36 results for Financial Advisor San Francisco Ria in San Francisco Bay Area Ca

Financial Advisor/Planner Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. An independent RIA based in San Francisco, is seeking a financial advisor. They design innovative investment strategies for a diverse range of clients, including institutions and entrepreneurs. Enjoy a dynamic, flat organizational structure with direct access to visionary founders. HYBRID work schedule. Make the transition from corporate giants to a client-centric culture. This is not just a job—it's your gateway to a thriving community built on collaboration and success. Some Responsibilities:<ul><li>Provide financial planning and investment advice to clients.</li><li>Develop customized investment strategies and offer financial guidance.</li><li>Manage assigned clients, ensuring exceptional service and ongoing support.</li><li>Engage in direct, daily interactions with clients and team members.</li><li>Excel in a team-based environment, serving sophisticated clients.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Financial Advisor Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity. Join our client, an independent RIA in the vibrant Bay Area as a financial advisor. They craft innovative investment strategies for a diverse clientele, from institutions to entrepreneurs. Benefit from a dynamic, flat organizational structure with direct access to visionary founders. HYBRID work schedule. Transition from corporate giants to a client-centric culture. This isn't just a job—it's your gateway to a thriving community of collaboration and success. Some Responsibilities of a Financial Advisor:<ul><li>Offer financial planning and investment advice to clients.</li><li>Develop tailored investment strategies and offer financial guidance.</li><li>Manage assigned clients, ensuring top-notch service and ongoing support.</li><li>Engage in direct, daily interactions with clients and team.</li><li>Thrive in a team-based environment, catering to sophisticated clients.</li></ul>

Associate Financial Advisor/Planner, Wealth Management If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Associate Financial Advisor/PlannerLocation: San Francisco; Hybrid (3 days in)Salary: $90-115k + Bonus (10-20%, depending on firm performance) About the Company: This organization is a dedicated Registered Investment Advisor (RIA). The company places great emphasis on fostering a learning culture, education, and showing a commitment to the best interests of its clients and team. Key Responsibilities:<ul><li>Support two lead advisors in all client communications.</li><li>Monitor and follow up on client tasks and action items.</li><li>Address and resolve client issues and concerns proactively.</li><li>Develop thorough understanding of each client’s expectations and preferences.</li><li>Manage client relationships, including preparation of materials for meetings.</li></ul>

Associate Financial Advisory/Planner If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Associate Financial Advisor/PlannerLocation: San Francisco; Hybrid (3 days in)Salary: $90-115k + Bonus (10-20%, depending on firm performance) About the Company: This organization is a dedicated Registered Investment Advisor (RIA). The company places great emphasis on fostering a learning culture, education, and showing a commitment to the best interests of its clients and team. Key Responsibilities:<ul><li>Support two lead advisors in all client communications.</li><li>Monitor and follow up on client tasks and action items.</li><li>Address and resolve client issues and concerns proactively.</li><li>Develop thorough understanding of each client’s expectations and preferences.</li><li>Manage client relationships, including preparation of materials for meetings.</li></ul>

Wealth Advisor 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.

Lead Wealth Advisor Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity. Our client is a respected wealth management firm based in the Bay Area. Enjoy a HYBRID schedule, comprehensive compensation and benefits package, including medical, dental and vision, 401k match, paid parking. Responsibilities:<ul><li>Design comprehensive financial plans covering cash flow, retirement, tax, and risk management</li><li>Evaluate scenarios and provide recommendations</li><li>Present plans during client meetings and quarterly reviews</li><li>Oversee new account onboarding and resolve custodian service issues</li><li>Participate in business development activities</li></ul>

Financial Advisor 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.

Associate Financial Advisor/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.

Associate Advisor/Planner 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.

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 Advisor Associate - Financial Planning, CFP **Please apply here and message Jeffrey Abrams on LinkedIn for prompt consideration** Our client is a family friendly independent registered investment advisory firm based in Marin County and San Francisco, with a commitment to a fiduciary business model. They serve clients across multiple states with a focus on comprehensive financial strategies tailored to individual needs. The collective team includes over 300 employees operating from multiple offices. As the Senior Advisor Associate, you will provide support for Lead and Service Advisors, including financial modeling, analysis, and research, as well as client meeting assistance and data management. Responsibilities:<ul><li>Assist in client meeting preparation, note-taking, and follow-up actions.</li><li>Gather and input data into clients' financial plans.</li><li>Prepare recommendations, analyses, and reports for clients.</li><li>Conduct research on financial topics.</li><li>Collaborate with the Advisory Team to develop strategies and improve processes.</li><li>Contribute to presentation development and content creation.</li><li>Engage in continuing education and mentorship.</li></ul>

Wealth Advisor, Wealth Management If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Wealth Advisor CFP, Wealth Management Location: Peninsula, Hybrid ScheduleSalary: $150-170k + Bonus + Profit Sharing About the Company: Wealth Management firm specializing in serving clients in the professional services field. Key Responsibilities:<ul><li>Design comprehensive financial plans covering all aspects of planning such as cash flow, goal planning, retirement planning, tax planning, risk management and insurance reviews.</li><li>Evaluate planning scenarios, provide observations and recommendations, and present interactive financial plans during meetings.</li><li>Prepare for and attend quarterly reviews with clients, provide planning insights, oversee onboarding of new client accounts, and resolve service issues with the custodian.</li><li>Participate in business development.</li></ul>

Associate Investor Relations, Investment Management If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title:Investor Relations, Associate Location:San Francisco, CA (Presidio office; 1-3 days in-office depending on schedule) Salary:$110,000 - $140,000 (flexible depending on experience) + bonus About the Company:This investment firm specializes in non-correlated assets, offering unique opportunities beyond traditional asset classes. Key Responsibilities:<ul><li>Manage the investor relations mailbox, providing a high level of service to Limited Partners (LPs).</li><li>Maintain precise records in the Customer Relationship Management (CRM) system.</li><li>Handle LP account maintenance, including transfers, overdue capital calls, and contact updates.</li><li>Assist with the preparation and distribution of materials for investors, such as quarterly letters.</li><li>Support the fundraising process by managing data rooms, distributing and processing subscription documents, and ensuring CRM accuracy.</li><li>Contribute to special projects and initiatives, including annual meetings, compliance, co-investments, and business development tasks.</li><li>Provide administrative support across all areas of the business, ensuring operations run smoothly.</li></ul>

Finance Associate (Tax) - Early Stage VC Firm! Job Posting: Finance Associate (Tax)Employment Type: Full-TimeLocation: San Francisco; 2 days a week onsite Salary: $100-$140k (DOE) Join a fast-growing early-stage venture firm specializing in cryptocurrencies, blockchain, and fintech. With $2B AUM, they’re shaping the future of digital finance—and you can be part of it. If you have experience in accounting, tax, or audit, this is your chance to step into the evolving crypto space and make an impact. Responsibilities:<ul><li>Perform in-depth reviews of quarterly reports prepared by the fund administrator.</li><li>Oversee the preparation and distribution of quarterly capital statements to investors.</li><li>Serve as the key point of contact for coordinating and managing relationships with the fund administrator.</li><li>Review financial statements.</li><li>Assist with fund operations, such as capital calls, investment funding, and other fund operation processes. </li><li>Assist with fund tax and reviewing K-1 tax returns.</li></ul>

Treasury Associate Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client, a prominent global investment platform, is recognized for its innovative and tailored solutions in debt financing, leasing, and direct equity for high-growth, venture-backed companies across various industries. Their ability to provide creative and flexible solutions at every growth stage has solidified their position as an industry leader. This role presents an exciting alternative to traditional treasury positions, ideal for those looking to embrace diverse responsibilities in a fast-paced environment. You will collaborate with a highly skilled team and enjoy a robust benefits package that includes a 401(k) match, full medical, dental, and vision coverage, along with clear paths for career advancement through a strong internal promotion culture. Responsibilities:<ul><li>Oversee the company’s cash position, including monitoring and forecasting cash balances and creating cash flow projections</li><li>Facilitate bank transactions and foster relationships with banking partners</li><li>Assist in developing cash management strategies to optimize working capital</li><li>Prepare bank reconciliations and resolve discrepancies</li><li>Manage portfolio balances, identify delinquencies, and implement corrective actions</li><li>Produce detailed reports on cash balances, cash flow, and other treasury metrics</li><li>Collaborate with Legal, Operations, and other departments to ensure accuracy and compliance</li><li>Maintain treasury policies and internal control standards</li><li>Contribute to special projects, including portfolio analysis and process improvements</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Wealth Advisor **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Wealth Advisor, CFPEmployment Type: Full-TimeLocation: Millbrae; HybridSalary: $150-170k + Bonus A wealth management firm specializing in financial planning and investment advisory services for global law firms is seeking a Wealth Advisor to join their team in San Francisco. This role involves working with high-net-worth (HNW) clients. Responsibilities:<ul><li>Collaborate with team members to develop holistic financial strategies, addressing key areas such as cash flow management, goal setting, retirement strategies, tax efficiency, risk mitigation, and insurance analysis.</li><li>Analyze financial scenarios to identify opportunities and provide strategic recommendations.</li><li>Deliver engaging, interactive financial presentations during client meetings.</li><li>Prepare for and participate in quarterly client reviews, offering valuable financial insights.</li><li>Manage the onboarding process for new client accounts, ensuring a seamless experience.</li><li>Liaise with custodians to resolve service-related issues efficiently.</li><li>Contribute to business growth initiatives and client acquisition efforts.</li></ul>

Wealth Advisor Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Join our client's team, a thriving advisory and wealth management firm managing nearly $5 billion in assets, as an Associate Tax Wealth Advisor based in Menlo Park.With a hybrid working model, competitive salary, and performance-based bonus structure, this role immerses you in an interactive environment where you can advance your career while significantly contributing to clients' financial well-being.As an Associate Tax Wealth Advisor, your duties will include:<ul><li>Preparing meeting resources such as agendas, reports, and detailed analyses.</li><li>Overseeing portfolio accounting and performance reporting procedures.</li><li>Assisting in implementing client recommendations.</li><li>Developing financial projections using advanced Excel modeling techniques.</li><li>Aiding advisors in evaluating client financial strategies through thorough research and analysis in investment, tax, estate, and financial planning.</li><li>Conducting comprehensive research on investment strategies, tax planning, estate planning, regulatory requirements, and market trends.</li></ul>

Trading Operations Associate - Wealth Management Firm *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Our client is a $1 billion AUM wealth management firm in the East Bay, dedicated to providing comprehensive financial planning and investment management services to high-net-worth clients. They foster career growth, value teamwork, and offer highly competitive benefits to their employees. Responsibilities:<ul><li>Build and maintain spreadsheets tracking client portfolios</li><li>Generate portfolio analysis and performance reports</li><li>Rebalance client portfolios to align with target allocations</li><li>Execute trades with accuracy and efficiency</li><li>Prepare and conduct block trades</li><li>Perform account and position audits</li><li>Process money movement transactions for clients</li><li>Prepare and review client portfolio reports</li></ul>Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Financial Analyst We are seeking a Financial Analyst to join our team in San Jose, California. As a Financial Analyst, you will be responsible for assisting with Mergers and Acquisitions (M& A) activities, learning Financial Planning & Analysis (FP& A) functions and transactions, and performing financial modeling. This opportunity offers a contract to permanent employment opportunity. Responsibilities: • Assist with Mergers and Acquisitions (M& A) activities • Learn and execute Financial Planning & Analysis (FP& A) functions and transactions • Perform financial modeling to support decision making • Utilize Microsoft Excel for data analysis and reporting • Develop and deliver PowerPoint presentations to communicate financial insights • Maintain clear and effective communication across the team • Support the growth and development of entry level positions • Ensure accuracy and efficiency in all financial operations.

Junior Financial Analyst Our client is seeking a talented Junior Financial Analyst with 1-2 years' experience. A candidate who is looking to build their finance career would be a good fit for this role as plenty of training will be provided for the right fit. <ul><li>Preparation of financial reports.</li><li>Reconcile transactions through comparison and correction of data.</li><li>Conducts various statistical and financial reports, as assigned. Gathers analysis and creates reports.</li><li>Prepare monthly analysis of cost of goods sold and operational expenses against prior year and budget.</li><li>Conduct market research analysis, maintains statistical/financial databases.</li><li>Identify trends and recommend actions to senior financial analysts.</li><li>Assist analysts in creating press releases, research, and analysis.</li></ul>

Investment Operations Assistant Job Title: Investment Operations Assistant (Temporary Onsite)Location: Redwood City Duration: Temporary (with potential for extension)About Us: We are a registered investment advisor (RIA) focused on providing comprehensive wealth management services. We are seeking a detail-oriented, temporary onsite Investment Operations Assistant to support our team with data entry, portfolio accounting, and ad-hoc reporting. The ideal candidate will have experience in wealth management operations and be proficient with Envestnet | Tamarac Advisor View.Key Responsibilities:<ul><li>Assist with data entry into Envestnet | Tamarac Advisor View, ensuring accurate and timely updates of portfolio information.</li><li>Support portfolio accounting tasks, including reviewing transactions, performance, and reconciliation.</li><li>Generate custom reports for investment analysis, tax reporting, and other ad-hoc needs as requested by the team.</li><li>Help maintain and update investment data for client portfolios in the reporting system.</li><li>Work closely with the operations team to identify and resolve any discrepancies or issues with portfolio data.</li><li>Ensure adherence to internal processes and best practices for reporting and data management.</li><li>Assist with other tasks as needed, including preparing investment summaries or providing general support to the wealth management team.</li></ul>

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 Management If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service AssociateLocation: Los Gatos, CA (on-site with hybrid opportunity after ramp-up period)Salary: $60,000 - $90,000 base salary + bonus (commensurate with experience, education, and skills) About the Company:A wealth management and financial planning firm based in Los Gatos, CA, this organization provides advanced planning and family office services to high-net-worth individuals and families. Key Responsibilities:<ul><li>Act as a key point of contact for clients, addressing inquiries, requests, and concerns promptly.</li><li>Assist with account openings, transfers, and maintenance while ensuring regulatory compliance.</li><li>Process client transactions, including withdrawals and deposits, accurately and efficiently.</li><li>Participate in firm-initiated projects such as data audits, fee audits, reporting audits, and tax package preparation.</li><li>Support firm marketing efforts, including newsletters, articles, social media posts, and webinars, and assist with client events.</li><li>Implement and enhance client service and experience initiatives while identifying opportunities to improve client relationships.</li><li>Stay updated on industry trends, regulatory changes, and market developments to better serve clients.</li></ul>