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Job Responsibilities: Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities; advise single-family, multi-family and virtual-family office clients and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance. Lead teams in the delivery of tax services, coordinating across capabilities, industries, geographies, and specialists to provide integrated solutions; Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift / estate taxation.

Federal Tax Partner - Family Office Or Uhnw

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Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities; advise single-family, multi-family and virtual-family office clients and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance. As a family office tax partner, you will be responsible for growth and leading tax engagements, advising on tax matters, deepening client relationships, developing teams while delivering innovative solutions that address the complex needs of our clients.

Federal Tax Partner - Family Office or UHNW

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Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software Additional Job Details .

Royal Bank of Canada

Client Associate / Registered Client Associate

FULL_TIME

YEAR

Communicate with advisors and internal teams regarding open tasks, client needs, etc. to ensure we are meeting clients’ expectations and delivering exceptional service. Act as a primary liaison with custodians (primarily Schwab) - maintaining good rapport with service teams and escalate issues for resolution in a timely manner.

Team Hewins, LLC

Client Service Specialist

partner JazzHR

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Be responsible for building and maintaining excellent relationships with Financial Advisors to enhance their satisfaction and retention as well as developing excellent partnerships with management to increase hiring of Financial Advisors.

<p>We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.</p>

Wells Fargo & Co

Market Recruiting Manager - Northwest

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Onboard new accounts, accurately record all securities and/or coupons received from clients and ensure they are credited to the proper accounts and quickly and accurately transmitted to the Complex main office and Minneapolis following all required branch, complex and RBC procedures for handling client securities. The Senior Branch Service Manager is a player-coach role, acting as the primary liaison between the Complex management team and the branch on operational matters by modeling, encouraging and developing a positive and productive work environment to foster a strong team culture within the branch.

Senior Branch Service Manager

Their mission is to help financial advisors operate at a dramatically higher level by combining sophisticated financial infrastructure with AI-powered workflows, portfolio intelligence, and automation. Experience at high-growth product-focused companies such as Stripe, Plaid, Mercury, Robinhood, Figma, Notion, Airtable, Retool, Rippling, or similar environments.

Recruiting From Scratch

Founding Engineer (Full-Stack)

Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as executing money movement transactions, answering general non-investment related questions concerning client accounts, educating or enrolling clients in digital tools (e.g., MS Online), accepting or entering unsolicited orders and/or entering solicited orders in a clerical capacity. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

Morgan Stanley

Business Development Associate

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

Qualifications: Bachelor's degree and a minimum of 4 years of relevant industry experience in financial services CFA or active progression toward the designation Previous experience with Orion/Eclipse, Bloomberg, custodial trading systems (e.g., Fidelity/Wealthscape, Schwab, etc.) and Salesforce a plus Strong proficiency working with Microsoft Excel and various AI-automation workflows Proficiency in options trading and analysis a plus Confidence to work directly with senior leaders and ability to collaborate in a team environment Ability to work independently and use judgment in executing critical transactions Proven success solving problems and working under pressure in a fast-paced environment Excellent written and verbal communication skills, time management and the ability to multi-task and prioritize work Excellent organization and interpersonal skills, and the ability to take immediate ownership of their work. This individual will serve as a member of BakerAvenue's Investment Management Committee (IMC) and work closely with the firm's Chief Investment Officer, Chief Strategist, analysts, and traders.

BakerAvenue

Portfolio Analyst

Translate client business objectives and commercial targets (e.g., asset growth and net flows, advisor engagement, new accounts, qualified pipeline, customer lifetime value) into clear media strategies, investment frameworks, and budget and channel allocations. Cross-channel fluency across paid social, search, programmatic, CTV and online video, audio, and content partnerships, with enough platform knowledge (e.g., LinkedIn, Meta, Google, DV360, The Trade Desk) to direct and pressure-test activation.

Prophet Brand Consulting

Associate Media Director

Nice to have: experience reaching financial advisors and institutional audiences; experience growing client relationships or supporting new business; familiarity with ABM, intent data (e.g., 6sense, Bombora), and CRM platforms (e.g., Salesforce, Marketo). The right person thinks like a business advisor first: someone who can explain to a CMO or head of distribution how media is moving the numbers they care about, who uses AI-powered tools to work faster and smarter, and who builds a team that does the same.

Senior Media Director

In this role, you'll help guide our growing tax team, work together with wealth advisors, and deliver thoughtful tax planning and compliance strategies that support our clients' broader financial goals. Five to seven (5-7) years of recent experience in public accounting, with a focus on preparing federal individual, fiduciary, and small business tax returns (C-Corp, S-Corp, Partnerships).

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Cetera Financial Group Inc

Senior Manager, Tax

The ideal candidate combines strong delivery capabilities with an ability to work closely with Product and Engineering teams to translate business needs into actionable solutions and drive successful outcomes. Requirements: 5+ years of experience in product delivery, program management, project management, business analysis, or a related role within financial services, fintech, or wealth management.

GSG provides recruiting and consulting solutions for the financial services industry. The company was founded in 1998 as a consulting firm. GSG now has 4 offices on 3 continents, with consultants deployed across the U.S. at Fortune 500 companies.

We leverage our industry knowledge and passion for client priorities to deliver human capital solutions. GSG’s highly optimized recruiting and delivery model is designed to take projects from Vision to Execution efficiently and effectively. We view the world as our “bench”, and our continuous research process consistently identifies professionals with the right skills, motivations and career interests to deliver on client initiatives.

GSG is different, and occupies the space between high volume staffing agencies and large national strategy and advisory firms. We deliver consultants that can ramp up quickly and execute. Our motto, “do the right thing, and then do the next right thing,” directly impacts the experience of our clients, consultants and employees. The entire GSG team takes pride in our ability to deploy top-tier talent, poised to roll up their sleeves and do the heavy lifting to deliver against long term strategic plans at a sustainable price point.

Granite Solutions Groupe Inc

Project Manager

Working closely with the leadership team and Matter's broader team of specialists, the Managing Director helps ensure clients receive a highly coordinated experience across investment management, wealth planning, and family culture and learning. This individual serves as a trusted advisor to client families, leads the coordination of Matter's resources on their behalf, and develops new relationships that contribute to the growth of the firm.

Matter Family Office

Regional Managing Director

We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. OSAM is a leading provider of Custom Indexing services via its Canvas platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes.

Franklin Resources Inc

AI/ML Lead Engineer

A strong record serving high-net-worth and ultra-high-net-worth clients at a leading private bank, registered investment adviser, multi-family office, or comparable institution. Identify, research, and engage prospective clients through referrals, professional networks, and targeted outreach, building a consistent flow of qualified opportunities.

Client Director

We are looking for a Director, Engineering Manager to lead our Enrollment and Servicing frontend team—owning the mission critical user interfaces relied on by our financial advisor clients and our operations professionals to open and enroll in accounts and provide servicing on the same. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise—using our platform to delight clients and grow their businesses.

AssetMark Financial Holdings

Director, Engineering Manager

Since then, we've expanded to a full suite of products designed to help our clients save, spend, invest, and borrow for all of their goals, including: A Cash Account that, through our program banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. Wealthfront Brokerage also has a relationship with UMB Bank, National Association, Member FDIC, which may allow certain Cash Accounts to opt into a limited-purpose account number and UMB Bank routing and transit number which enables checking features like bill pay, direct deposits and more.

Wealthfront

People Research Scientist

BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Wealth Advisor Jobs in San Francisco, CA

Federal Tax Partner - Family Office Or Uhnw RSM

Federal Tax Partner - Family Office or UHNW RSM

Client Associate / Registered Client Associate Royal Bank of Canada

Client Service Specialist Team Hewins, LLC

Market Recruiting Manager - Northwest Wells Fargo & Co

Senior Branch Service Manager Royal Bank of Canada

Founding Engineer (Full-Stack) Recruiting From Scratch

Business Development Associate Morgan Stanley

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Portfolio Analyst BakerAvenue

Associate Media Director Prophet Brand Consulting

Senior Media Director Prophet Brand Consulting

Senior Manager, Tax Cetera Financial Group Inc

Project Manager Granite Solutions Groupe Inc

Regional Managing Director Matter Family Office

AI/ML Lead Engineer Franklin Resources Inc

Client Director ATG

Director, Engineering Manager AssetMark Financial Holdings

People Research Scientist Wealthfront

Associate, Full Stack Engineer BlackRock

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