Associate - Family Wealth
BCG Attorney Search
Job Overview A law firm seeks an associate with 4-7 years of experience to join their Family Wealth practice in San Francisco. The role involves working with a diverse client base, including high-net-worth individuals and families, primarily in California's technology, real estate, finance, and food and beverage industries. The candidate will support the Private Client Industry Group in building and maintaining client relationships. Duties Support high-net-worth and ultra-high-net-worth clients. Assist in developing and expanding client relationships. Collaborate with the Private Client Industry Group. Provide legal and business insights to clients. Requirements 4-7 years of relevant experience. Understanding of legal and business needs in family wealth. Experience with high-net-worth clients preferred. Education Juris Doctor (JD) degree required. LLM in taxation preferred but not mandatory. Certifications Bar admission in California. Skills Strong analytical and communication skills. Ability to work autonomously and collaboratively. Proficiency in managing complex client relationships. Benefits Health and welfare benefits. Vacation and leave time, including parental and sabbatical. Paid holidays. #J-18808-Ljbffr BCG Attorney Search
- BCG Attorney Search is seeking an associate attorney in San Francisco with 4-7 years of experience to join their Family Wealth practice. The successful candidate will work with a diverse client base, including high-net-worth families and individuals. This role involves...Suggested
$115k - $160k
A prominent recruitment agency is seeking an Associate or Sr. Analyst to join the Family Office Advisory team in San Francisco. This role focuses on high... ...have 3-6+ years of experience in family office or wealth management. Responsibilities include managing operations...SuggestedWork at office$265k - $332.5k
Farella Braun + Martel’s highly respected Family Wealth practice seeks an associate with 4-7 years of experience.Ranked in the Chambers USA High Net Worth Guide, our client base is both domestic and international with a heavy emphasis on family wealth generated in California...SuggestedWork at office- A global multi-family office is seeking an Associate or Sr. Analyst in San Francisco. The role involves high-touch client service for ultra-high net worth... ...for smaller clients. Ideal candidates have 3-6 years in wealth management and are versed in trust and estate concepts....SuggestedWork at office
- Goldman Sachs Family Office is seeking an Associate to work with PWAs on delivering Family Office Solutions and growth initiatives on the West Coast.... ...delivery. The role requires 3-5 years in client-facing wealth management, a Bachelor's degree, and SIE/Series exams within...SuggestedWork at office
- Goldman Sachs is seeking a Financial Advisor to provide proactive financial counseling to ultra-high net worth individuals and their families. This role requires excellent communication, organizational skills, and a Bachelor's degree. As an advisor, you will work in a...Apprenticeship
- ...status quo and striving to be best-in-class. As an Asset Wealth Management Credit Risk Senior Associate , you will support lending activities for high net... ...professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their...
$80k - $120k
Group Description Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high-net-worth families, endowments and foundations, delivering customized investment... ..., N.A. seek a Wealth & Fiduciary Advisory Associate to join the Wealth Management team in San...Work at officeLocal area$170k - $200k
Senior Associate, Family Office Advisory (New York and San Francisco) About ICONIQ Capital ICONIQ Capital is a global investment firm elevated... ...as a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic...Work at office$115k - $160k
...160,000.00/yr The Role Russell Tobin & Associates is currently recruiting for either an Associate... ...Sr. Analyst to join our client, a multi-family office, out of the San Francisco Bay... ...with clients’ outside advisors on wealth transfer, asset protection, philanthropy...Full timeWork at office- Wealth Management Associate - CA, San Jose (5163) Join to apply for the Wealth Management Associate - CA, San Jose (5163) role at Equitable Advisors... .... If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured...Full timeWork experience placementWork at officeLocal areaFlexible hours
$68k - $120k
Overview Position Summary : The Wealth Management Associate is often the first point of contact with clients on a broad array of services related... .... We are proud to support our employees and their families at every point along their work-life journey, offering some...Temporary workWork experience placementWork at officeLocal area- About the program Our New Associate Program is a full-time program for individuals who have... ...opportunities About the division Asset & Wealth Management (AWM) offers students an unparalleled... ...-worth and high-net-worth individuals, family offices, foundations, endowments, and...Full timeApprenticeshipWork at office
$106.25k - $125k
...years, Mercer Advisors has been helping families amplify and simplify their financial lives... ...advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients... ...with more confidence and less stress. The Associate Wealth Advisor I focuses on deepening...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...site in the specified locations. Schwabs Wealth Advisory team embodies our firms commitment... ...on Schwabs approach to investing. As an Associate Wealth Advisor, you will be responsible... ...eligible positions Paid parental leave and family building benefits Tuition reimbursement...Work at office
$85k - $130k
...clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure... ...lived. Job Description Cresset is seeking an Associate, Wealth Advisor (AWA) to join Cresset’s...Full timeTemporary workInternshipWork at officeLocal area$106.25k - $125k
...Summary Mercer Advisors has worked with families to help them amplify and simplify their... ...financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these... ...with more confidence and less stress. The Associate Wealth Advisor I focuses on deepening...Temporary workWork at officeLocal areaRemote workMonday to Friday$175k - $250k
Jobot, a San Francisco-based family law firm with national reach, seeks a Family Law Associate Attorney for a hybrid/remote role. The position requires 4-10 years of experience, a California Bar license, and a Juris Doctor. You will draft pleadings, marital settlement agreements...Remote job- AllianceBernstein L.P. in San Francisco, California is seeking an Associate for its Private Wealth Management team. The ideal candidate will collaborate with Financial Advisors, provide exceptional client service, and participate in a robust training program. As an Associate...
- ...compliance groups and centralized compliance groups. This supports the growing Private Wealth Management Business units. Private Wealth Management Compliance is seeking an Associate to join our team and be based out of the San Francisco office. As part of this team, the...Work at office
- Innovations PSI is looking for a Wealth Management Associate in San Francisco, CA, to support senior team members with operational tasks and client interactions. This position is perfect for individuals seeking to build a career in private wealth management, offering mentorship...
$130k - $190k
Job details: Experienced Family Law Attorney | Established Bay Area Firm | Hybrid Flexibility Salary: $130,000 - $190,000 per year A bit about us: Based in San Francisco, CA, we are a $5M-$10M TOP Ranked Family Law Firm! Our core values are centered around our people and...Local areaFlexible hours- ...Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional... ...professional to join our San Francisco-based team as a Senior Associate. This role will work closely with the rest of the team to...Work experience placement
- Provide administrative and client engagement support for the Wealth Advisory team Collect, organize, and manage client information by assigning and following up on necessary paperwork Generate, prepare, and update client meeting materials and client proposals in collaboration...Immediate start
$75k - $160k
A leading global financial services firm is seeking a Business Development Professional Associate in San Francisco. This role involves supporting Private Wealth Advisors by managing client relationships and providing detailed analysis of investment portfolios. Candidates...$24k
Wealth Management Associate - Retirement Benefits Group - CA, San Francisco (4052) Join Equitable Advisors as a Wealth Management Associate in our Retirement Benefits Group (RBG), supporting professionals in education, healthcare, and government to achieve retirement security...Part timeWork experience placementLocal areaRemote workFlexible hours- ...Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional... ...professional to join our San Francisco-based team as an Associate. T h e Associate will work closely with the rest of the team to...Contract workFor contractorsFor subcontractorInternshipWork at officeLocal area
- Bernstein Private Wealth Management in San Francisco seeks a talented Associate to support Financial Advisors and deliver client service excellence. You will assist with asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth individuals...
- A financial services company in San Francisco is seeking a Wealth Management Associate to support clients in achieving financial wellness. Responsibilities include building client relationships, creating financial strategies, and recommending tailored products. Candidates...Full time
- Goldman Sachs' New Associate Program is a full-time program for individuals with 2-5 years of experience and an advanced degree. As a new... ...with senior professionals and clients. The division, Asset & Wealth Management, offers students an unparalleled opportunity to launch...Full time
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