Senior Wealth Planning Strategist First Citizens BancShares IncSenior Wealth Planning StrategistSan Francisco, CA$170,000–$225,000 / yearAlso develops substantive knowledge of highly complex areas of planning (tax, business owner advisory, asset protection, estate and charitable planning, retirement and investments) - serves as a bank thought leadership for these areas and continues to maintain and grow knowledge base through continuing education and the acquisition of related designations. Serves as an expert resource to coach and train to the programs usage, illustrate capabilities live to clients or an audience (internal or external), answer questions, troubleshoot issues and manipulate the tool to create custom plans.
Staff Back End Engineer, Evals - Hazel AI Altruist CorpStaff Back End Engineer, Evals - Hazel AISan Francisco, CA$275,000–$325,000 / yearYour impact: Design and build Hazel''s evals platform end-to-end - online scoring, offline benchmarks, regression suites, LLM-as-judge pipelines, and human-in-the-loop review workflows across every Hazel surface. Build production observability and monitoring for AI quality: hallucination rates, factual accuracy, refusal behavior, latency, cost, and domain-specific quality signals across tax planning, financial planning, investment analysis, and operational AI workflows.
Staff Back End Engineer, Evals - Hazel AI AltruistStaff Back End Engineer, Evals - Hazel AISan Francisco, CA$275,000–$325,000 / yearYour impact: Design and build Hazel's evals platform end-to-end - online scoring, offline benchmarks, regression suites, LLM-as-judge pipelines, and human-in-the-loop review workflows across every Hazel surface. Build production observability and monitoring for AI quality: hallucination rates, factual accuracy, refusal behavior, latency, cost, and domain-specific quality signals across tax planning, financial planning, investment analysis, and operational AI workflows.
Associate Wealth Advisor, UHNW (San Francisco/Menlo Park/Walnut Creek/San Jose) Mercer AdvisorsAssociate Wealth Advisor, UHNW (San Francisco/Menlo Park/Walnut Creek/San Jose)San Francisco, CaliforniaThe Associate Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.
J.P. Morgan Wealth Management - Private Client Advisor - Fairfield, CA and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Fairfield, CA and Surrounding areasEl Cerrito, CAUsing 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. 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.
Investment Analyst Trident ConsultingInvestment AnalystSan Francisco, CA$120,000–$150,000 / yearCollaborate with the National Investments team to align client portfolios with investment strategies while considering cash flow, taxation, liquidity, risk tolerance, and other client-specific objectives. Trident Consulting is seeking a " Associate Director - Investment Analyst (Wealth Advisory) ” for one of our clients in "San Francisco CA ” a global leader in Wealth Management.
J.P. Morgan Wealth Management - Private Client Advisor - Walnut Creek, San Ramon, CA and Surrounding areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Walnut Creek, San Ramon, CA and Surrounding areasWalnut Creek, CAFull timeUsing 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. 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.
Associate, Client Advisory Arta FinanceAssociate, Client AdvisoryMountain View, CaliforniaExperience partnering cross-functionally to develop scalable investment planning frameworks; comfortable serving as a subject matter expert to external partners and translating sophisticated advisory methodologies into repeatable, automated workflows. Our offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York).
Senior Investment Advisor Arta FinanceSenior Investment AdvisorMountain View, California$110,000–$180,000 / yearOur offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York). At Arta Finance, we are product builders, machine learning researchers, finance professionals, and business leaders determined to create a better way to manage our financial lives.
J.P. Morgan Wealth Management - Executive Director, Wealth Client Specialist JPMorgan Chase & CoJ.P. Morgan Wealth Management - Executive Director, Wealth Client SpecialistSan Francisco, CAYou 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.
Client Advisor Freestone Capital ManagementClient AdvisorSan Francisco, CaliforniaHeadquartered 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. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts.
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.).
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.
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.
Business Development Officer, Wealth and Asset Management The Carolinas The Charles Schwab CorpBusiness Development Officer, Wealth and Asset Management The CarolinasCARemoteMost of the Business Development Officer''s time will be spent engaging potential investors of the offer, internal partners, and clients of SWA as we seek to meet each investor's needs with the best-in-class services of Charles Schwab. What you are good at: The Business Development Officer, Schwab Wealth Advisory role will help promote, retain and delight clients of Schwab's premier wealth management solution, Schwab Wealth Advisory (SWA).
Associate Wealth Advisor Beacon Pointe AdvisorsAssociate Wealth AdvisorPleasant Hill, CAThis individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 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.
Regional Director The Hiring AdvisorsRegional DirectorWalnut Creek, CaliforniaEnhance Client Experience: Partner with the Associate Divisional Leader and internal teams – financial planning, client service, investment management, and operations to streamline workflows and ensure exceptional, consistent service delivery. Both Leader in the Region and Practitioner, reporting to the Divisional Leader, you will lead the development of a high-performing advisor team through intentional coaching, professional development, and strategic business planning.