Planning Strategist
$92k - $127kNorthRock Partners
Detail-Oriented: You ensure accuracy across financial plans, documentation, and compliance requirements
Collaborative: You work effectively across advisors, specialists, and operations teams to deliver seamless client outcomes
In this role, you’ll deliver personalized financial advice and support the development and execution of client strategies in partnership with Advisors. Partner with advisors and team members to prepare and deliver client-ready meeting materials and follow-ups
Provide client-facing financial advice and support in collaboration with Advisors
Analyze and develop financial strategies using financial planning software
Assist in the creation and presentation of customized financial plans
Support operational processes including account opening, transfers, and documentation
Ensure compliance with AML, SEC, and internal policies
Collaborate cross-functionally with tax professionals, estate attorneys, investment specialists, and operations teams
Bachelor’s degree in Finance, Economics, Accounting, or related field preferred
3-5 years of experience in financial services (B2B advisor support or direct client advising)
Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office
Strong communication skills with the ability to explain complex financial strategies
Understanding of financial regulations and compliance processes
Many roles are also eligible for variable pay such as bonuses, commissions, and/or long-term incentives.
Benefits Include a company-funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO).
At NorthRock Partners, we help people reach their potential through impactful advice. Our Personal Office® model integrates financial and lifestyle guidance tailored to each client’s unique goals.
We’re proud to be an equal opportunity employer and are committed to providing reasonable accommodation during the application process.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Planning Strategist in San Francisco, CA vacancy
$206.5k - $300k
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...focused and effective. Job Description: The Private Wealth Strategist, part of Merrill’s Strategic Wealth Advisory Group, works with...SuggestedPrivate practiceWork at officeShift workDay shift- ...Specialist in San Francisco to focus on High Net Worth and Ultra High Net Worth individuals. This role involves marketing and selling wealth management services, collaborating with bankers and wealth advisors, and delivering tailored counsel to clients. Ideal candidates...Suggested
- Bank of America is seeking an experienced wealth planning professional in San Francisco, California, to support advisors focused on high net worth clients. Responsibilities include leading client engagement, developing planning strategies, and expanding relationships within...Suggested
$110k - $140k
...difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $ 14 billion in assets under management. Headquartered in Washington, with a team of over 120...SuggestedSummer workFlexible hours- Chase is seeking an Executive Director, Wealth Planner in San Francisco, California. This role involves working with clients and advisors to provide sophisticated wealth planning strategies, focusing on tax, trusts, and estate issues. You will leverage your financial expertise...Suggested
$92k - $127k
NorthRock Partners in San Francisco is seeking a strategic and detail-oriented professional to join our Client Experience team. In this role, you will deliver personalized financial advice while collaborating with Advisors to develop and execute client strategies. Ideal...- ...supports Merrill advisors who are interested in addressing their clients' objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization. Responsibilities include building relationships with advisors, centers of influence, and internal...Work experience placementShift workDay shift
- A major financial institution in San Francisco is seeking a Wealth Management Advisor. This role involves developing investment strategies and managing client portfolios while providing insightful economic and market views. The ideal candidate will have a Bachelor's degree...
- A leading financial services company is seeking an experienced Escrow Specialist to manage escrow transactions for Wealth clients. The specialist will negotiate agreements, oversee compliance, and provide exceptional service, combining 10 years of relevant experience with...
$150k - $200k
...ambitious 2030 growth strategy. The Fixed Income ETF Business Strategist is a cross-functional role that sits at the intersection of product... ...Enablement & Client Engagement: Partner with U.S. Wealth Advisory (USWA) and Institutional distribution teams to help...ApprenticeshipWork at officeLocal areaWork from homeHome officeFlexible hours1 day per weekBlackRock Services
San Francisco, CA3 days ago$234k - $260k
...passionate about driving high-stakes projects forward to deliver meaningful results. About the Role We are looking for a Pricing Strategist to shape how we price and monetize our products and develop successful commercial strategies. You'll work closely with senior...OpenAI
San Francisco, CA1 day ago- ...access to leadership. Role overview: Our GTM team is central to scaling Flagright. We are looking for a Founding Growth Strategist who can strengthen our positioning, improve win rates, and drive engagement within high-value enterprise accounts. This role sits...Work at officeVisa sponsorship
Flagright
San Francisco, CA11 hours ago - About Us At Rox, we believe in empowering people to do their best work. Our platform supercharges sellers with autonomous revenue agents to do the manual work so they can focus on what they do best: selling. Just as coding agents 10x'd engineering, revenue agents...Immediate startRelocation
ROX
San Francisco, CA11 hours ago $90k - $150k
...Insight Strategist We're hiring for our Insight Strategist team to help our customers unlock the full value of Listen Labs. You'll partner directly with product, research, and marketing leaders at some of the world's most innovative companies to translate data into...Flexible hoursListen Labs
San Francisco, CA2 days ago- ...and credibility in the carbon markets. As we expand our expert advisory capabilities, we're looking for an Embedded Climate Strategist to guide clients through the complexities of carbon markets, business case development, carbon budgeting, climate claims, and...Work at officeLocal area
Patch
San Francisco, CA11 hours ago - ...About the job Forward Deployed Strategist - Start Up Growth - SF Forward Deployed Strategist Location: San Francisco, CA (In-Person) About the Company This venture-backed AI company is building a new layer of human-computer interaction - combining...
CyRAD Solutions
San Francisco, CA11 hours ago $120k - $180k
About Coframe "You guys are insane." - The OpenAI Eng Team At Coframe, we are building the world's first AI Growth Engineer. We envision a future where user interfaces aren't static code, but living organisms that adapt, evolve, and personalize themselves in real...Work at officeImmediate startFlexible hoursCoframe
San Francisco, CA11 hours ago- ...long-term impact as we shape the future of audio-first storytelling worldwide. About the Role We’re looking for a Narrative Strategist to operate at the intersection of storytelling, research, and AI-powered content creation. This role is responsible for...Worldwide
Pocket FM
San Francisco, CA3 days ago - ...enterprise that runs the real economy. Learn more about our vision in our manifesto. About the role We're looking for a Growth Strategist to help scale our go-to-market motion and accelerate customer acquisition. In this role, you'll work closely with the founding...Immediate startWorldwideShift work
Happy Robot
San Francisco, CA2 days ago $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 officeRecruiting from Scratch
San Francisco, CA3 days ago$112.6k - $160k
...opportunities. When a client issue is ambiguous, high‑stakes, and CEO‑level, this is the team our leadership calls. We’re hiring Strategists at both junior and senior levels to help shape multi‑hundred‑million‑dollar pursuits across industries. Your work will influence...Full timeLocal areaCapgemini Holding Inc
San Francisco, CA3 days ago- ...2024," and Y Combinator's #1 GovTech startup. About the Role Promise is seeking a user and performance obsessed Product Strategist to lead the strategy and development of our flagship product PromisePay , a flexible payments platform for utilities and government...Permanent employmentWork at officeLocal areaFlexible hours
Promise Co.
San Francisco, CA2 days ago - ...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 clients, run forensic workflow audits, and translate complex business problems into AI solutions that actually ship. This is a high...Work at officeRelocationRelocation package
ZappHire
San Francisco, CA1 day ago $120k - $205k
...Narrative Strategist The Center for AI Safety (CAIS) is a leading research and advocacy organization focused on mitigating societal-scale risks from AI. We address AI's toughest challenges through technical research, field-building initiatives, and policy engagement...Work at officeLocal areaCenter for AI Safety
San Francisco, CA1 day ago- ...Growth Strategist Usul is building the "Amazon for Government", a world where any company can sell to any government in a few clicks on their computer. Anything from national security tech, space stations, energy infrastructure, healthcare and more. Our AI platform...For contractors
Usul
San Francisco, CA1 day ago - About Cartesia Our mission is to build the next generation of AI: ubiquitous, interactive intelligence that runs wherever you are. Today, not even the best models can continuously process and reason over a year-long stream of audio, video and text—1B text tokens, 10B audio...Work at officeRelocation package
- ...clean energy policy solutions. ABOUT THE POSITION The Equity Fund is seeking two highly organized, strategic, detail-oriented State Strategists to join our Policy Accelerator team. The primary goal of the position is to work with Equity Fund grantee partners to identify...
- OpenAI is seeking a Pricing Strategist in San Francisco to develop pricing strategies and commercial constructs for our products. The role requires at least 6 years in strategy and 3 years in pricing, focusing on customer value and effective stakeholder management. Successful...
- We are strategists, designers, sociologists, researchers, facilitators, visionaries, storytellers and solvers working collaboratively as a collective studio across geographies, creating transformative places using experience-led and human-centered design thinking. We work...Work experience placement
- A leading health care institution in San Francisco is seeking a qualified professional to evaluate physician documentation, ensuring accurate portrayal of patients' clinical statuses in medical records. Responsibilities include interaction with clinical staff and educating...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Planning Strategist. Be the first to apply!
Related searches
- senior strategy consultant San Francisco, CA
- investment strategist San Francisco, CA
- account strategist San Francisco, CA
- communications strategist San Francisco, CA
- digital strategist San Francisco, CA
- design strategist San Francisco, CA
- business strategist San Francisco, CA
- media strategist San Francisco, CA
- workplace strategist San Francisco, CA
- technology strategist San Francisco, CA