Last updated 2026-08-02
158 Wealth Management Jobs in San Francisco, CA, United States
Browse 158 Wealth Management jobs in San Francisco, CA, United States, including Financial Advisor, Senior Private Wealth Advisor, Practice Lead (Personal Strategy), and Wealth at Work, Managing Director, Investment Counselor Team Lead, West Region roles from Bank of America, Wells Fargo, and U.S. Bank National Association. Listings are updated hourly and include salary data where available.
Market data for Wealth Management jobs in San Francisco, CA, United States
Professionals specializing in advising and managing financial assets for individuals and institutions.
Salaries for Wealth Management jobs in San Francisco, CA, United States
Salary ranges come from jobs that include pay information. Annual ranges are shown when available.
Mid hourly pay (p50) for Wealth Management jobs near San Francisco, CA, United States is $30/hour, based on 69 postings with hourly pay.
| Pay type | Lower (p25) | Mid (p50) | Higher (p75) |
|---|---|---|---|
| Annual | $70K | $100K–$150K | $224K |
| Hourly | $26/hr | $30/hr | $34/hr |
| Scope | Lower (p25) | Mid (p50) | Higher (p75) | Postings with salary ranges |
|---|---|---|---|---|
| San Francisco metro | $63K | $75K | $132K | 494 |
| California | $58K | $71K | $111K | 1,525 |
| U.S. | $54K | $67K | $105K | 8,624 |
Salary data: 108 of 158 jobs include pay information (68%).
Explore San Francisco, CA, United States Wealth Management salary data.
Companies hiring for Wealth Management jobs
| Company | Current jobs |
|---|---|
| Bank of America | 30 |
| Wells Fargo | 28 |
| U.S. Bank National Association | 19 |
| 94-1687665 Bank of America, National Association | 16 |
| 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc | 15 |
| Bank of Montreal | 12 |
| Lplfinancial | 12 |
Wealth Management jobs by schedule
| Schedule | Current jobs | Share of current jobs |
|---|---|---|
| Full time | 158 | 100% |
Wealth Management jobs by experience level
Common Wealth Management job titles
Wealth Management jobs by listed location
| Location | Current jobs | Share of current jobs |
|---|---|---|
| San Francisco, CA, United States | 104 | 79% |
| Walnut Creek, CA, United States | 15 | 11% |
| Oakland, CA, United States | 5 | 4% |
| Berkeley, CA, United States | 4 | 3% |
| Concord, CA, United States | 4 | 3% |
- How many Wealth Management jobs are listed in San Francisco, CA, United States?
- This page currently shows 158 Wealth Management jobs in San Francisco, CA, United States.
- What salary data is available for Wealth Management jobs in San Francisco, CA, United States?
- Salary comparison includes San Francisco metro (Lower (p25) $63K, Mid (p50) $75K, Higher (p75) $132K, 494 postings with salary ranges) and California (Lower (p25) $58K, Mid (p50) $71K, Higher (p75) $111K, 1,525 postings with salary ranges).
- Which companies are hiring for Wealth Management roles in San Francisco, CA, United States?
- Current jobs include openings from Bank of America (30 jobs, 11%), Wells Fargo (28 jobs, 10%), U.S. Bank National Association (19 jobs, 7%), 94-1687665 Bank of America, National Association (16 jobs, 6%), and 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc (15 jobs, 5%).
- What experience levels are common for Wealth Management jobs in San Francisco, CA, United States?
- Current jobs by experience level: Mid (64 jobs, 41%), Senior (53 jobs, 34%), and Entry (41 jobs, 26%).
- What work schedules are common for Wealth Management jobs in San Francisco, CA, United States?
- Current jobs by schedule: Full time (158 jobs, 100%).
- What Wealth Management job titles are common in San Francisco, CA, United States?
- Common titles include Financial Advisor (7 jobs, 4%), Senior Private Wealth Advisor, Practice Lead (Personal Strategy) (1 job, 1%), Wealth at Work, Managing Director, Investment Counselor Team Lead, West Region (3 jobs, 2%), Registered Private Wealth Client Associate (1 job, 1%), and Director, Wealth Advisor (1 job, 1%).
- What job data does this page include?
- Most current jobs are full-time (158 of 158). 64 of 158 current jobs are at the mid level. 108 of 158 jobs include pay information.
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Patelco Credit Union
Jul 31- Assist members with complex financial transactions and accounts and ensure their needs are met through proactive follow-up and resolution .
- Serve as a subject matter expert in our products and services offerings, new accounts, and consumer lending processes .
More roles at Patelco Credit Union
MS Smith Barney, LLC
Jul 31- POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ P…
- Through regular interactions with clients, individuals in this role build trusted relationships.
More roles at MS Smith Barney, LLC
Wells Fargo
Jul 31- Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners acros…
- In this role you will: Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships Lead discovery‑dri…
Client Relationship Consultant 2 (Banker) - Lafayette, CA
- Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person…
- Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial…
More roles at U.S. Bank National Association
Bank of Montreal
Jul 31- Manages high-value client portfolios, driving cross-selling, retention, and profitability.
- Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
More roles at Bank of Montreal
Fidelity Investments Careers
Jul 31- The Expertise We’re Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 66…
- The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and…
More roles at Fidelity Investments Careers
Client Service Manager
- Assist Relationship Managers with strategizing, building, and implementing investment portfolios.
- Handle client inquiries and maintenance requests: Manage general account inquiries and maintenance requests, including but not limited to t…
Sr. Client Service Associate/ Sr. Client Service Manager
- Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, incl…
- Experience with Workday preferred.
Mercer Advisors
Jul 30- This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consiste…
- Advisor Partnership & Practice Management Partner with Wealth Advisors to support client segmentation, service tiering, and strategic plann…
Lateral
Jul 30- Serve as the regional fiduciary business development lead, partnering closely with Private Wealth Advisors to advance new prospect opportun…
City National Bank
Jul 30- Business Development – nurture existing client relationships, create new connections and win new business through best practices, networkin…
- Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the inten…
More roles at City National Bank
High Net Worth Tax Principal
- Our consulting professionals provide comprehensive strategic income, trust, estate and gift tax, succession planning, valuation and interna…
More roles at Baker Tilly Advisory Group, LP
Arcadis
Jul 28- Qualifications & Experience: * Extensive leadership experience working with Internet & Software clients in the Americas, with clear account…
- Actively mentor and guide Client Portfolio Managers and Account Leaders in portfolio strategy and people management. *.
The Northern Trust Company
Jul 28- Guides client conversations for goals driven wealth management and holistic advice.
- Advises Relationship Advisors on fiduciary issues and serves as a fiduciary resource on relationships managed by Relationship Advisors.
Stifel
Jul 27- The Client Advisor manages and participates in client relationships by building rapport, assessing clients' financial planning and investme…
- The Client Advisor works with portfolio managers to construct and implement the appropriate investment strategies for each client account.
Citi
Jul 27- Wealth Group Executive’s primary focus is to ensure corporate strategy execution on a regional level. *.
- Visible to CBNA/CPWM senior management and is a clear ambassador to the overall growth and success of the CPWM Investment…
Professional
Jul 27- This role acts as subject matter expert for the client experience in banking and investments for peers and manager, identifies…
- Identifies training needs and assists the Wealth Academy in creating job aids for service managers and CSAs Coordinate “SWAT” resources…
More roles at Professional
Tax Manager, Private Client & Family Office Services
- In this role, Tax Manager, Private Client & Family Office Services is charged with applying knowledge to understand potential tax…
- In addition, the Private Client & Family Office Manager will be involved in the marketing, networking and business development within…
More roles at BDO USA Experienced Career Site
Hightower
Jul 24- The Role We are looking for an experienced Wealth Advisor who is a relationship builder at heart, with strong communication…
- Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advi…
Financial Solutions Advisor Registration Candidate - Concord Center...
- Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and m…
- Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their…
More roles at 13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
Brighton Jones
Jul 24- Prepare various administrative deliverables which directly support client retention and growth; prepare and process documentation related t…
- As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and…
More roles at Brighton Jones
ICONIQ
Jul 23- The Opportunity: Client Service Analyst – Family Office Advisory Team The Analyst is a key member of the Family Office…
- Principal Responsibilities: Client Service Under the supervision of experienced team members, provide high touch, proactive service in deli…
More roles at ICONIQ
SVP, Wealth Strategy
- The SVP, Wealth Strategy leads the Wealth Product Strategy team and partners closely with product management, platform experience, investme…
- About this Opportunity: As a SVP, Wealth Strategy, you will be responsible for leading business unit strategy for Orion Wealth…
Relationship Banker - San Francisco West - Cantonese or Mandarin...
- Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
- This position is open for the entire market and the specific Financial Center location will be based on business needs.
More roles at 94-1687665 Bank of America, National Association
Client Associate
- The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients.
- Position A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join…
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