Associate Wealth Advisor – Client Relationships (Hybrid)

Naviga Recruiting & Executive Search; San Francisco (CA); Hybrid; USD 110,000 - 180,000; Full time

Job summary

The Opportunity: An established multi-family office is seeking an Associate Wealth Advisor / Client Relationship Associate to support a senior wealth practice. This apprenticeship-style role lets you work closely with a seasoned advisor to manage complex family relationships and gradually transition into a lead advisor position.

You will handle high-net-worth clients for private wealth management, coordinate meetings, work with CPAs, trust officers, attorneys, and banks, and assist with

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• 2–5+ years of experience in private wealth management, RIA support, or financial planning.
• Proficiency with CRM systems and financial reporting software.

Responsibilities

• Serve as a primary daily point of contact for private wealth clients, delivering responsive, high-touch support.
• Coordinate prep work and drive execution for client strategy meetings.
• Collaborate with external client partners—including CPAs, trust officers, attorneys, and bankers - on comprehensive tax, estate, and business decisions.
• Facilitate administrative onboarding, partnership documentation, and complex account maintenance across trusts and holding companies.
• Assist with credit, cash flow execution, and treasury management across client balance sheets.
• Help prepare customized client deliverables, consolidated net-worth statements, and performance summaries.
• Oversee action-item tracking and operational compliance across the practice.

Skills

Private wealth management

Client relationship management

Financial planning

CRM software

Education

Bachelor's degree in Finance

Tools

CRM systems

Financial reporting software

Job description

The Opportunity: An established multi-family office is seeking an Associate Wealth Advisor / Client Relationship Associate to support a senior wealth practice. This apprenticeship-style role lets you work closely with a seasoned advisor to manage complex family relationships and gradually transition into a lead advisor position.

You will handle high-net-worth clients for private wealth management, coordinate meetings, work with CPAs, trust officers, attorneys, and banks, and assist with