Senior Wealth Advisor
$150k - $175kFreestone Capital Management
A leading wealth management firm in San Francisco is seeking an experienced Advisor to join their team. The ideal candidate will have over 6 years of experience in investment management, exceptional communication skills, and a proven ability to build lasting client relationships. This role offers a unique platform with transparent compensation ranging from $150,000 – $175,000, along with additional benefits like robust support teams, comprehensive insurance, and generous paid time off. Ideal for self-driven professionals looking for growth and collaboration. #J-18808-Ljbffr
$70k - $200k
...California, United StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by...SeniorFull time$170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families... ...advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients... ...planning and wealth management.Job Summary:The Senior Wealth Advisor focuses on deepening...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- The Hispanic Alliance for Career Enhancement in San Francisco is looking for a professional to develop and manage profitable banking relationships with high-net-worth clients. The role demands a focus on providing expert service and personalized interaction, ensuring client...Senior
$189.29k - $331.2k
...most sophisticated clients using leading technology and exceptional service. Our Foundations and Institutional Advisors (FIA) group seeks a seasoned Senior Portfolio Manager to lead discretionary OCIO relationships with institutional clients. The role involves managing...Senior$48k - $100k
A leading financial services firm is seeking a Financial Advisor in San Francisco to deliver tailored financial planning and wealth strategies. The ideal candidate will have at least 5 years of experience, hold necessary FINRA licenses, and possess a proven track record...Senior- Empirical Financial Services, LLC seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals and business owners within its integrated advisory model. This role blends technical estate, gift, and tax knowledge...Senior
- Empirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within our integrated advisory model. You will collaborate with financial advisors, tax...Senior
$158.01k - $268.64k
A leading financial institution in San Francisco is seeking a Sr. Banking Advisor to develop and manage client relationships, negotiate complex agreements, and provide expert financial consulting. The ideal candidate should have over 5 years of relevant experience and skills...Senior- A boutique staffing firm is seeking a Senior Wealth Management Advisor based in San Francisco, CA. This full-time hybrid role involves providing financial planning, investment strategies, and retirement planning services to clients. Candidates should have a Bachelor's...SeniorFull time
- Lido Advisors in San Francisco seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations. You will own and grow a book of client relationships, delivering personalized wealth strategies with our team and...Senior
- Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to deepen client relationships among affluent and high-net-worth segments, offering holistic financial solutions and high-touch, in-person engagement. Responsibilities include identifying...Senior
- A prominent financial planning firm in San Francisco is seeking Financial Advisors to lead clients through complex financial decisions. The ideal candidate has over 6 years of experience and holds designations such as CFP or CPA. You will develop growth strategies, collaborate...SeniorFull time
- Citigroup Inc. in San Francisco, CA seeks a Senior Analyst for Wealth Relationship Management (Branch) to service affluent and high-net-worth clients with comprehensive financial planning and relationship management. The role emphasizes in-depth client profiling, product...Senior
- Citi is seeking a Wealth Relationship Mgmt. Sr. Analyst in San Francisco to deepen high-net-worth client relationships through financial planning and advisory services. The role requires 5-8 years of experience, strong analytical and communication skills, and FINRA registrations...Senior
$140k - $300k
Brighton Jones, located in San Francisco, seeks a Lead Advisor to manage client relationships and design comprehensive wealth management strategies. The candidate will act as a Personal CFO, lead a local service team, and drive client acquisition efforts. This role requires...SeniorLocal area- Brighton Jones, located in San Francisco, is seeking a Lead Advisor to provide exceptional service and manage client relationships. In this pivotal role, you'll design and implement comprehensive wealth management strategies to enhance clients' lives. The ideal candidate...SeniorWork at office
- Bank of America seeks a seasoned wealth planning professional to support Merrill advisors in addressing clients’ objectives across planning, philanthropy, and wealth transfer. You will build relationships with advisors, centers of influence, and internal partners, and...Senior
- ...experienced Private Banker in San Francisco, California. This role requires managing client relationships and providing comprehensive wealth management advice to clients. The ideal candidate will have a Bachelor's degree, a minimum of six years in financial services, and...Senior
- Charles Schwab in San Francisco, CA is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory to deliver fiduciary guidance and bespoke wealth solutions to high-net-worth clients. You will lead a collaborative team, mentor junior members, and partner with...Senior
$77k - $202k
...operating models, improving decision support, and enabling the deployment of modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges, deliver high-quality client solutions, and support the execution of...SeniorFull timeH1b- ...frameworks where there is limited precedent, and the person in this role will play a key part in developing them.We are looking for a Senior Associate to serve as a finance partner to Rippling's R&D organization. You will own the financial models that underpin our...SeniorWork at office3 days per week
- ...company leadership in making high ROI decisions to maximize long term stakeholder value.About the RoleRippling is looking to hire a Senior Associate to be based out of the New York or San Francisco offices. This role will work closely with the Strategic Finance leads in...SeniorWork at office3 days per week
$105.4k - $207.8k
...transformational projects or transactions creating long-term, measurable impact. Recruiting for this role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting transaction strategy, diligence, integration, and separation...SeniorLocal areaVisa sponsorship$110.7k - $218.3k
...increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement NetSuite solutions that align with their business goals and...SeniorLocal areaVisa sponsorship$77k - $202k
...ApplicableSpecialismFinancial Due DiligenceManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence services to clients involved in mergers, acquisitions, and...SeniorFull timeH1b$119k
About the RoleWe’re seeking a Strategic Finance Senior Associate to join Chime’s Growth & Marketing Finance team. This role partners closely with cross-functional leaders across Marketing, Growth, Product, and Data to manage marketing budget, evaluate growth initiatives...SeniorFull timeWork at officeLocal areaRemote work$107k - $172k
...and continuous improvement across high-impact financial workflows such as accrual processes and headcount & position management. The senior associate will be focused on either our Marketplace/GTM or Foundations business units, and a mix of OPEX/expense management and...SeniorFor contractorsWork at officeFlexible hours$77k - $202k
...ApplicableSpecialismOracleManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various business applications, helping clients optimize operational...SeniorFull timeH1b$124k - $280k
...develop team members while fostering a collaborative and inclusive team environmentManage client relationships and serve as a trusted advisor across finance transformation initiativesSolve complex business and operational challenges and develop strategic, actionable...SeniorFull timeH1b$105.4k - $207.8k
...partners, manage risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead within our Finance Transformation Tech Enablement team, you will protect and advance the...SeniorLocal areaVisa sponsorship
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