Strategic Family Office Advisor for Ultra‑Wealthy Families
The Goldman Sachs Group
The Goldman Sachs Group is seeking a Family Office Advisor in San Francisco to shape financial futures for a select portfolio of ultra-high net worth families. In this role, you will lead as the primary point of contact, orchestrating comprehensive financial strategies and managing client relationships deeply. A minimum of 7 years in financial planning is required, along with advanced degrees and strong interpersonal skills. You will work within a team dedicated to providing exceptional service, integrating advice from various professionals to optimize client outcomes. #J-18808-Ljbffr The Goldman Sachs Group
$85k - $270k
YOUR IMPACTAs a Family Office Advisor, you will be instrumental in shaping the financial futures of our firm's most strategic clients. You will lead and cultivate deep, enduring relationships... ...to a wide range of clients, including ultra-high net worth and high net worth...Work at officeFull timeTemporary workPart time$75k - $160k
...futures of our firm's most strategic clients. You will work with advisors to cultivate deep,... ...worked with sophisticated ultra-high net worth clients for... ...target a client ratio of 8-12 families per advisor. This ratio,... ..., as well as family offices, foundations and endowments...Work at officeFull timeTemporary workPart timeApprenticeshipWork experience placement$164.6k - $225k
...world’s most successful individuals, families, corporations and institutions. Since... ...exceptional service. Job Title: Sr. Portfolio Advisor, Global Family Office GroupJob Description:Northern Trust’s... ...Experience managing family office or ultra-high net worth portfolios with...Work at officeFull timeH1bWorldwideFlexible hours- ABOUT THIS JOB The Private Family Office provides proactive financial counseling and... ...founders, private equity principals and ultra‑high net worth individuals and... ...designed to service the firm’s most strategic clients. Our trusted Advisor teams have worked with...Work at officeApprenticeshipWork experience placement
- Bank of America’s Private Bank seeks a senior Family Office Consultant to advise ultra-high-net-worth families on forming and evolving family offices. You will partner with the Family Office Strategist, providing expertise in governance, operating models, and succession...Work at office
- Goldman Sachs is seeking an experienced Family Office Advisor in San Francisco. This role demands extensive experience in providing financial planning and advisory services for ultra-high net worth clients. Responsibilities include managing client relationships, preparing...Work at office
$85k - $270k
...JOB The Goldman Sachs Private Family Office provides financial counseling... ...equity principals and ultra-high net worth individuals and... ...experienced and skilled Family Office Advisor to join our team. The ideal... ...to service the firm’s most strategic clients. Our trusted Advisor...Work at officeFull timeTemporary workPart time- ...Relationship Manager in San Francisco to champion fiduciary services for high‑net‑worth clients and family offices. You will educate Private Wealth Advisors, manage strategic trust relationships, and lead business development with senior fiduciaries. Role requires deep...Work at office
- ...for an apprenticeship path in the Private Family Office located in San Francisco, CA. Analysts... ...-facing experience to grow into trusted advisors. The role focuses on comprehensive financial... ..., investment and tax services for ultra-high-net-worth families, with emphasis on...Work at officeApprenticeship
$175k - $200k
...Investment Consultant - Institutional, RIA, and Family Offices (West Coast) Join to apply for the... ...to innovate with products that provide strategic and tactical opportunities for... ...relationships which include Registered Investment Advisors ('RIA"), Bank Trust and Single and...Work at officeFull timeWork experience placement$85k - $270k
Goldman Sachs Group, Inc. is seeking a Family Office Advisor in San Francisco, California, to provide exceptional financial advisory services for ultra-high net worth clients. The role involves managing complex financial strategies and relationships with a select portfolio...Work at office- A leading investment firm in San Francisco is seeking experienced Family Office Advisors and Financial Planners. In this role, you will drive the strategy on tax and financial planning for ultra-high-net-worth clients. The ideal candidates will have experience with clientele...Work at office
- Client: Elite Investment & Wealth Management Firm. Role Locations: Hybrid (SF & NY). Roles: Family Office Advisors & Financial Planners (Experienced), UHNW. Overview True front‑office UHNW exposure. This isn’t the backseat—you’re driving strategy on tax planning, financial...Work at office
$236.56k - $414.12k
Northern Trust is hiring a Director II, Family Office Solutions in San Francisco, CA to lead and cultivate complex relationships with Ultra High Net Worth clients. The ideal candidate will have over 15 years of experience in wealth management, excellent negotiation and...Work at office$119k
About the RoleWe’re seeking a Strategic Finance Senior Associate to join Chime’s Growth & Marketing... ...our full-time, regular employeesð Our in-office work policy is designed to keep you... ...for non-birthing parentsðª Access to family planning reimbursementð A challenging and...Work at officeFull timeLocal areaRemote work- ...A leading global investment firm is seeking individuals to provide comprehensive financial planning for ultra-high net worth clients. The role emphasizes strong communication and organizational skills, with responsibilities including client interactions, preparing financial...Work at office
$75k - $125k
Goldman Sachs is looking for a Financial Planner in San Francisco, California. In this role, you will help shape the financial futures of ultra-high net worth clients through comprehensive personal financial planning and investment strategies. Responsibilities include...Work at office$105k
Strategic Finance Associate job at Chime. San Francisco, CA. About the Role Join Chime’s Growth... ...for our full‑time, regular employees In‑office work policy is designed to keep you... ...non‑birthing parents. Access to Maven, a family‑planning tool, with $15k lifetime reimbursement...Work at officeFull timeLocal areaRemote workNight shift$125k - $165k
...company. About the Role: Glean is seeking a Strategic Finance Associate to join our Product... ...hybrid (4 days a week in our San Francisco office) Compensation & Benefits: The standard... ..., sexual orientation, religion, civil or family status, age, disability, or race. #LI-HYBRID...Work at officeHome officeFlexible hours- ...’s nowhere like RSM.Affluent families around the world face increasingly... ...their corresponding family offices - often oversee complex multi... ...structures, requiring strategic guidance and customized advisory... ...for complex family office / ultra high net worth families and their...Work at officeFull timeLocal area
- ...requires someone who is highly analytical and strategic, a great communicator, a structured... ...Life / AD&D, disability coverage options. Family. Paid parental leave for eligible full‑time... .../FSA options, dependent care FSA. At the office. Commuter benefits. On‑site garage...Work at officeFull timeRelocationFlexible hours
$135k - $145k
...Job Description Hamilton Families Our mission is to end family... ...innovation as we launch a new Strategic Plan focused on ending family... ...Reporting to the Chief Development Officer, the Director of Strategic... ...donors, donor-advised fund advisors, family foundations, and...Work at officeFull 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...
$110k - $150k
A financial services company is seeking a Senior Analyst to provide comprehensive service to high-net-worth clients in San Francisco. The role involves managing client operations, ensuring accuracy, and coordinating with various teams. Candidates should have a bachelor'...Work at officeFull time$236.56k - $414.12k
...’s most successful individuals, families, and institutions by remaining true... ...service.DIRECTOR II, FAMILY OFFICE SOLUTIONSLeads and cultivates complex Ultra High Net Worth (UHNW) client relationships... .... Serves as a trusted, strategic advisor and coordinator across all aspects...Work at officeFull timeTemporary workFlexible hours$85k - $270k
YOUR IMPACTThe Goldman Sachs Family Office (GSFO) is seeking a Vice... ...Relationship Manager to drive the strategic expansion of our premier... ...partner to our Private Wealth Advisors, serving as a trusted expert... ...range of clients, including ultra-high net worth and high net...Work at officeFull timeTemporary workPart time$90k - $105k
Analyst, Family Office Advisory (New York and San Francisco) About Investment Management Investment... ...the differentiated capital and strategic strength of the ICONIQ community, cultivated... ...management team for high net worth and ultra-high net worth clients. Manage operations...Work at office- Join our team at J.P. Morgan Advisors, the ultra-high net worth division of J... ...of the J.P. Morgan Advisors office. This position will dually... ...responsibilities:Support and drive strategic firm and branch initiatives... ...helps individuals, families and foundations take a more...Work at officeLocal area
$209k - $327.9k
...is committed to an in-office culture that supports collaboration... ...an impact. Join us! Family Office Consultant ("FO... ...for advising ultra-high-net-worth families... ...Consultant serves as a trusted advisor to family principals,... ...requires a blend of strategic thinking, emotional intelligence...Work at officeWork from homeFlexible hoursShift workDay shift- ...Job Overview A law firm seeks a Senior Family Law Associate to join its San Francisco, CA office. The successful candidate will have extensive experience in... ...strong command of legal drafting, negotiation, and strategic advisory skills. Duties Draft sophisticated legal...Work at office
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