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
- 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- ...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
- 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
$75k - $125k
Asset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Planner, Analyst - San Francisco Job Description YOUR IMPACT As a Financial Planner, you will be instrumental in helping to shape the financial futures of our firm's most strategic...Work at officeFull timeTemporary workPart timeApprenticeshipWork experience placement$206.5k - $300k
...Description The Private Wealth Strategist, part of Merrill’s... ...Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with... ...days Proficiency in Microsoft Office Suite (including Word, Excel...Work at officePrivate practiceWork from homeShift workDay shift$63.25k - $121.2k
...Financial Planner Location: Beverly Hills, CA 90212 Family Advisory and Trusts provides sophisticated planning advice to clients... ...wealth structuring for HNW and UHNW individuals, investors, and... ...succession, family dynamics, and family office advisory; next gen; and...Work at officeLocal areaDay shift$106.25k - $125k
...Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300... ...thousand or $300 million, our family office model - which integrates... ...Securities Portfolio Manager, Financial Planner, Certified Public Accountant)...Work at officeTemporary workLocal areaRemote workMonday to Friday- ...life and business which have significant financial implications. Serve as a trusted advisor... ...matters. Build relationships with client families that cross generations to establish long-... ...experience in Private Banking having covered the UHNW market / Extensive experience in working...
- ...Overview Growth Strategist — San Francisco. 5x/week. Our client is a marketing technology company... ..., 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...Work at officeImmediate startFlexible hours
$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$79.5k - $144.1k
...Summary The Senior Category Strategist works with minimal supervision... ...Strategy Contract Management Financial Analysis Financial Budgeting... ...Reports 0 Work Environment Normal office environment; remote or hybrid... ...@breadfinancial.com. Job Family Purchasing Job Type Regular #J...Work at officeFull timeContract workTemporary workLocal areaImmediate startRemote workFlexible hours- ...believe in the importance of in-office collaboration and fully... ...location(s). As a Portfolio Strategist on the Portfolio Transition Services... .... Experience working with Financial Consultants, Wealth Advisors,... ...~ Paid parental leave and family building benefits ~ Tuition...Work at office
- ...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
- ...GTM Strategist Cartesia is building the future of real-time audio intelligence, and we'... ...performance in a rigorous field of study In-office policy: We're an in-person team based... ...with dental and vision for you and your family ~9 weeks paternity & 12 weeks...Work at officeVisa sponsorship
- ...Data Partnership Strategist Handshake AI works directly with frontier... ...in a fast-growing company Financial Wellness: 401(k) match,... ...compensation, financial coaching Family Support: Paid parental leave... ...development Remote & Office: Internet, commuting, and free...Work at officeFull timeRemote workFlexible hours
$70k - $120k
...high-net-worth individuals and family offices through Citi Private Bank,... ...will offer comprehensive financial and investment advice to our... ...field experts such as Financial Planners, Insurance Specialists,... ...Advisor / Financial Planner (UHNW) Citi Wealth at Work - Investment...Work at officeFull time$170k - $190k
...Role We are looking for a Sr Deployment Strategist to join our team. This role is a unique... ...in person at our downtown San Francisco office. If you’re Bay Area-based, you’ll be in... ...while traveling? Want to spend a week with family on the East Coast? Totally fine. We...Work at officeRemote workFlexible hours$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- ...clients. Our network of over 4,300 financial professionals across the U.S.... ...helping individuals and families reach their financial goals,... ...unique situations Location: In-office presence required Work-Life... ...such as CERTIFIED FINANCIAL PLANNER TM (CFP TM), Chartered Financial...Work at officeWork experience placementLocal areaFlexible hours
- 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
- Northern Trust is seeking an experienced Senior Portfolio Advisor in San Francisco to manage a select set of large, fee-revenue producing UHNW accounts. You will advise on investment strategy, coordinate with the client service team, and contribute to market growth by...
- Job Summary Financial planning is the foundation of Mercer Advisors.... ...plan. In the Senior Financial Planner I role, you will work as part... ...with other groups within Family Wealth Services and Investments... ...position may be in a professional office environment or a dedicated...Work at officeTemporary workLocal areaHome officeMonday to FridayFlexible hours
- Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning... ...Working cross-functionally with teams within Family Wealth Services and Investments to... ...Conditions This position may be in a professional office environment or a dedicated home office...Work at officeTemporary workLocal areaHome officeMonday to Friday
- ...Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning... ...Job Functions The Financial Planner’s responsibilities include, but are... ...position may be in a professional office environment or a dedicated home office...Work at officeTemporary workLocal areaHome officeMonday to FridayFlexible hours
- ...long-term relationships with clients while providing strategic financial advice tailored to individual needs. The ideal candidate will have... ...15 years of experience in Private Banking, especially in the UHNW market, demonstrating strong relationship selling skills and a...
$43.68k - $69.9k
...role will be expected to travel to various Financial Centers within the market.... ...behavior at all times. Perform daily office responsibilities, working with the platform... ...individual needs of our employees and their families, encompassing physical, financial, emotional...Work at office$92k - $127k
...thoughtful, tailored advice Detail-Oriented: You ensure accuracy across financial plans, documentation, and compliance requirements Collaborative... ..., MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office Strong communication skills with the ability to explain complex...Work at office- ...education, industry benchmarks, and insights at the forefront of Artificial Intelligence Work in-person at our brand new San Francisco office with direct access to the founding team Clear path to full-time opportunities with AfterQuery post grad Public recognition of top...Work at officeFull timeSummer internshipNight shift
$157k - $175k
...grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large),... ...years and has more than 80 full-service branch offices across the state. This dedication has helped...Work at officeWork experience placementLocal areaFlexible hours
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