Estate/Tax Wealth Client Advisor, HNW (SF Hybrid)

Kforce is seeking an Estate/Tax Wealth Client Advisor - Wealth Management to serve as a trusted partner to high-net-worth individuals and families. This role is focused on delivering an exceptional white-glove client experience while working closely with Portfolio Managers and Managing Directors to support complex wealth management and financial planning needs. This role is hybrid in San Francisco, CA. Responsibilities:

• Serve as a primary relationship contact for high-net-worth and ultra-high-net-worth clients, delivering personalized and proactive service
• Build and maintain strong client relationships through exceptional communication, responsiveness, and attention to detail
• Collaborate with Portfolio Managers and Managing Directors to support clients' overall wealth management objectives
• Assist in the development and implementation of comprehensive financial plans tailored to each client's goals and circumstances
• Participate in client meetings and help coordinate follow-up activities, action items, and ongoing service needs
• Support discussions related to investment strategies, wealth transfer planning, estate considerations, and other financial planning initiatives
• Coordinate with internal and external professionals, including tax, legal, and trust specialists, to help deliver integrated wealth management solutions
• Prepare client presentations, financial planning materials, reports, and relationship reviews
• Identify opportunities to enhance the client experience and strengthen long-term relationships
• Ensure all client interactions and documentation are handled with professionalism, accuracy, and confidentiality
• Bachelor's degree in Finance, Business, Economics, or a related field preferred; Progress toward or attainment of professional designations such as CFPx, CFAx, or similar credentials is a plus
• 3+ years of experience within wealth management, private wealth, private banking, or a related financial services environment
• Experience supporting high-net-worth and affluent client relationships in a client-facing capacity
• Strong understanding of comprehensive financial planning concepts and wealth management strategies
• Ability to provide a white-glove, concierge-style service experience to sophisticated clients
• Familiarity with trust, estate, and tax planning concepts and their impact on overall wealth management strategies
• Experience partnering with advisors, portfolio managers, investment professionals, or senior wealth management leaders
• Strong interpersonal, relationship-building, and communication skills
• Ability to manage multiple client priorities while maintaining exceptional attention to detail
• High degree of professionalism, discretion, and client confidentiality