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Financial Services Financial Consultant

Wealth Planning Associate — Client-Focused Financial Guidance

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: NorthRock Partners
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 108000 - 126000 USD Yearly USD 108000.00 126000.00 YEAR
Job Description & How to Apply Below
A major financial services firm in San Francisco seeks a strategic, detail-oriented professional to join the Client Service team. This role involves partnering closely with Advisors to provide comprehensive financial advice and support to clients. Ideal candidates will possess strong analytical thinking, communication skills, and a keen attention to detail. They will have a Bachelor’s degree in a relevant field and experience in financial services, preferably in a client-facing role.

Expected salary range is $108,000 – $126,000 annually, plus benefits including strong retirement plans and comprehensive healthcare.
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Position Requirements
10+ Years work experience
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