • Perform general office management duties as assigned to ensure operational efficiency.

Allworth Financial

May 29
Tax Advisor
Folsom, CA, United States entry
  • The Tax Advisor is responsible for tax services provided to clients such as federal, state, and local income tax preparation,…
  • This position will involve client-facing activities, providing comprehensive tax services to new and existing clients, and assisting our ad…

Banner Bank

May 27
Client Relationship Consultant
Elk Grove, CA, United States senior Full Time
  • As a Client Relationship Consultant , you’ll be the welcoming face of our branch and a trusted partner for our…
  • Hold appointments to identify client needs, provide solutions, and support their financial success.

Lplfinancial

May 23
Wealth Advisor - Banner Bank
Folsom, CA, United States mid $70k-90k/yr
  • This exciting opportunity at Banner Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with…
  • Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver…

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LPL Financial

May 22
Wealth Advisor - Banner Bank
Elk Grove, CA, United States mid Full Time $70k-90k/yr
  • This exciting opportunity at Banner Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with…
  • Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver…

The Variable Annuity Life Insurance Company

May 14
Financial Advisor - Sacramento, CA
Roseville, CA, United States mid Full Time
  • We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and…
  • Responsibilities You will meet with existing and prospective clients to plan their financial future.

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Magellan Federal, Inc.

May 11
Personal Financial Counselor, Sacramento, CA
Sacramento, CA, United States mid Full Time $58.4k/yr
  • 3+ years of financial counseling experience.
  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military li…

Magellan Health

May 11
Personal Financial Counselor, Sacramento, CA
Sacramento, CA, United States mid Full Time $58.4k/yr
  • 3+ years of financial counseling experience.
  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military li…

Empower

Apr 27
Senior Private Wealth Advisor, Practice Lead (Personal Strategy)...
Sacramento, CA, United States senior Full Time
  • Private Wealth Advisor – Practice Lead, you bring that mission and vision to life—ensuring that every client interaction is Easy,…
  • This position offers competitive bonus compensation on top of the base pay** The Senior Private Wealth Advisor, Practice Lead (Personal…

Golden Summit Wealth & Insurance Solutions a MassMutual Firm

Apr 21
Financial Professional
Roseville, CA, United States mid Full Time $80k-120k/yr
  • What you’ll do: Build and grow relationships with individuals, families, and business owners Help clients identify financial goals and crea…
  • Golden Summit Wealth is looking for driven, relationship-focused professionals who have a track record of winning in sales and want…