Last updated 2026-07-04
69 Wealth Management Jobs in San Jose, CA, United States
Browse 69 Wealth Management jobs across San Jose, CA, United States. Listings are updated hourly and include salary data where available.
Market data for Wealth Management jobs in San Jose, CA, United States
Professionals specializing in advising and managing financial assets for individuals and institutions.
San Jose, CA, United States Wealth Management salary data
Salary figures are based on postings with disclosed compensation and are shown as annualized ranges when available.
Hourly Wealth Management roles near San Jose, CA, United States pay a median rate of $30/hr based on 25 postings.
| Pay type | Low | Median | High |
|---|---|---|---|
| Annual | $68K | $88K–$133K | $166K |
| Hourly | $28/hr | $30/hr | $34/hr |
| Scope | P50 salary | P25-P75 range | Samples |
|---|---|---|---|
| San Jose metro | $66K | $58K-$75K | 24 postings |
| California | $73K | $58K-$111K | 1,323 postings |
| U.S. | $71K | $55K-$109K | 7,029 postings |
Pay visibility: 56 of 69 visible postings include structured pay data (81%).
Explore San Jose, CA, United States Wealth Management salary data.
Companies with current Wealth Management listings
| Company | Active jobs |
|---|---|
| Wells Fargo | 23 |
| Bank of America | 14 |
| Early Career | 10 |
| 94-1687665 Bank of America, National Association | 9 |
| Bank of Montreal | 9 |
| 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc | 5 |
| Executive | 4 |
Wealth Management jobs by schedule
Wealth Management jobs by seniority
Common Wealth Management job titles
Wealth Management jobs by listed location
| Location | Active jobs | Share |
|---|---|---|
| San Jose, CA, United States | 24 | 43% |
| Palo Alto, CA, United States | 19 | 34% |
| Menlo Park, CA, United States | 7 | 13% |
| Los Gatos, CA, United States | 3 | 5% |
| Fremont, CA, United States | 3 | 5% |
FAQ
- How many Wealth Management jobs are listed in San Jose, CA, United States?
- This page currently shows 69 Wealth Management jobs in San Jose, CA, United States.
- What salary data is available for Wealth Management jobs in San Jose, CA, United States?
- Salary comparison includes San Jose metro ($66K P50, $58K-$75K P25-P75, 24 postings) and California ($73K P50, $58K-$111K P25-P75, 1,323 postings).
- Which companies are hiring for Wealth Management roles in San Jose, CA, United States?
- Current listings include roles from Wells Fargo (23 jobs, 20%), Bank of America (14 jobs, 12%), Early Career (10 jobs, 9%), 94-1687665 Bank of America, National Association (9 jobs, 8%), and Bank of Montreal (9 jobs, 8%).
- What seniority levels are common for Wealth Management jobs in San Jose, CA, United States?
- The visible seniority mix includes Mid (25 jobs, 36%), Entry (23 jobs, 33%), and Senior (21 jobs, 30%).
- What work schedules are common for Wealth Management jobs in San Jose, CA, United States?
- The visible schedule mix includes Full time (68 jobs, 99%) and Part time (1 job, 1%).
- What Wealth Management job titles are common in San Jose, CA, United States?
- Common titles include Registered Client Service Associate (4 jobs, 6%), Citi Private Bank (3 jobs, 4%), Associate Wealth Advisor (2 jobs, 3%), Business Banking Relationship Manager Contra Cosa/ Fremont CA Area, Assistant Vice President (2 jobs, 3%), and Business Solutions Advisor (2 jobs, 3%).
- What does this market snapshot include?
- Most visible listings are full-time (68 of 69). Mid-level roles account for 25 of 69 listings. 56 of 69 visible postings include structured pay data.
Related jobs
Snapshot updated 1hr, 35m ago
Allocate
Jul 3- You will be responsible for providing comprehensive assistance with fund formation, onboarding, fund filings, regulatory compliance, as wel…
- Handling corporate and entity matters, including forming and maintaining fund vehicles, general partner and management entities; supporting…
More roles at Allocate
Early Career
Jul 3- Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial…
- Strong analytical and financial skills.
More roles at Early Career
Focus Financial Partners
Jul 2- The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating…
- The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in…
More roles at Focus Financial Partners
Focus Partners Wealth
Jul 2- The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating…
- The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in…
More roles at Focus Partners Wealth
Wells Fargo
Jul 2- In this role you will: Proactively acquire new affluent consumer and business customers while deepening existing relationships through stra…
- This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through meaningful discove…
More roles at Wells Fargo
Financial Representative - Sunnyvale, CA
- The Expertise We’re Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance…
- The Value You Deliver A key member of the team, you are offering support to Fidelity’s most valuable clients daily…
More roles at Fidelity Investments Careers
Merrill Advisor Development Program - Financial Advisor: Silicon...
- Role Specifics: As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth…
- The Merrill Advisor Development Program- Financial Advisor engages in: Developing a book of business in order to meet and exceed…
More roles at 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
Mechanics Bank
Jun 26- Collaborates with other members of the investment team to review investment research and conduct due diligence of mutual funds, stocks,…
- Set Investment Policy Statements for client portfolios, monitors and manages portfolio to ensure asset allocations meet investment objectiv…
More roles at Mechanics Bank
Business Solutions Advisor - Warm Springs Financial Center...
- Job Description: This job is responsible for providing specialized and personalized service offering advice and guidance to financial cente…
- Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customi…
More roles at 94-1687665 Bank of America, National Association
Bank of Montreal
Jun 25- 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…
More roles at Bank of Montreal
Empower
Jun 25- The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower's Personal Strategy clients achieve long-term financial succ…
- What You Will Do Serve as the lead advisor within a dedicated client team, working in close collaboration with a…
More roles at Empower
Bank of America
Jun 25- Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
- Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
More roles at Bank of America
City National Bank
Jun 24- Business Development – nurture existing client relationships, create new connections and win new business through best practices, networkin…
- Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the inten…
More roles at City National Bank
Citi
Jun 22- Expand business banking customer relationships by identifying needs and maximizing opportunities while ensuring customer satisfaction and r…
- Lead as the subject matter expert across a broad sales Area of assigned branches, which comprise of branch stakeholders…
More roles at Citi
Ameriprise Financial
Jun 17- As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials…
- Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and comple…
Elderberry Capital
Jun 15- Registered Client Service Associates provide exceptional service to our wealth management clients and support the Wealth Advisor on a daily…
- The Registered Client Service Associate will support client relationships by managing communications, addressing inquiries, assisting with…
Patelco Credit Union
Jun 12- Assist members with complex financial transactions and accounts and ensure their needs are met through proactive follow-up and resolution .
- Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes .
711 MS Smith Barney, LLC
Jun 12- Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Weal…
- Through regular interactions with clients, individuals in this role build trusted relationships.
More roles at 711 MS Smith Barney, LLC
Wealth Advisor
- The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a…
- Position Summary: The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service…
More roles at Cerity Partners Management LLC
LPL Financial
Jun 10- Job Overview: The Associate Regional Investment Director (AVP) partners closely with the Regional Investment Director (VP) to support the p…
- Partner with the Regional Investment Director to drive results across key performance indicators, including AUM growth, productivity, and a…
More roles at LPL Financial
Morgan Stanley
Jun 8- Partner with the broader Polk Wealth Management team to enhance and refine the investment process, improving how opportunities are assessed…
- Participate actively in the investment process as directed by the Polk Wealth Management team, including building financial or analytical m…
More roles at Morgan Stanley
Executive
Jun 4- Help clients achieve broad financial & investment goals related to the creation, management, and transfer of wealth.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguardi…
More roles at Executive
Cathay Bank
May 14- Provides sales, processing, operational, administrative, and customer service support to Financial Advisor.
- Assist in coordinating activities, prepare presentation materials, and support Financial Advisor for business-related functions.
First Citizens Bank
May 11- As needs are identified, Affluent Wealth Advisors work with a team of Wealth experts to deliver investment, insurance, credit, and…
- Responsible for acquiring and growing relationships with emerging High Net Worth clients and prospects within the innovation economy throug…
Robinhood
May 1- CFP® certification required Experience in financial planning, banking, wealth management, or related financial services roles Ability to bu…
- As an individual contributor in a Relationship Manager role, you will support customers throughout their service journey while guiding them…
Page 1