UHNW Wealth Strategy AssociateRussell Tobin • San Francisco, CA, United States
UHNW Wealth Strategy Associate
Russell Tobin • San Francisco, CA, United States
[job_card.1_day_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A global multi-family office seeks a Financial Advisory Associate in San Francisco. In this critical role, you will focus on portfolio construction and analysis for high-net-worth clients. Responsibilities include preparing balance sheets, monitoring portfolio performance, and supporting investment strategies. With 3-7+ years of relevant experience required and a Bachelor's degree, this position offers competitive benefits including medical, dental, and 401(k) match.
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