Senior Client Advisory & Wealth Strategy Lead
Listed on 2026-10-06
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Finance & Banking
Wealth Management
Hunter SF in San Francisco is seeking a senior associate to support a prestigious family-office client. You will work closely with the Director to handle all client advisory work and day-to-day requests, delivering proactive, high-touch service across lifestyle, strategies, and operations.
You will liaise with bankers, attorneys, mortgage brokers, and other trusted advisors; support estate planning, gifting, wills, trusts, tax planning, asset protection and philanthropic initiatives; build
Our organisation is growing, and we are hiring a Senior Client Advisory & Wealth Strategy Lead in San Francisco, CA, United States.
This role, Senior Client Advisory & Wealth Strategy Lead at Hunter SF, could be your next career step.
Are you ready to take on the Senior Client Advisory & Wealth Strategy Lead role at Hunter SF?
We would love to welcome a new Senior Client Advisory & Wealth Strategy Lead to our group in San Francisco, CA, United States.
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