- Robert Half Finance & Accounting (San Francisco, CA)
- …with 6-8 years of experience in client-facing roles, preferably in wealth management or family office settings. + Exceptional interpersonal and ... including investment management , financial planning, lending strategy, and bespoke family office solutions. The ideal candidate is a proactive problem… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …-style services. Its integrated approach spans wealth strategy, investment management , family office administration, and financial operations. Unlike ... Requirements Qualifications + 3-5+ years of client service experience in a white-glove wealth management , family office , RIA, or UHNW environment. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Bring + Bachelor's degree required + 6-8+ years of experience in client-facing roles within wealth management , family office , or related industries + ... Description Job Opportunity: Senior Client Service Associate - Multi- Family Office A prestigious, forward-thinking multi- family office based in San… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Bachelor's degree required; 6-8+ years of experience in client-facing roles within wealth management , family office , or related industries. ... solutions including investment management , estate and tax planning, lending strategies, and family office services. About the Firm With a culture rooted in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Requirements + Bachelor's degree with 2+ years in client-facing roles ( family office or wealth management experience ONLY) + Strong communication skills; ... schedule. Work with some of the Bay Area's most successful families. This multi- family office provides investment management , financial planning, lending… 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
- Citigroup (Downey, 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 Francisco, 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
- Charles Schwab (San Francisco, CA)
- …you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while ... finance industry together.** **We believe in the importance of in- office collaboration and fully intend for the selected candidate...work on site in the specified locations.** As a Wealth Advisor within Schwab Wealth Advisory (SWA),… more