1 results for Senior Finance Associate Venture Capital in San Francisco Ca
Senior Advisor Associate - Financial Planning, CFP<p><strong><u>**Please apply here and message Jeffrey Abrams on LinkedIn for prompt consideration**</u></strong></p><p><br></p><p>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.</p><p><br></p><p>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.</p><p><br></p><p>Responsibilities:</p><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><p><br></p>