Last updated 2026-06-18
121 Wealth Management jobs in San Francisco ()
Browse 121 Wealth Management jobs across San Francisco, including Financial Advisor, Associate Banker, Financial Planner (San Francisco Bay Area), Registered Client Service Associate, and Wealth Relationship Manager SAFE Act roles. Listings are updated hourly and include salary data where available.
Wealth Management jobs in San Francisco
Professionals specializing in advising and managing financial assets for individuals and institutions.
Browse Wealth Management jobs in San Francisco from companies including Bank of America, Wells Fargo, Bank of Montreal, Mercer Advisors, Candidate Experience Site - Lateral, Citi, and Early Career.
- Common titles include Financial Advisor, Associate Banker, Financial Planner (San Francisco Bay Area), Registered Client Service Associate, and Wealth Relationship Manager SAFE Act.
- Roles span mid, entry, and senior levels.
- Recent postings include financial advisor, relationship manager, financial planner, wealth relationship, and private client roles.
- Most listed roles are in San Francisco (75), with openings also in Walnut Creek (12), Oakland (5), San Mateo (5), and Concord (4).
- Reported pay for Wealth Management jobs near San Francisco ranges around $69,000-$175,000 annually (P25-P75 across 95 postings that disclosed pay).
- Hourly Wealth Management roles near San Francisco pay a median rate of $34/hr based on 17 postings.
- Explore Wealth Management salaries in California in Salary Explorer.
Wealth Management jobs in San Francisco
Professionals specializing in advising and managing financial assets for individuals and institutions.
Browse Wealth Management jobs in San Francisco from companies including Bank of America, Wells Fargo, Bank of Montreal, Mercer Advisors, Candidate Experience Site - Lateral, Citi, and Early Career.
- Common titles include Financial Advisor, Associate Banker, Financial Planner (San Francisco Bay Area), Registered Client Service Associate, and Wealth Relationship Manager SAFE Act.
- Roles span mid, entry, and senior levels.
- Recent postings include financial advisor, relationship manager, financial planner, wealth relationship, and private client roles.
- Most listed roles are in San Francisco (75), with openings also in Walnut Creek (12), Oakland (5), San Mateo (5), and Concord (4).
- Reported pay for Wealth Management jobs near San Francisco ranges around $69,000-$175,000 annually (P25-P75 across 95 postings that disclosed pay).
- Hourly Wealth Management roles near San Francisco pay a median rate of $34/hr based on 17 postings.
- Explore Wealth Management salaries in California in Salary Explorer.
Snapshot updated 2hr, 50m ago
San Francisco
mid
Full Time
$160k/yr
The Wealth Manager will flexibly and collaboratively contribute to the delivery of a bespoke and holistic wealth management service to…
The Wealth Manager fosters a collegial environment in which team members feel empowered to deliver their best work and clients…
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Client Associate (SF)May 19
Oakland
mid
Full Time
$79.0k-126.1k/yr
Identifies and develops profitable relationships with prospects and clients consistent with the objectives of the bank through extensive bu…
Relationships in portfolio may require extensive operational expertise to manage workflow to match client needs, and is responsible for mon…
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Private Wealth AnalystApr 29
AWM, Private Bank, Capital Markets (Securities-Based Lending), Vice President - San Francisco
Jun 16
San Francisco
mid
Key Responsibilities Drive securities-based lending activity by developing and maintaining strong partnerships with Private Wealth Advisors…
The role partners closely with Private Wealth Advisors, underwriting, and risk partners to originate, structure, and manage sophisticated s…
Pleasant Hill
mid
Full Time
$88.4k-132.6k/yr
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial…
Strong analytical and financial skills.
Personal Banker | Northgate
Jun 16
San Rafael
mid
Full Time
You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consi…
As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility,…
San Francisco
entry
Full Time
$32/hr
The Wealth Client Specialist (WCS) role supports Fiduciary Officers within the Wealth Division.
From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions ba…
Walnut Creek
mid
Full Time
$100k/yr
Key Responsibilities and Duties The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze the…
We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who…
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Internal Advisor ConsultantMay 20
Client Service Manager
Jun 15
San Francisco
mid
Full Time
$90k-110k/yr
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…
San Francisco
mid
What You’ll Do: Partner with agents and general office leadership to deliver one-on-one case consultations, helping design and implement ad…
Demonstrated strength in relationship management and cross-functional collaboration.
San Francisco
mid
Full Time
$85k/yr
Market Sales Partner (Internal Wholesaler): This role partners with our Market Leader/External Wholesaler to build relationships with clien…
The Market Sales Partner will deliver expertise to Financial Advisors, collaborate with other sales professionals to develop deep relations…
Foster City
senior
Full Time
$150k-225k/yr
SFAs lead client meetings, develop planning strategies, and coordinate with portfolio management, tax professionals, and estate attorneys t…
Position Description Reports to: Emily Hazelroth, Senior Advisor Manager & Advisor Manager Benefits: Yes Status: Full Time/Exempt Date: Imm…
Martinez
entry
Full Time
$28.85-33.65/hr
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients ach…
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next…
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Relationship ManagerJun 10
Associate Banker
Jun 11
San Mateo
entry
Full Time
$44.3k-66.4k/yr
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide…
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in…
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Associate BankerJun 8
San Francisco
entry
As a Cyber Client Advisor , you will assess client needs and craft tailored solutions to complex risk challenges.
We will count on you to: Assess the needs of clients and develop solutions to risk situations, across complexity spectrum…
San Francisco
mid
Essential Job Functions for this role include: The Financial Planner’s responsibilities include, but are not limited to: Preparing financia…
Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored re…
San Mateo
entry
Full Time
$34.3k/yr
Through regular interactions with clients, individuals in this role build trusted relationships.
Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be…
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Client Service AssociateJun 3
Public Funds Sales Director
Jun 10
San Francisco
senior
Contribute to identifying and advancing strategic growth opportunities supporting Mercer’s public segment expansion Collaborate with market…
Experience selling solutions-oriented investment offerings to public plan clients, ideally in partnership with research, product, or specia…
Senior Product Manager
Jun 9
Concord
senior
Full Time
$150k-175k/yr
Job Description: The Job / What You’ll Do We are seeking an experienced Investment Product Manager to join our Investment…
In this role, the Senior Manager will partner across the organization to define product vision, drive innovation, and execute priorities…
Walnut Creek
mid
Full Time
$68.6k/yr
Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience.
Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client…
Director, Partnerships
Jun 8
San Francisco
senior
$300k-350k/yr
Build the partnership operating model — partner tiering, deal review, attribution, joint GTM playbooks, marketplace ops — and own partnersh…
The opportunity You'll be Hazel's first dedicated partnerships hire, owning the partnership motion end-to-end across technology integration…
San Francisco
mid
Full Time
$88/hr
* Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with…
Strong analytical and financial skills. *.
Berkeley
senior
$96k-210k/yr
Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients…
The Expertise We’re Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire…
San Francisco
senior
$200k-350k/yr
This role requires deep expertise in capital markets client relationships.
Familiarity with deal execution with institutional clients is highly valued—especially in longer-duration transactions such as private plac…
San Francisco
entry
$120k-135k/yr
3+ years of Client Service or Investor Relations experience in Financial Services, Asset Management, or closely related fields.
The ideal candidate has expertise in Client Service or Investor Relations in the TradFi or Alternative Investments Industry.
San Francisco
senior
Full Time
$250/hr
Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client…
Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate inv…
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