Sr Investment Associate Northern Trust CorpSr Investment AssociateSan Francisco, CA$85,330–$145,130 / yearNorthern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. 2. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.).
Portfolio Manager III Bank of America CorpPortfolio Manager IIISan Francisco, CA$135,600–$300,000 / yearKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Trust Officer Bank of Marin BancorpTrust OfficerNovato, CA$99,487–$146,615 / yearAs a Trust Officer, you will serve as a trusted advisor to high-net-worth individuals, families, trusts, and estates, providing fiduciary oversight, relationship management, and coordination of comprehensive wealth management solutions. This position offers the opportunity to work closely with clients, portfolio managers, attorneys, CPAs, and bank partners while contributing to the continued growth of one of Northern California's premier community banks.
Associate Director, Client Advisory PathstoneAssociate Director, Client AdvisorySan Francisco, CaliforniaOur services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals. With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Wealth Analyst CorientWealth AnalystMenlo Park, California$65,800–$106,000 / yearCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
Client Service Manager Heffernan FinancialClient Service ManagerWalnut Creek, California$90,000–$105,000 / yearThe Client Service Associate plays a vital role in supporting the Wealth Manager by delivering excellent financial planning and investment management services to clients. This individual helps prepare detailed financial plans, conduct portfolio reviews, and develop client meeting materials—ensuring a consistent, high-quality experience for every client household served.
Wealth Advisor - San Francisco Bay Area California Bank & TrustWealth Advisor - San Francisco Bay AreaSan Francisco, CA$75,000–$125,000 / yearPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state.
Associate Wealth Advisor Beacon Pointe Advisors LLCAssociate Wealth AdvisorLarkspur, CAThis team member will work directly with Senior Wealth Advisors (SWAs) and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families and providing a best-in-class service experience. 1 to 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm, or broker/dealer.
NewAlternative Investment Strategist Royal Bank of CanadaAlternative Investment StrategistSan Francisco, CA$120,000–$200,000 / yearThe expected salary range for this particular position is $120,000-$200,000, (New York, San Francisco), $99,000-$176,000, (Chicago, Los Angeles), $90,000-$160,000, (Denver, Minneapolis) depending on your experience, skills, and registration status, market conditions and business needs. As an Alternatives Investment Strategist for RBC US Wealth Management you will work alongside the Multi-Asset Portfolio Strategist, Wealth Strategists, Alternatives Consultants and other internal teams on developing, coordinating, and executing our alternatives ambitions.
VP, Assistant Branch Manager Charles SchwabVP, Assistant Branch ManagerSan Mateo, CAAs an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, youll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals.
Sr. Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor Schwab Wealth AdvisoryWalnut Creek, CATime Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
NewSilicon Valley Regional Director, Wealth and Asset Management Solutions The Charles Schwab CorpSilicon Valley Regional Director, Wealth and Asset Management SolutionsSunnyvale, CAThe following are helpful, but not required: Experience distributing managed accounts, separately managed accounts, wrap programs, asset management solutions or related wealth management offerings. The Wealth & Asset Management Solutions (WAMS) team, part of Wealth & Advice Solutions (WAS), distributes and supports proprietary and selected third-party asset management products and services across multiple channels.
Director, Wealth Management IEQ CapitalDirector, Wealth ManagementFoster City, CA$170,000–$225,000 / yearOur quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients .
Associate Director, Wealth Management IEQ CapitalAssociate Director, Wealth ManagementFoster City, CA$135,000–$175,000 / yearDuties and responsibilities include, but are not limited to: Support to Partners and Managing Directors by providing service and support functions such as: Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation. Interact with clients, supporting all aspects of their servicing needs: Researching client inquiries, managing follow up communication and conducting quarterly performance reviews.
Director Lee Hecht HarrisonDirectorSan Francisco, CA$120,000–$200,000 / yearResponsibilities: Provide exceptional client service to existing and prospective clients, including leading client meetings, developing customized financial strategies, and confidently discuss investments with clients. Accrued paid time off starting at 3 weeks for the first 3 years of service, 4 weeks for 4-9 years, and 5 weeks for 10+ years.
Client Advisor Stifel Financial CorpClient AdvisorSan Francisco, CA1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client's specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel's clients. Comprehensive knowledge of wealth management industry products and services.• Ability to distill financial planning and investment strategies into an effective client presentation.•
Loan Officer Caliver Beach MortgageLoan OfficerOakland, CaliforniaProven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Analytical mindset with the ability to assess complex financial information.
Bay Area Regional Loan Officer Caliver Beach MortgageBay Area Regional Loan OfficerSan Francisco, CaliforniaProven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Analytical mindset with the ability to assess complex financial information.
Senior Wealth Advisor - Hybrid Cetera Financial Group IncSenior Wealth Advisor - HybridOakland, CACetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.
Mortgage Loan Consultant SF Fire Credit UnionMortgage Loan ConsultantSan Francisco, CAFull timeDevelop new business opportunities by cultivating and sustaining relationships with real estate offices, agents, home builders, title and escrow officers, financial advisers, CPAs, and other related professionals. The Mortgage Loan Consultant facilitates the mortgage lending process by taking applications, providing personalized service and consulting with the applicant on a home loan solution that fits their particular needs and goal home loan goals.