Financial Advisory Associate

4 days ago


San Francisco Bay Area, United States Russell Tobin Full time

This role provides proactive, high-touch support in managing all aspects of client relationships, including lifestyle services, wealth strategy, and investment support, with minimal supervision. Responsibilities include assisting with legal and tax strategies, preparing documentation for wealth transfer, tax planning, asset protection, insurance, and philanthropy, while ensuring a seamless client experience. The position involves developing a basic understanding of trusts and estate planning strategies, and collaborating with internal teams to onboard new clients, process account transfers, and complete investment documents. Additionally, the role requires maintaining accurate client records in CRM and other systems, with a focus on data integrity and project tracking.



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