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$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- ...Growth Strategist San Francisco - 5x/week What You'll Do: Own the Experimentation Roadmap: develop... ..., 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
$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
$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- ...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
$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$78k - $116k
...Finance team is looking for a Business Strategist / individual contributor to support the... ..., as if we are next to each other in an office. Priorities quickly change, so we need someone... ...gender, gender identity or expression, family status, marital status, sexual...Work at office- ...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
$43.68k - $69.9k
...role will be expected to travel to various Financial Centers within the market. Responsible... ...behavior at all times. Perform daily office responsibilities, working with the platform... ...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
$120k - $240k
...management, and real consequences if things break. The Deployment Strategist owns customer deployments end-to-end, from discovery and... ...products Location & Logistics In person based in our San Francisco office or NYC office Travel required for major customer milestones Interviewing...Work at officeRemote workFlexible hoursNight shift$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$100k - $225k
...Francisco Bay Area. Publicly-traded but family-run since 1993, our objective has been to... ...banks, characterized by superior long-term financial results, a fortress balance sheet that... ...00 - 225,000 USD per year (San Francisco Office) #J-18808-Ljbffr Hingham Institution for...Work at officeTemporary workRemote work- ...ourselves accountable for creating both financial impact and improving the lives of our end... ...F500s. What We Are Looking For As an AI Strategist, you will be the project lead for... ...hybrid working environment and requires in‑office collaboration 3 days a week. We have offices...Work at office3 days per week
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