Private Banker Jobs in Menlo Park, CA | Glassdoor

Private Banker Jobs in Menlo Park, CA

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  • UnionBank – San Mateo, CA
    2 days ago 2d
    enables them to act as consultative bankers and trusted client advisors. Private Bankers establish and maintain excellent working… s most trusted financial group. POSITION OVERVIEW The Private Banker proactively attracts, deepens, and manages comprehensive…
  • 4.0
    City National Bank – San Jose, CA
    22 days ago 22d
    Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a…
  • 3.0
    Union Bank of California – San Mateo, CA
    15 days ago 15d
    enables them to act as consultative bankers and trusted client advisors. Private Bankers establish and maintain excellent working… BUSINESS DEVELOPMENT (INCLUDING NEW CLIENT ACQUISITION) Private Bankers develop and execute marketing and sales strategies to attract…
  • 3.5
    Wells Fargo – San Carlos, CA
    17 days ago 17d
    small business, mortgage lending, investments, brokerage, or private banking; or 1+ year experience in a licensed financial services…
  • 3.0
    Mitsubishi UFJ Financial Group – San Mateo, CA
    15 days ago 15d
    enables them to act as consultative bankers and trusted client advisors. Private Bankers establish and maintain excellent working… most trusted financial group. POSITION OVERVIEW The Private Banker proactively attracts, deepens, and manages comprehensive…
  • 3.5
    Wells Fargo – Fremont, CA
    2 days ago 2d
    small business, mortgage lending, investments, brokerage, or private banking; or 1+ year experience in a licensed financial services…
  • 3.8
    Northwestern Mutual – Redwood City, CA
    EASY APPLY
    7 days ago 7d
    Career with a Purpose: The Financial Advisor Opportunity You’ll have the unique opportunity to create your own destiny…
  • 3.5
    Wells Fargo – Palo Alto, CA
    23 days ago 23d
    communities we serve. We have an immediate opening for a Private Mortgage Banker. This individual is responsible for producing high…
  • 4.6
    Collaborative Solutions – Pleasanton, CA
    Est. Salary $51k-$97k
    1 days ago 24hr
    collaborativesolutions.com. Any answer you provide will be kept private and will not be used against you in any way. http://www.…
  • 3.6
    J.P. Morgan – Palo Alto, CA
    Est. Salary $105k-$186k
    23 days ago 23d
    Primary Function The Banker is the face of JPMorgan's Private Banking business. The Banker leads new client acquisition… JPMorgan Private Banking Banker Job Description JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services…
  • 3.9
    Fidelity Investments – Sunnyvale, CA
    Est. Salary $48k-$87k
    1 days ago 1d
    effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating…
  • 3.6
    JPMorgan Chase & Co. – Santa Clara, CA
    14 days ago 14d
    these talents as a Private Client Banker and help drive the client banking experience at Chase through our Private Client Services… Services offerings. As a Private Client Banker, you are the main point of contact for a select group of Chase's affluent clients,…
  • 3.4
    Fisher Investments – San Mateo, CA
    23 days ago 23d
    Overview: Are you a Financial Advisor or a Stock Broker looking for the next step in your career? Fisher…
  • 3.5
    TIAA – Palo Alto, CA
    Est. Salary $59k-$102k
    15 days ago 15d
    services. These products and services include Managed Accounts, Private Asset Management, Personal Trust Services, Retirement Plans…
  • 3.4
    Fisher Investments – San Jose, CA
    Est. Salary $57k-$83k
    23 days ago 23d
    Overview: Are you a Financial Advisor or a Stock Broker looking for the next step in your career? Fisher…
  • 3.5
    Charles Schwab – Menlo Park, CA
    10 days ago 10d
    We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose…
  • 3.9
    Fidelity Investments – Palo Alto, CA
    Est. Salary $48k-$63k
    9 days ago 9d
    effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating…
  • 3.5
    TIAA – Palo Alto, CA
    2 days ago 2d
    Job Description COMPANY OVERVIEW: Since 1918, it has been TIAAs mission to serve, our ability to perform and the…
  • 3.5
    Charles Schwab – Sunnyvale, CA
    10 days ago 10d
    Since day one, Schwab has set out to challenge the status quo, looking for ways to offer our clients more value and a…
  • 3.4
    Chase – Santa Clara, CA
    22 days ago 22d
    these talents as a Private Client Banker and help drive the client banking experience at Chase through our Private Client Services… Services offerings. As a Private Client Banker, you are the main point of contact for a select group of Chase’s affluent clients…
  • 3.5
    TIAA – Palo Alto, CA
    15 days ago 15d
    services. These products and services include Managed Accounts, Private Asset Management, Personal Trust Services, Retirement Plans…
  • 3.9
    Fidelity Investments – Sunnyvale, CA
    Est. Salary $44k-$81k
    25 days ago 25d
    effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating…
  • 3.6
    Citrix – Santa Clara, CA
    16 days ago 16d
    We believe work is not a place, but rather a thing you do. Our technology revolves around this core philosophy. We are…
  • 3.5
    Unify Financial Federal Credit Union – Fremont, CA
    Est. Salary $37k-$47k
    2 days ago 2d
    Are YOU looking to advance your career as a Personal Banker working for UNIFY Financial (formerly Western Federal Credit Union… career at UNIFY today and become a UNIFYer!! The Personal Banker is responsible for: • Opening new accounts, certificates…
  • 3.3
    Patelco Credit Union – Hayward, CA
    3 days ago 3d
    Overview: Performs member services, such as opening new accounts, establishing direct deposit accounts, opening…
  • 3.6
    Citrix – Santa Clara, CA
    Est. Salary $114k-$170k
    13 days ago 13d
    We believe work is not a place, but rather a thing you do. Our technology revolves around this core philosophy. We are…
  • 3.4
    US Bank – Los Gatos, CA
    17 days ago 17d
    Contacts and profiles customer/prospects to determine financial goals, objectives, and current financial position. Conducts…
  • 3.5
    Wells Fargo – Redwood City, CA
    Est. Salary $38k-$48k
    1 days ago 1d
    needs go beyond what a personal banker may provide. In order to provide outstanding service, bankers may need to develop and maintain… service. Each banker has his/her own performance objectives based on meeting the needs of our customers. Bankers have the ability…
  • 2.9
    Bank of the West – Menlo Park, CA
    15 days ago 15d
    What sets Bank of the West apart from other banks is our team membersthey embody the optimistic spirit of the West. There is…
  • 3.6
    JPMorgan Chase & Co. – Palo Alto, CA
    14 days ago 14d
    the client's asset allocation. Private Client Advisors are expected to Coach Personal Bankers (licensed) on recommendations and… Chase Private Client - Private Client Advisor As a Private Client Advisor, you will acquire and deepen relationships with clients…
Job Title Location Employer Salary
Private Banker, Vice President San Mateo, CA UnionBank $113k-$174k
Private Banker San Jose, CA City National Bank $78k-$125k
Private Banker, Vice President San Mateo, CA Union Bank of California $104k-$175k
Regional Bank Private Banker 1 San Carlos, CA Wells Fargo $77k-$110k
Private Banker, Vice President San Mateo, CA Mitsubishi UFJ Financial Group $77k-$121k
Regional Bank Private Banker Unlicensed 1 Fremont, CA Wells Fargo $75k-$108k
Financial Advisor Redwood City, CA Northwestern Mutual $53k-$124k
Private Mortgage Banker/Loan Officer (SAFE) Palo Alto, CA Wells Fargo $41k-$86k
Workday Financials Consultant Pleasanton, CA Collaborative Solutions $51k-$97k
Asset Management - Private Bank - Banker - Vice President Palo Alto, CA J.P. Morgan $105k-$186k
Financial Consultant Program- Relationship Manager Sunnyvale, CA Fidelity Investments $48k-$87k
Private Client Banker - Downtown San Jose, East San Jose, Valley Fair, Campbell, Gilroy, Morgan Hill (Series 6, 63 Preferred) Santa Clara, CA JPMorgan Chase & Co. $35k-$56k
Investment Counselor (Financial Advisor/Stock Broker Alternative) San Mateo, CA Fisher Investments $82k-$112k
Financial Advisor (Wealth Management) Palo Alto, CA TIAA $59k-$102k
Investment Consultant (Financial Advisor/Stock Broker Alternative) San Jose, CA Fisher Investments $57k-$83k
Financial Consultant Program- Financial Representative Palo Alto, CA Fidelity Investments $48k-$63k
Private Client Banker - Downtown San Jose, East San Jose, Valley Fair, Campbell, Gilroy, Morgan Hill (Series 6, 63 Preferred) Santa Clara, CA Chase $37k-$60k
Wealth Management Advisor Palo Alto, CA TIAA $88k-$122k
Financial Consultant Sunnyvale, CA Fidelity Investments $44k-$81k
Enterprise Relationship Manager Santa Clara, CA Citrix $69k-$115k
Personal Banker Fremont, CA Unify Financial Federal Credit Union $37k-$47k
Member Solution Specialist (Personal Banker) Hayward, CA Patelco Credit Union $50k-$78k
Technical Relationship Manager - Networking Santa Clara, CA Citrix $114k-$170k
Financial Advisor Los Gatos, CA US Bank $31k-$71k
PERSONAL BANKER 1 FULL TIME SEQUOIA STATION Redwood City, CA Wells Fargo $38k-$48k
Relationship Banker I (Sales) Menlo Park, CA Bank of the West $38k-$49k
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