Last updated: 2025-05-04

28 Wealth Management jobs in San Francisco.

Hiring now: Wealth Mgr @ Redwood Cr, Spec Planned Giving Offic @ Medecins S, Investment Officer @ Sfers, Registered Wealth Managem @ Bank Of Am, Advisor @ Brighton J, Investment Analyst @ Pantheon, Internal Wholesaler Marke @ Blackrock, Private Wealth Management @ Citizens, Vice President Of Asset M @ Bridge Hou, Client Exp Team Lead @ Anchorage .Explore more at jobswithgpt.com.

šŸ”„ Skills

Wealth Management (5) client service (5) relationship management (4) portfolio construction (4) Compliance (3) Financial Advisors (3) financial advisors (3) asset management (3) team collaboration (3) investment management (3)

šŸ“ Locations

San Francisco (22) Napa (3) Oakland (1) San Rafael (1) Walnut Creek (1)
šŸ” Go to full job search

Redwood Credit Union

Wealth Manager Napa
Skills & Focus: Wealth Management, Member satisfaction, Financial Planning, Sales management, Compliance, Risk management, Investment products, Coaching, Team leadership, Community involvement
About the Company: At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supportiā€¦
Type: Full-time
Associate Financial Advisor Napa
Skills & Focus: customer service, investment planning, financial goals, portfolio reviews, advisory accounts, mutual funds, stocks, bonds, regulatory compliance, training program
About the Company: At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supportiā€¦
Experience: Entry-level to 2 years in financial advisory or related field
Type: Full-time
Vice President of Wealth Management Napa
Skills & Focus: Wealth Management, Member Satisfaction, Investment Products, Business Development, Strategic Vision, Compliance, Training Programs, Market Analysis, Community Engagement, Leadership
About the Company: At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. We support the financial well-being of our Memā€¦
Experience: Extensive management experience in wealth management or financial services
Type: Full-time
Benefits: Awarded a 5-Star Rating, recognized by Newsweek and Forbes, Voted Best Places to Work in the North Bay, world-class Empā€¦

Medecins Sans Frontieres (Doctors Without Borders)

Specialist, Planned Giving Officer Oakland
Skills & Focus: Planned Giving, donors, relationship management, fundraising, engagement strategy, communication skills, portfolio management, prospective donors, donor cultivation, strategic relationships
About the Company: Doctors Without Borders/MĆ©decins Sans FrontiĆØres (MSF) is an independent international organization that provides medical care to the people who need it most. ā€¦

Sfers

Investment Officer San Francisco
Skills & Focus: investment, portfolio management, real assets, due diligence, capital calls, financial analysis, investment recommendations, monitoring, stakeholder engagement, quantitative analysis
About the Company: San Francisco Employees Retirement System

Bank Of America Merrill Lynch

Registered Wealth Management Client Associate San Francisco
Skills & Focus: Client Service, Financial Advisors, Investment Products, Operational Excellence, Client Advocacy, Relationship Management, Transparency, Diversity, Personal Development, Communication
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and instituā€¦
Experience: FINRA Securities Industry Essentials (SIE), Series 7, 63/65 or 66
Salary: $26.00 - $40.50 hourly
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support to contribute to the sustainable growth of ouā€¦

Brighton Jones

Advisor San Francisco
Skills & Focus: Advisors, client service, analytical support, operational support, administrative support, client acquisition, client retention, team management, values alignment, growth opportunities
About the Company: Brighton Jones is a high-growth organization focused on Wealth Alignment, helping clients align their time and money with their values and passions. They have ā€¦
Type: Full-time
Benefits: Programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for every team member.

Pantheon

Investment Analyst San Francisco
Skills & Focus: financial modelling, private equity, investment opportunities, transaction due diligence, valuation modelling, investment proposals, client service, mentoring, compliance, relationship-building
About the Company: Pantheon has been at the forefront of private markets investing for more than 40 years, earning a reputation for providing innovative solutions covering the fuā€¦
Experience: Prior experience of modelling either M&A or Private Equity transactions is a pre-requisite.
Salary: $125,000 - $135,000
Benefits: Pantheon offers a generous employee benefits package and successful candidates are eligible to receive a discretionary ā€¦

Blackrock

Internal Wholesaler - Market Sales Partner/Sales Analyst San Francisco
Skills & Focus: sales, client relationships, financial advisors, relationship management, investment solutions, sales presentations, portfolio construction, retirement benefits, communication skills, collaboration
About the Company: BlackRock is a global investment manager and fiduciary to our clients, committed to helping more people experience financial well-being.
Experience: Entry-level
Salary: $80,000.00 - $90,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, Flexible Time Off
Director, Institutional Pensions Relationship Management San Francisco
Skills & Focus: relationship management, institutional investors, asset management, capital raising, consultative dialogue, financial markets, team collaboration, sales strategy, mentoring, investment solutions
About the Company: BlackRock is one of the worldā€™s leading asset management firms, committed to helping people experience financial well-being.
Experience: 10+ years in institutional relationship management and fundraising.
Salary: USD$194,000.00 - USD$270,000.00
Type: Full-time
Benefits: Comprehensive healthcare, retirement benefits, Flexible Time Off (FTO), and tuition reimbursement.

Citizens

Private Wealth Management, Transition Operations Specialist San Francisco
Skills & Focus: Wealth Management, Private Banking, Transition Operations, Customer Experience, Financial Institution, Diversity and Inclusion, Professional Development, Community Support, Career Growth, Team Collaboration
About the Company: Citizens is a leading financial institution dedicated to supporting its customers, colleagues, and communities.
Type: Full Time
Benefits: Citizens offers a range of benefits, resources, and programming to support wellness and work-life balance.

Blackrock

Vice President, BlackRock Portfolio Design Specialist San Francisco
Skills & Focus: investment management, relationship building, portfolio construction, financial advisors, portfolio customization, risk analytics, model portfolios, data-driven, client experience, sales growth
About the Company: BlackRock is one of the worldā€™s preeminent asset management firms and a premier provider of global investment management, risk management and advisory servicesā€¦
Experience: 3+ years investment or asset management experience.
Salary: USD$100,000.00 - USD$110,000.00
Benefits: Comprehensive healthcare, support for working parents, strong retirement plan, tuition reimbursement, and Flexible Timeā€¦

Bridge Housing

Vice President of Asset Management San Francisco
Skills & Focus: Asset Management, Portfolio Benchmarks, Acquisitions, Dispositions, Investment Strategies, Regulatory Compliance, Financial Health, Operational Performance, Property Management, Strategic Business Planning
About the Company: Leading nonprofit developer of affordable homes
Type: Full-time

Anchorage Digital

Client Experience Team Lead San Francisco
Skills & Focus: client experience, onboarding, account management, white glove service, risk management, wealth management, asset management, client support, interdepartmental collaboration, service model development
About the Company: Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, anā€¦

Blackrock

Associate/Vice President, US Wealth Advisory Model Portfolio Sales San Francisco
Skills & Focus: Model Portfolios, Sales, Client Relationships, Portfolio Construction, Investment Insights, Financial Advisors, ETFs, Mutual Funds, Asset Management, Client Ownership
About the Company: BlackRock is a global investment manager and fiduciary to our clients, helping people experience financial well-being.
Experience: Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler.
Salary: $100,000.00 - $110,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, and Flexible Time Off (FTO).

Iconiq Capital

Senior Investment Management Development Associate San Francisco
Skills & Focus: investment management, client development, relationship management, high-net-worth clients, strategic partnerships, develop investment solutions, market trends, revenue growth, financial services, networking
About the Company: ICONIQ Capital is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investmenā€¦
Experience: 10+ years of experience within private wealth management, investment management, or relevant financial services verticals
Salary: $200,000 - $350,000
Type: Full-time
Benefits: Comprehensive Medical, Dental and Vision Insurance, Life and disability insurance, Family and wellness benefits includiā€¦

Bitwise Asset Management

In-house Lawyer San Francisco
Skills & Focus: crypto, asset management, public reporting, ETFs, hedge funds, client support, investment products, financial advisors, institutional investors, legal compliance
About the Company: Bitwise Asset Management is the largest crypto index fund manager in America as well as the issuer of first-of-their-kind spot bitcoin and ethereum exchange trā€¦
Type: Full-time

Iconiq Capital

Analyst, Financial Advisory San Francisco
Skills & Focus: financial advisory, investment management, portfolio construction, client service, asset allocation, analytical skills, private investments, tax data coordination, performance monitoring, equity trading
About the Company: ICONIQ Capital is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investmenā€¦
Experience: Two years of relevant professional/financial services experience.
Salary: $95,000 - $105,000
Benefits: discretionary bonus, health insurance, and other perks.

Lincoln Financial

Associate External Wholesaler - MoneyGuard - Specialty Life Partners San Francisco
Skills & Focus: sales, financial services, business relationships, products, sales targets, market share, client relationships, sales plans, compliance, communication
About the Company: Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial secuā€¦
Experience: 3-5 yearsā€™ external sales experience in the financial services industry
Salary: $160,000 - $285,000
Type: Hybrid
Benefits: Clearly defined career tracks, Leadership development, PTO/parental leave, Competitive 401K and employee benefits, Tuitā€¦

Iconiq Capital

Associate, Financial Advisory San Francisco
Skills & Focus: Financial Advisory, client balance sheets, asset allocation, investment performance, portfolio reports, portfolio construction, investment products, macroeconomics, financial planning, private investments
About the Company: ICONIQ Investment Management strives to deliver exceptional investment portfolios for some of the worldā€™s most influential families and an array of mission-driā€¦
Experience: 5+ years of relevant professional services experience.
Salary: $130,000 - $150,000
Type: Full-time
Benefits: discretionary bonus, health insurance, paid time off, 401k participation with a company matching program, wellness stipā€¦

Jordan Park

Senior Analyst, Management Team San Francisco
Skills & Focus: Analytical support, Business initiatives, Operational efficiency, Strategic planning, Client engagement, Data analysis, Market trends, Meeting facilitation, Salesforce, Private wealth management
About the Company: Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.
Experience: 1-2 years
Salary: $100,000 to $110,000 per year
Type: Full-time
Benefits: Medical, dental & vision insurance, 401k participation with employer contribution, generous paid time off, commuter benā€¦

Citizens

Financial Advisor San Francisco
Skills & Focus: Wealth Management, Financial Advisor, Client Management, Investment, Asset Management, Financial Planning, Risk Management, Business Oversight, Client Services, Professional Development
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard and feels a sense of beloā€¦
Experience: Professional
Type: Full Time
Benefits: Citizens is committed to providing benefits, resources and programming to surface healthy habits and support the whole ā€¦

Vouch Insurance

Placements Specialist (Broker) San Francisco
Skills & Focus: insurance placements, risk assessment, negotiation, market expertise, Management Liability, Cyber E&O, Professional Liability, General Liability, client management, strategic recommendations
About the Company: Vouch is a modern insurance provider dedicated to the innovation economy, reimagining business insurance with a streamlined, tailored approach to risk managemeā€¦
Experience: 3+ years of property & casualty insurance experience
Salary: $70,000-$75,000
Type: Full-time
Benefits: Health, dental, and vision insurance, parental leave, flexible vacation time, wellness allowance, technology allowance,ā€¦

Brighton Jones

Associate Advisor - Analyst San Francisco
Skills & Focus: client service, analytical support, operational support, administrative support, client retention, day-to-day responsibilities, workload management, team collaboration, growth culture, values alignment
About the Company: We are the largest RIA in the Pacific Northwest, with a mission to help clients align their time and money with their values and passions, empowering them to lā€¦
Type: Full-time
Benefits: Investment in personal and professional growth, training programs, and path to ownership for team members.

Citizens

Private Wealth Management, Transition Operations Specialist San Francisco
Skills & Focus: Wealth Management, Private Banking, Transition Operations, Financial Services, Relationship Management, Client Services, Investment Strategy, Compliance, Team Collaboration, Risk Management
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Experience: Professional
Type: Full Time
Benefits: Citizens offers benefits, resources, and programming to support healthy habits across all aspects of life.
Private Wealth Management, Transition Operations Specialist San Francisco
Skills & Focus: Private Wealth Management, Transitions Operations, onboarding, client service, financial industry, team collaboration, account opening, data management, problem solving, communication
About the Company: Citizens Private Bank continues to accelerate its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markā€¦
Experience: Minimum 3+ years of Financial Industry experience, preferably in Wealth Management/Brokerage Ops
Salary: $33.65 - $46.15 per hour, potential total compensation up to 100k
Type: Full Time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangā€¦

Redwood Credit Union

Financial Advisor San Rafael
Skills & Focus: customer service, investment, advisory, financial products, insurance, sales training, client communication, compliance regulations, financial well-being, client relations
About the Company: At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supportiā€¦
Type: Full-time

Bank Of America Merrill Lynch

Wealth Management Client Associate Walnut Creek
Skills & Focus: Client Service, Account Management, Client Advocacy, Operational Excellence, Customer Focus, Business Development, Financial Advisors, Client Relationships, Communication, Administrative Services
About the Company: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and instituā€¦
Experience: Administrative Assistant experience
Salary: $25.00 - $37.00 hourly
Type: Full-time
Benefits: Industry-leading benefits, access to paid time off, resources and support for sustainable growth of business and communā€¦