128 Results for

Wealth Manager Jobs in Presidio, CA

Jobs

New!

San Francisco, CA2 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!

San Francisco, CA1 day ago

$127,000–$250,000

10-12 years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer-facing roles such as Sales Support, Global Capital Markets, or Product Management. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

New!

San Francisco, CA1 day ago

Remote

$140,000–$160,000 Per Year

We serve over 5,000 clients across the U.S. — high-net-worth individuals and families, founders and tech executives, fund managers, real estate investors, and owner-operated businesses — each with complex, multi-layered tax needs that demand genuine expertise, not cookie-cutter compliance. We're one of the fastest-growing private client tax advisory firms in the country, built from the ground up to do what legacy firms simply can't: deliver proactive, year-round, white-glove tax strategy powered by modern technology.

New!

Palo Alto, CA1 day ago

Remote

$140,000–$160,000 Per Year

New!

Piedmont, CA1 day ago

$200,000–$275,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We're seeking a Senior Tax Manager to lead and expand our flow‑through tax practice, working primarily with complex partnerships, LLCs, and S‑corporations.

New!

San Francisco, CA1 day ago

12-15 years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer-facing roles such as Sales Support, Global Capital Markets, or Product Management. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

New!

San Francisco, CA1 day ago

$104,000–$222,000

Work with other relationship managers and/or marshal firm-wide resources (marketing, legal, compliance, etc.) to ensure client needs are being addressed and to proactively inform clients of industry developments or firm thought leadership. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Redwood City, California26 days ago

Baker 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.

San Francisco, CA30+ days ago

Full-time

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

Redwood City, California30+ days ago

Walnut Creek, CA27 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 Francisco, CAToday

$75,000–$100,000 Per Year

Citizens Private Wealth is seeking a proactive, highly organized Private Wealth Executive Assistant to provide dedicated support to a Managing Director, Wealth Manager, within our San Francisco office. Advanced proficiency with technology and systems, including Microsoft Office (Outlook, Teams), Excel, PowerPoint, SharePoint, Concur (or similar tools), with at least 3+ years of experience.

New!

San Francisco, CA6 days ago

$2–$4 Per Hour

At the daily events, you and your team will meet around ~20 prospects per day in-person at the gallery, educating them on multi-million dollar art, and the benefits of allocating to this new asset class. Masterworks has been covered by The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the US by LinkedIn.

San Francisco, CA30+ days ago

Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

New!

San Francisco, CAToday

Senior Wealth AdvisorAbout the CompanyProminent independent investment management firmIndustryFinancial ServicesTypePrivately HeldAbout the RoleThe Company is in search of a Senior Wealth Advisor to take on a leadership role, providing guidance to a local team of Wealth Advisors and managing existing client relationships. The ideal candidate will have a proven track record of success in the industry, with the ability to infuse inspiration into the team's culture and a clear focus on long-term succession planning and growth initiatives.

San Francisco, California30+ days ago

$210,000–$300,000 Per Year

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.

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 Francisco, California30+ days ago

$130,000–$160,000 Per Year

Strong investment and capital markets knowledge is essential, along with the ability to represent Allspring’s expanding tax-aware solutions, especially those offered through Remi, our platform for direct indexing and custom fixed income SMAs. Collaborate with regional leadership and advice leaders, Investment Specialists and Client PMs to adopt Allspring's strategies more broadly and optimally become an extension to their firms’ sales execution effort.

San Francisco, California30+ days ago

Remote

$87,027–$138,965 Per Year

Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. WHAT WILL YOU DO?Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools.

Palo Alto, CA30+ days ago

Full-time

Corte Madera, CA30+ days ago

Full-time

Millbrae, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

Union City, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

San Francisco, California30+ days ago

$170,000–$225,000 Per Year

San Mateo, CA30+ days ago

As 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.

Menlo Park, California23 days ago

$106,000–$150,000 Per Year

San Mateo, 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. 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.

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.

Redwood City, CA30+ days ago

Full-time

Walnut Creek, CA30+ days ago

$120,000–$210,000 Per Year

Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. In this role you will be responsible for directing the assigned trust office with the objective to achieve office goals, maximize growth and profitability in a manner consistent with the values and interests of Columbia Trust Company.

New!

Palo Alto, CA6 days ago

$180,000–$250,000 Per Year

This role will work heavily on professional investor workflows, decision-support systems, portfolio/risk workflows, and ensuring financial product experiences are accurate, trustworthy, and aligned with real-world investing and trading expectations. Experience at Robinhood, Coinbase, Interactive Brokers, Charles Schwab, Fidelity, Wealthfront, Betterment, Bloomberg, Plaid, Stripe, Ramp, Brex, or similar fintech / trading / financial infrastructure companies strongly preferred.

San Ramon, CA30+ days ago

Project Manager with strong Scrum Master expertise to lead cross-functional teams and drive delivery excellence in the investment and wealth management domain. 11) Should be able to work closely with the business team in defining requirements/user stories .

New!

San Francisco, CAToday

$160,000–$200,000 Per Year

In this role, you will focus on engaging financial intermediaries, including registered investment advisors (RIAs), advisors, and wealth platforms—and their clients, with a particular emphasis on ultra high net worth (UHNW) investors and new distribution channels enabled through Forge's recent acquisition by Charles Schwab. This role plays a critical part in expanding Forge's distribution footprint by shaping how advisors and wealth platforms understand, adopt, and scale privatemarket access for their clients to help unlock new sources of demand and accelerate longterm marketplace growth.

New!

Palo Alto, CA6 days ago

$140,000–$190,000 Per Year

You will identify, develop, and manage relationships with family offices, hedge funds, investment firms, RIAs, brokerages, fintech platforms, professional investor networks, and other strategic financial partners that can help accelerate institutional credibility, qualified demos, and high-value user adoption. We are looking for a Senior Business Development Manager, Strategic Partnerships to help build our U.S. market presence through high-trust financial relationships, institutional credibility, and professional investor networks.

San Francisco, CA30+ days ago

Full-time

You will collaborate with key partners across the Affluent segment and other lines of businesses using your strong communication and project management skills to deliver results and enhance the client experience. 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.

Oakland, CA30+ days ago

Full-time

Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $1.5 million.

Palo Alto, CA30+ days ago

Full-time

Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.

San Francisco, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

$162,500–$215,000 Per Year

This role will partner closely with portfolio managers, traders, engineering, and operations to define user journeys, streamline trade lifecycle processes, and ensure scalable execution across asset classes. • Gain understanding of current state end-to-end PM and trading workflows for SMA Solutions business that spans across multiple asset class/geographic locations/client segments.

San Francisco, CA30+ days ago

$220,500–$221,000 Per Year

You'll manage a high-performing team of Product Managers and Senior Product Managers united in beauty, supported by those who are equally passionate about delivering safe, compliant, and discoverable digital experiences across web, mobile, and in-store channels. 5+ years of experience owning complex, cross-functional product domains, ideally within e-commerce, including areas such as SEO & AI Search Optimization, Account Security & Fraud Mitigation, User-Generated Content Discovery, or Digital Regulatory Compliance.

San Francisco, CA30+ days ago

$150,000–$185,000
Full-time

Develop and execute customer success plans that outline their critical success factors, detailing customer’s usage and adoption trends, and provide insights to customers to ensure they get the most out of our platform with the aim of helping grow our customer base. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

San Francisco, CA5 days ago

Full-time

We’re seeking an ambitious, relationship-driven Branch Manager / Sales Manager to lead business development, recruit top talent, and drive production growth in a fast-moving, entrepreneurial mortgage environment. You’ll have the autonomy to grow your branch like a business owner — backed by leadership, operational support, modern technology, and a collaborative culture designed for long-term success.

Palo Alto, CA30+ days ago

By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. Pride in working for the top 1% of all 19,400 State Farm Agents in the United States of America (Exotic Qualifier, President's Club Qualifier, Chairman's Circle Qualifier, many, many, many times over.

Palo Alto, CA30+ days ago

Remote

Point has identified the expected annual base salary for this role at this level based on the market by tiers (Region | Location | Market Salary): Tier 2 | Chicago, Austin, Denver, Boston, Washington DC, San Diego, Portland, Sacramento, Philadelphia, Los Angeles & Santa Barbara | $91,000. Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn.

Palo Alto, CA30+ days ago

Remote

$234,650–$259,350 Per Year

Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn. Point has identified the expected annual base salary for this role at this level based on the market by tiers (Region | Location | Market Salary): Tier 1 | San Francisco Bay Area, New York, and Seattle | $234,650 - $259,350.

Palo Alto, CA30+ days ago

Remote

$115,900–$128,100 Per Year

Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn. The Manager partners cross-functionally with Operations, Product, Compliance, and Servicing leadership to improve servicing processes, enhance the HEI customer experience, and ensure scalable servicing operations as the portfolio grows.

Palo Alto, CA30+ days ago

Remote

$157,000–$172,000 Per Year

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Wealth Manager Jobs in Presidio, CA

Relationship Manager - Wealth Management Kforce Inc.

Director, Wealth Advisor BNY

Tax Manager, Passthroughs - REMOTE Jobot

Tax Manager, HNW - REMOTE Jobot

Senior Tax Manager Jobot

Senior Director, Client Executive BNY

Senior Vice President, Private Banking BNY

Tax Manager, Private Client Services/Private Wealth Baker Tilly Advisory Group, LP

J.P. Morgan Wealth Management - Vice President - Private Wealth Planner JPMorgan Chase Bank, N.A.

Tax Manager, Private Wealth Baker Tilly Advisory Group, LP

Senior Wealth Advisor Columbia Bank

Executive Assistant to Managing Director, Private Wealth (San Francisco, CA) Citizens

Managing Director, Wealth Management Team (Beverly Hills, Silicon Valley) Masterworks

Wealth Management Associate Farther

Senior Wealth Advisor Confidential

Wealth Consultant First Citizens Bank

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

Associate Wealth Advisor Beacon Pointe Advisors LLC

Senior Wealth Specialist Allspring Global Investments Holdings, LLC

Private Wealth Analyst City National Bank

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

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

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

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

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

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

Senior Wealth Planning Strategist First Citizens Bank

VP, Assistant Branch Manager Charles Schwab

Affluent Wealth Advisor First Citizens Bank

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

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

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

Trust Market Manager Columbia Bank

Senior Product Manager – B2B Fintech Trading & Investment Platforms (AI Decision Systems) KORE1 Technologies

Project Manager TechDigital

Senior Product Marketing Manager, Intermediaries Forge

Sr. Business Development Manager / Strategic Partnerships – Fintech, Investment & Institutional Relationships KORE1 Technologies

Project Manager Senior Associate - JPMorgan Private Client JPMorgan Chase Bank, N.A.

Business Relationship Manager II - Assistant Vice President JPMorgan Chase Bank, N.A.

JPMorgan Private Client Relationship Manager - Palo Alto, CA JPMorgan Chase Bank, N.A.

JPMorgan Private Client Relationship Manager - San Francisco, CA JPMorgan Chase Bank, N.A.

Vice President, Senior Product Manager BlackRock

Senior Manager, Product Management, Client Trust (San Francisco, CA, US, USA_520265) Sephora

Principal Customer Success Manager Jobot

Branch Manager Valued Merchant Services

Account Manager - State Farm Agent Team Member Candice Kistner - State Farm Agent

Manager, Processing Point Digital Finance, Inc.

Engineering Manager Point Digital Finance, Inc.

Manager, Servicing Operations Point Digital Finance, Inc.

Senior Growth Marketing Manager (Direct Mail) Point Digital Finance, Inc.

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