Job Details

A leading financial services firm in San Francisco seeks individuals for a role in its Private Family Office, focusing on financial planning for ultra-high net worth individuals. Candidates should have a Bachelor's degree and 3–5 years of experience. Responsibilities include servicing clients, preparing financial reports, and managing tax returns. The role offers a competitive salary ranging from $75,000 to $160,000, along with potential bonuses and strong benefits.#J-18808-Ljbffr