106 Results for

Investment Advisor Jobs in San Francisco, CA

Jobs

New!

San Francisco, CA4 days ago

$130,000–$135,000

Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.

New!

Oakland, CA4 days ago

$140,000–$165,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.

Pleasant Hill, CA30+ days ago

This 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.

San Ramon, CA30+ days ago

$26.49–$37.50 Per Hour

Aid 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.

Redwood City, CA28 days ago

Full-time

San Mateo, CA24 days ago

Full-time

San Francisco, CA30+ days ago

Full-time

Aid 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. 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.

San Francisco, CA26 days ago

Full-time

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

San Francisco, CA30+ days ago

Full-time

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. 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.

San Francisco, CA30+ days ago

San Francisco, CA8 days ago

$200,000–$225,000 Per Year

You have worked on multiple capital markets transactions or M&A deals, preferably within healthcare or life sciences sectors, and possess the technical skills and professional maturity to operate with increasing independence. From breakthrough therapeutics and precision medicine to digital health platforms and medical technology, the convergence of science, data, and patient care is creating extraordinary opportunities for sophisticated financial advisory and capital formation.

Union City, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

Corte Madera, CA24 days ago

Full-time

Millbrae, CA30+ days ago

Full-time

Palo Alto, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

Santa Clara, CA30+ days ago

San Francisco, CA30+ days ago

Oakland, CA30+ days ago

Walnut Creek, CA30+ days ago

New!

San Francisco, California5 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

San Carlos, CA10 days ago

Full-time

A background in investment research or a directly related area is key to being successful in this role, as is a quantitative background in financial modeling, and a broad understanding of financial economics, including knowledge of the Efficient Market Hypothesis, the Fama-French model, and material ESG risk factors. We carefully consider the impact our investments have on society and the environment, and work to create change in the financial services industry to build a more diverse and equitable profession and client base.

San Francisco, CA30+ days ago

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.

Palo Alto, CA30+ days ago

Full-time

Leads presentations for all stage-gates of the investment process, including Sense Checks, Fast Forwards, the Management Advisory Committee (MAC), the Investment Advisory Committee (IAC) and the AV Guernsey board. Typically, at least fifteen years of experience combining venture capital, corporate venture capital, corporate development, consulting, investment banking, private equity, start-up leadership or related fields.

New!

San Francisco, California4 days ago

Remote

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.

San Francisco, CA29 days ago

Full-time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

Palo Alto, CA30+ days ago

Full-time

San Francisco, CA28 days ago

Full-time

Palo Alto, CA30+ days ago

$70,300–$99,900 Per Year

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. + Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

San Francisco, CA30+ days ago

$70,300–$99,900 Per Year

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. + Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

Palo Alto, CA30+ days ago

$45–$100 Per Hour

Deliver curated, high-quality data for scenarios involving mergers, acquisitions, divestitures, financial modeling, valuation techniques (e.g., DCF, comparables, precedent transactions), deal structuring, due diligence, pitch books, and fairness opinions. In this role, you will leverage your expertise in mergers, acquisitions, divestitures, financial modeling, valuation techniques, deal structuring, due diligence, pitch books, and fairness opinions to support the training of AI systems.

San Francisco, California30+ days ago

As a VP or Director, you will serve as an integral leader across all phases of the firm's M&A advisory activities, bridging senior leadership and junior bankers while maintaining direct client contact. Led by senior professionals with deep transactional experience, our client's Consumer Group serves as trusted advisors to investors and company leaders worldwide.

New!

San Francisco, California4 days ago

$185,000–$250,000 Per Year

With a distinguished history spanning over 175 years, the firm maintains an entrepreneurial culture and flat organizational structure that empowers professionals to develop direct relationships with C-suite executives and drive meaningful outcomes for clients. The firm maintains a tight-knit community of just over 3,000 employees globally, fostering an environment where professionals eager to learn connect with senior bankers willing to teach.

San Francisco, CA30+ days ago

$87,590–$132,700 Per Year

Provides support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance. Morgan 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.

New!

San Francisco, CA4 days ago

Full-time

A premier global investment banking and wealth management firm is seeking two high-performing Financial Advisors to join our expanding advisory teams in the San Francisco, New York, Houston, and Chicago markets. We are seeking entrepreneurial professionals with proven success serving high-net-worth individuals and families who are ready to elevate their practice, increase earnings potential, and build long-term enterprise value.

Walnut Creek, CA30+ days ago

$110,000–$165,000

Long-term, BEW expects the Advisor to progress to a Lead Advisor, which would include leading Firm initiatives, managing Associate Advisors, participating in business development efforts, and taking more of a primary role with BEW’s new and existing relationships. Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.

New!

Walnut Creek, CA5 days ago

The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.

New!

San Jose, CA5 days ago

$300,000–$500,000 Per Year

At MassMutual Northern California, experienced advisors can align with a firm that values independence while providing the infrastructure and resources to scale. Location: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid).

San Mateo, California30+ days ago

This includes comparing and evaluating possible investment options for individual clients, identifying investment strategies and potential investments based on market conditions and clients’ particular circumstances, and assessing the timing of investments by analyzing market conditions to determine the optimum times to conduct securities transactions for clients. Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities and strong organizational skills.

Walnut Creek, CA30+ days ago

$85,000–$110,000

Long-term, BEW expects the Associate Advisor to progress to an Advisor, which would include greater responsibility in leading meetings, acting as a financial planning subject matter expert, and serving as the primary point of contact with clients. Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.

San Francisco, CA30+ days ago

Full-time

You will understand the wealth and asset management industries, tax management, custody and/or financial technology and all facets of RIA business management, including growth strategies, investment solutions, technology infrastructure, and operations. Your role will encompass a range of capabilities such as Scaled Tax-Smart implementation and rebalancing, Tax-Smart portfolio transitions, Automated, ongoing tax loss harvesting, Tax-Smart withdrawals, Tax benefit reporting, and representing J.P.

New!

San Francisco, CA1 day ago

Remote

$60,000–$150,000

RaiseOS is Initio Capital’s capital formation and fundraising advisory platform designed to help startup founders and fund managers raise equity more efficiently. For advisors, RaiseOS provides paid, qualified opportunities to help founders close funding rounds — without building your own fundraising infrastructure.

New!

San Francisco, CA1 day ago

$120,000–$150,000

Initio Capital is expanding its ecosystem of world-class Advisors — experienced entrepreneurs, operators, and executives who guide early and growth-stage founders toward scalable success. Participate in exclusive Initio Capital events, investor forums, roundtables, and thought-leadership panels — elevating your visibility within a curated community of founders, investors, and ecosystem leaders.

New!

San Francisco, CA1 day ago

Remote

$5,000–$7,000

As a RaiseOS Advisor, you’ll leverage your expertise and network to guide clients through the fundraising process while earning competitive compensation for successful outcomes. RaiseOS, powered by Initio Capital, is a modern capital-raising platform designed to help founders and fund managers efficiently close equity rounds.

San Francisco, CA8 days ago

$75,000–$200,000

Fish Network is building the infrastructure for the “Neofund” era, enabling emerging managers to launch compliant, on-chain investment clubs (“Fish Schools”) with built-in custody, governance, and capital formation rails. Unlike traditional crowdfunding portals that act purely as matchmakers (often resulting in poor deal quality and high issuer costs), Fish Network introduces structured coordination, expert-led diligence, and on-chain capital deployment.

San Francisco, CA30+ days ago

Full-time

Builds, expands, and deepens awareness of SFF and our philanthropic products and services within the Bay Area professional advisor community through multiple forms of communication, including 1:1 intro meetings, firm presentations, sponsorship, and membership opportunities, SFF newsletters, social media posts. This role serves as the lead staff person for the SFF Professional Advisors Council and the Emerging Advisors Network, and plans and executes outreach events and activities for the larger advisor community.

Palo Alto, CA30+ days ago

If you are interested in applying for employment with SAP and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to Recruiting Operations Team: Careers@sap.com. Compensation Range Transparency : SAP believes the value of pay transparency contributes towards an honest and supportive culture and is a significant step toward demonstrating SAP’s commitment to pay equity.

San Francisco, CA30+ days ago

Full-time

Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry.

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Investment Advisor Jobs in San Francisco, CA

Jobs

Relationship Manager - Wealth ManagementKforce Inc.

Fund Accounting ManagerVaco LLC

Associate Wealth AdvisorBeacon Pointe Advisors LLC

J.P. Morgan Wealth Management - Private Client Investment Associate - San Ramon, CAJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CAJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate - San Mateo, CAJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CAJPMorgan Chase Bank, N.A.

Asset Management - Client Advisor - RIA Channel, Northern CaliforniaJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Financial District San Francisco, CA and Surrounding Areas (Cantonese Bilingual Required)JPMorgan Chase

Vice President, Investment Banking HealthcareWedbush Securities

J.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding AreasJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Bilingual Chinese Cantonese/Mandarin)JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Marin County, CA and Surrounding AreasJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Millbrae, CA and Surrounding AreasJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding AreasJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA and Surrounding AreasJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Santa Clara, CA (Homestead and Kiely)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA - North Peninsula and Surrounding AreasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Oakland, San Leandro, CA and Surrounding AreasJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Walnut Creek, San Ramon, CA and Surrounding areasJPMorgan Chase

Financial AdvisorNorthwestern Mutual

Investment AnalystAbacus Wealth Partners

Investment Banking Director - TechnologyCiti Private Bank

Sr. Investment Director (1848)Aramco Americas Company

Financial AdvisorCity National Bank

J.P. Morgan Advisors - Senior Client Associate - San Francisco, CAJPMorgan Chase Bank, N.A.

J.P. Morgan Advisors - Senior Client Associate - Palo AltoJPMorgan Chase Bank, N.A.

U.S. Private Bank - Investment Specialist - Vice PresidentJPMorgan Chase Bank, N.A.

J.P. Morgan Advisors - Senior Client Associate - Palo Alto, CAJPMorgan Chase

J.P. Morgan Advisors - Senior Client Associate, San Francisco, CAJPMorgan Chase

Investment Banking Expert - M&AxAI

Investment Banking Vice President Consumer M&AProspect Rock Partners

Investment Banking Associate 1/2, Healthcare M&AProspect Rock Partners

J.P. Morgan Advisors - Relationship Manager - San Francisco, CAJPMorgan Chase

Financial AdvisorValued Merchant Services

AdvisorBurton Enright Welch

Senior Wealth AdvisorColumbia Bank

Senior Financial Advisor — Experienced & Ready for ChangeGolden Summit Wealth & Insurance Solutions a MassMutual Firm

Financial Advisor IIPatelco Credit Union

Associate AdvisorBurton Enright Welch

Asset Management - Platform Solutions Client Advisor, West Region - Vice PresidentJPMorgan Chase Bank, N.A.

Capital Raising Advisor (Independent)Initio Capital

Start Up AdvisorInitio Capital

Advisor Network Member – Equity Capital RaisingInitio Capital

Fund AdvisorFish Network

Associate Director of Professional Advisor Relations and Philanthropic PlanningSan Francisco Foundation

Solution Advisor - Business Data Cloud- WestSAP

Private Client AdvisorHenley & Partners - The Firm of Global Citizens®

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