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We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals.

YEAR

Experienced Wealth & Fiduciary Associate - Evercore Wealth Management (San Francisco) - EvercoreSkip to contentToggle navigationLogin | Register<ul><li>Why Evercore</li><li>Events</li><li>Students and Graduates</li><li>Experienced Hires</li><li>Help Center</li><li>Login | Register</li></ul>Experienced Wealth & Fiduciary Associate - Evercore Wealth Management (San Francisco)RegionAmericasLocationSan FranciscoGroupWealth ManagementJob descriptionGroup Description: Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high-net-worth families, endowments and foundations, delivering customized investment management, financial planning and trust and custody services. Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, Palm Beach, San Francisco and Tampa. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A. More information about planning, investing and personal fiduciary services at Evercore Wealth Management can be found at www.evercorewealthandtrust.com.What is the Position? Evercore Wealth Management, LLC and Evercore Trust Company, N.A. seek a Wealth & Fiduciary Advisory Associate to join the Wealth Management team in San Francisco, CA.Primary Responsibilities: The Associate will provide comprehensive support to Wealth and Fiduciary Advisors, ensuring exceptional client service. Key responsibilities include:Client Coordination & Support:<ul><li>Respond promptly to client requests (e.g., cash and stock gifts, money transfers, account maintenance).</li><li>Serve as an additional or primary point of contact for clients and external advisors (e.g., CPAs, attorneys).</li><li>Assist in compliance processes, including internal relationship reviews and annual account reviews.</li><li>Support special projects and provide coverage for other teams as needed.</li></ul>Account Management:<ul><li>Oversee account opening and closing processes, including documentation, KYC, and online access.</li><li>Process client requests and assist in resolving inquiries.</li><li>Maintain and update client records and documentation.</li><li>Execute checks, wires, and ACH transfers per client instructions.</li><li>Assist with required tax filings, tax payments, and retirement contributions.</li><li>Collaborate with internal teams to ensure smooth operations.</li></ul>Financial & Fiduciary Planning:<ul><li>Collect and input data for financial plans using eMoney and related software.</li><li>Prepare client presentation materials, including cash flows, estate plans, financial analyses, and trust summaries.</li></ul>Specific Qualifications:<ul><li>Bachelor's degree required.</li><li>2-8 years of experience in wealth management or trust administration, preferably in a client service role.</li><li>Strong client service skills with experience in client coordination.</li><li>High attention to detail with excellent problem-solving abilities.</li><li>Strong organizational skills and ability to work independently and collaboratively.</li><li>Proficiency in Fidelity, Black Diamond, Microsoft Office Suite; experience with eMoney, Schwab, Trust 3000, APX, Salesforce, or Practifi is a plus.</li><li>Ability to manage multiple tasks in a fast-paced environment and communicate complex information clearly.</li><li>Commitment to delivering high-quality client service.</li><li>This position requires valid United States work authorization and is not eligible for visa sponsorship.</li></ul>Expected Base Salary Range: $80,000 - $120,000In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:<ul><li>Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts</li><li>401(k) Retirement Plan</li><li>Life and disability insurance, including additional voluntary financial protection insurance</li><li>Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services</li><li>Family-building and family-support benefits</li><li>Paid parental, caregiver, marriage and bereavement leave</li><li>Commuter benefits, health club membership discounts, and other corporate discounts</li><li>Paid holidays, vacation days, personal days, sick days, and volunteer opportunities</li></ul>About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit www.evercore.com.Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws.View cookie / data protection and privacy policyU.S. Investment Banking and Evercore ISI businesses are conducted through Evercore Group L.L.C., a member of FINRA and SIPC | Terms and Conditions | Important Regulatory Information | GDPR Privacy Notice | CCPA Privacy NoticeCopyright 2020, Evercore. All rights reserved.

Evercore Inc

Experienced Wealth & Fiduciary Associate - Evercore Wealth Management (San Francisco)

Accounting Close

Administrative Management

Cash Flow

Certified Public Accountant (CPA)

Communication Skills

Customer Relations

Customer Support/Service

Data Collection

Data Entry

Dental Insurance

Detail Oriented

Documentation

Endowments

Equity Securities

Federal Laws and Regulations

Fiduciary

Financial Analysis

Financial Planning

Genetics

Healthcare

Healthcare Reimbursement

High Net Worth

Investment Management

Investment Services

Know Your Customer (KYC)

Mergers and Acquisitions

Microsoft Office

Military

Multitasking

On Site Support

Organizational Skills

Prescription Drugs

Presentation/Verbal Skills

Problem Solving Skills

Psychiatry and Mental Health

Registered Investment Advisor (RIA)

Regulations

Sales

Sales Management

Sales Presentation

Salesforce.com

Securities and Exchange Commission (SEC)

State Laws and Regulations

Vision Plan

Wealth Management

FULL_TIME

HOUR

This RSA will support the security team's overall client coverage and entail performing protection activities at a designated site located in Palo Alto, CA. Founded over ten years ago by a Delta Force Sergeant Major and an Army Special Forces Colonel, we are a values-based organization focusing on a camaraderie, service, and excellence culture.

Global Guardian protects and delivers employees and families from political, environmental, and bad actor threats worldwide. We are a leading provider of emergency medical and security solutions for corporations and individuals. Our 24/7 Operations Centers in McLean, VA, and Charlotte, NC, identify, monitor, and respond to threats and emergencies with on-the-ground teams in over 100 countries. Our world-class professionals have extensive intelligence community experience, military special operations, and federal law enforcement. Founded over ten years ago by a Delta Force Sergeant Major and an Army Special Forces Colonel, we are a values-based organization focusing on a camaraderie, service, and excellence culture. We have managed crises in the worst environments in the world, and we know how to act fast to provide unmatched service for our clients. Global Guardian is an investor-backed, high-growth company that offers employees growth opportunities within the organization.  Position Summary and Objective The Residential Security Agent will provide a client with static residential protection and physical security. The position will be based in a designated geographic region. This RSA will support the security team's overall client coverage and entail performing protection activities at a designated site located in Palo Alto, CA. *Team Lead will be decided by management. Anticipated Start Date of May 31, 2026. Essential Functions and Responsibilities<ul><li>Provide static protection and other security-related duties for the client at a designated site.</li><li>Effectively manage family members to ensure safety and security precautions are maintained.</li><li>Respond to emergencies and perform adequate medical first aid operations.</li><li>Deescalate tense situations or individuals that arise during the conduct of a mission.</li><li>Communicate vulnerabilities or safety concerns promptly.</li><li>Effectively communicate with clients and management through incident reports and other administrative tools.</li><li>Conduct area patrols in and around the site and report suspicious activity.</li><li>Assist with protection schedules and team assignments.</li><li>Operate and maintain protective, operational, and communications equipment, including a vehicle.</li><li>Promptly identify and escalate deficiencies/failures and security gaps.</li><li>Assist with intelligence and other duties within the Command Post.</li><li>All other duties, as assigned.</li></ul> Competencies and Attributes<ul><li>Excellent verbal and written communication.</li><li>Demonstrated experience developing relationships on assignments.</li><li>Ability to maintain composure with authorities, executives, clients, staff, and the public under urgency and pressure.</li><li>Ability to manage multiple tasks concurrently.</li><li>Ability to work with children and manage protection in a family environment.</li></ul> Qualifications and Education<ul><li>5+ years of security experience, including 2+ years of executive protection/RST  experience.</li><li>Experience conducting protection missions in domestic environments.</li><li>A high school diploma or GED; a bachelor’s degree preferable.</li><li>Basic medical first aid training, AED; CPR certification preferred.</li><li>Employment is contingent upon passing a background check and a review of driving history for relevant disqualifying convictions.</li><li>California BSIS Security Guard Permit (Required)</li><li>California BSIS Security Exposed Weapons Permit (Required)</li><li>California Concealed Weapons Permit (CCW) (Required)</li></ul> Position Type, Schedule and Salary<ul><li>Regular Full-Time (RFT), non-exempt position. Part-Time (PT) positions available.</li><li>12-hour shifts.</li><li>24/7 availability to the client while on a task.</li><li>May require domestic and international travel.</li><li>Salary:<ul><li>Team Lead: $53 - $55 per hour.</li><li>Residential Security Agent: $48 - $50 per hour.</li></ul></li></ul> Work Environment, Physical Demands, and Professional Standards Reasonable accommodation requires the physical and mental capacity to perform all essential functions effectively. In addition to other demands, the demands of the job include: <ul><li>Exposure to stressful situations, such as challenging individuals or approaching an unauthorized area. </li><li>Rapid and effective decision-making during unusual or emergency situations.</li><li>Work in environments and under conditions that require carrying authorized weapons and ammunition, using protective gear and devices, and awareness of personal safety and the safety of others. </li><li>Work with multiple people of all ages and participate in physical activities and outdoor events.</li><li>Exposure to sensitive and confidential information.</li><li>Regular computer usage.</li><li>Close and distance vision and ability to adjust focus. </li><li>Frequent sitting, standing, and walking may require extended periods and involve climbing stairs and walking up inclines and on uneven terrain. </li><li>On occasion, perform stressful and physical activity when needed. </li><li>24/7 availability to the client while on a task.</li><li>Held to professional standards to maintain a high degree of moral conduct and client safety.</li></ul>As part of our commitment to maintaining professional standards for our clients, we reserve the right to review publicly available online content and public information on social media platforms to ensure alignment with our company's professional standards. We do not require, nor will we ask for, access to private, non-public social media accounts or passwords. We reserve the right to review public-facing social media profiles and online content for compliance with company professional standards. We do not require, nor will we ask for, access to private, non-public social media accounts or passwords. Equal Opportunity Employer Statement Global Guardian is an equal opportunity employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran, disabled status, or genetic information. If you need reasonable accommodation regarding the application process, do not hesitate to contact HRrecruiting@globalguardian.com.Powered by JazzHR

Global Guardian

Residential Security Agent

Background Investigation

CPR Certification

Child Protection/Welfare

Computer Security

Corporate Compliance

Corporate Policies

Defibrillator

Emergency Response

Equal Employment Opportunity (EEO)

First Aid

Healthcare Providers

High Availability

High School Diploma

Intelligence Community

Law Enforcement

Military Operations

Operational Communications

Physical Security

Social Media

Team Lead/Manager

Willing to Travel

Writing Skills

partner JazzHR

Essential Functions and ResponsibilitiesReview all administrative documentation for the field security contracts, including organizational structure, hours, billing, weekly and monthly contracts, and ensure hours overages are invoiced. It is also responsible for supporting the director and deputy director with operations strategies, P&L oversight, execution of KPIs, and developing frameworks to ensure documentation and program uniformity.

Global Guardian protects and delivers employees and families from political, environmental, and bad actor threats worldwide. We are a leading provider of emergency medical and security solutions for corporations and individuals. Our 24/7 Operations Centers in McLean, VA, and Charlotte, NC, identify, monitor, and respond to threats and emergencies with on-the-ground teams in over 100 countries. Our world-class professionals have extensive intelligence community experience, military special operations, and federal law enforcement. Founded over ten years ago by a Delta Force Sergeant Major and an Army Special Forces Colonel, we are a values-based organization focusing on a camaraderie, service, and excellence culture. We have managed crises in the worst environments in the world, and we know how to act fast to provide unmatched service for our clients. Global Guardian is an investor-backed, high-growth company that offers employees growth opportunities within the organization.  Position Summary and Objective The Field Security Manager is crucial in our domestic security operations function. This position supports the development of customized security plans for each client based on their unique intake needs. It is also responsible for supporting the director and deputy director with operations strategies, P&L oversight, execution of KPIs, and developing frameworks to ensure documentation and program uniformity. Essential Functions and Responsibilities<ul><li>Review all administrative documentation for the field security contracts, including organizational structure, hours, billing, weekly and monthly contracts, and ensure hours overages are invoiced.</li><li>Affirm invoicing, reporting weekly and monthly to ensure accurate data is submitted effectively. </li><li>Review and affirm program timecards for hours and PTO requests impacting invoicing.</li><li>Review and edit all Incident Reports (IRs) before sending them through the chain of command for the programs you will be overseeing.</li><li>Review and edit all Suspicious Activity Reports (SARs) before they are sent through the chain of command for each program. </li><li>Respond to and document all personnel matters with the guidance of Global Guardian HR & People Operations and the Domestic Field Security Operations leadership.</li><li>Utilize SharePoint to enter all employee records, documentation, certificates, etc., for the programs you will be overseeing.</li><li>Work closely with colleagues and client to build SOPs and Post Orders that will be converted into tabletop training. </li><li>Obtain and maintain all hard copy compliance documents required by the State of California's Bureau of Security and Investigate Services (BSIS).</li><li>Develop and maintain documentation for compliance and quality control, ensuring transparency.</li><li>Foster long-term client relationships through regular, proactive communication. </li><li>Maintain a proactive, solution-oriented approach to resolving client issues, responding swiftly and effectively. </li><li>Manage replacement hiring, training planning, budgeting, and agent licensing compliance. </li></ul><div class="Default" style="margin-bottom:5px;margin-left:8px">Competencies and Attributes</div><ul><li class="Default" style="margin-bottom:5px;margin-left:8px">Excellent verbal and written communication.</li><li class="Default" style="margin-bottom:5px;margin-left:8px">Demonstrated experience developing relationships.</li><li class="Default" style="margin-bottom:5px;margin-left:8px">Ability to manage multiple tasks concurrently. </li><li class="Default" style="margin-bottom:5px;margin-left:8px">Ability to manage sensitive information with confidentiality and professionalism.</li><li class="Default" style="margin-bottom:5px;margin-left:8px">Demonstrated experience in effectively managing workload, seeing projects to completion.</li><li class="Default" style="margin-bottom:5px;margin-left:8px">Exhibits commensurate resourcefulness and independence with urgency to meet goals. </li></ul><div class="Default" style="margin-bottom:5px;margin-left:8px">Qualifications and Education</div><ul><li class="Default" style="margin-bottom:5px;margin-left:8px">0-3+ years of training assessments experience or similar role preferred. </li><li class="Default" style="margin-bottom:5px;margin-left:8px">A bachelor's degree in business administration, security management, or a related field is preferred.</li><li class="Default" style="margin-bottom:5px;margin-left:8px">Demonstrated acumen with sales techniques.</li><li class="Default" style="margin-bottom:5px;margin-left:8px">Exhibits drive and learn quickly. </li><li class="Default" style="margin-bottom:5px;margin-left:8px">Demonstrated ability to build rapport and engage prospects with minimal information.</li><li class="Default" style="margin-bottom:5px;margin-left:8px">Demonstrated ability to prioritize client needs while leading and supporting high-performing teams with professionalism and respect.</li></ul><div class="Default" style="margin-bottom:5px;margin-left:8px">Position Type and Schedule</div><ul><li class="Default" style="margin-bottom:5px;margin-left:8px">Regular Full-Time (RFT).</li><li class="Default" style="margin-bottom:5px;margin-left:8px">Salaried, exempt professional.</li><li class="Default" style="margin-bottom:5px;margin-left:8px">Ability to travel and regularly visit all client site locations on the West Coast of the U.S.</li><li class="Default" style="margin-bottom:5px;margin-left:8px">Salary: 130,000 - 150,000 annually.</li></ul><div class="Default" style="margin-bottom:5px;margin-left:8px"></div><div class="Default" style="margin-bottom:5px;margin-left:8px">Work Environment, Physical Demands, and Professional Standards Reasonable accommodation requires the physical and mental capacity to perform all essential functions effectively. In addition to other demands, the demands of the job include: <ul><li>Frequent sitting and standing for periods.</li><li>On occasion, perform stressful and physical activity when needed.</li><li>Ability to lift 10-20 pounds when needed. </li><li>Held to professional standards to maintain a high degree of moral conduct and client safety.</li></ul>As part of our commitment to maintaining professional standards for our clients, we reserve the right to review publicly available online content and public information on social media platforms to ensure alignment with our company's professional standards. We do not require, nor will we ask for, access to private, non-public social media accounts or passwords. We reserve the right to review public-facing social media profiles and online content for compliance with company professional standards. We do not require, nor will we ask, access to private, non-public social media accounts or passwords. Equal Opportunity Employer Statement Global Guardian is an equal opportunity employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran, disabled status, or genetic information. If you need reasonable accommodation regarding the application process, do not hesitate to contact HRrecruiting@globalguardian.com.</div>Powered by JazzHR

Field Security Manager

Administrator Documentation

Billing

Budget Management

Business Administration

Data Quality

Establish Priorities

Leadership

Licensing Compliance

Lift/Move 20 Pounds

Maintain Compliance

Microsoft SharePoint

Operational Strategy

Performance Metrics

Photocopy

Profit & Loss

Protective Services

Quality Control

Resolve Customer Issues

Security Monitoring

Standard Operating Procedures (SOP)

PART_TIME

This RSA will support the security team's overall client coverage and entail performing protection activities at a designated site located in San Carlos, CA. Founded over ten years ago by a Delta Force Sergeant Major and an Army Special Forces Colonel, we are a values-based organization focusing on a camaraderie, service, and excellence culture.

Global Guardian protects and delivers employees and families from political, environmental, and bad actor threats worldwide. We are a leading provider of emergency medical and security solutions for corporations and individuals. Our 24/7 Operations Centers in McLean, VA, and Charlotte, NC, identify, monitor, and respond to threats and emergencies with on-the-ground teams in over 100 countries. Our world-class professionals have extensive intelligence community experience, military special operations, and federal law enforcement. Founded over ten years ago by a Delta Force Sergeant Major and an Army Special Forces Colonel, we are a values-based organization focusing on a camaraderie, service, and excellence culture. We have managed crises in the worst environments in the world, and we know how to act fast to provide unmatched service for our clients. Global Guardian is an investor-backed, high-growth company that offers employees growth opportunities within the organization.  Position Summary and Objective The Residential Security Agent will provide a client with static residential protection and physical security. The position will be based in a designated geographic region. This RSA will support the security team's overall client coverage and entail performing protection activities at a designated site located in San Carlos, CA. Essential Functions and Responsibilities<ul><li>Provide static protection and other security-related duties for the client at a designated site.</li><li>Effectively manage family members to ensure safety and security precautions are maintained.</li><li>Respond to emergencies and perform adequate medical first aid operations.</li><li>Deescalate tense situations or individuals that arise during the conduct of a mission.</li><li>Communicate vulnerabilities or safety concerns promptly.</li><li>Effectively communicate with clients and management through incident reports and other administrative tools.</li><li>Conduct area patrols in and around the site and report suspicious activity.</li><li>Assist with protection schedules and team assignments.</li><li>Operate and maintain protective, operational, and communications equipment, including a vehicle.</li><li>Promptly identify and escalate deficiencies/failures and security gaps.</li><li>Assist with intelligence and other duties within the Command Post.</li><li>All other duties, as assigned.</li></ul> Competencies and Attributes<ul><li>Excellent verbal and written communication.</li><li>Demonstrated experience developing relationships on assignments.</li><li>Ability to maintain composure with authorities, executives, clients, staff, and the public under urgency and pressure.</li><li>Ability to manage multiple tasks concurrently.</li><li>Ability to work with children and manage protection in a family environment.</li></ul> Qualifications and Education<ul><li>5+ years of security experience, including 2+ years of executive protection/RST  experience.</li><li>Experience conducting protection missions in domestic environments.</li><li>A high school diploma or GED; a bachelor’s degree preferable.</li><li>Basic medical first aid training, AED; CPR certification preferred.</li><li>California BSIS Security Guard Permit (Required)</li><li>California BSIS Security Exposed Weapons Permit (Required)</li><li>California Concealed Weapons Permit (CCW) (Required)</li></ul> Position Type, Schedule and Salary<ul><li>Part-Time.</li><li>24/7 availability to the client while on a task.</li><li>Salary: $48.00 - $52.00 per hour.</li><li>Located in San Carlos, CA.</li></ul> Work Environment, Physical Demands, and Professional Standards Reasonable accommodation requires the physical and mental capacity to perform all essential functions effectively. In addition to other demands, the demands of the job include: <ul><li>Exposure to stressful situations, such as challenging individuals or approaching an unauthorized area. </li><li>Rapid and effective decision-making during unusual or emergencies. </li><li>Work in environments and under conditions that require carrying authorized weapons and ammunition, using protective gear and devices, and awareness of personal safety and the safety of others. </li><li>Work with multiple people of all ages and participate in physical activities and outdoor events.</li><li>Exposure to sensitive and confidential information.</li><li>Regular computer usage.</li><li>Close and distance vision and ability to adjust focus. </li><li>Frequent sitting, standing, and walking may require extended periods and involve climbing stairs and walking up inclines and on uneven terrain. </li><li>On occasion, perform stressful and physical activity when needed. </li><li>24/7 availability to the client while on a task.</li><li>Held to professional standards to maintain a high degree of moral conduct and client safety.</li></ul>As part of our commitment to maintaining professional standards for our clients, we reserve the right to review publicly available online content and public information on social media platforms to ensure alignment with our company's professional standards. We do not require, nor will we ask for, access to private, non-public social media accounts or passwords. We reserve the right to review public-facing social media profiles and online content for compliance with company professional standards. We do not require, nor will we ask, access to private, non-public social media accounts or passwords. Equal Opportunity Employer Statement Global Guardian is an equal opportunity employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran, disabled status, or genetic information. If you need reasonable accommodation regarding the application process, do not hesitate to contact HRrecruiting@globalguardian.com.Powered by JazzHR

Part-Time Residential Security Agent

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Online Military Jobs in Menlo Park, CA

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Experienced Wealth & Fiduciary Associate - Evercore Wealth Management (San Francisco) Evercore Inc

Residential Security Agent Global Guardian

Field Security Manager Global Guardian

Part-Time Residential Security Agent Global Guardian

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