Job Details

A leading financial services firm in San Francisco is seeking a skilled Family Office Advisor. The ideal candidate will manage client relationships, providing comprehensive financial planning and advisory services targeting ultra-high net worth individuals. This role requires advanced degrees in finance or related fields and 7+ years of experience in wealth management, emphasizing tax and estate planning. A competitive salary between $85,000 and $270,000 is offered, along with potential bonuses and valuable benefits. #J-18808-Ljbffr