Senior Associate Wealth Advisor Focus Partners WealthSenior Associate Wealth AdvisorPalo Alto, California$125,000–$140,000 / yearBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.
Team Lead, Wealth Management IEQ CapitalTeam Lead, Wealth ManagementSan Francisco, CA$135,000–$175,000 / yearInteracting with Associates and Senior Associates to support all aspects of client servicing needs: Escalate client items, assist TM in managing follow up communication, managing team members workload, ongoing client projects, and conducting quarterly performance reviews. The Team Lead role is designed to centralize managerial responsibilities within a client service team, empowering fellow team members to focus on service and client relationship management and other firm level priorities.
Private Wealth Summer Intern AllianceBernstein LPPrivate Wealth Summer InternSan Francisco, CaliforniaWe are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. Bernstein Private Wealth Summer Interns are client service-minded individuals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, support the growth of our Private Wealth Management Platform.
Wealth Management Analyst Morgan StanleyWealth Management AnalystSan Francisco, CA$68,000–$120,000 / yearProviding backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CADanville, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CASan Francisco, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
NewWealth Management Intern - Summer 2027 Freestone Capital ManagementWealth Management Intern - Summer 2027San Francisco, CaliforniaThe internship will run from mid June to August 2027 (minimum of 9 weeks total), and includes a structured program designed to provide undergraduate students with hands-on experience in wealth management and training in financial planning, investments, and client service through workshops, projects, and ad/hoc assignments. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.
Asset & Wealth Management Tax Director PricewaterhouseCoopers LLPAsset & Wealth Management Tax DirectorCA$150,000–$438,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As an Asset & Wealth Management Tax Director, you will provide strategic tax planning and compliance guidance to clients, helping them navigate complex tax regulations and optimize their tax positions.
Programs Manager, Strategic Initiatives Asset MarkPrograms Manager, Strategic InitiativesConcord, CA$90,000–$115,000 / yearThe ideal candidate brings strong business-facing program management experience, exceptional communication and relationship-building skills, a high degree of attention to detail, and the ability to independently drive multiple strategic programs from development and launch through ongoing management, measurement, and optimization. Job Description: The Job/What You'll Do: We are seeking a highly self-sufficient and results-driven Programs Manager, Strategic Initiatives, to develop, manage, and continuously enhance a portfolio of advisor-facing programs designed to help financial advisors grow and strengthen their businesses.
Wealth Management, Restricted Stock / 10b5-1 Specialist , Vice President JPMorgan Chase & CoWealth Management, Restricted Stock / 10b5-1 Specialist , Vice PresidentSan Francisco, CAThe Restricted Stock Group (RSG) helps advisors and clients navigate affiliation and restrictions (including control stock, Rule 144 transactions, lockups, and related diligence/documentation) and delivers coordinated execution across internal and external partners. The role leads diligence and documentation, partners directly with issuer counsel and internal legal/compliance partners, and drives end-to-end execution across selling, pledging, hedging, gifting, and wealth transfer strategies-while ensuring adherence to all applicable regulations and firm policies.
Channel Manager Asset MarkChannel ManagerConcord, CA$120,000–$135,000 / yearYou will partner closely with advisors, field leadership, investment teams, Operations, Compliance, Legal, Technology, Wealth Solutions, Product, and Engineering to deliver scalable capabilities that improve advisor productivity, client experiences, operational efficiency, and platform adoption across multiple channels, including broker-dealer, Hybrid RIA, Independent RIA, and Bank Trust. In this role, you will serve as the primary advocate for advisors and firms that actively manage client portfolios, ensuring their workflows, business needs, and regulatory requirements are reflected in the platform roadmap.
Wealth Client Specialist - San Francisco First Citizens BancShares IncWealth Client Specialist - San FranciscoSan Francisco, CA$32–$43 / hourBachelor''s Degree and 0 years of experience in Trust, Banking Sales, or Customer Service, or Operations OR High School Diploma or GED and 4 years of experience in Sales, or Customer Service, or Operations. May assist in creating and monitoring pricing of Bank products or services, including evaluating competitor products and making suggestions to enhance the attractiveness of Bank offerings.
Sr. Client Service Associate/ Sr. Client Service Manager Wealth Enhancement Group LLCSr. Client Service Associate/ Sr. Client Service ManagerWalnut Creek, CA$100,000–$120,000 / yearWEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices.
J.P. Morgan Advisors - Client Service Manager - San Francisco, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Client Service Manager - San Francisco, CASan Francisco, CAMorgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Practice Development Officer Cerity PartnersPractice Development OfficerSan Francisco, CaliforniaFacilitate lead flow by developing and implementing strategies to uncover new opportunities within unique and growing practices, optimizing internal processes and identifying potential client opportunities. The role requires a strategic liaison with demonstrated expertise in client, colleague, and operational success as well as a strong financial background to uncover and unlock opportunities across our growing firm.
NewTax Manager - Private Wealth/PCS Baker Tilly Advisory Group, LPTax Manager - Private Wealth/PCSWalnut Creek, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing 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 - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewTax Manager - Private Wealth (NorCal Tax) Baker Tilly Advisory Group, LPTax Manager - Private Wealth (NorCal Tax)San Francisco, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing 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 - New York, London, San Francisco, Los Angeles, Chicago and Boston.
NewTax Manager, Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private WealthWalnut Creek, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing 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 - New York, London, San Francisco, Los Angeles, Chicago and Boston.
J.P. Morgan Wealth Management - Executive Director, Wealth Client Specialist JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Executive Director, Wealth Client SpecialistSan Francisco, CAFull timeYou will address clients' wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell wealth management services, and ensure we have a holistic view of clients' wealth and planning needs. This role requires an autonomous, sophisticated wealth expert who will focus on creating new and deepening existing wealth relationships with high net worth and ultra-high net worth clients across JP Morgan Wealth Management.
Strategic Account Executive, Asset & Wealth Management AnthropicStrategic Account Executive, Asset & Wealth ManagementSan Francisco, CA$380,000–$450,000 / yearEngage personally with C-level and senior technical stakeholders (CIOs, CTOs, Heads of Research, Heads of Data/AI) - building business cases and value narratives, and navigating complex procurement, security, regulatory, and legal review through to production deployment and expansion. The ideal candidate is energized by building a new category in an established, highly regulated industry - identifying high-potential accounts across asset managers, wealth managers, and institutional investors, and running the strategies to win them.