Job description


  • Entry level
  • No Education
  • Salary to negotiate
  • San Francisco


A highly regarded Wealth Management firm with locations throughout the Bay Area is looking to add a Wealth Management Associate to their team. You will work with an advisory team that truly believes in helping others navigate their financial path.

This is the right role for someone that wants to help a team grow and reach new heights. Duties will include resolving complex client service issues, tracking and managing asset movement, communicating with 3rd party clearing houses, running team meetings and being highly responsive to client requests and questions.

This is a tremendous opportunity to join a firm that truly cares about its employees. They hire smart professionals and the perks are some of the best in the industry!


3+ years of experience in an RIA, Broker-Dealer or Wire house

Series 7 & 66 - a plus

Familiarity with Pershing NetX360, Albridge Solutions, Emoney, excel

For consideration, please send your resume to:

  • broker
  • excel

About the company

Unrivaled Industry Insight. Sophisticated Matching Technology.
And a Personalized Approach.
It’s Why We’re #1.