Current jobs related to Private Wealth Investment Management Specialist - San Francisco, California - Bank of America

  • Tax Senior Manager

    4 weeks ago

    San Francisco, California, United States Baker Tilly Full time

    Job Description:Baker Tilly, a leading advisory firm, is seeking a Tax Senior Manager to join our San Francisco office. This role will specialize in private wealth, flow-throughs, real estate partnerships, family limited partnerships, and entities.We help wealthy individuals, family members, and their trusts, investment entities, and private businesses...

  • Private Wealth Advisor Director

    4 weeks ago

    San Francisco, California, United States Bank of Montreal Full time

    Job DescriptionJob Title: Private Wealth Advisor DirectorJob Summary:We are seeking a highly skilled and experienced Private Wealth Advisor Director to join our team. The successful candidate will be responsible for providing exceptional client service, managing client relationships, and driving business growth.Key Responsibilities:Develop and execute...

  • Wealth Relationship Manager

    4 weeks ago

    San Mateo, California, United States Citigroup Inc Full time

    Job DescriptionJob Title: Wealth Relationship ManagerJob Summary: We are seeking a highly skilled Wealth Relationship Manager to join our team at Citigroup Inc. As a key member of our Private Client Coverage group, you will be responsible for building and maintaining relationships with high net worth clients, providing them with personalized financial...

  • Wealth Management Professional

    4 weeks ago

    San Francisco, California, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Private Wealth Advisor to join our team at Bank of Montreal. As a Private Wealth Advisor, you will be responsible for providing exceptional client service and building strong relationships with high net worth clients.Key ResponsibilitiesDevelop and execute business development strategies to attract...

  • Senior Wealth Business Development Advisor

    4 weeks ago

    San Francisco, California, United States Evolve Talent Partners Full time

    Job SummaryThe Senior Wealth Business Development Advisor role is an exciting opportunity 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 Senior Wealth Advisor will be responsible for...

  • Senior Wealth Advisor

    4 weeks ago

    San Francisco, California, United States Citigroup Inc Full time

    Citi Global Wealth is seeking a skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. You will have access to our leading investment solutions platform, which allows us to deliver traditional and...

  • High Net Wealth Tax Senior Manager

    4 weeks ago

    San Francisco, California, United States Baker Tilly US, LLP Full time

    Overview:Baker Tilly US, LLP is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. Our firm is committed to delivering exceptional client service and providing innovative solutions to complex business...

  • Wealth Management Director

    4 weeks ago

    San Francisco, California, United States BNY Mellon Full time

    Job SummaryWe are seeking a highly experienced and skilled Wealth Management Director to join our team at BNY Mellon. As a key member of our Wealth Management team, you will be responsible for providing comprehensive wealth management advice and solutions to our clients.Key Responsibilities:Provide wealth management advice and solutions to clients using...

  • Tax Manager, Private Wealth Expert

    4 weeks ago

    San Francisco, California, United States Baker Tilly Full time

    Job Summary:We are seeking a highly skilled Tax Manager to join our Private Wealth/High Net Worth team at Baker Tilly. As a trusted advisor, you will deliver tax and business advisory services and tax compliance to small business clients. You will work closely with firm leadership to serve clients and build the business, having a direct impact on the firm's...

  • Senior Wealth Advisor

    4 weeks ago

    San Rafael, California, United States Citigroup Inc Full time

    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client, and captures wealth management in the...

  • Senior Wealth Advisor

    4 weeks ago

    San Francisco, California, United States Citigroup Inc Full time

    Citi Global Wealth is seeking a skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. You will have access to our leading investment solutions platform, which allows us to deliver traditional and...

  • Wealth Management Specialist

    4 weeks ago

    San Francisco, California, United States Mercer Advisors Full time

    Job SummaryThe Wealth Advisor role at Mercer Advisors is a client-focused position that requires a strong understanding of financial planning, investment management, and tax planning concepts. As a trusted advisor to our mass affluent clients, you will be responsible for ensuring retention of clients and generating referrals. You will also support the team's...

  • Wealth Management Director

    1 month ago

    San Francisco, California, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Director to join our team at Bank of Montreal. As a key member of our organization, you will be responsible for providing exceptional client service and developing strategic business plans to drive growth and revenue.Key ResponsibilitiesDevelop and execute business development...

  • Real Estate Investment Associate

    4 weeks ago

    San Francisco, California, United States GIC Private Limited Full time

    GIC Private Limited is a leading global long-term investor, and we are seeking a highly skilled Real Estate Investment Associate to join our team. As a key member of our Real Estate Department, you will be responsible for investing with scale across sectors, regions, and capital stack to generate alpha through our in-house investment and asset management...

  • VP, Financial Consultant

    4 weeks ago

    San Francisco, California, United States Charles Schwab Full time

    We are seeking a skilled Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for advocating on behalf of our clients by listening and discovering what is most important to them.You will work closely with a team of internal specialists to help clients fulfill their goals and dreams. Financial Consultants...

  • Investment Management Specialist

    4 weeks ago

    San Mateo, California, United States Bertram Capital Management Full time

    About Bertram Capital ManagementBertram Capital Management is a private equity firm focused on investing in lower middle market companies. Our unique approach combines venture capital operating methodologies with private equity financial discipline to empower our portfolio companies to unlock their full business potential.We prioritize reinvestment and...

  • Private Equity Associate

    1 month ago

    San Francisco, California, United States Private Investigator Dover Full time

    Private Equity AssociateWe are seeking a highly skilled and experienced Private Equity Associate to join our team at Private Investigator Dover.Key Responsibilities:Advise private equity firms and their portfolio companies on complex transactions, including mergers and acquisitions, leveraged buyouts, equity investments, and other general corporate...

  • Wealth Strategist, Relationship Manager

    3 weeks ago

    San Francisco, California, United States BNY Mellon Full time

    Welcome to BNY Mellon, a leading global financial services company at the center of the world's financial system. As a values-driven organization, we empower our colleagues to grow and succeed in a culture that is inclusive, innovative, and empowering.Our Wealth Management team is dedicated to helping successful individuals and their families build, manage,...

  • Wealth Management Professional

    4 weeks ago

    San Francisco, California, United States Windward Recruiting Full time

    This role offers the opportunity to make a meaningful impact on clients' financial lives while advancing your career in a dynamic, entrepreneurial, and collaborative team environment at Windward Recruiting.The location of this role will be in the San Francisco area of California.Duties & ResponsibilitiesCoordinate and drive the delivery of wealth planning...

  • Private Equity Investment Associate

    1 month ago

    San Francisco, California, United States Partners Capital Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Investment Associate to join our Private Equity and Real Estate team in San Francisco. As a key contributor to our team, you will be responsible for supporting the investment diligence process, portfolio management, and process management.Key ResponsibilitiesSupport rigorous and comprehensive...

Private Wealth Investment Management Specialist

1 month ago

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

Job Title: Private Wealth Investment Management Specialist

Job Summary: We are seeking a highly skilled Private Wealth Investment Management Specialist to join our team at Bank of America. As a key member of our Wealth Management team, you will be responsible for defining the investment management philosophy for our clients and delivering a full range of investment products and services.

Key Responsibilities:

  • Develop and implement investment management strategies for clients, ensuring alignment with their goals and objectives.
  • Partner with internal specialists to deliver holistic investment solutions and identify targeted investment strategies.
  • Prepare and present client performance review reports to measure their progress towards goals.
  • Stay up-to-date with market trends and regulatory requirements to ensure compliance and optimal investment outcomes.

Requirements:

  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses.
  • SAFE ACT Registration.
  • Form ADV-2B registration.
  • At least one firm-approved designation.
  • Strong communication and analytical skills, with the ability to identify trends and implement investment strategies.

Benefits:

  • Competitive salary and bonus structure.
  • Opportunities for professional growth and development.
  • Comprehensive benefits package, including health insurance, retirement plan, and paid time off.

About Us: Bank of America is a leading financial institution with a commitment to diversity, equity, and inclusion. We strive to create a workplace where everyone feels valued, respected, and empowered to contribute their best work.