Executive Wealth Management Strategist at Salesforce
- California, United States
- Full Time
- 5.5 Day Week
UP TO $ 15,000 / month
Wealth Management Strategist - Join Our Salesforce Team!
Are you passionate about crafting financial futures, capital growth, and investment success stories? Look no further! Salesforce, a pioneer in technological innovation, is seeking an Executive Wealth Management Strategist to join our dynamic team based in sunny California.
Role Overview:
- Design and implement personalized wealth strategies for high-net-worth clients using cutting-edge technologies.
- Utilize data analytics and market insights to drive informed investment decisions.
- Collaborate with cross-functional teams to deliver exceptional financial solutions tailored to individual client goals.
Key Responsibilities:
- Conduct market research and financial analysis to optimize investment portfolios.
- Develop comprehensive financial plans aligned with client objectives and risk profiles.
- Provide strategic guidance on asset allocation, retirement planning, and tax-efficient wealth management.
- Stay updated on industry trends and regulatory changes to ensure compliance and maximize client returns.
Requirements:
- Bachelor's degree in Finance, Economics, or related field; CFA or CFP certification preferred.
- Proven experience in wealth management, private banking, or investment advisory services.
- Strong quantitative skills with a deep understanding of financial markets and products.
- Excellent communication and interpersonal abilities to build client relationships and drive business growth.
Join Us:
If you are a strategic thinker with a flair for financial planning and a drive for excellence, we want to hear from you! Take the next step in your career with Salesforce and help shape the future of wealth management.
A competitive compensation package, professional development opportunities, and a collaborative work environment await the successful candidate. Send your resume and cover letter to apply now!
About the Employer
Last Updated on January 01, 2026
Expiring On July 01, 2026
Share this to your friends
A few more jobs you might be interested in
Executive Wealth Management Strategist at Salesforce
- California, United States
- Full Time
- 5.5 Day Week
$ 15,000 month
Join Our Team - Diversity and Inclusion Advocate
$ 4,000 month
Grow Your Career with TruWealth Financial Analyst Position
- Washington, United States
- Part Time
- 2 Hour Shift
$ 60 day
Join Us in Fostering Financial Literacy and Economic Well-being!
- Agder og Rogaland, Norway
- Full Time
- 3.5 Day Week
$ 2,500 month
We're Hiring: Sustainable Financial Analyst
- Washington, United States
- Full Time
- 4.5 Day Week
$ 4,500 month
Join Us as Financial Innovator at North Karelia Regional Council, Pohjois-Karjala
- Pohjois-Karjala, Finland
- Full Time
- 5 Day Week
$ 10,000 month
