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 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 at officeWork experience placement
- 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
$5,000 per month
...talented thought leaders to establish a financial institution that could breathe new life... ...specifically to serve the needs of discerning families and privately held businesses. Parkside... ..., commercial lending, trust and family office services. Our interactive partnership...Work at officeWork experience placementLocal area$206.5k - $300k
...advice and guidance. Merrill’s Financial Advisors and Wealth... ...Merrill is committed to an in-office culture with specific... ...Description: The Private Wealth Strategist, part of Merrill’s... ...Advisory Group, works with UHNW individuals and families to provide objective insights...Work at officePrivate practiceShift workDay 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- ...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
$120k - $180k
...and expertise in the requirements listed above. Benefits: ~ Flexible (Unlimited) Paid Time Off ~ Medical, Dental, and Vision benefits for you and your family ~401k Plan with match ~ Daily in-office meals ~ Wellness benefit, including gym membership...Work at officeImmediate startFlexible hours$155k - $200k
...communities thrive. As a Growth Strategist - Commercial Banking, you... ...experience, ideally in B2B financial services. Preferred Experience... ...: Hybrid - 4 days in office in Westwood, MA, Boston MA, San... ...victim of domestic violence, family status/parenthood, medical condition...Work at officeLocal areaRemote workMonday to FridayFlexible hours$200k - $300k
...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...Full time$175k - $205k
...AI right now. There is a reason we have “strategist” in the role, and it’s because the... ...This role is on‑site at our San Francisco office in the Dogpatch neighborhood. Our office... ...and your dependents Support for growing families, including a yearly new parent stipend and...Work at officeShift work$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$53k - $58k
...Engagement Team for a Digital Campaign Strategist for the Forest Program. If you want to make... ...in a distributed team from a home office. With our headquarters located in San Francisco... ...for the employee and their partner/family (plus an employer funded HSA), VSP & dental...Work at officeFull timeRemote workHome officeFlexible hours- 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
- ...quality of services available to transitioning employees and their families. Description We have an opening for a part-time casual... ...creating an environment where all team members—whether in-office or remote—can contribute fully and thrive. Accessibility is...Work at officeContract workPart timeCasual workLocal areaRemote workRelocationRelocation packageFlexible hours
$170k - $230k
...for your dependents. Fertility and family building benefits, including a lifetime reimbursable... ...stipend to care for your physical, financial, or emotional health A monthly... ...hardware upgrade reimbursement. New hire office equipment stipend for hybrid or distributed...Work at officeFull timeLocal areaWorldwide- BrokerHunter is seeking a VP Financial Advisor to join a rapidly growing wealth management team in South San Francisco. The ideal candidate... ...network. The successful candidate should thrive in an in-office environment and be comfortable with regional travel. #J-18808-Ljbffr...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$76.5k - $90k
...Mercer Advisors has worked with families to help them amplify and simplify their financial lives. By integrating financial... ...Job Functions For The Financial Planner Will Include Prepare financial plans... ...may be in a professional office environment or a dedicated home...Work at officeTemporary workLocal areaHome officeMonday to FridayFlexible hours- International Private Bank - Banker Analyst - Global Families Group (Asia) Job Information Job Identification 210724923 Job Category... ...estate planning. Job Responsibilities Help devise customized financial strategies for existing and prospective clients in the Global...Full timeWork experience placement
$85.85k - $101k
...Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning... ...role include: The Financial Planner's responsibilities include, but... ...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
...customers to understand and address their financial needs by providing solutions throughout... ...(NMLS). Working Conditions Normal office environment. Extensive viewing of computer... ...individual needs of our employees and their families, encompassing physical, financial,...Work at office$163k - $270k
...with High Net Worth (HNW) individuals and families to provide credit, depository, and... ...packages and works closely with middle office and credit administration to facilitate... ...with high net worth clients to monitor financial situation and identify client needs resulting...Work at office- ...a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and... ...professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth...
$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... ...is: 100,000 - 225,000 USD per year (San Francisco Office) #J-18808-Ljbffr Hingham SavingsWork at officeTemporary workRemote work- ...About the Company Our client is a growing single-family office looking to add an investment associate to their private equity team in Palo Alto. This person will work closely with the managing director on buy-out, growth, and venture strategies. About the Role...Work at office
$120k - $175k
...Founding Growth Strategist Title of Role: Founding Growth Strategist Location: San Francisco, hybrid Company Stage of Funding: Venture-Backed - Robotics, Hardware, AI Office Type: Hybrid Salary: $120K-$175K Company Description We're representing...Work at office- ...We are looking for a Forward Deployed AI Strategist at a Seed stage AI startup, with 3–5 years of experience to embed with enterprise... ...they don't ~ Based in or willing to relocate to San Francisco; role is 5 days/week in-office with relocation support available...Work at officeRelocationRelocation package
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