UHNW Family Office Strategist & Financial Planner
Next Level Recruiting, LLC
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 managing assets over 20MM and will thrive in a collaborative, entrepreneurial environment. Competitive compensation and opportunities for advancement are provided from day one, along with a hybrid working model. #J-18808-Ljbffr Next Level Recruiting, LLC
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the UHNW Family Office Strategist & Financial Planner in San Francisco, CA vacancy
- 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
$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- ...seeking candidates for an apprenticeship path in the Private Family Office located in San Francisco, CA. Analysts and associates will receive... ...into trusted advisors. The role focuses on comprehensive financial planning, investment and tax services for ultra-high-net-...Work at officeApprenticeship
- 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 preparing...Work at office$75k - $160k
YOUR IMPACTAs a Financial Planner, you will be instrumental in helping to shape the financial futures... .... We target a client ratio of 8-12 families per advisor. This ratio, allows us to... ...net worth individuals, as well as family offices, foundations and endowments, and...Work at officeFull timeTemporary workPart timeApprenticeshipWork experience placement- Goldman Sachs Family Office seeks a Trust Strategist in San Francisco to work with PWAs in delivering Family Office Solutions and driving business development initiatives. The role focuses on trust and estate planning, client relations, and coordination with GS Trust Company...Work at office
- ABOUT THIS JOB The Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value...Work at officeApprenticeshipWork experience placement
- Northern Trust Corp is seeking a Director II, Family Office Solutions in San Francisco, to lead relationships with Ultra High Net Worth (UHNW) clients. The successful candidate will... ...management strategies, navigate complex financial landscapes, and drive organic growth...Work at officeFlexible hours
- RSM, a leading professional services firm, seeks a Federal Tax Partner for Family Office or UHNW clients in San Francisco. You will lead client service, growth, and leadership across the tax line, guiding teams and delivering high‑quality tax solutions. Requirements include...Work at office
$200k - $300k
## Citi Private Bank - UHNW BankerApplyremote type: Hybridlocations: San Francisco California... ...life and business which have significant financial implications.* Serve as a trusted advisor... ....* Build relationships with client families that cross generations to establish long-...Full timeCitibank (Switzerland) AG
San Francisco, CA23 hours ago$106.25k - $125k
...Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning... ...or $300 million, our family office model - which integrates financial... ...Securities Portfolio Manager, Financial Planner, Certified Public Accountant)...Work at officeTemporary workLocal areaRemote workMonday to FridayFlexible hours$300k - $350k
...worth (HNW) and ultra-high-net-worth (UHNW) clients. We’re seeking Private... ...deep understanding of client needs, family structures, and financial goals Serve as a trusted advisor, coordinating... ...with product teams and family office services for complex client needs Contribute...Work at officeFull timeInsight Global
San Francisco, CA2 days ago- ...where they work - whether in an office, from home, or a combination... ...over supporting their family, personal goals, and other priorities... ...is seeking a Principal Strategist to develop our AI strategy. Using... ...to uncover insights, perform financial and market analysis,...Work at officeLocal area
$80k - $100k
...creating a world class/white glove experience for our UHNW clients and prospects in our Private Bank Offices. Responsibilities Contribute to the overall success... ...partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran...Work at officeLocal areaFlexible hours$106.25k - $125k
...Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning... ...or $300 million, our family office model - which integrates financial... ...Securities Portfolio Manager, Financial Planner, Certified Public Accountant)...Work at officeTemporary workLocal areaRemote workMonday to FridayFlexible hours- ...services firm seeks a Tax Partner to lead tax engagements and advise high net worth families. This role demands over 12 years of experience in public accounting, with a focus on complex family office taxation. Ideal candidates possess a CPA or JD, with exceptional client and...Work at office
- A global multi-family office is seeking an Associate or Sr. Analyst in San Francisco. The role involves high-touch client service for ultra-high net worth clients, supporting senior managers, executing service strategies, and managing operations for smaller clients. Ideal...Work at office
- ...looking for a hungry, execution-oriented GTM Strategist to help us open doors at the most... ...eligibility after hire. More Details In-office policy: We're an in-person team based... ...with dental and vision for you and your family. Parental Leave 9 weeks paternity &...Work at officeVisa sponsorshipFlexible hours
Cartesia, Inc.
San Francisco, CA4 days ago $120k - $180k
.... Benefits: Flexible (Unlimited) Paid Time Off Medical, Dental, and Vision benefits for you and your family Life Insurance and Disability Benefits 401k Plan with Coframe match Daily in-office Lunches and Dinners Gym membership Monthly Housing Stipend #J-18808-Ljbffr...Work at officeImmediate startFlexible hoursCoframe
San Francisco, CA2 days ago$85k - $270k
Job Description ABOUT THIS JOB The Goldman Sachs Private Family Office provides financial counseling and full-service implementation to address the... ...Responsibilities: Manage client relationships, a team of financial planners, and analysts in providing high quality white-glove...Work at officeFull timeTemporary workPart time- 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
$150k - $250k
...What We Are Looking For As an AI Strategist, you will be the project lead... ...time off Retirement and financial planning benefits, including access... ...well-being, and fertility and family-building benefits through Carrot Complimentary in-office lunches and snacks provided...Work at officeFlexible hours3 days per week$178.2k - $232.65k
...where they work - whether in an office, from home, or a combination... ...over supporting their family, personal goals, and other priorities... ...is seeking a Principal Strategist to develop our AI strategy, with... ...to uncover insights, perform financial and market analysis, and synthesize...Work at officeLocal area- ...to train frontier AI models. Mercor's APEX benchmark family measures AI's real-world impact on professional work.... ...five days a week in our San Francisco, NYC, or London offices. About the Role As a Deployment Strategist, you\'ll sit at the intersection of Product,...Work at officeRelocation package
$53k - $58k
Digital Campaign Strategist - Forest, Japan-Focused (RAN) Posted on December 04, 2018 Rainforest... ...can be done out of our Tokyo, Japan office, remotely from anywhere in the US, or... ...coverage for the employee and their partner/family, an employer-funded HSA, vision & dental...Work at officeFull timeRemote work- ...Reporting to the Managing Partner, the Financial Planner is responsible for delivering comprehensive... ...Environment This job operates in an office setting. This role routinely uses... ...renewals Continuing Education resources Family Planning Assistance Program and Paid Parental...Work at officeFull timeTemporary workImmediate startRemote workMonday to Friday
cainwattersassociates
San Francisco, CA2 days ago - Morgan Stanley Private Bank, NA seeks a Senior Ultra High Net Worth Sales Specialist to grow the UHNW client segment by supporting bankers and advisors in business development and lending. You will lead opportunities, profile client bases, and drive adoption of UHNW deposit...
- Goldman Sachs is seeking Wealth Management Professionals for its San Francisco office to deliver high‑touch client service and strategic financial guidance. You will collaborate with Private Wealth Advisors to manage relationships, oversee investment activity, and leverage...Work at office
$73.53k - $86.5k
...Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning... ...plan. In the Senior Financial Planner I role, you will work as part of our... ...position may be in a professional office environment or a dedicated home...Work at officeTemporary workLocal areaHome officeMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Family Office Strategist & Financial Planner. Be the first to apply!
Related searches
- strategist San Francisco, CA
- business strategist San Francisco, CA
- account strategist San Francisco, CA
- workplace strategist San Francisco, CA
- investment strategist San Francisco, CA
- senior brand strategist San Francisco, CA
- technology strategist San Francisco, CA
- media strategist San Francisco, CA
- strategy consultant San Francisco, CA
- communications strategist San Francisco, CA