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 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...Work at officeApprenticeshipWork experience placement
$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$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- ...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- ...and a proven track record in relationship selling. The role emphasizes building and maintaining client relationships, innovating financial solutions, and serving as a trusted advisor. Citi offers competitive benefits, including medical, dental, and 401(k) options. #J-...
$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$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$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- ...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
- ...Francisco, we are a Top 10 Network Office nationally recognized for... ..., delivering lasting financial security through highly educated... ...About the Role As a Financial Planner at Northwestern Mutual, you will... ...by guiding individuals and families in your community towards financial...Work at officeWork from homeVisa sponsorshipFlexible 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- 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
$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... ...The pay range for this role is: 100,000 - 225,000 USD per year (San Francisco Office)Work at officeTemporary workRemote work$43.68k - $69.9k
...customers to understand and address their financial needs, the banker will provide solutions... ...(NMLS). WORKING CONDITIONS: Normal office environment. Extending viewing of computer... ...needs of our employees and their families, encompassing physical, financial, emotional...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$150k - $250k
...a profitable business. What We Are Looking For As an AI Strategist, you will be the project lead for customer engagements. In collaboration... ...~401(k) with additional perks (e.g., commuter benefits, in‑office lunch) ~ Access to state‑of‑the‑art models, generous usage of...Work at office3 days per week- ...advisory capabilities, we're looking for an Embedded Climate Strategist to guide clients through the complexities of carbon markets,... ...thought leadership. ~ Ability to work out of our San Francisco office a few days a week What would be a plus: Project...Work at officeLocal area
- ...of thousands of dollars in pipeline revenue The Role: Growth Strategist Flint is growing fast, and the customers signing up now... ...engineering You're in SF or moving here. We work from the office Preferred qualifications: You've worked inside an agency...Work at officeLive inShift workNight shift
$120k - $240k
...Enterprise Deployment Strategist (AI/ML Product) San Francisco or New York City Pallet is building AI Agents to transform logistics... ...Location & Logistics In-person, based in our San Francisco office or NYC office Travel required for major customer milestones...Work at officeFull timeTemporary workLocal areaRemote workFlexible hours$66k - $106k
...works. Job Description This role will be based in our offices in either New York, San Francisco, Sunnyvale, or Chicago. At... ..., and enforce stronger controls. The Senior Deal Desk Strategists will understand the ins and outs of our policies, processes, and...Work at officeContract workFor contractorsFlexible hours$118k - $144k
Crusoe is seeking a Global Supply Chain Manager to oversee compute supply strategies for GPU and CPU servers from their San Francisco office. This role involves managing OEM and ODM partnerships, ensuring continuity of supply across data centers, and driving supply...Work at office- ...permitting process. This role entails coordinating with various stakeholders and prospecting tenants for diverse spaces including office, retail, and industrial. The ideal candidate will have 5-8 years of commercial real estate experience, a strong record in leasing,...Work at office
$130k - $150k
...expertise in customer engagement will guide businesses through their analytics journeys. We promote a hybrid work environment, requiring 3 days in the office. Compensation ranges between $130,000 and $150,000 annually based on experience and skills. #J-18808-Ljbffr GooddataWork at office$125k - $190k
...cycle recruiting for technical or business roles, develop hiring processes, and ensure quality candidate experiences. With a strong in-office culture and a flexible work environment, this full-time position offers a base salary range of $125K to $190K plus benefits. The...Work at officeFull timeFlexible hours- ...technical background, customer empathy, and 3-8 years of relevant experience. Responsibilities include monitoring performance logs and maintaining customer relationships. The position requires in-office work five days a week with up to 25% travel. #J-18808-Ljbffr Poka LabsWork at office
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