57 results for Financial Advisor in San Francisco, CA

Financial Planner/ Financial Advisor - Prominent RIA Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client, a top-tier Registered Investment Advisor with $10 billion in assets under management, is searching for an energetic and dedicated Associate Advisor to join their San Francisco team. Experience a culture that celebrates excellence, where your daily contributions shape the financial future for high-net-worth clients. With a HYBRID work schedule, comprehensive healthcare benefits, generous paid time off, and a strong commitment to professional growth, this role is more than just a job—it’s your gateway to a rewarding and impactful career. What You’ll Do:<ul><li>Be the go-to contact for client communications, building lasting relationships.</li><li>Assess client portfolios and deliver strategic, personalized recommendations.</li><li>Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations.</li><li>Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Financial Planner /Advisor at RIA Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client, a top-tier Registered Investment Advisor with $10 billion in assets under management, is searching for an energetic and dedicated Associate Advisor to join their San Francisco team. Experience a culture that celebrates excellence, where your daily contributions shape the financial future for high-net-worth clients. With a HYBRID work schedule, comprehensive healthcare benefits, generous paid time off, and a strong commitment to professional growth, this role is more than just a job—it’s your gateway to a rewarding and impactful career. What You’ll Do:<ul><li>Be the go-to contact for client communications, building lasting relationships.</li><li>Assess client portfolios and deliver strategic, personalized recommendations.</li><li>Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations.</li><li>Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Financial Advisor at Thriving RIA *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a growing wealth management firm where you can make a real difference by helping clients plan for their future and build lasting relationships. This role focuses on more than just financial returns; it’s about creating meaningful experiences for clients. This is your chance to dive into every aspect of wealth management, working alongside inspiring leaders who are dedicated to your success. Enjoy a workplace that values work-life balance, teamwork, and offers endless opportunities for growth and advancement. Responsibilities:<ul><li>Build personalized financial strategies using top tools and resources.</li><li>Meet with clients, take notes, and follow up on action items.</li><li>Help onboard new clients and build long-term relationships, including working with a CPA firm for investment support.</li><li>Check financial documents for accuracy, including insurance, earnings, and expenses.</li><li>Help prepare recommendations for life, disability, and long-term care insurance.</li><li>Track client interactions using CRM software and handle communications with custodians and Broker-Dealers.</li><li>Help create client presentations and investment reports.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Associate Financial Advisor Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client is a thriving RIA. They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

VP Wealth Advisor **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: VP Wealth AdvisorEmployment Type: Full-TimeLocation: San Francisco; HybridSalary: $150-200K +Bonus A privately owned, global investment management firm, dedicated to serving both institutional and individual investors, provides a comprehensive range of financial solutions. Its diverse offerings include traditional and alternative equity and fixed income strategies, private equity, and commodities, along with tailored portfolio guidance and wealth planning services. With a flexible and expansive platform, the firm is committed to adapting to the evolving needs of its clients. Responsibilities:<ul><li>Act as a primary contact for high-net-worth individuals, endowments, foundations, and family offices, addressing complex financial matters such as portfolio management, retirement planning, philanthropy, and estate planning.</li><li>Deliver exceptional client service and investment guidance, customized to meet each client's unique financial goals, investment objectives, risk tolerance, and suitability.</li><li>Leverage a deep understanding of financial markets and the firm’s offerings to align the most appropriate strategies and services with clients’ financial needs and aspirations.</li><li>Take responsibility for cultivating and enhancing client relationships with the firm.</li><li>Establish trust and credibility by focusing on clients' investment goals and providing reliable, client-centered advice.</li><li>Adopt a consultative approach when engaging with clients and potential clients.</li><li>Identify and pursue opportunities for business growth by fostering relationships with third-party referral partners such as accountants, attorneys, and other financial advisors.</li></ul>

Associate Financial Planner Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Join a fast-growing RIA dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team. Responsibilities:<ul><li>Assist Lead Advisors in delivering exceptional client service.</li><li>Act as the primary point of contact for all client communications.</li><li>Ensure timely and comprehensive responses in collaboration with the Lead Advisor.</li><li>Track task progress and follow up on outstanding action items.</li><li>Proactively address client issues and concerns to ensure satisfaction.</li><li>Understand client expectations and preferences to advocate effectively.</li><li>Work with internal teams to enhance client service processes and workflows.</li><li>Manage client relationships, including preparing meeting materials and providing ongoing support.</li></ul> Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Senior Wealth Advisor *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a growing financial services firm committed to exceptional wealth management and financial planning. With a holistic, client-first approach, the firm helps individuals and families achieve financial success while fostering personal well-being. This is a great opportunity to lead client relationships while growing your career in a collaborative and innovative environment. You’ll work with high-net-worth clients, provide personalized financial strategies, and help shape the firm’s future. The firm offers strong career development, leadership opportunities, and great perks. What You’ll Do<ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Lead Advisor - Holistic Financial Planning Firm Jeff Abrams is partnering with a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay Area, California. The role involves providing comprehensive financial planning services, managing High Net Worth and Ultra High Net Worth client relationships, and working closely with internal stakeholders. This role will be a part of our team that focuses on maintaining strong client relations and handling client requests efficiently. Responsibilities:· Serves as a Personal CFO for both existing and new clients, leading the client relationship by delivering an outstanding experience and crafting, executing, and managing wealth management strategies aligned with their passions and goals.· Utilizes internal and external resources to meet client objectives in areas such as Investment Management, Estate Planning, Tax Strategy, Risk Mitigation, and General Financial Planning.· Articulates our unique value proposition to potential clients, positioning us as their trusted financial advisor.· Proactively offers recommendations aligned with each client’s financial plan and Investment Policy Statement, while considering the broader strategic implications of their financial situation. Conducts research on investments, tax strategies, estate planning, and relevant regulations.· Provides expert advice on investment management, retirement planning, tax strategies, risk management, and estate planning, while educating clients on financial concepts and strategies to empower them to make well-informed decisions. For immediate consideration please reach out to Jeff Abrams via LinkedIn

Client Service Associate - Wealth Mangement Firm **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Client Service AssociateEmployment Type: Full-TimeLocation: San Francisco- HybridComp: $90-$125k + Bonus + Great Benefits We are partnering with a Wealth Management firm, a Registered Investment Advisor with 12B+ AUM, provides investment advice to ultra-high net worth families. Responsibilities:<ul><li>Collaborate with the Advisory Group, Investment Department, and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li><li>Support the execution and ongoing monitoring of client financial plans, coordinating efforts with external advisors such as estate attorneys, CPAs, and insurance professionals.</li></ul>

Financial Planner - Thriving RIA *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a growing wealth management firm where you can make a real difference by helping clients plan for their future and build lasting relationships. This role focuses on more than just financial returns; it’s about creating meaningful experiences for clients. This is your chance to dive into every aspect of wealth management, working alongside inspiring leaders who are dedicated to your success. Enjoy a workplace that values work-life balance, teamwork, and offers endless opportunities for growth and advancement. Responsibilities:<ul><li>Build personalized financial strategies using top tools and resources.</li><li>Meet with clients, take notes, and follow up on action items.</li><li>Help onboard new clients and build long-term relationships, including working with a CPA firm for investment support.</li><li>Check financial documents for accuracy, including insurance, earnings, and expenses.</li><li>Help prepare recommendations for life, disability, and long-term care insurance.</li><li>Track client interactions using CRM software and handle communications with custodians and Broker-Dealers.</li><li>Help create client presentations and investment reports.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Senior Wealth Advisor - RIA *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a growing financial services firm committed to exceptional wealth management and financial planning. With a holistic, client-first approach, the firm helps individuals and families achieve financial success while fostering personal well-being. This is a great opportunity to lead client relationships while growing your career in a collaborative and innovative environment. You’ll work with high-net-worth clients, provide personalized financial strategies, and help shape the firm’s future. The firm offers strong career development, leadership opportunities, and great perks. What You’ll Do<ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Wealth Advisor - Prosperous RIA *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join an independent financial services firm dedicated to providing holistic wealth management that goes beyond finances—helping clients achieve personal fulfillment, well-being, and long-term security. The firm fosters a collaborative, client-focused environment where advisors can build strong relationships and make a meaningful impact. This is a chance to take on a key advisory position at a firm that values career growth, work-life balance, and professional development. You’ll manage high-net-worth client relationships, deliver tailored financial strategies, and contribute to the firm’s long-term vision—all within a supportive and forward-thinking team.What You’ll Do:<ul><li>Serve as a trusted advisor, providing personalized financial planning and investment guidance.</li><li>Manage and grow a book of business through firm referrals and personal networking.</li><li>Develop and adjust comprehensive financial plans covering retirement, tax, estate, investment, and risk management.</li><li>Support senior advisors in client acquisition and business development.</li><li>Contribute to firm-wide initiatives aimed at enhancing client experience and operational efficiency.</li><li>Stay updated on industry trends and ensure compliance with regulatory standards.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Wealth Advisor at North Bay RIA *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join an independent RIA dedicated to providing holistic wealth management that goes beyond finances—helping clients achieve personal fulfillment, well-being, and long-term security. The firm fosters a collaborative, client-focused environment where advisors can build strong relationships and make a meaningful impact. This is a chance to take on a key advisory position at a firm that values career growth, work-life balance, and professional development. You’ll manage high-net-worth client relationships, deliver tailored financial strategies, and contribute to the firm’s long-term vision—all within a supportive and forward-thinking team.What You’ll Do:<ul><li>Serve as a trusted advisor, providing personalized financial planning and investment guidance.</li><li>Manage and grow a book of business through firm referrals and personal networking.</li><li>Develop and adjust comprehensive financial plans covering retirement, tax, estate, investment, and risk management.</li><li>Support senior advisors in client acquisition and business development.</li><li>Contribute to firm-wide initiatives aimed at enhancing client experience and operational efficiency.</li><li>Stay updated on industry trends and ensure compliance with regulatory standards.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Senior Client Service Associate **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior Client Service AssociateEmployment Type: Full-TimeLocation: Walnut Creek; 5 days on siteSalary: $80-120k + bonus A well-established Wealth Management (RIA) firm is seeking a full-time experienced Client Service Associate to join their team. The Senior Client Service Associate works alongside a Senior Financial Advisor to provide top-tier support to both current and potential clients. Join a dynamic, collaborative team that values teamwork and client success! Responsibilities:<ul><li>Working closely with financial advisors to facilitate a smooth onboarding process for new clients.</li><li>Coordinating and managing client and prospect meetings, including scheduling, preparation, and follow-up.</li><li>Maintaining and updating CRM systems to ensure accurate client and prospect records.</li><li>Attending client meetings under the guidance and supervision of a financial advisor.</li><li>Handling client service tasks such as collecting financial planning information, managing account setup and maintenance, and addressing inquiries.</li><li>Engaging and contributing to team meetings and discussions.</li></ul>

Associate Advisor - Wealth Management - RIA *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a growing wealth management firm where you can make a real difference by helping clients plan for their future and build lasting relationships. This role focuses on more than just financial returns; it’s about creating meaningful experiences for clients. This is your chance to dive into every aspect of wealth management, working alongside inspiring leaders who are dedicated to your success. Enjoy a workplace that values work-life balance, teamwork, and offers endless opportunities for growth and advancement. Responsibilities:<ul><li>Build personalized financial strategies using top tools and resources.</li><li>Meet with clients, take notes, and follow up on action items.</li><li>Help onboard new clients and build long-term relationships, including working with a CPA firm for investment support.</li><li>Check financial documents for accuracy, including insurance, earnings, and expenses.</li><li>Help prepare recommendations for life, disability, and long-term care insurance.</li><li>Track client interactions using CRM software and handle communications with custodians and Broker-Dealers.</li><li>Help create client presentations and investment reports.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Financial Analyst We are in the market for a Financial Analyst to join our team based in Berkeley, California. This role is central to our operations, with the primary function being to manage and analyze financial data, respond to various market activities, and conduct research on a range of financial topics. This is a unique opportunity for a contract employment opportunity with long-term potential. Responsibilities: • Conduct detailed data entry and analysis to support financial decision-making.• Engage in money movement procedures as part of market activities.• Undertake various ad hoc financial projects, contributing to our financial strategy.• Analyze balance sheets and profit/loss statements to comprehend financial status.• Conduct comprehensive research on various topics such as tax law, IRS tax returns, and form 1040 updates.• Regularly monitor updates on tax laws on IRS.gov to ensure compliance and up-to-date knowledge.• Utilize accounting software systems for efficient financial management.• Leverage CRM and Crystal Reports for data analysis and reporting.• Apply data mining techniques to extract valuable information for decision-making.• Manage accounting functions including accrual accounting, auditing, budget processes, and capital management.We are seeking a skilled and detail-oriented Financial Coordinator with a Series 7 license to join our team. As a Financial Coordinator, you will play a critical role in supporting investment operations, handling client account administration, and ensuring adherence to financial regulations. The ideal candidate has excellent analytical skills, strong communication abilities, and a solid understanding of financial markets and securities.Key Responsibilities:<ul><li>Client Account Management: Maintain and update client investment accounts, ensuring accuracy and compliance with industry regulations.</li><li>Investment Operations Support: Facilitate the execution of trades and transactions for clients, ensuring seamless coordination of processes.</li><li>Compliance Oversight: Monitor adherence to SEC rules, FINRA guidelines, and company protocols to protect client and organizational interests.</li><li>Reporting and Analysis: Prepare detailed financial reports, analyzing trends and performance to support management decision-making.</li><li>Client Communication: Act as a liaison between clients and the firm, addressing inquiries related to portfolio performance and investment strategies.</li><li>Team Collaboration: Work closely with financial advisors and other team members to achieve organizational goals.</li></ul>

Wealth Manager - Thriving RIA *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join an independent financial services firm dedicated to providing holistic wealth management that goes beyond finances—helping clients achieve personal fulfillment, well-being, and long-term security. The firm fosters a collaborative, client-focused environment where advisors can build strong relationships and make a meaningful impact. This is a chance to take on a key advisory position at a firm that values career growth, work-life balance, and professional development. You’ll manage high-net-worth client relationships, deliver tailored financial strategies, and contribute to the firm’s long-term vision—all within a supportive and forward-thinking team.What You’ll Do:<ul><li>Serve as a trusted advisor, providing personalized financial planning and investment guidance.</li><li>Manage and grow a book of business through firm referrals and personal networking.</li><li>Develop and adjust comprehensive financial plans covering retirement, tax, estate, investment, and risk management.</li><li>Support senior advisors in client acquisition and business development.</li><li>Contribute to firm-wide initiatives aimed at enhancing client experience and operational efficiency.</li><li>Stay updated on industry trends and ensure compliance with regulatory standards.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Senior Wealth Manager - RIA *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a growing financial services firm committed to exceptional wealth management and financial planning. With a holistic, client-first approach, the firm helps individuals and families achieve financial success while fostering personal well-being. This is a great opportunity to lead client relationships while growing your career in a collaborative and innovative environment. You’ll work with high-net-worth clients, provide personalized financial strategies, and help shape the firm’s future. The firm offers strong career development, leadership opportunities, and great perks. What You’ll Do<ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Lead Wealth Advisor - Thriving Team Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity. Join a well-established and globally respected asset management firm known for delivering diverse financial solutions to investors worldwide. This is your chance to be part of an exceptional wealth advisory team managing nearly billions in assets. You’ll benefit from hands-on mentorship, clear career progression, and succession planning while working alongside a top-tier team with outstanding tenure. Enjoy competitive compensation, a collaborative culture, and the opportunity to support an influential advisor making a real impact in the industry. Responsibilities:<ul><li>Be the key contact for high-net-worth clients and institutions.</li><li>Deliver outstanding client service with personalized investment insights.</li><li>Leverage extensive knowledge of financial markets to meet client needs.</li><li>Develop strong client relationships using a strategic approach.</li><li>Use company resources to ensure world-class service and credibility.</li></ul>Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

Tax Planning and Advisory - Family Office / Private Equity For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities. Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment. The finance group, which provides support to the Firm, it's partners and managing directors, currently has a team of twenty people including the CFO. This role will be highly consultative and will also have great mentorship from the Director of the team and the CFO. This position will be compensated generously according to market benchmarks and also includes an equity component. Cherry on-top, the team has an excellent culture and tenure. Primary Responsibilities: Tax Planning <ul><li>Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations</li><li>Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office</li><li>Review income tax returns for various individual, partnership and fiduciary entities for the family office </li><li>Researching tax related issues </li><li>Assisting with special projects on an as-needed basis </li></ul>Risk Management <ul><li>Identifying and managing risks to the family's wealth, including insurance and asset protection strategies.</li></ul>Estate Planning <ul><li>Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning.</li></ul>Philanthropy <ul><li>Managing charitable giving and setting up philanthropic foundations.</li></ul>Legal and Compliance <ul><li>Ensuring that all family office activities comply with legal and regulatory requirements.</li></ul>Financial Administration <ul><li>Overseeing day-to-day financial operations, bill payments, and cash flow management.</li><li>Coordinating with third-party providers </li><li>Preparing financial statements </li></ul>

Senior Client Service Associate - Wealth Management *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a boutique financial firm known for its personalized approach to wealth management. This is a prime opportunity to work alongside experienced advisors, contribute to client success, and advance your expertise in financial planning.Responsibilities: <ul><li>Support client onboarding and manage scheduling, preparation, and follow-ups.</li><li>Maintain accurate CRM records and handle client service requests.</li><li>Assist in financial planning analysis and data management.</li><li>Participate in client meetings and strategy discussions.</li><li>Act as a secondary advisor, leading client reviews and recommending investment updates.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Associate Director of Operations **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Associate Director of OperationsEmployment Type: Full-Time/Direct HireLocation: San Francisco (FiDi); 3 days in officeSalary: $130-150k base + Bonus This wealth advisory firm offers personalized financial management services to individuals, families, and institutional clients. With approximately $1.2 billion in assets under management, the firm provides strategic investment solutions aimed at helping clients achieve their long-term financial objectives. Responsibilities:<ul><li>Lead a team of five professionals across Client Service, Operations, and Trading to meet both client and firm requirements.</li><li>Supervise the execution of daily, monthly, quarterly, and annual transactions, ensuring compliance with regulatory standards and maintaining accuracy and timeliness.</li><li>Support the team in collaborating with various custodians and external data providers.</li><li>Evaluate Advisor requests from different locations, allocating team resources as necessary.</li><li>Collaborate with the Director of Operations to enhance and implement processes for client onboarding, performance reporting, and transaction reconciliation related to both new and ongoing investment activities.</li></ul>

Senior Client Service Associate *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a boutique financial firm known for its personalized approach to wealth management. This is a prime opportunity to work alongside experienced advisors, contribute to client success, and advance your expertise in financial planning.Responsibilities: <ul><li>Support client onboarding and manage scheduling, preparation, and follow-ups.</li><li>Maintain accurate CRM records and handle client service requests.</li><li>Assist in financial planning analysis and data management.</li><li>Participate in client meetings and strategy discussions.</li><li>Act as a secondary advisor, leading client reviews and recommending investment updates.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Client Relationship Advisor - Wealth Management *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Our client, a respected SEC-registered RIA managing ~$2 billion in assets, is seeking a Client Service Manager to lead a high-performing team in a collaborative, fast-paced environment. This role offers a comprehensive benefits package, including fully paid healthcare, 401(k) with generous contributions, paid lunches, a gym stipend, and the potential for equity after three years. The firm fosters a culture of innovation, internal growth, and exceptional client service. Responsibilities:<ul><li>Lead and mentor a team of four Client Service professionals</li><li>Oversee transactions, ensuring accuracy and compliance</li><li>Coordinate with custodians and third-party data providers</li><li>Optimize resources and support advisors across locations</li><li>Improve workflows for onboarding, account maintenance, and investments</li></ul>

Financial Coordinator We are offering a long term contract employment opportunity for a Financial Coordinator in Palo Alto, California. As a Financial Coordinator, your primary focus will be on managing insurance authorizations for genetic testing. You will be part of a small team, handling various tasks such as maintaining accurate records, processing applications, and providing top-notch customer service. Responsibilities:• Coordinate the payor referral and service authorization process for laboratory testing• Secure authorizations for laboratory testing and verify patient benefits• Maintain an Excel sheet to track insurance authorization submissions and their status• Communicate with patients and ordering providers about the status of the benefit investigation and authorization• Investigate insurance eligibility and obtain detailed insurance benefit verification• Provide financial consultation with patient and/or family members regarding financial aspects when necessary or requested• Follow up on pending authorization and referral requests to ensure timely completion• Process appeals and arrange for the escalation process for clinics and clinicians to complete peer-to-peer appeal reviews with payor utilization management when needed• Prioritize work to ensure that financial risk is minimized and timely completion of authorizations is optimized while meeting daily productivity measure goals• Perform other duties as assigned.