Relationship Advisor (Wealth Management)

Location: San Francisco, CA, United States; onsite full-time

Salary: $131,675–$223,905 USD per year, plus potential discretionary bonus and equity component.

Company

Global financial services organization providing wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Manage a portfolio of wealth management clients and work with professional advisors to understand financial needs and goals.
• Provide goals-driven wealth management advice covering fiduciary services, investments, tax, estate planning, financial planning, and applicable regulations.
• Develop advice-led solutions, explain complex concepts clearly, and provide proactive guidance on products, services, regulatory changes, and tax developments.
• Build and maintain client relationships through responsive communication, relationship enhancement, referrals, and new business development.
• Identify and resolve fiduciary risk issues while applying internal policies, fiduciary standards, and prudent risk management practices.
• Mentor less experienced partners and advise other Relationship Advisors on fiduciary matters.

Requirements

• College or university degree and/or relevant proven work experience.
• 7–10 years of experience in fiduciary servicing, personal trust, estate administration, or a related field.
• Knowledge of fiduciary and financial products and services, investments, tax, legal matters, operations, and applicable laws and regulations.
• Skills in negotiation, problem-solving, delegation, leadership, sales, time management, and consensus building.
• Must be authorized to work in the United States without employment-based visa sponsorship now or in the future.

Culture & Benefits

• Flexible and collaborative work culture focused on financial strength, stability, and inclusion.
• Retirement benefits including a 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance options.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Opportunities for internal mobility, accessible senior leadership, professional development, and community involvement.