Director, UHNW Wealth Advisor
$160.3k - $250kBNY Mellon
A leading global financial services company is seeking a Director, Wealth Advisor to enhance client relationships and drive business development. This role requires 10–12 years of experience in financial services, a Bachelor's degree, and strong skills in relationship management and financial planning. Located in San Francisco, this position offers a competitive salary of $160,300–$250,000 per year, alongside comprehensive benefits and a focus on employee wellbeing. #J-18808-Ljbffr BNY Mellon
$160.3k - $250k
...#LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in San Francisco, or Menlo Park, CA. In this role, you'll make...SuggestedTemporary workWork experience placementLocal areaWorldwideFlexible hours- A leading financial services firm in San Francisco is seeking a Senior Wealth Advisor to provide comprehensive financial and investment advice. The role requires 5-8 years of financial advisory experience and strong communication skills. The successful candidate will build...Suggested
$70k - $200k
A leading financial services corporation in San Francisco is seeking a Financial Advisor to provide investment services to Ultra high Net Worth clients. The role requires 6-10 years of experience and proficiency in financial analysis and communication. You will be responsible...Suggested- A wealth management firm in San Francisco seeks an experienced Wealth Advisor to build client relationships and provide comprehensive wealth solutions. Responsibilities include business development, client management, and collaboration with specialists. Ideal candidates...Suggested
$75k - $160k
The Goldman Sachs Group is hiring a Private Wealth Advisor in San Francisco, California. This role involves leveraging expertise to build client relationships, delivering tailored wealth management advice, and offering exclusive investment opportunities. Candidates should...Suggested- A leading wealth management firm in San Francisco is looking for a results-driven Wealth Advisor. The ideal candidate will have 8-10 years of experience advising high-net-worth individuals and a strong track record in business development. This role focuses on client acquisition...
- A major financial institution is seeking a Financial Advisor in San Francisco to manage high-net-worth clients, provide investment services, and conduct market analyses. The role requires 6-10 years of experience, relevant licenses, and strong communication skills. You...
- 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
$75k - $270k
A leading global investment firm is seeking a Private Wealth Advisor in San Francisco, California. The role involves building client relationships and providing tailored financial advice to ultra high net worth individuals. You will need at least four years of relevant...- Mercer Advisors is seeking an Associate Wealth Advisor I to deepen client relationships and grow business through referrals. This role involves preparing comprehensive financial plans and collaborating with internal specialists to provide a tailored client experience. Ideal...
- ...services firm located in San Francisco is seeking a Financial Advisor to provide a comprehensive range of financial and investment services... ...market analyses, and collaborate with Private Bankers on wealth management strategies. Candidates must possess 6-10 years of experience...
$106.25k - $125k
Job Summary Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300... ...face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make...Temporary workWork at officeLocal areaRemote workMonday to Friday- BrokerHunter is seeking a VP Financial Advisor to join a rapidly growing wealth management team in South San Francisco. The ideal candidate will have 8+ years of experience, a CFP, CFA, or CPA designation, and be skilled in business development and managing affluent client...Work at office
- Mercer-Advisors is seeking an Associate Wealth Advisor I to work with ultra-high-net-worth families, providing tailored financial planning and solutions. You will deepen client relationships while leveraging the firm's expert team, playing a key role in delivering comprehensive...
- A major financial institution seeks a professional to manage and develop relationships with high-net-worth clients. You will be responsible for integrated financial services, including banking and asset management. The role requires a minimum of 8 years of relevant experience...
- A prominent wealth management firm in San Francisco is seeking an Associate Wealth Advisor to join their business development team. The role involves initiating and fostering relationships with ultra-high net worth clients and working closely with Wealth Advisors to achieve...
$106.25k - $125k
...Job Description Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families... ...face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$200k - $300k
...understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client... ...implications. Serve as a trusted advisor to clients who frequently seek strategic... ...in Private Banking having covered the UHNW market / Extensive experience in working...Full time- ICONIQ is seeking a Financial Advisory, Senior Associate to join the relationship management team in our San Francisco office. This critical role involves preparing balance sheets, monitoring client investments, and engaging in trading activities. Candidates must have 8...Work at office
- 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
$70k - $120k
Join to apply for the Senior Wealth Advisor role at Citi 6 days ago Be among the first 25 applicants Join to apply for the Senior Wealth Advisor... ...Surrounding Areas) Family Office Advisor / Financial Planner (UHNW) Citi Wealth at Work - Investment Relationship Officer -...Full timeWork at office- A global investment firm in San Francisco seeks individuals for their Private Family Office to provide personal financial planning and investment services. Candidates must possess a Bachelor's degree and 1-4 years of work experience. Strong communication and analytical ...Work experience placementWork at office
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management... ...related fields, with a preference for those with exposure to HNW/UHNW client service or financial planning. A CFP certification or...
- JPMorganChase is seeking a Client Specialist focused on wealth management, addressing the needs of High Net Worth individuals. This role involves collaborating with wealth advisors, generating new assets, and delivering tailored solutions. Ideal candidates have assessments...
- Citi Wealth Lending provides competitive borrowing solutions that... ...Management goals. Our Lending Advisors serve as dedicated and... ...to Wealth Advisors, Regional Directors, and Group Executives, helping... ...advising Affluent, HNW, and UHNW clients on lending solutions...
- Remote or Hybrid (Boston or San Francisco) About General Medicine General Medicine is building a healthcare platform that makes it delightfully simple for people to take care of their health. We provide transparent, upfront pricing across virtual and in-person care — from...Remote work
- About Airwallex Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 200,000 businesses worldwide - including Brex, Rippling, Navan, Qantas, SHEIN...Worldwide
$85k - $270k
Goldman Sachs Group, Inc. is seeking a Family Office Advisor in San Francisco, California, to provide exceptional financial advisory services... .... Ideal candidates will have over 7 years of experience in wealth management, a relevant Bachelor’s degree, and strong...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
- ...Personal Chief of Staff & Director of Family Office Operations San Francisco Bay Area... ...Family Office Operations to support a dynamic UHNW principal and family in the San Francisco... ...and event coordination, vendor and advisor management, operational systems development...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director, UHNW Wealth Advisor. Be the first to apply!
- director of culinary San Francisco, CA
- children's ministry director San Francisco, CA
- youth director San Francisco, CA
- director consumer insights San Francisco, CA
- director of community outreach San Francisco, CA
- pathology director San Francisco, CA
- director it pmo San Francisco, CA
- director of revenue integrity San Francisco, CA
- industrial director San Francisco, CA
- director of aviation San Francisco, CA


