Senior Private Wealth Advisor - Practice Lead
Empower
Empower seeks a Senior Private Wealth Advisor – Practice Lead to serve as the lead advisor for a dedicated high-net-worth client team in Oakland/Bay Area. You will deliver proactive, tailored financial advice, coordinate with Wealth Advisor and Client Experience Specialist, and drive a first-class client experience with empathy and clarity. The role requires 10+ years in financial services, FINRA Series 65, and strong planning skills, with CFP preferred. #J-18808-Ljbffr
$104.8k - $148.08k
Empower Retirement is seeking a Senior Wealth Advisor, Practice Lead in San Francisco. This role involves guiding mass affluent households towards financial success through personalized strategies and client relationship management. The ideal candidate will have over 4...SeniorRelocation package- Empower is seeking a Senior Private Wealth Advisor - Practice Lead in the San Francisco Bay area to serve as the lead advisor within a dedicated client team. You will provide tailored financial planning and proactive wealth management for high‑net‑worth households, coordinating...SeniorPrivate practice
$136.8k - $198.38k
...person, based on client needs. This position offers competitive bonus compensation on top of the base pay. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long-term financial success by serving as a...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$5,000 per month
Senior Wealth Advisor, Practice Lead This role helps Empower's Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households in the Greater San Francisco Bay area. The position focuses...Senior16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaRelocation package- Empower Retirement is looking for a Senior Private Wealth Advisor to lead client engagements and provide comprehensive financial planning in the San Francisco Bay Area. This pivotal role ensures clients receive tailored advice, and the opportunity to improve their financial...SeniorPrivateFlexible hours
- Empower is seeking a senior Wealth Advisor to lead a dedicated client team serving high net worth clients in the San Francisco area. You will collaborate with a Wealth Advisor and Client Experience Specialist to deliver comprehensive financial planning, investment guidance...SeniorPrivateFlexible hours
- A global financial institution is seeking a Vice President or Executive Director for their U.S. Private Bank in San Francisco. The role involves advising clients on wealth management, building relationships, and generating new business. Candidates should have over six years...SeniorPrivate
- ...The Financial Advisor is a strategic professional who stays abreast... ...strategies with the Private Bankers. Conduct sophisticated... ...Bankers and the clients that will lead to the growth of the asset base... ...behavior, conduct and business practices, and escalating, managing and...SeniorPrivate
$70k - $120k
...Join to apply for the Senior Wealth Advisor role at Citi 6 days ago Be among... ...family offices through Citi Private Bank, operates in the... ...Advisors have access to Wealth's leading investment solutions... ...behavior, conduct and business practices, and escalating, managing and...SeniorPrivateFull timeWork at office- ...Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst in San Francisco, California. This role involves providing financial solutions to affluent clients while maintaining compliance with industry regulations. The ideal candidate will have strong analytical...SeniorPrivate
$120k - $230k
...sophisticated and growing tax practice. We are seeking Tax Managers... ...net worth individuals, complex private client services, fiduciary or... ...work from the Associate and Senior levels. Mentoring team... ...and strategic solutions for wealth preservation, estate planning...SeniorPrivate- Cooley LLP in San Francisco is seeking a Senior Practice Innovation Manager to lead the rollout and adoption of practice-facing technologies, ensuring lawyers use tools to deliver exceptional client service. The role drives pilots, go-to-market rollouts, collaborates with...Senior
- 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...SeniorPrivate
$200k - $270k
...second year in a row. BKF is seeking a Practice Area Lead in Water/Wastewater to join our team!... ...term relationships with key public and private sector clients. Project Oversight &... ..., including clients, team members, and senior leadership, to ensure alignment and transparency...PrivateWork at officeLocal area$180.27k - $220.33k
U.S. Bank is seeking an experienced professional for a role in wealth management responsible for retention and growth of high net worth client relationships. The ideal candidate will have 10+ years of experience and a Bachelor’s degree, along with excellent networking...SeniorPrivate$300k
...Investigations Partner Attorney (Portable Practice) - Hybrid Oakland, California... ...Investigations Partner or Senior Of Counsel with an established portable practice to lead sophisticated workplace, ethics... ...investigations for public and private sector clients throughout...SeniorPrivateWork at officeLocal areaRelocation packageFlexible hours- Citi Private Bank in San Francisco seeks an experienced investment leader to grow revenue and AUMs for Ultra High Net Worth clients. You will oversee portfolio construction and provide strategic guidance, coordinating with Citi CPB partners to deliver tailored investment...SeniorPrivate
- Citigroup Inc. is seeking a Senior Analyst for Wealth Relationship Management in San Francisco, California. In this full-time role, you will be responsible for building and deepening relationships with affluent clients. This position involves providing tailored financial...SeniorPrivateFull time
- Cypress Capital Group is looking for a Senior Fundraising Consultant / Capital Formation Lead. This role requires extensive capital formation experience and an established network in private wealth and family offices. You will execute capital raising strategies aimed at...SeniorPrivateFull time
- ...formalized industry and capability “Practices,” which are integral to how... ...excellence. The Global Private Equity Practice is a scale and... ...and PE-Backed Global Solution Lead. A critical part of this role... ...strategic and IP initiatives with senior stakeholders Become a go-to expert...SeniorPrivatePrivate practice
- A leading tech consulting firm in California seeks a ServiceNow Field Service Management (FSM) Lead for a contract role lasting over 6... ...understanding of ITIL and Agile methodologies is required to support effective service delivery. #J-18808-Ljbffr Shamrock Value Private LimitedSeniorPrivateContract work
- Twin Peaks Wealth Advisors seeks a Wealth Advisor and Relationship Manager to lead a book of high-net-worth clients in San Francisco. You quarterback all facets of their... ...ideas into clear recommendations, and grow the practice through referrals and #J-18808-Ljbffr Twin...Senior
- A leading global law firm is seeking a Senior BD Manager to spearhead growth initiatives within the innovation ecosystem. The role involves building relationships with venture capitalists, private equity firms, and founders, while driving strategic partnerships. Candidates...SeniorPrivateFull time
- ...investment scams. The role demands 5-8 years of investigative experience, specifically in federal law enforcement or a mission-aligned private sector. The ideal candidate will possess expertise in legal processes, creative tactical thinking, and strong proficiency with AI...SeniorPrivate
- ...in San Francisco as a Senior Operations Manager. This... ...Operations Manager at Private Medical, you will drive... ...collaboratively with the Lead Physician and RN... ...RN Manager as clinical advisors to ensure operational processes... ...evidence‑based practices, and measure outcomes....SeniorPrivateFull timeFreelancePrivate practiceWork at office
$95k - $150k
...here. By joining our rapidly growing Financial Due Diligence practice you will serve as a trusted partner to our clients. You’ll bring... ...outs, divestitures and sell‑side transactions. You will work with private equity firms, corporate acquirers and lenders, delivering high‑...SeniorPrivateLocal areaFlexible hours- BDO USA is seeking a Tax Senior Manager specializing in partnerships in San Francisco. This role involves tax advisory responsibilities... ...skills, and the ability to manage client relationships. A CPA and experience in private equity are preferred. #J-18808-Ljbffr BDO USASeniorPrivate
$122.4k - $228k
...Job Family Group: Wealth Sales & Service Develops... ...becoming their trusted advisor. Develops... ...their family needs. Leads a deal team to meet client... ...Makes recommendations to senior leaders on strategy and... ...and profitable pricing practices for products and services...SeniorPrivateContract workPart timeLocal areaShift work$85.1k - $161.7k
We are the leading provider of professional services to the middle market globally, our... ...within the Technical Accounting Consulting practice to provide technical accounting and... ...in US GAAP and/or IFRS for both public & private companies. Preferred Qualifications Experience...SeniorPrivateWork experience placementInternshipLocal area- ...J.P. Morgan’s International Private Bank. If you have an entrepreneurial... ...level. As a Private Banker Senior Associate in the... ...resources with delivering a complete wealth management solution to clients... ...and employees’ religious practices and disabilities. #J-18808-Ljbffr...SeniorPrivate
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