Client-Focused Wealth Strategist
$92k - $127kNorthRock 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
Similar jobs that could be interesting for youBased on the Client-Focused Wealth Strategist in San Francisco, CA vacancy
- JPMorgan Chase & Co. seeks a Client Specialist in San Francisco to focus on High Net Worth and Ultra High Net Worth individuals. This role involves marketing and selling wealth management services, collaborating with bankers and wealth advisors, and delivering tailored...Suggested
$206.5k - $300k
Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...Advisors and Wealth Management Client Associates help clients pursue... ...driven, resilient, results focused and effective. Job Description: The Private Wealth Strategist, part of Merrill’s Strategic...SuggestedPrivate practiceWork at officeShift workDay shift- Bank of America is seeking an experienced wealth planning professional in San Francisco, California, to support advisors focused on high net worth clients. Responsibilities include leading client engagement, developing planning strategies, and expanding relationships within...Suggested
- Chase is seeking an Executive Director, Wealth Planner in San Francisco, California. This role involves working with clients and advisors to provide sophisticated wealth planning strategies, focusing on tax, trusts, and estate issues. You will leverage your financial expertise...Suggested
$110k - $140k
At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $ 14 billion in assets under management...SuggestedSummer workFlexible hours$92k - $127k
Client-Focused: You prioritize delivering exceptional, personalized experiences and build trust through thoughtful, tailored advice Detail-Oriented: You ensure accuracy across financial plans, documentation, and compliance requirements Collaborative: You work effectively...Work at office$63k - $95k
...seekers. (*Comscore, Total Visits, March 2025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team (GCI), in the Sales organization. Our team focuses on driving revenue growth among our largest enterprise accounts and...Work experience placementLocal areaIndeed
San Francisco, CA1 day ago$170k - $225k
Overview The Senior Wealth Planning Strategist leads wealth planning and support for high net worth clients. Designs and presents recommendations to clients based on financial analysis and wealth planning expertise. Creates a client-centered, advice-based culture within...- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...regarding planning, personal philanthropy, and wealth transfer/tax minimization.... ...drive ultra-high net worth client engagement focused on addressing the planning, personal philanthropy...Work experience placementShift workDay shift
- Trivium is hiring a Customer Success Manager for a fully remote position. The role includes managing client relationships, conducting strategy calls, and analyzing marketing performance across platforms like Facebook Ads and Google Ads. Candidates should have 2-4 years...Remote job
$88k - $125k
...leading technology company is seeking a New Business Account Strategist in San Francisco. In this role, you'll drive new business growth... ...teams to ensure successful customer transitions and help clients achieve their business goals. Salary is competitive, ranging from...$150k - $200k
...The Fixed Income ETF Business Strategist is a cross-functional role... ...drive net new business across client channels. This individual... ...Engagement: Partner with U.S. Wealth Advisory (USWA) and... ...responsibilities. We remain focused on increasing the impactful moments...ApprenticeshipWork at officeLocal areaWork from homeHome officeFlexible hours1 day per weekBlackRock Services
San Francisco, CA3 days ago$138k - $203k
McDermott Will & Schulte seeks a Business Development Manager in San Francisco to enhance client relationships and implement strategies for growth. Responsibilities include managing RFPs, developing client proposals, and leading the Business Development team. A Bachelor...$90k - $150k
...Insight Strategist We're hiring for our Insight Strategist team to help our customers unlock... ...~2 to 5+ years of experience in client-facing insights, strategy, research, or... ...~ Curious, analytical, and relentlessly focused on helping customers succeed. ~ Thrives...Flexible hoursListen Labs
San Francisco, CA2 days ago- ...user and performance obsessed Product Strategist to lead the strategy and development of... ...utilities and government agencies. This role focuses on optimizing enrollment experiences... ...sustained repayment. Partner with Clients and Stakeholders Collaborate with...Permanent employmentWork at officeLocal areaFlexible hours
Promise Co.
San Francisco, CA2 days ago - ...Project Executive located in San Francisco, California. This role requires over 10 years of commercial construction experience, strong client-facing skills, and an interest in business development. The new hire will lead projects from preconstruction to closeout, manage...
- ...regulated industries and beyond. Product Strategists at Valon The Product Strategist team... ...platform, then own the rollout with enterprise clients. You’ll drive engagements with customers... ..., and optimizing workflows. Customer-focused—you can navigate complex client...Full timeLocal areaFlexible hours
$98k - $110k
Slalom is seeking a Corporate Strategist to join our Strategy team. Our Strategy team helps organizations of all kinds... ..., give shape to the future—and get there. We focus on high-impact projects, meeting our clients where they are to uncover business needs and deliver...Temporary workLocal area- A major financial institution in San Francisco is seeking a Wealth Management Advisor. This role involves developing investment strategies and managing client portfolios while providing insightful economic and market views. The ideal candidate will have a Bachelor's degree...
$80 - $90 per hour
...Remote Pay Range: $80 - $90 per hour on W2 Job Summary: Our client seeks a seasoned Consumer Insights Lead to drive research for... ...Have Skills: Extensive experience in consumer insights, with a focus on measurement frameworks. Expertise in a wide range of...Hourly payContract workRemote workAkraya
San Francisco, CA2 days ago- ...Experience Agency made up of data scientists, strategists and experience designers who lead... ...ambitions have only just begun. Our clients and projects range from branding single... ...global company. Initially, this role will focus on supporting this specific project,...Work at officeLocal areaFlexible hours
Era
San Francisco, CA9 hours ago $148.8k - $260k
...technology. We’re hiring a Principal Strategist to lead our Software practice , the... ...strategy and operating models - guiding clients to jointly define use case s , sequence... ...eadership: Develop original thought leadership focused on emerging trends, use cases, and...Temporary workLocal areaAdobe
San Francisco, CA1 day ago$85 - $100 per hour
...Principal It Delivery Strategist Backed by a major non-profit healthcare consortium, our client is a newly formed, well-funded healthcare technology spin-off on a mission... .... ~ Process Obsession: A relentless focus on repeatability, standardization, and eliminating...Contract workWork at officeReleady
San Francisco, CA3 days ago$150k - $250k
...AI Strategist Distyl is an applied AI technology company partnering with the world's most... ...team of engineers and researchers focused on solving our customers' most critical... ...roles, with demonstrable experience in client-facing positions within AI or technology...Work at office3 days per weekDistyl AI
San Francisco, CA3 days ago$148.9k - $271.5k
...driven innovation. As a Principal Digital Strategist, you will lead high-impact strategy... ...for major Media, Entertainment, and Telco clients, from scoping to executive readouts... ...life, including our values and culture, focus on people, purpose and community, Adobe...Temporary workLocal areaWorldwideAdobe
San Francisco, CA3 days ago$155k - $200k
...backgrounds and skills working together to help our clients and communities thrive. As a Growth Strategist - Commercial Banking, you will be responsible for... ...offerings and capabilities into compelling, client-focused value propositions and marketing campaigns. Act...Work at officeLocal areaRemote workMonday to FridayFlexible hoursCitizens
San Francisco, CA2 days ago$139.83k - $211.5k
...team sport. We help each other out by sharing best practices and focusing on winning as a team. In this role, you will Align customer and... ...build deep and empathetic working relationships with customers/clients and internal teams Structured thinker with an eye for value and...Full timeRemote workFlexible hoursSamsara
San Francisco, CA1 day ago$88k - $125k
Account Strategist, Mid-Market Sales, Google Customer Solutions Google San Francisco, CA, USA... ...qualifications: Experience assessing and achieving client success via sales techniques, including... ...sellers who maintain a relentless focus on customer success by bringing the best...Full time$140k - $198k
...and Washington, D.C. About the Technical Strategist Role As a Technical Strategist at Keystone... ...and emerging technologies with a specific focus on data privacy cases. You’ll be applying your technical expertise to help clients navigate complex, tech‑centric challenges....$155k - $180k
Bloomberg L.P. is seeking an Equity Index Solutions Specialist in San Francisco, focusing on the growth of equity index offerings. This role involves delivering client presentations, managing index methodologies, and collaborating on strategic product development. Ideal...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Wealth Strategist. Be the first to apply!
Related searches
- senior strategy consultant San Francisco, CA
- investment strategist San Francisco, CA
- account strategist San Francisco, CA
- communications strategist San Francisco, CA
- digital strategist San Francisco, CA
- design strategist San Francisco, CA
- business strategist San Francisco, CA
- media strategist San Francisco, CA
- workplace strategist San Francisco, CA
- technology strategist San Francisco, CA