Senior Wealth Advisory Associate
$85k - $110kNational Financial Partners Corp.
National Financial Partners Corp. is looking for an experienced Senior Advisor Associate in San Francisco. The successful candidate will support Wealth Advisors in providing high-quality service to clients, focusing on creating investment plans and developing client relationships. The role requires 3-6 years of relevant experience and a Bachelor's degree in a related field, with a preference for candidates pursuing CFP certification. The position offers a competitive salary based on experience, ranging from $85,000 to $110,000, plus performance-based incentives. #J-18808-Ljbffr National Financial Partners Corp.
- ...member of a client service team, the Wealth Management Associate is responsible for helping the Wealth... ..., Expense Management, and Investment Advisory Services. The Associate is expected,... ...meetings (virtual and in-person) alongside senior advisors; assist with meeting...SeniorWork at office
$95k - $110k
Job Summary The Accounting & Reporting Advisory Experienced Senior Associate is responsible for understanding complex accounting and reporting matters... ...company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with...SeniorWork at office- Russell Tobin is expanding its Financial Advisory team in San Francisco, hiring for Senior Analyst, Associate, and Senior Associate roles. You will support ultra-high... ...possess strong analytical skills, experience in wealth management, and proven relationship management...Senior
$79.61k - $168.59k
Overview The KPMG Advisory practice is at the forefront of transformation, offering excellent... ...are our number one priority. With a wealth of learning and career development... ...Position KPMG is currently seeking a Senior Associate, Infrastructure Project Advisory (Construction...SeniorContract workLocal areaVisa sponsorshipWork visa- A leading global professional services firm is seeking a Senior Associate in SPA Advisory to assist clients with M&A negotiations. The position involves analyzing deal price mechanisms, collaborating with clients and their advisors, and ensuring compliance with quality...Senior
- ...what area makes sense for you? If you answered YES, then you should probably read on! We are partnered with a leading Single Client Advisory firm, who are looking for External Auditors who want to gain exposure to a wide range of industries & accounting/finance functions...SeniorSummer work
$95k - $110k
A professional services firm is seeking an experienced Senior Associate for the Accounting & Reporting Advisory team. The role involves applying accounting standards, training clients, and enhancing reporting processes. Ideal candidates will have a Bachelor's degree in...Senior$90k - $145k
Transaction Advisory Services - Senior Associate Opportunity ID: 9481 Department: Advisory Location(s): San Francisco, California Function: Transaction and Valuation Advisory As CohnReznick grows, we have an exciting career opportunity for a Senior Associate to join our...SeniorWork at officeFlexible hours$90.63k - $184.92k
Overview KPMG Advisory practice is seeking a Senior Associate in Accounting Advisory Services for the Deal Advisory practice. Responsibilities Assist in providing timely technical advice regarding the specific application of accounting literature related to U.S. Generally...SeniorLocal areaVisa sponsorshipWork visaShift work- A well-established CPA firm based in California is looking for a Senior Associate to join their CFO Advisory and Accounting Services practice. The role involves high-profile client interactions, managing financial reporting, and supervising junior staff. Ideal candidates...SeniorPart time
$170k - $180k
...strength of the ICONIQ community, cultivated on a foundation of uncommon care. The Opportunity The Opportunity: Financial Advisory, Senior Associate The Financial Advisory Senior Associate is a critical member of the relationship management team for high net worth and...SeniorWork at office$90.63k - $184.92k
KPMG Careers in San Francisco is looking for a Senior Associate in Accounting Advisory Services. The role involves providing technical advice on GAAP and IFRS, delivering due diligence support, and serving as a resource for international transactions. Candidates should...Senior- My client, a well-established midsize CPA firm based in California, is seeking a Senior Associate for the CFO Advisory and Accounting Services practice. The firm's CFO Advisory practice provides part time accounting, controller and chief financial officer services to start...SeniorPart time
- ...all about thinking outside the box, challenging the 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 worth and ultra‑high net worth clients by assessing creditworthiness...Senior
$110k - $140k
...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. Headquartered in Washington, with a team of over 120...SeniorSummer workFlexible hours$68k - $120k
Morgan-Stanley is hiring a Wealth Management Associate in San Francisco. This role involves being the first point of contact for clients while providing support related to financial plans and investments. Candidates should have over 5 years of relevant experience, a four...- A leading financial institution is seeking a Client Associate in San Francisco to support Financial Advisors in delivering exceptional wealth management services. Responsibilities include client onboarding, account maintenance, and making investment recommendations. Candidates...Senior
$95.86k - $208.27k
...The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities... ...are our number one priority. With a wealth of learning and career development... .... KPMG is currently seeking a Senior Associate, SAP Securityfor our Consulting practice...SeniorH1bLocal areaVisa sponsorshipWork visa- A premier global investment and advisory platform is expanding its Financial Advisory... ...team and hiring across multiple levels: Senior Analyst, Associate, and Senior Associate. This team... ...navigate the complexities of investing, wealth planning, liquidity, estate strategy,...SeniorWork at office
$85k - $110k
Summary We are seeking an experienced Senior Advisor Associate. This position will be involved in all aspects of wealth management for clients of the firm. The Advisor Associate will work within our Advisory Team, mainly supporting other Wealth Advisors, to help provide...Senior$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... ...Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive...Temporary workWork experience placementWork at officeLocal area$150k - $225k
...Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments... ...Sachs is seeking to hire an Associate for the Life Sciences Investing business... ...Ability to work seamlessly with senior and junior investment team to...Full timeTemporary workPart timeWork experience placementWork at office$80k - $100k
...client is seeking a highly motivated Wealth Management Associate to join their team. This is a unique... ...performing firm. Responsibilities Support senior team members and Partners with core... ...financial markets and investment advisory services Exceptional organizational...InternshipLocal area- ...Senior Wealth Advisor About the Company Prominent independent investment management firm Industry Financial Services Type... ...intergenerational wealth planning, executive compensation, and philanthropic advisory. The role also involves leading the team in the continued...SeniorLocal area
$18.25 - $34.25 per hour
...Join Crowe LLP as a Shared Services Office Associate At Crowe, you can build a meaningful and rewarding career. With real flexibility... ...while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations...SeniorHourly payWork at officeLocal areaWorldwide$73.72k - $164.57k
...and what we stand for as a firm KPMG is currently seeking a Senior Associate to join our Trade and Customs practice. Responsibilities:... ...audits/review and assessments, voluntary self-disclosures, advisory opinion requests, classification, and developing a trade compliance...SeniorH1bLocal area$90.4k - $168.2k
...place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important... ...are, join our team. KPMG is currently seeking a Sr. Associate, Security Governance, Risk and Compliance (Audit) to join our...SeniorH1bLocal areaRemote work- ...financial services firm in San Francisco seeks an Executive Director, Wealth Planner to educate clients on wealth planning opportunities.... ...and trust & estate planning, alongside strong presentation and advisory skills. This is a full-time, on-site position offering...SeniorFull time
$94.4k - $124.9k
...client's system and control environment and how it impacts their associated customer users. Exercise professional skepticism in the... ..." is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services...SeniorContract workWork at officeLocal areaFlexible hours- Page Executive is looking for a financial services professional in San Francisco. The role involves driving growth in assets under management and delivering exceptional client service to high-net-worth individuals. Candidates should possess a bachelor's degree and have ...Senior
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