Family Office Advisory Analyst: Elite Client Services
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-08-18
Listing for:
ICONIQ
Full Time
position Listed on 2026-08-18
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
ICONIQ in San Francisco is seeking an Analyst for their Family Office Advisory team. This role focuses on managing client relationships for high net worth clients, providing high-touch service, and supporting wealth transfer and tax planning strategies.
The ideal candidate will have a Bachelor’s degree and at least two years of relevant experience, with strong communication skills and a proactive approach to client service. The position offers a hybrid work arrangement with a competitive salary range of $90,000 to $105,000.
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