- Robert Half Finance & Accounting (San Francisco, CA)
- …Associate Location: San Francisco, CA (Montgomery BART) Industry: Wealth Management / Multi- Family Office Compensation: $100,000-$115,000 base (stretch ... + Bachelor's degree + 6-8+ years of experience in client-facing roles within wealth management , family office , or related industries + Strong… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …as needed Requirements Requirements: + Proven experience in client service, wealth management , or family office environments + Strong communication and ... with Robert Half is partnering with a boutique, San Francisco-based multi- family office that provides tailored financial solutions to ultra-high-net-worth… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Service Location: 100% Remote (Optional hybrid from San Francisco office ) Industry: Wealth Management / Family Office Compensation: $90,000-$110,000 ... family offices, integrating wealth strategy, portfolio management , financial operations, and family office...connect! Requirements Qualifications + 3-5+ years of experience in wealth management , family office… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …investors, and multi‑generational families to deliver tailored wealth strategies, portfolio management , and family office services. You'll join a ... low-turnover, collaborative team that values your growth, offers full remote flexibility, excellent benefits, and the chance to work with some of the world's most sophisticated clients. Responsibilities: + Own the full client experience, from onboarding to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management , and family office services. You'll join a ... collaborative, low‑turnover team with real growth potential, full remote flexibility, strong benefits, and the chance to work with some of the world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding,… more
- Citigroup (East Los Angeles, CA)
- …affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Global Wealth at ... that serves clients across the wealth continuum. Wealth serves ultra-high-net-worth individuals and family offices...areas within Wealth , including Banking, Investments, Lending, Wealth Planning, Chief Operating Office and Chief… more
- Citigroup (Chino Hills, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... bank and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning… more
- Citigroup (San Francisco, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... bank and brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning… more
- Deloitte (San Jose, CA)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns,… more
- Citigroup (San Francisco, CA)
- …and prospective clients of Senior Wealth Advisors (SWA) of Citi Personal Wealth Management . They will provide on-site (and sometimes remote) support for SWAs ... The Registered Wealth National Client Onboarding Specialist is a subject...up to 70% of time to various branches and office locations, primarily within the assigned region, but could… more