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Keywords: Wealth Management Client Associate, Location: San Jose, CA

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Wealth Management Client Associate

, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment...

Company: Bank of America
Location: San Jose, CA
Posted Date: 06 Feb 2026
Salary: $25 - 44 per hour

Private Wealth Management Registered Client Service Associate

Job Description Registered Client Service Associates provide exceptional service to our clients and support Financial... Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients...

Company: Morgan Stanley
Location: San Jose, CA
Posted Date: 10 Jan 2026
Salary: $34320 - 90000 per year

Client Service Associate - Prestigious WM Firm

Job Description: Client Service Associate - Wealth Management A rapidly growing Registered Investment Advisory firm... is seeking a Client Service Associate to join its team. This role is ideal for someone who wants to deepen their expertise...

Company: Robert Half
Location: San Jose, CA
Posted Date: 05 Feb 2026
Salary: $90000 per year

Tax Senior Associate, Private Client Services

sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Senior Associate... professionally and develop your client service and technical accounting skills to build a career with endless opportunities...

Company: Baker Tilly
Location: San Jose, CA
Posted Date: 25 Jan 2026
Salary: $67880 - 128690 per year

Registered Client Associate

Job Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted...

Location: San Jose, CA
Posted Date: 17 Jan 2026
Salary: $55000 - 90000 per year

Equity Research Associate, Semiconductors

financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions...'s premier sell-side equity research team as an Equity Research Associate covering the hardware sector (preference for experience...

Location: San Jose, CA
Posted Date: 18 Jan 2026