Associate, Private Wealth Financial Advisory (Santa Rosa)Russell Tobin • Santa Rosa, CA, United States
Associate, Private Wealth Financial Advisory (Santa Rosa)
Russell Tobin • Santa Rosa, CA, United States
[job_card.1_day_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Prepare client balance sheets and conduct asset allocation analyses. Monitor portfolio performance and manage quarterly reporting with accuracy and consistency. Support portfolio construction and gain exposure to various asset classes, investment products, and client-specific strategies. Perform ad hoc analyses to support equity planning and trust and estate planning needs. Assist with equity and options trading and other investment execution activities. Collect, organize, and manage client tax and financial documentation. Participate in direct private investments and gain exposure to broader family office operations. 3-7+ years of relevant experience in investment management, financial advisory, or professional services. Strong analytical, quantitative, and communication skills. Passion for investment management and client service excellence. Bachelors degree required; advanced degrees or certifications a plus. Medical, Dental, and Vision Life and Disability Insurance 401(k) match program Commuter and Wellness benefits
Our client, a global multi-family office RIA, is currently looking for an individual to join up with their Financial Advisory team, responsible for the portfolio construction and analysis of their ultra-high net worth client portfolios. The team is looking for an individual highly knowledgeable within the key aspects of financial planning for ultra-high net worth individuals and families.
As a Financial Advisory Associate, youll be a key member of the firm's Financial Advisory team, focusing on portfolio construction, management, and analysis for the firm's high-net-worth and ultra-high-net-worth clients. Youll help manage portfolios, provide financial analysis, and contribute to investment and wealth planning strategies.
- Also accepting applicants at the Senior Analyst level
Key Responsibilities :
Qualifications :
Benefits :
[job_alerts.create_a_job]
Private Wealth Santa • Santa Rosa, CA, United States
[internal_linking.similar_jobs]
Strategy + Investor Relations Associate opportunity with Middle Market Tech-Focused Growth Equity Firm in the Bay Area.Strategic Development Responsibilities : .
Partner with portfolio companies to de...[show_more]
The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financia...[show_more]
Our client is a national leader in the broker-dealer space, known for their investment in their employees and exceptional work environment.
They have received numerous awards for employee satisfacti...[show_more]
You must have an active Series 7 license for this position to be considered • • •.Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail b...[show_more]
A premier Middle-Market Technology Buyout firm is seeking a Senior Associate to join its investment team.They specialize in acquiring and scaling high-growth Enterprise Software and Tech-Enabled Se...[show_more]
Coda Search is partnering with a premier global asset management firm investing across real estate, private equity, and private credit.
As the firm continues to expand its global investor base, they...[show_more]
Now Hiring : Wealth Advisor High Net-Worth Clients.San Francisco | 💼 Base Salary + Commission.Ongoing Expansion | Global Wealth Management Advisor.
Talent Focus is proud to partner with a prestigio...[show_more]
Private Equity Associate (1st Year).Full-cycle exposure across sourcing, diligence, execution, and portfolio work.Deep involvement in financial modeling, valuation, and investment memos.Direct inte...[show_more]
Analog Capital Partners centralizes investments, planning, and professional services for individuals and their families.We provide diversified portfolio management and asset allocation guidance.We ...[show_more]
We're representing one of the fastest-growing financial planning firms in the industry in their search for Financial Advisors.
Well-backed and recognized as such, the platform is built on proprietar...[show_more]
Our client is a well-established private equity firm focused on investing in lower middle-market businesses.The firm is seeking a Senior Associate to join its Industrials investment team, playing a...[show_more]
The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financia...[show_more]
Financial Advisors Santa Rosa, CA.W-2 or Independent | National Wealth Platform.Everything is set up and ready to go in Santa Rosa, CA.
W-2 or independent structure offering.Why it's worth paying a...[show_more]
Yourea collaborative communicator who builds trust quickly, a technical thinker who loves solving complex planning puzzles, and a humble expert who balances precision with empathy.You thrive in a t...[show_more]
Our client, a growing venture platform, is searching for a.This role is ideal for someone with early professional experience in investment banking, growth equity, or venture capital who is eager to...[show_more]
Investment Professional (Senior Associate ~ Principal).Smilegate Investment US is the newly established North American arm of Smilegate Investment ($1.
B AUM), backed by the global gaming giant Smil...[show_more]
The Family Office Advisory Senior Analyst plays a central role in delivering high-touch, comprehensive service to high-net-worth clients by supporting their lifestyle, wealth, investment, legal, in...[show_more]
Jefferies is a Global Investment Bank with capabilities across diverse products, including equity, debt, lending, M&A and restructuring, paired with deep sector expertise across 9 major industry ve...[show_more]
Strategy + Investor Relations Associate - Growth Equity Firm (Santa Rosa)
CarterPierce, INC. • Santa Rosa, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Sr. Associate Financial Advisor
First Technology Federal Credit Union • Santa Rosa, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_days]
Wealth Manager (Santa Rosa)
Madison Professional Group • Santa Rosa, CA, United States
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
Private Equity Investment Sales Associate
Paulson Investment Company, LLC • Santa Rosa, CA, US
[job_card.full_time]
[last_updated.last_updated_1_hour] • [promoted] • [new]
Private Equity Senior Associate (Santa Rosa)
The Barton Partnership | B Corp • Santa Rosa, CA, United States
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
Investor Relations Associate @ Alternatives Fund (Santa Rosa)
Coda SearchStaffing • Santa Rosa, CA, United States
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
High Net-worth Wealth Advisor (San Francisco) (Santa Rosa)
Talent Focus Executive Search and Consulting • Santa Rosa, CA, United States
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
Private Equity Associate - Software Investing (Santa Rosa)
Alexander Chapman • Santa Rosa, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote (Santa Rosa)
Analog Capital Partners • Santa Rosa, CA, US
[filters.remote]
[job_card.full_time] +1
[last_updated.last_updated_1_day] • [promoted]
Private Wealth Advisor
Coda Search¦Staffing • Santa Rosa, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Private Equity Senior Associate (Santa Rosa)
Hampton Reid • Santa Rosa, CA, United States
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
Sr. Associate Financial Advisor
First Tech Federal Credit Union • Santa Rosa, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Financial Advisor (Santa Rosa)
Top National Wealth Management Firm • Santa Rosa, CA, United States
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
Senior Financial Planner (Santa Rosa)
NorthRock Partners • Santa Rosa, CA, United States
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
Venture Capital Associate (Santa Rosa)
Hunter SF • Santa Rosa, CA, US
[job_card.part_time]
[last_updated.last_updated_1_day] • [promoted]
Investment Professional(Senior Associate ~ Principal) (Santa Rosa)
Smilegate Investment • Santa Rosa, CA, United States
[job_card.full_time] +1
[last_updated.last_updated_1_day] • [promoted]
Senior Analyst, Family Office Advisory (Santa Rosa)
Confidential • Santa Rosa, CA, United States
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
Investment Banking Associate, TMT (Santa Rosa)
Jefferies • Santa Rosa, CA, United States
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]