M
Associate Wealth Advisor
External job listingat Mackenzietalent
About the role serving UHNW clients. Tasks Direct partnership with firm leadership on high-touch UHNW portfolios Deep involvement in asset allocation, trade execution, and alt strategies...
External source - not verified6 days agoOpen until: Jan 25, 2027
Salary
Not provided
Location
San Francisco, United States
Employment type
Full time
Workplace
Not provided
Associate Wealth Advisor
San Francisco, United States
Job description
About the role
serving UHNW clients.
Tasks
- Direct partnership with firm leadership on high-touch UHNW portfolios
- Deep involvement in asset allocation, trade execution, and alt strategies
Requirements
- 4+ years of wealth management experience required.
Pay
- $150K – $170K total cash (base + bonus) + equity stake
How to apply
- Send your resume by email.
Location
- San Francisco and Los Angeles