Current jobs related to Wealth Manager - San Francisco - augmentjobs

  • Wealth Management Analyst

    3 weeks ago

    San Antonio, Texas, United States Sendero Wealth Management Full time

    Position Overview:We are in search of a dedicated financial professional with a profound understanding of market dynamics to join our team as a Senior Financial Analyst. This role is pivotal in assisting our wealth management clients in safeguarding, preserving, and responsibly enhancing their financial assets.Key Responsibilities:Develop and maintain...

  • Private Wealth Manager

    1 week ago

    San Francisco, California, United States First Citizens Bank Full time

    Job SummaryFirst Citizens Bank is seeking a highly skilled Private Banker II to join our Wealth Management division. As a Private Banker II, you will play a critical role in supporting the growth and profitability goals of our division through new business development and client retention activities.Key ResponsibilitiesClient Acquisition: Acquire clients for...

  • Wealth Management Associate

    2 weeks ago

    San Francisco, California, United States Baker Avenue Full time

    About the RoleBakerAvenue is seeking a highly motivated and detail-oriented Wealth Associate to join our Wealth Advisory team. As a Wealth Associate, you will play a critical role in providing administrative and client engagement support to our team of experienced wealth advisors.Key ResponsibilitiesProvide exceptional administrative support to the Wealth...

  • Wealth Management Consultant

    3 weeks ago

    San Francisco, California, United States Freestone Capital Management Full time

    Freestone Capital Management is a premier wealth advisory firm focused on providing outstanding service to our clients. We are in search of a Wealth Management Consultant to assist affluent individuals in realizing their financial aspirations while fostering enduring relationships.About Our Firm:Independent Wealth Advisory: Operating in multiple locations,...

  • Financial Wealth Strategist

    3 weeks ago

    San Diego, California, United States AlphaCore Wealth Advisory LLC Full time

    Company Overview:AlphaCore Wealth Advisory LLC is a dynamic and rapidly expanding wealth management firm dedicated to providing tailored financial solutions for individuals and families. Our approach is innovative, focusing on personalized strategies that align with our clients' unique goals and aspirations.Role Overview:As a Financial Planner at AlphaCore...

  • Wealth Management Specialist

    16 hours ago

    San Francisco, California, United States Cedent Consulting Full time

    Job Title: Private Wealth PlannerAbout the Role:We are seeking a highly skilled Private Wealth Planner to join our team at Cedent Consulting. As a Private Wealth Planner, you will be responsible for providing comprehensive financial planning and wealth management services to our clients.Key Responsibilities:Gather extensive financial information to drive...

  • Wealth Management Advisor

    2 hours ago

    San Francisco, United States Leah Yosef International Full time

    OverviewTop Tier National Registered Investment Advisor is seeking a Senior Wealth Advisor to manage high-net-worth client relationships inherited from retiring advisors and sourced from the custodial referral channels. Join the fastest growing region of one of the fastest growing RIAs in the Country.Not a commissioned sales role. No portable book of...

  • Wealth Management Executive

    3 weeks ago

    San Francisco, California, United States ECG Resources Full time

    Position OverviewECG Resources is in search of a Senior Vice President/Private Wealth Advisor to enhance our esteemed Private Client division. This role is pivotal in establishing and nurturing relationships with affluent clients, delivering tailored investment strategies and comprehensive wealth management services.Key Responsibilities:Client Engagement:...

  • Wealth Management Advisor

    3 weeks ago

    San Francisco, California, United States Cedent Consulting Full time

    Title: Wealth Management Advisor @ Cedent Consulting.Terms of Hire: Full Time.Job Description:Business Overview: Cedent Consulting is a premier provider of integrated wealth management and investment solutions tailored for individuals, corporations, and institutions. We are recognized as one of the largest entities in the industry, specializing in...

  • Senior Wealth Management Advisor

    3 weeks ago

    San Francisco, California, United States Charles Schwab Full time

    Position Type: Regular Your opportunity Investor Advice Solutions encompasses Schwab Wealth Advisory, Centralized Service & Operations, and the Tax, Trust, and Estate Group. Schwab Wealth Advisory offers a premier, fee-based, and non-discretionary investment advisory service that fosters personal relationships, specialized support, and continuous guidance...

  • Wealth Management Advisor

    2 months ago

    San Francisco, United States Evolve Talent Partners Full time

    Overview: The Senior Wealth Advisor (Private Client) role is an ideal opportunity for a highly motivated professional to join a growing and respected Private Client practice at a well-established and federally registered investment advisor managing individually managed accounts and mutual funds. As a member of the Private Client team, the Private Client...

  • Wealth Management Advisor

    2 months ago

    San Francisco, United States Evolve Talent Partners Full time

    Overview: The Senior Wealth Advisor (Private Client) role is an ideal opportunity for a highly motivated professional to join a growing and respected Private Client practice at a well-established and federally registered investment advisor managing individually managed accounts and mutual funds. As a member of the Private Client team, the Private Client...

  • Wealth Management Consultant

    3 weeks ago

    San Francisco, United States RBC Capital Markets, LLC Full time

    Job Summary Job Description What is the opportunity? The Wealth Management Consultant (WMC) provides the primary external sales and business development support for Financial Advisors and the RBC Wealth Management platform. The WMC works closely with field leadership, service and support areas within RBC's Private Client Group to ensure a coordinated support...

  • Private Wealth Investment Management Expert

    2 weeks ago

    San Francisco, California, United States The Bank of America Corporation Full time

    Join a Leading Wealth Management FirmMerrill Wealth Management is a renowned provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a leading business in the world, we offer a wide range of services including:Wealth Management: Our team of experts provides personalized wealth...

  • Executive Director of Wealth Advisory Services

    6 days ago

    San Diego, California, United States Centura Wealth Advisory Full time

    {"Key Responsibilities": "Lead the Client-Facing Consulting TeamAs a key member and leader of our client-facing consulting team, you will be responsible for managing your book of clients, providing sales management, coaching, and training to advisors, Diamond Teams, and other members of the client-facing consulting organization.You will have a proven track...

  • Wealth Management Professional

    2 weeks ago

    San Francisco, California, United States Hispanic Technology Executive Council Full time

    Job SummaryThe Senior Relationship Manager is a seasoned professional role that requires in-depth knowledge and expertise in wealth management and financial services. The ideal candidate will have a strong understanding of the financial industry and be able to develop and implement strategies to drive revenue growth and client acquisition.Key...

  • Wealth Management Associate

    17 hours ago

    San Francisco, California, United States Cresset Full time

    About CressetCresset is a leading, independent, multi-family office and private investment firm that is revolutionizing the way people experience wealth. Our goal is to provide unparalleled access to talent, ideas, and investment opportunities, rivaling those of the largest single-family offices and endowments. With over $50 billion in assets under...

  • Lead Wealth Management Consultant

    3 weeks ago

    San Francisco, California, United States Citigroup Inc Full time

    Citi Global Wealth integrates the comprehensive capabilities of Citi to cater to a diverse range of wealth clients. This cohesive division serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses affluent and high-net-worth segments via Citigold and Citigold Private Client, and captures wealth management opportunities...

  • J.P Morgan Wealth Management- Executive Director, Wealth Planner

    2 weeks ago

    San Francisco, United States JP Morgan Chase Full time

    Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling,...

  • Private Wealth Management Leader

    1 week ago

    San Francisco, California, United States AllianceBernstein Full time

    About the Role:The Private Wealth Management Leader will be responsible for providing exceptional stewardship of employees, client experience, policies and procedures, and business strategies that lead to continuous growth and success.Key Responsibilities:Partner with Managing Directors and Wealth Advisors to ensure client experience excellence, office...

Wealth Manager

3 months ago

San Francisco, United States augmentjobs Full time

Job Description

Job Description

Job Description: As a Wealth Manager, you will be responsible for providing comprehensive financial planning and investment management services to high-net-worth individuals, families, and institutions. Your role involves understanding clients' financial goals and objectives, assessing their risk tolerance, and developing customized wealth management strategies to help them achieve their financial aspirations. You will need strong interpersonal skills, financial expertise, and the ability to build long-term relationships with clients. Responsibilities: Conduct comprehensive financial assessments for clients, including analyzing their financial situation, investment objectives, risk tolerance, and liquidity needs. Develop personalized wealth management plans tailored to clients' goals and objectives, incorporating investment strategies, retirement planning, estate planning, tax optimization, and risk management. Implement investment strategies and manage client portfolios, including asset allocation, security selection, and portfolio rebalancing, to maximize investment returns and minimize risk. Monitor market trends, economic indicators, and investment performance to make informed investment decisions and adjust portfolio allocations as needed. Provide ongoing financial advice and guidance to clients, addressing their inquiries, concerns, and changing financial circumstances. Collaborate with tax advisors, estate planning attorneys, insurance professionals, and other experts to coordinate holistic financial planning solutions for clients. Develop and maintain long-term relationships with clients through regular communication, portfolio reviews, and proactive financial planning initiatives. Stay informed about industry trends, regulatory changes, and best practices in wealth management to ensure compliance and deliver high-quality service to clients. Requirements: Bachelor's degree in finance, economics, business administration, or a related field. Advanced degrees or certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) preferred. Previous experience in wealth management, financial planning, or investment advisory roles required. Strong understanding of financial markets, investment products, tax strategies, estate planning, and retirement planning. Excellent interpersonal skills, with the ability to build trust and rapport with clients and develop long-lasting relationships. Proven track record of successfully managing client portfolios and delivering investment performance in line with client objectives. Knowledge of financial planning software and tools for portfolio analysis, retirement planning, and risk assessment. Effective communication and presentation skills, with the ability to explain complex financial concepts in a clear and concise manner. Detail-oriented with strong organizational skills, capable of managing multiple clients and priorities simultaneously. Ability to work independently and collaboratively in a team-oriented environment, with a proactive and client-focused approach.

#J-18808-Ljbffr