Jobs
>
San Francisco

    Wealth Manager - San Francisco, United States - augmentjobs

    augmentjobs
    augmentjobs San Francisco, United States

    3 weeks ago

    Default job background
    Description
    Job Description

    Job Description


    Job Description:


    As a Wealth Manager, you will be responsible for providing comprehensive financial planning and investment management services to high-net-worth individuals, families, and institutions.

    Your role involves understanding clients' financial goals and objectives, assessing their risk tolerance, and developing customized wealth management strategies to help them achieve their financial aspirations.

    You will need strong interpersonal skills, financial expertise, and the ability to build long-term relationships with clients.

    Responsibilities:
    Conduct comprehensive financial assessments for clients, including analyzing their financial situation, investment objectives, risk tolerance, and liquidity needs.

    Develop personalized wealth management plans tailored to clients' goals and objectives, incorporating investment strategies, retirement planning, estate planning, tax optimization, and risk management.

    Implement investment strategies and manage client portfolios, including asset allocation, security selection, and portfolio rebalancing, to maximize investment returns and minimize risk.

    Monitor market trends, economic indicators, and investment performance to make informed investment decisions and adjust portfolio allocations as needed.
    Provide ongoing financial advice and guidance to clients, addressing their inquiries, concerns, and changing financial circumstances.

    Collaborate with tax advisors, estate planning attorneys, insurance professionals, and other experts to coordinate holistic financial planning solutions for clients.

    Develop and maintain long-term relationships with clients through regular communication, portfolio reviews, and proactive financial planning initiatives.

    Stay informed about industry trends, regulatory changes, and best practices in wealth management to ensure compliance and deliver high-quality service to clients.


    Requirements:
    Bachelor's degree in finance, economics, business administration, or a related field. Advanced degrees or certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) preferred.
    Previous experience in wealth management, financial planning, or investment advisory roles required.
    Strong understanding of financial markets, investment products, tax strategies, estate planning, and retirement planning.
    Excellent interpersonal skills, with the ability to build trust and rapport with clients and develop long-lasting relationships.
    Proven track record of successfully managing client portfolios and delivering investment performance in line with client objectives.
    Knowledge of financial planning software and tools for portfolio analysis, retirement planning, and risk assessment.
    Effective communication and presentation skills, with the ability to explain complex financial concepts in a clear and concise manner.
    Detail-oriented with strong organizational skills, capable of managing multiple clients and priorities simultaneously.
    Ability to work independently and collaboratively in a team-oriented environment, with a proactive and client-focused approach.

    #J-18808-Ljbffr
  • Morgan Stanley

    Wealth Management Associate

    3 weeks ago

    Morgan Stanley San Francisco, United States

    Wealth Management Associate** · Job Number: · 3252410 · POSTING DATE: May 10, 2024 · PRIMARY LOCATION: Americas-United States of America-California-San Francisco · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Professional · DESCRIPTION · -: · The Wealth Manage ...

  • Bank of America

    Wealth Management Banking Specialist

    1 week ago

    Bank of America San Francisco, United States

    **Skills & Qualifications**: · - 3+ years experience in the financial services industry · - Proven results exceeding goals in a client-centric, results-driven environment · - Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve s ...

  • Global Financial Impact

    Entry-level - Remote - Wealth Manager

    2 weeks ago

    Global Financial Impact San Francisco, United States

    About Us · At Global Financial Impact, were not just about building wealth but about transforming that wealth into meaningful impact, helping you turn dreams into reality. Whether youre championing a global cause, uplifting your family and community, or building a business that y ...

  • The Judson Group

    Wealth Manager

    1 week ago

    The Judson Group San Francisco, United States

    Reference Number: HRJ7620 · Location: Silicon Valley/San Francisco, California · Judson Group has been retained by a $19B+ RIA with a national presence in their search for a · Wealth Manager . This individual will be managing and servicing client relationships. They will be resp ...

  • augmentjobs

    Wealth Manager

    2 weeks ago

    augmentjobs San Francisco, United States

    Job Description · Job DescriptionJob Description: · As a Wealth Manager, you will be responsible for providing comprehensive financial planning and investment management services to high-net-worth individuals, families, and institutions. Your role involves understanding clients' ...

  • WrapManager

    Wealth Managers and Relationship Managers

    1 week ago

    WrapManager Mill Valley, United States

    Our work is highly personalized, so we encourage an **atmosphere where people can be people**, _not just workers_. We always keep our ears and eyes open for bright, personable talent. · If WrapManager sounds like a cultural fit for you — and if you're seeking a wealth management ...

  • Morgan Stanley

    Wealth Management Associate

    2 weeks ago

    Morgan Stanley San Francisco, CA, United States Full time

    POSITION SUMMARY: · The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios · Under the direction of the Financial Advisor / Private Wealth Advisor, this ...

  • Zions Bancorporation

    Wealth Management Technology

    2 weeks ago

    Zions Bancorporation West Valley City, United States

    Zions Bancorporation, N.A. (Zions) is one of the nation's premier financial services companies, consisting of a collection of great banks with combined total assets exceeding $87 billion. Zions operates banking divisions under local management teams and community identities in 11 ...

  • Zions Bancorporation

    Wealth Management Technology

    2 weeks ago

    Zions Bancorporation West Valley City, United States

    Seeking a Wealth Technology and Operations Manager within the EWM Team to manage operation functions. This position can be in Houston, TX or Salt Lake City, Utah. Description The Wealth Technology and Operations Manager works closely with key executi Operations Manager, Technolog ...

  • Zions Bancorporation

    Wealth Management Technology

    1 week ago

    Zions Bancorporation West Valley City, United States

    Zions Bancorporation, N.A. (Zions) is one of the nation's premier financial services companies, consisting of a collection of great banks with combined total assets exceeding $87 billion. Zions operates banking divisions under local management teams and community identities in 11 ...

  • Equitable Services

    Wealth Management Advisor

    3 weeks ago

    Equitable Services San Francisco, United States

    Save this job with your existing LinkedIn profile, or create a new one. · Save this job with your existing LinkedIn profile, or create a new one. · Your job seeking activity is only visible to you. · Email · Welcome back · Sign in to save · Wealth Management Advisor · at · ...

  • Citigroup Inc

    Wealth Relationship Manager

    3 weeks ago

    Citigroup Inc San Francisco, United States

    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matt ...

  • Equitable

    Wealth Management Associate

    1 week ago

    Equitable San Francisco, United States

    Description · Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion ...

  • Fidelity Investments

    Wealth Management Consultant

    3 weeks ago

    Fidelity Investments San Francisco, United States

    Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model w ...

  • Fidelity Investments

    Wealth Management Consultant

    1 week ago

    Fidelity Investments San Francisco, CA, United States

    Job Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mode ...

  • Fidelity Investments

    Wealth Management Consultant

    1 week ago

    Fidelity Investments San Francisco, CA, United States

    Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing ...

  • Fidelity Investments

    Wealth Management Consultant

    2 weeks ago

    Fidelity Investments San Francisco, United States Full time

    Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model wi ...

  • Citizens

    Wealth Portfolio Manager III

    3 weeks ago

    Citizens San Francisco, United States

    · Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We're looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients ...

  • Citizens

    Wealth Portfolio Manager III

    3 weeks ago

    Citizens San Francisco, United States

    Job Description · Description · Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We're looking for talented individuals with a demonstrated track record of delivering a gold ...

  • Bank of America

    Wealth Management Banking Specialist

    3 weeks ago

    Bank of America San Francisco, United States

    Wealth Management Banking Specialist page is loaded · Wealth Management Banking Specialist · Apply · locations · San Francisco · time type · Full time · posted on · Posted 11 Days Ago · job requisition id · Job Description: · This role will team with our Financial Advis ...