Lead Financial Advisor for HNW Clients - Hybrid SF
Claire Myers Consulting
Claire Myers Consulting in San Francisco is seeking a Lead Financial Advisor to manage high-net-worth client relationships. The ideal candidate will have 7–15+ years of wealth management experience and proven ability to deliver comprehensive financial advice. This hybrid role involves 3 days in the office and offers competitive compensation, including a base salary of $130,000–$180,000 and additional bonuses tied to performance. #J-18808-Ljbffr Claire Myers Consulting
$130k - $180k
...Location: San Francisco, CA (Hybrid - 3 days in office) Compensation: Base... ...credentials) Bonus: 10-25% based on client retention, engagement, and team contribution... ...as a group. They are seeking a Lead Financial Advisor who can step into a meaningful client-...High net worthWork at officeImmediate start3 days per week$128k - $193.2k
A leading global accounting firm is seeking a Global Indirect Tax Manager in San Francisco... ...involves managing tax projects, overseeing client services teams, and delivering indirect... ...along with comprehensive benefits and a hybrid work model. #J-18808-Ljbffr Grant Thornton...Suggested$230k - $280k
GHD in San Francisco is seeking a Client Relationship Manager (CRM)-Water to build and maintain... ...and public agencies. This role involves leading a Client Engagement Team and pursuing new... ...of municipal operations. GHD offers a hybrid work model, with three days in-office...SuggestedWork at office$100k - $150k
Bessemer Trust is seeking a Client Advisor in San Francisco to join a dynamic team dedicated to serving ultra-high net worth clients. This... ...ranging from $100,000 to $150,000 annually is offered, along with a hybrid work environment and comprehensive benefits. #J-18808-Ljbffr...High net worth- A leading financial services firm is seeking a Wealth Advisor in San Francisco, California. This role involves providing specialized... ...investment advice and managing client portfolios. Candidates should... .... The role promotes a hybrid work model that values in-office...SuggestedWork at officeRemote work
- Twin Peaks Wealth Advisors is a Bay Area-based registered investment... ...5 operates with a deliberate, client-first approach: dedicated support... ...looking for an experienced Lead Wealth Advisor to join our team... ...primary advisor relationship for HNW clients Collaborate across the...High net worthFlexible hours
$136.8k - $198.38k
...the idea that transforming financial lives starts by giving our people... ...and is excited to meet with clients in person, if needed. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a... ...law. ***For remote and hybrid positions you will be required...High net worth16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- EisnerAmper is hiring for a Tax Manager in their Private Client Services (PCS) practice, located in San Francisco, California. The role... ...compliance, and a CPA or IRS Enrolled Agent Certification. This position embraces a flexible hybrid working model. #J-18808-Ljbffr EisnerAmperPrivate practiceFlexible hours
- Page Executive is looking for a financial services professional in San Francisco. The role involves driving growth in assets under management and delivering exceptional client service to high-net-worth individuals. Candidates should possess a bachelor's degree and have...High net worth
$100 per hour
...specialize in providing sophisticated financial planning and investment advice... ...currently looking for a WEALTH ADVISOR (BOOK OF BUSINESS) to join... ..., seasoned Wealth Advisor who leads with planning and has experience working with HNW clients. They would lead in client relationships...High net worthDay shift$89.5k - $166.9k
...Private Client Advisor Manager Our not-so-secret sauce. Award-winning... ...resources of the world's leading professional services firm,... ...indicators (KPIs) to deliver solid financial results and develop business... ...basis while leading a hybrid workforce. Embracing change...High net worthMinimum wageContract workLocal areaNight shift$140k - $155k
...seeks an Account Manager for Embedded Security & Intelligence Programs. In this hybrid role, you'll oversee embedded teams supporting physical security operations across private sector clients. The successful candidate will manage staff, conduct performance evaluations,...- A leading AI-powered platform in San Francisco seeks a Customer Success Professional to own deployment and activation success across customer... ..., and facilitating training sessions. The position offers a hybrid work environment and includes competitive benefits. #J-18808-...
$150k - $180k
...communication and analytical skills. The role offers competitive compensation of $150,000-$180,000, with comprehensive health benefits and opportunities for career growth. A hybrid work model requires 4 days per week in-office collaboration. #J-18808-Ljbffr Verse-MedicalWork at office$135k - $165k
A leading AI sales platform is hiring a Deal Desk Manager to oversee quote-to-sign processes. This role involves working closely with... ...environment and a strong background in revenue operations. Expect a hybrid work model in San Francisco, with a competitive salary range...$92k - $135k
A leading apparel company is seeking a Sr. Analyst in San Francisco to improve distribution and logistics operations. In this hybrid position, you will analyze data, identify issues, and mentor junior analysts. Key skills include advanced data analysis, proficiency in...- Join Intellectus — Head of Client Experience & Platform Engagement Intellectus is redefining... ...needed) Platform Engagement & Adoption Lead deployment and integration of Intellectus... ...Act as the bridge between clients, advisors, operations, and product/AI teams Rally...High net worth
- ...seeking an Inventory and Cost Accounting Lead in San Francisco to optimize manufacturing... ...ensure accurate inventory valuation and financial reporting while collaborating closely with... ...Fusion ERP. The position supports a hybrid model with relocation assistance. #J-188...Relocation package
- ...complex solutions. Responsibilities include acting as a technical gatekeeper for integration design and leading development initiatives. This position offers a hybrid work model with a competitive pay range of $60-$70/hr for a 4-month engagement. #J-18808-Ljbffr...Contract work
$216k - $240k
Slope in San Francisco seeks a Travel Operations Lead to oversee executive travel operations and support workflows. The role involves... ...judgment and high AI fluency. This full-time position operates in a hybrid work model, offers a compensation range of $216K - $240K, and...Full timeFlexible hours- ...ideal candidate will have over 8 years of relevant experience, including strategy management and grant oversight. This full-time, hybrid role requires the candidate to be based within 50 miles of San Francisco, emphasizing strong relationships with the community and nonprofit...Full timeLocal area
- A financial advisory firm based in California is seeking a Trust Officer... ...estate relationships. This hybrid position requires expertise... ...with responsibilities including client relationship management and... ...salary and benefits are offered. #J-18808-Ljbffr Parallel AdvisorsHigh net worth
- ...founders. Ideal candidates will have around 2 years of experience in business or sales, strong communication skills, and a keen interest in startups and AI. This position allows for hybrid work and growth into leadership roles as the company expands. #J-18808-Ljbffr Wayo
$120k - $175k
...court rules. Your role will involve managing complex cases, mentoring junior staff, and maintaining high-quality legal processes. This hybrid position requires onsite presence four days a week and offers competitive compensation between $120,000 and $175,000. #J-18808-...- Crowe is seeking a Private Client Service Tax Manager in San Francisco, California, responsible for initiating tax planning and compliance projects for high-net-worth individuals. Key qualifications include a BS in Accounting, CPA or EA certification, and a minimum of...High net worth
$136k - $165k
BDO USA is looking for an experienced Tax Manager for their Private Client Services in San Francisco. The role requires expertise in tax compliance and consulting for high net-worth individuals, utilizing strong communication and leadership skills. The ideal candidate...High net worth- ...their finance team. This role involves overseeing accounting and financial reporting for the firm's investment funds, requiring a strong... ...and a proactive, detail-oriented approach. The position offers a hybrid work model with onsite requirements. #J-18808-Ljbffr Turn/...
- ...direction. The role involves designing complex user flows and interfaces while effectively utilizing AI tools. This position operates on a hybrid schedule, emphasizing a strong collaborative culture, and offers competitive compensation and equity. Ideal candidates are those...
- ...transforming procurement practices, is seeking a product designer to lead design efforts for a wide range of product features including no... ...builders and dashboards. Team members will benefit from a hybrid work environment, bringing a consumer-grade experience to a powerful...
$110k - $130k
...San Jose, CA, 95113, US (Hybrid) Base Range $110,000 -... ...returns for high net worth clients. Ensure accuracy and... ...developments. Analyze financial data and documents to identify... ..., Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market...High net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Financial Advisor for HNW Clients - Hybrid SF. Be the first to apply!
- senior financial advisor San Francisco, CA
- financial planning assistant San Francisco, CA
- senior wealth advisor San Francisco, CA
- work from home financial advisor San Francisco, CA
- financial consultant San Francisco, CA
- wealth advisor associate San Francisco, CA
- financial advisor associate San Francisco, CA
- financial planning associate San Francisco, CA
- jde finance consultant San Francisco, CA
- oracle cloud financials consultant San Francisco, CA

