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Client-Focused Wealth Strategist

$92k - $127k

NorthRock Partners

NorthRock Partners in San Francisco is seeking a strategic and detail-oriented professional to join our Client Experience team. In this role, you will deliver personalized financial advice while collaborating with Advisors to develop and execute client strategies. Ideal candidates thrive in fast-paced environments and possess strong analytical and communication skills. The position requires a Bachelor’s degree in Finance or related fields, along with 3–5 years of financial services experience. The role offers a salary in the range of $92,000 – $127,000 per year with extensive benefits including health coverage and a company-funded ESOP. #J-18808-Ljbffr NorthRock Partners

Vacancy posted 4 days ago
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