49 results for Financial Advisor in San Francisco Bay Area Ca

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>

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.

Financial Advisor, Wealth Management If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Wealth Advisor CFP, Wealth Management Location: Milbrae, 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>

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

Financial 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>

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>

Client Analyst **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Client Analyst/Associate Employment Type: Full-TimeLocation: San Francisco - HybridComp: $90-125k 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>

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>

Associate Director of Operations, Wealth Management If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title:Associate Director of Operations Location:San Francisco, CA (hybrid) Salary:130k-150k base + bonus About the Company:A dynamic and fast-paced SEC-registered Registered Investment Advisor (RIA) with approximately $1+ billion in assets under management. Key Responsibilities:<ul><li>Manage, train, and support a team of four Client Service professionals, working collaboratively with the Investment Operations team to meet clients' needs.</li><li>Coordinate with multiple custodians and external data providers, ensuring smooth workflows.</li><li>Allocate team resources effectively while reviewing Advisor requests across multiple locations.</li><li>Oversee daily, monthly, quarterly, and annual processes, including transactions, ensuring accuracy, timeliness, and compliance with regulatory requirements.</li><li>Assist the Director of Operations in refining and implementing processes related to client onboarding, client maintenance, CRM/workflows, and transaction reconciliation for new and existing investments.</li><li>Collaborate with the Reporting team to provide accurate client data and transaction details within established deadlines.</li></ul>

Senior Valuations & Finance Analyst, Venture Capital If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Senior Valuation & Finance AnalystLocation: Redwood City (Hybrid)Salary: $130-$150k + Bonus About this Company: This organization, an investment adviser registered with the SEC, oversees over $1+ billion across several venture capital funds and their associated Special Purpose Vehicles (SPVs). Key Responsibilities:<ul><li>Review fund documentation and interpret terms for correct reporting and analysis.</li><li>Be responsible for portfolio valuation spreadsheets, recommending valuations for Level 3 investments.</li><li>Oversee NAV packages and assist in quarterly financial statement preparation for funds and SPVs.</li><li>Manage capital calls for management fees, fund expenses, and investments.</li><li>Develop spreadsheet models, analyses, and performance analyses in response to ad hoc information requests from investors and investment teams.</li></ul>

Senior Valuations and Finance Analyst If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Senior Valuation & Finance AnalystLocation: Redwood City (Hybrid)Salary: $130-$150k + Bonus About this Company: This organization, an investment adviser registered with the SEC, oversees over $1+ billion across several venture capital funds and their associated Special Purpose Vehicles (SPVs). Key Responsibilities:<ul><li>Review fund documentation and interpret terms for correct reporting and analysis.</li><li>Be responsible for portfolio valuation spreadsheets, recommending valuations for Level 3 investments.</li><li>Oversee NAV packages and assist in quarterly financial statement preparation for funds and SPVs.</li><li>Manage capital calls for management fees, fund expenses, and investments.</li><li>Develop spreadsheet models, analyses, and performance analyses in response to ad hoc information requests from investors and investment teams.</li></ul>

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>

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>

Senior Accountant Senior Accountant We’re seeking a detail-oriented and analytical Senior Accountant with 1–3 years of experience to join our team. In this role, you will oversee a variety of accounting operations, ensuring compliance, accuracy, and the timely preparation of financial reports. You’ll play a key part in maintaining strong financial processes and act as a trusted advisor to internal stakeholders.Key Responsibilities:<ul><li>Prepare, analyze, and reconcile financial statements to ensure accuracy and compliance with GAAP and company policies.</li><li>Manage general ledger activities, including account reconciliations, journal entries, and month-end closing processes.</li><li>Support budgeting, forecasting, and variance analysis to drive business decisions.</li><li>Ensure compliance with tax regulations and assist in preparing tax filings.</li><li>Collaborate with teams to streamline workflows and improve accounting systems.</li><li>Assist with internal and external audits by preparing supporting documentation.</li></ul>

Financial Coordinator We are offering a permanent employment opportunity for a Financial Coordinator in Palo Alto, California. In this role, you will be an integral part of our team, ensuring that our patients have maximum coverage and hospital reimbursement. You will be the point of contact between our organization and third-party payors, ensuring efficient and accurate financial operations. Responsibilities • Act as a liaison between Patient Financial Services, hospital, third party payors, and contracting to ensure seamless financial operations. • Assist with tracking and documenting admission authorizations for transplant patients undergoing evaluations, hospitalizations, and outpatient procedures. • Ensure availability and documentation of insurance coverage for aftercare. • Initiate registration in relevant systems as necessary and maintain patient financial records. • Meet with prospective patients and their families to clarify insurance benefits, assist with application processes, and help obtain other coverage. • Attend weekly financial clearance meetings with the transplant program team. • Develop and maintain detail oriented relationships with insurance carriers and review managers to expedite authorizations. • Adhere to policies and procedures related to financial clearance issues set forth by the senior transplant financial coordinator and director of the program. • Contribute to the development, implementation, and evaluation of departmental operations improvement. • Maintain filing systems for Transplant financial charts.

Client Services Specialist Jeff Abrams, representing Robert Half, is excited to partner with an outstanding company in search of a Client Services Specialist. This role presents an exceptional opportunity to join a dynamic team within a prestigious organization, offering the chance to make a meaningful impact while advancing your career in client services.Key Responsibilities:<ul><li>Provide top-notch client relationship management by assisting with client requests such as money transfers, account consolidations, and website access.</li><li>Collaborate closely with the client service team to prepare for client meetings, including generating reports, gathering information, and inputting data into Salesforce or eMoney.</li><li>Communicate effectively with clients to address operational/administrative inquiries and resolve issues promptly.</li><li>Proactively monitor and initiate service requests with custodians on behalf of clients.</li><li>Facilitate account-related tasks such as opening accounts, reregistering accounts, processing stock option exercises, conducting cost basis research, and managing stock donations.</li><li>Maintain accurate client data by creating portfolios in the portfolio management system and updating CRM (Salesforce) and internal systems accordingly.</li><li>Contribute to the quarter-end client reporting process by producing, reviewing, and delivering all client reports.</li><li>Ensure the correct execution of client service procedures within the firm and continuously research and implement more efficient and effective policies and procedures for client service and reporting expectations.</li></ul>Join us in this exciting opportunity to play a pivotal role in delivering exceptional client service and contributing to the success of our esteemed organization.

Financial Data Analyst Our client is looking fo a term contract employment opportunity for a Financial Data Analyst in Oakland, California, within the Healthcare/industry. In this role, you will be tasked with data collection and reconciliation, bid support, pricing, and presenting findings to support business strategies. Responsibilities:• Collect and reconcile data to support business strategy and performance• Provide statistical, analytical, and technical expertise in the rate-setting process• Coordinate statistical and utilization information from various departments• Make recommendations and implement changes to data collection systems for improved financial, statistical, and utilization data• Research areas of concern that influence the fiscal well-being and recommend action if necessary• Participate in the monthly and quarterly business reviews, including preparation of management reports for discussion and distribution• Monitor and critically review data submitted by others for timeliness, clarity of presentation, conciseness, validity, and accuracy• Prepare graphs, charts, and other statistical representations demonstrating high proficiency in the use of Excel• Review data to identify patterns, trends, etc., and draw inferences for quality and process improvement projects• Design models and analyses to solve novel questions and inform strategic decision making• Support audits with federal, state, and external CPA auditorsOur

Financial Analyst - Entry level We are offering an exciting opportunity for an Entry Level Financial Analyst in the venture capital industry, located remotely on a PART-TIME basis. If you are looking to work 20 hours a week with a fairly flexible schedule, this job is for you! The successful candidate will be fundamental in supporting our team by conducting financial data analysis, forecasting, and reporting to contribute to risk mitigation and effective decision-making processes. Responsibilities: • Contribute to the maintenance of accurate and up-to-date investment schedules for various entities.• Manage and maintain the finance folder within the client’s systems in a precise and agreed-upon manner.• Collaborate with third-party accounting teams to support quarterly valuations of funds, ensuring accuracy and reasonableness.• Maintain precise and accessible audit documentation for the CFO and external accounting teams within an agreed-upon timeline.• Ensure the Venture Capital database is accurate and current, including precise investor and stakeholder data.• Update and validate key performance indicators (KPIs) for venture capital investments.• Assist in the analysis of financial statements, projections, and valuation methodologies, and contribute to the creation of financial models.• Work together with other external vendors to update financial information.• Conduct comprehensive industry and technology analyses to identify trends and investment opportunities to support sound financial decision-making.• Support the maintenance of positive and transparent relationships with fund investors, other venture capital partners, and industry experts by providing regular reporting and addressing standard inquiries from investors.

Controller We are offering a long term contract employment opportunity for a Controller in Menlo Park, California. In this role, you will be vital in managing all accounting and financial reporting operations, ensuring compliance and promoting efficiency. The role requires deep knowledge of SaaS finance and ASC 606, along with the ability to drive financial strategies, manage audits, and implement best practices to enhance our financial operations. Responsibilities:• Oversee the creation of financial statements, including profit and loss, balance sheets, and cash flow statements, ensuring their accuracy and timely delivery.• Ensure adherence to GAAP including ASC 606.• Manage the financial close processes on a monthly, quarterly, and annual basis, including reconciliations and variance analysis.• Provide financial insights and recommendations to leadership, supporting FP& A processes.• Collaborate with the CFO and executive team to refine financial strategies and enhance business performance.• Manage financial planning for SaaS metrics including ARR, MRR and LTV.• Oversee tax filings, audits, and regulatory compliance, coordinating with external auditors and tax advisors.• Maintain compliance with federal, state, and local tax regulations, including international tax compliance if applicable.

Sr. Financial Analyst We are in search of a Sr. Financial Analyst to join our team in the non-profit sector, based in Menlo Park, California. As a Sr. Financial Analyst, your focus will be on managing accounting functions, auditing, and capital management, along with utilizing various business systems, including CRM and Confluence. This role offers a long-term contract employment opportunity. Responsibilities: • Utilize data mining techniques for effective financial planning and decision making • Manage and perform various accounting functions to ensure financial accuracy • Use CRM and Confluence for efficient business system management • Conduct regular auditing to maintain financial integrity • Implement budget processes for optimal capital management • Generate reports using Crystal Reports for financial analysis and forecasting • Monitor and manage customer credit records accurately • Process customer credit applications with precision and efficiency • Resolve customer inquiries and ensure customer satisfaction • Keep track of customer accounts and take necessary actions when required.

Senior Financial Analyst We are offering a long-term contract employment opportunity for a Senior Financial Analyst for a large healthcare provider in Menlo Park, California, to play a pivotal role in shaping our financial decision-making processes through advanced modeling and automation solutions. The Senior Financial Analyst Consultant will lead the development of sophisticated financial models from scratch in Tableau and spearhead efforts to automate and optimize the budgeting process. This role requires a strategic thinker with hands-on expertise in financial planning, advanced data visualization, and process improvement within the healthcare sector. Responsibilities:• Construct and implement comprehensive financial models in Tableau to aid in forecasting, budget planning, and informed decision-making processes.• Work closely with different functional teams to comprehend their financial reporting requirements and create effective dashboards and analytics.• Spearhead the enhancement and automation of budgeting procedures to decrease manual work and increase precision.• Examine intricate financial data in order to pinpoint trends, potential risks, and opportunities to boost performance.• Prepare and present detailed presentations to high-level leadership, converting complex financial analyses into practical recommendations.• Create and record best practices for financial modeling, reporting, and process automation.• Offer continuous support and training to internal teams regarding the usage of financial tools and Tableau models.

Sr. Tax Advisor Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position is responsible for providing expert tax preparation, tax planning, and strategic advisory services to clients while driving exceptional client satisfaction and retention. In this collaborative, team-oriented environment, you'll play a key role in business growth and career development opportunities. Key Responsibilities:Tax Preparation and Planning<ul><li>Prepare individual (1040), partnership (1065), S-Corp (1120S), C-Corp (1120), trust (1041), and gift (709) tax returns for clients and their associated businesses and entities.</li><li>Provide secondary support in the preparation of gift tax (709) and foundation (990) returns, along with payroll, sales tax, and foreign asset reporting.</li><li>Respond to client inquiries related to retirement planning, asset sales, business formation, and dissolution.</li><li>Review and address tax notices and audit responses from federal and state authorities.</li><li>Amend tax returns as necessary.</li><li>Identify and recommend proactive tax planning opportunities that align with clients' comprehensive financial plans (e.g., retirement account strategies).</li><li>Ensure tax strategies are seamlessly integrated with clients' broader investment and financial goals.</li></ul>If interested in this role, please reach out to Ren Friedman via LinkedIn