Client Advisory Associate - Wealth Strategy & Planning

Jordan Park Group

  • San Francisco, CA
  • 2 days ago
  • $125,000–$150,000 Per Year

Highlights

A financial services firm in San Francisco seeks a motivated Associate to provide strategic financial advice and support client relationships. Responsibilities include engaging with clients, coordinating with internal teams, and delivering comprehensive financial analysis.

Numbers & Facts

LocationSan Francisco, CA
Salary$125,000–$150,000 Per Year

Description

A financial services firm in San Francisco seeks a motivated Associate to provide strategic financial advice and support client relationships. The candidate should have a Bachelor's degree and 3-6 years of experience in financial services. Responsibilities include engaging with clients, coordinating with internal teams, and delivering comprehensive financial analysis. Attractive compensation and benefits are offered, including a base salary of $125,000-$150,000 annually.#J-18808-Ljbffr

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