Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

The Associate Wealth Advisor collaborates with Wealth Advisors to create personalized wealth strategies, manage client relationships, and ensure compliance with financial planning processes.

Partner with Wealth Advisors to develop and present comprehensive financial plans, implement retirement, tax, estate, insurance, and investment strategies, manage client relationships, execute portfolio trades and tax loss harvesting, maintain CRM records, support billing and compliance, and lead select client engagements and business development efforts.

The Associate Wealth Advisor collaborates with advisors to manage client relationships, assist in financial planning, and coordinate investment strategies.

The Performance Marketing Manager executes and optimizes paid digital acquisition campaigns, manages budgets, collaborates with agencies, and monitors campaign performance to generate investor leads.

Support Wealth Advisors by building and presenting financial plans, implementing retirement, tax, estate, insurance, and investment strategies, executing trades and tax-loss harvesting with Portfolio Management, maintaining CRM records, leading client communications, performing billing reviews, and contributing to firm planning and strategic priorities. Remote role with some in-person meetings required.