Senior Private Wealth Advisor, Practice Lead (Personal Strategy)
About this role
Senior Private Wealth Advisor, Practice Lead (Personal Strategy) - Remote/Northern California
Job ID R.0061071
Primary location Sacramento, California; Fresno, California; Oakland, California
Date posted 07/22/2026
Worker type Regular
Workplace flexibility Remote - Must reside within territory
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance.
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