Wealth Manager

3 weeks ago

San Francisco, United States The Judson Group Full time

Reference Number: HRJ7620 Location: Silicon Valley/San Francisco, California Judson Group has been retained by a $19B+ RIA with a national presence in their search for a

Wealth Manager . This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research regarding complex client issues. The ideal candidate has 3+ years of client-facing wealth management experience with a strong background in client servicing and a high attention to detail. This person will need to be a team player who has the desire/ability to work successfully with others and should have strong client facing skills. There is tremendous ability for growth in both the medium and long term for the individual who fills this role. Responsibilities: Serve as a primary point of contact for the senior wealth manager’s client base by anticipating client needs, resolving inquiries, and cultivating deep relationships through superior client service. Assist senior wealth managers with investment analysis, retirement/cash flow projections, research, tax planning, and implementation of recommendations as needed. Create client presentations and assist with client meetings. Handle client-related requests and account service inquiries. Organize and analyze financial data received from new and existing clients. Monitor client portfolios and communicate updates and recommendations. Execute and reconcile trades as directed by the senior wealth managers. Assist clients with implementation of recommended and agreed-upon strategies. Requirements: Bachelor’s Degree required. CFP or CFA highly preferred. Series 65 or 66 is required or must be obtained within the timeframe determined by manager. 3+ years’ experience in an RIA or similar firm required. Ability to take initiative and prioritize tasks. Ability to work independently and collaborate/communicate well in a team environment. Compensation:

Highly competitive compensation package with base salary, bonus, and benefits.

#J-18808-Ljbffr

  • Wealth Manager

    3 hours ago

    San Francisco, United States Judson Group Full time

    Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Wealth Manager . This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research regarding...

  • Wealth Manager

    3 days 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...

  • Wealth Manager

    2 months ago

    San Francisco, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob 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...

  • Wealth Manager

    7 days ago

    San Francisco, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob 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...

  • Senior Associate, Wealth Manager

    3 weeks ago

    San Francisco, United States THE BANK OF NEW YORK MELLON CORPORATION Full time

    Bring your ideas. Make history.  BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the “bank of banks” - % of the world’s top...

  • Senior Associate, Wealth Manager

    1 week ago

    San Francisco, United States BNY Mellon Full time

    Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work...

  • Sr. Manager, Wealth Advisor- Schwab Wealth Advisory

    5 hours ago

    San Francisco, United States The Charles Schwab Corporation Full time

    At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's Investor Advice Solutions consists of S Wealth Advisor, Advisor, Wealth, Manager, Financial Planning, Operations, Banking

  • Wealth Advisor

    3 weeks ago

    San Francisco, United States BakerAvenue Full time

    Job Description Job Description Salary: $150k - $250k (based on experience) Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make...

  • Wealth Advisor

    3 weeks ago

    San Francisco, United States Baker Avenue Full time

    Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are...

  • Wealth Advisor

    2 weeks ago

    San Francisco, United States Baker Avenue Full time

    Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are...

  • Wealth Advisor

    3 weeks ago

    San Francisco, United States BakerAvenue Full time

    Job DescriptionJob DescriptionSalary: $150k - $250k (based on experience)Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make...

  • Wealth Advisor

    2 weeks ago

    San Francisco, United States BakerAvenue Full time

    Job DescriptionJob DescriptionSalary: $150k - $250k (based on experience)Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make...

  • Wealth Advisor

    1 week ago

    San Francisco, United States BakerAvenue Full time

    Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are...

  • J.P. Morgan Wealth Management- Vice President, Private Wealth Planner

    3 weeks ago

    San Francisco, United States JPMorgan Chase Full time

    Job Description The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan. Utilizing J.P. Morgan's proprietary Wealth...

  • J.P. Morgan Wealth Management- Vice President, Private Wealth Planner

    2 weeks ago

    San Francisco, United States JPMorgan Chase Full time

    Job Description The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan. Utilizing J.P. Morgan's proprietary Wealth...

  • Private Wealth Advisor

    4 weeks ago

    San Francisco, United States Capital Group Companies Full time

    I can succeed as a Private Wealth Advisor at Capital Group. One of the nations leading wealth management firms, Capital Group Private Client Services, is looking to selectively add to its team of wealth advisors around the country. As a Private We Wealth Advisor, Advisor, Wealth, Private, Client Service, Banking, Investment

  • President of Wealth

    2 weeks ago

    San Francisco, CA, United States Compound Full time

    Overview Compound Planning, with over $1B AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary...

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

    1 month ago

    San Francisco, CA, 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,...

  • J.P. Morgan Wealth Management- Vice President, Private Wealth Planner

    2 weeks ago

    San Francisco, CA, United States JPMorgan Chase & Co. Full time

    The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan. Utilizing J.P. Morgan’s proprietary Wealth Plan software, the...

  • Senior Wealth Associate

    3 weeks ago

    San Francisco, United States BakerAvenue Full time

    Job Description Job Description Salary: $80k - $90k Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. Driven by our purpose, we strive to make a positive impact on...