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

The Senior Wealth Advisor builds relationships with high net worth clients, provides tailored financial solutions, and ensures compliance with regulations while working with a unified in-house team.

The Associate Vice President supports sales growth by managing client relationships, scheduling meetings, aiding the onboarding process, and ensuring accurate sales pipeline management.

Prepare comprehensive financial plans using eMoney, Morningstar, SS Analyzer, Excel and CRM tools; collect client documents, collaborate with advisors, and support workflows while learning financial planning topics and maintaining client confidentiality.

Prepare and deliver individual, trust, and business income tax returns, projections, and analyses for high-net-worth clients. Provide client communication, tax research, respond to notices, coordinate with support staff, and stay current on tax law changes. Support timely, accurate tax services and collaborate with wealth advisors.

The Sr. Wealth Advisor will lead a team to provide client-focused wealth management, develop high-performing financial advisors, and ensure compliance while maintaining long-term client relationships.

The Financial Planner prepares comprehensive financial plans, analyzes client data, collaborates with advisory teams, and ensures plan implementation while maintaining client relationships.

The Tax Associate prepares tax returns and projections for clients, coordinates with tax staff, responds to tax inquiries, and stays updated on tax law.

The Tax Manager I will lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff in a supportive environment focused on high-net-worth clients.

The Wealth Advisor builds relationships with clients, develops financial strategies tailored to their needs, and collaborates with an in-house team to meet goals while ensuring compliance as fiduciary.

The Senior Talent Acquisition Partner drives full life-cycle recruitment, collaborates with hiring managers, sources candidates, and enhances talent acquisition strategies across various departments at Mercer Advisors.