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
$160k - $250k
CMC Recruiting is looking for a Lead Financial Advisor in San Francisco to manage high-net-worth client relationships. This role involves leading client meetings, delivering comprehensive financial advice, and collaborating with internal teams to provide seamless client...High net worthWork at office3 days per week- ...McLennan Agency LLC in San Francisco is looking for a Private Client Advisor to join the Client Advisory team. The ideal candidate will have... ...while ensuring compliance with industry regulations. This hybrid role offers generous time off, tuition reimbursement, and opportunities...High net worth
$237.5k - $265k
...quality legal services to clients by ensuring that the... ...Francisco, CA but may be a hybrid position or a fully... ...Analyst (Flexible Hybrid in SF Bay Area) This is a... ...Braun + Martel LLP, a leading Northern California law... ...technology, consumer products, financial services, renewable...High net worthContract workWork at officeLocal areaRemote workRelocation packageFlexible hours3 days per week$130k - $180k
Location: San Francisco, CA (Hybrid - 3 days in office) Compensation: Base Salary:... ...and credentials) Bonus: 10-25% based on client retention, engagement, and team... ...celebrating wins 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$110k
Crafty is seeking a Client Operations Manager I to enhance client experiences in the Bay Area. The individual will be the primary contact... ...beverage programs are functioning optimally. This role offers a hybrid work model out of our San Francisco office, supporting multiple...SuggestedWork at office$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...- ...Collections Strategy in San Francisco, California. In this hybrid role, you will lead the optimization of collections strategies to enhance recovery rates and lower costs. You will engage directly with clients, conducting analytical projects while leading cross-functional...
$136.8k - $198.38k
...the idea that transforming financial lives starts by giving our... ...and is excited to meet with clients in person, based on client... ...The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a... ...local law. ***For remote and hybrid positions you will be required...High net worth16 hoursFull timeTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours- ...Manufacturing Co is seeking a Wealth Advisor to deepen client relationships and grow practice through referrals. The role requires strong financial knowledge and experience in client management... ...coverage, a competitive salary, and a hybrid work schedule. #J-18808-Ljbffr...
$200k - $300k
...in Private Banking, focusing on providing strategic financial advice to ultra-high-net-worth clients. Responsibilities include identifying prospects, managing... ...tailored financial solutions. The position offers a hybrid work model and a competitive salary range of $200,000...High net worth$85k - $110k
...an Interior Designer in San Francisco to lead innovative design projects. This role involves... ...managing project phases, maintaining client relationships and guiding the design... ...licensed or certified. The position offers a hybrid work model, multiple benefits, and a competitive...- 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
$140k - $160k
...looking for an Associate Wealth Advisor in San Francisco to join its... ...with ultra-high net worth clients while collaborating with Wealth... ...an MBA, solid experience in financial services, and excellent communication... .... This position offers a hybrid work environment and...High net worth- Marsh McLennan in San Francisco is seeking a Client Advisor to provide insurance solutions and manage client relationships. You will engage... ...license, and a client service orientation. This role offers a hybrid work arrangement and robust benefits including generous time off...
$100k - $130k
Vailcpas is looking for an Audit Manager to enhance our reputable public accounting firm. The role focuses on managing client relationships, ensuring high-quality audit services, and mentoring junior team members. With 5+ years of audit experience and a CPA license required...$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,...$135k - $185k
Bessemer Trust is looking for a Client Advisor to join their team in San Francisco, California. The role focuses on developing client relationships... ...35,000 to $185,000 and offers a comprehensive benefits package alongside a hybrid work environment. #J-18808-Ljbffr Bessemer Trust- ...planning, proficient relationship management skills, and a strong grasp of communication and problem-solving. This position offers a hybrid working arrangement and competitive benefits, including healthcare and paid time off. You will collaborate closely with...
$136k - $204k
Dormont Manufacturing Co is seeking a Sr Mgr., Outbound Strategy for their San Francisco office, a hybrid role requiring in-office attendance at least twice a week. This position reports to the VP of Business Development and focuses on coordinating the outbound prospecting...Work at office- ...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
$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$75k - $95k
SupportFinity™ is seeking a Client Success Lead in San Francisco to handle day-to-day delivery for a large enterprise client. This role requires onsite presence up to 2 days a week, focusing on operational execution, EOR/AOR workflows, and client communication management...2 days per week- 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
$175k - $185k
...Staffing is looking for a Senior Influencer Partnerships Manager to lead and scale influencer marketing initiatives in San Francisco or... ...awareness within an innovative AI startup environment. This hybrid opportunity requires a minimum of three days onsite weekly and offers...- 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-...
- ...Enhancement is seeking a Senior Wealth Advisor, Practice Lead in San Francisco, CA. This role requires 4+ years of experience in financial services and involves advising mass affluent... .... Key responsibilities include managing client relationships, providing comprehensive...
- ...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 Inc
- ...Corporation in San Francisco is seeking an experienced Assurance Manager to lead audit engagements and ensure compliance with GAAP and GAAS. You will supervise audit teams and advise clients on complex accounting issues. The ideal candidate has over six years of experience...
$83k - $105k
Clearway Energy Group is seeking an Analyst to join its Capital Markets team in San Francisco. This hybrid role involves supporting project finance transactions for renewable energy projects, along with collaboration across various departments to balance value and risks...$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
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