Private Wealth Associate

2 hours ago

San Francisco, California, United States Russell Tobin Full time

Our client, a global multi-family office RIA, is currently looking for an individual to join up with their Financial Advisory team, responsible for the portfolio construction and analysis of their ultra-high net worth client portfolios. The team is looking for an individual highly knowledgeable within the key aspects of financial planning for ultra-high net worth individuals and families.

As a Financial Advisory Associate, you'll be a key member of the firm's Financial Advisory team, focusing on portfolio construction, management, and analysis for the firm's high-net-worth and ultra-high-net-worth clients. You'll help manage portfolios, provide financial analysis, and contribute to investment and wealth planning strategies.

*Also accepting applicants at the Senior Analyst level*

Key Responsibilities:

  • Prepare client balance sheets and conduct asset allocation analyses.
  • Monitor portfolio performance and manage quarterly reporting with accuracy and consistency.
  • Support portfolio construction and gain exposure to various asset classes, investment products, and client-specific strategies.
  • Perform ad hoc analyses to support equity planning and trust and estate planning needs.
  • Assist with equity and options trading and other investment execution activities.
  • Collect, organize, and manage client tax and financial documentation.
  • Participate in direct private investments and gain exposure to broader family office operations.

Qualifications:

  • 3-7+ years of relevant experience in investment management, financial advisory, or professional services.
  • Strong analytical, quantitative, and communication skills.
  • Passion for investment management and client service excellence.
  • Bachelor's degree required; advanced degrees or certifications a plus.

Benefits:

  • Medical, Dental, and Vision
  • Life and Disability Insurance
  • 401(k) match program
  • Commuter and Wellness benefits

  • Private Wealth Client Relationship Manager

    44 minutes ago

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

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Private Wealth Executive Assistant

    3 hours ago

    San Francisco, California, United States Citizens Financial Group Full time

    DescriptionCitizens Private Wealth, located in San Francisco, CA, is hiring a proactive and detail-oriented Private Wealth Executive Assistant to directly support a Managing Director, Wealth Manager. This role will be an integral member of the team, executing the strategies and operational activities related to growing the business.  Directly supporting the...

  • Private Wealth Client Associate

    3 hours ago

    San Francisco, California, United States Bank of America Full time $25 - $44

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Wealth Management Associate

    3 hours ago

    San Francisco, California, United States Innovations PSI Full time

    Our client is seeking a highly motivated Wealth Management Associate to join their team. This is a unique opportunity for someone early in their career to gain hands-on experience in private wealth management and build a long-term path within a growing, collaborative, and high-performing firm.ResponsibilitiesSupport senior team members and Partners with core...

  • Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Analyst - San Francisco

    2 hours ago

    San Francisco, California, United States Goldman Sachs Full time

    Job DescriptionYOUR IMPACTAccelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and innovate. Join a culture where integrity, partnership, and a relentless...

  • Private Wealth Management Specialist

    20 minutes ago

    San Francisco, California, United States MSH Full time

    MSH is working with a global investment firm on an opening for a Family Office Advisory, Senior Analyst.The Opportunity:The Family Office Advisory Senior Analyst is a key member of the family office client team, focused on delivering the highest level of service to clients in a fast‐paced and dynamic environment. The Family Office Advisory Senior Analyst...

  • Wealth Strategist

    58 minutes ago

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

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Private Wealth Manager

    30 minutes ago

    San Francisco, California, United States Leah Yosef International Full time

    7B+ AUM Independent Wealth Management FirmOverviewDynamic, fast growing 7B+ Independent RIA is seeking a Senior Wealth Manager to advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.Not a commissioned sales...

  • Associate Wealth Advisor

    1 hour ago

    San Francisco, California, United States Focus Financial Partners Full time $110,000 - $120,000

    NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively...

  • Asset & Wealth Management, Private Wealth Management, GS Family Office, Trust Relationship Strategist, Vice President, San Francisco

    1 hour ago

    San Francisco, California, United States Goldman Sachs Full time

    Job DescriptionYOUR IMPACTGoldman Sachs Family Office (GSFO) is in search of a Trust Strategist to work closely with PWAs in delivering Family Office Solutions to clients and help with business development initiatives. We are looking for a hard-working and client-friendly individual with background in wealth management and / or family office services.OUR...