Experienced Wealth & Fiduciary Associate - Evercore Wealth Management (San Francisco)

Evercore; San Francisco (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) Retirement Plan

Life and disability insurance

Paid parental and caregiver leave

Commuter benefits

Job summary

Evercore in San Francisco is looking for a Wealth & Fiduciary Advisory Associate. The role involves comprehensive client support, account management, and assisting in financial planning.

The ideal candidate has 2-8 years in wealth management, strong client service skills, and proficiency in financial software. The base salary ranges from $80,000 to $120,000, along with eligibility for a discretionary bonus and comprehensive benefits.

Qualifications

• 2-8 years of experience in wealth management or trust administration.
• High level of client service experience with strong coordination skills.
• Proficiency in relevant financial software and platforms.

Responsibilities

• Provide comprehensive support to Wealth and Fiduciary Advisors.
• Respond promptly to client requests and maintain client records.
• Assist with financial planning data collection and preparation.

Skills

Client service skills

Organizational skills

Attention to detail

Problem-solving abilities

Multi-tasking in fast-paced environment

Tools

Fidelity

Microsoft Office Suite

eMoney

Salesforce

Job description

Group Description

Evercore Wealth Management LLC, a subsidiary of Evercore (NYSE: EVR), serves high-net-worth families, endowments and foundations, delivering customized investment management, financial planning and trust and custody services. Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, Palm Beach, San Francisco and Tampa. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A. More information about planning, investing and personal fiduciary services at Evercore Wealth Management can be found at www.evercorewealthandtrust.com.

What is the Position

Evercore Wealth Management, LLC and Evercore Trust Company, N.A. seek a Wealth & Fiduciary Advisory Associate to join the Wealth Management team in San Francisco, CA.

Primary Responsibilities

The Associate will provide comprehensive support to Wealth and Fiduciary Advisors, ensuring exceptional client service. Key responsibilities include:

Client Coordination & Support

• Respond promptly to client requests (e.g., cash and stock gifts, money transfers, account maintenance).
• Serve as an additional or primary point of contact for clients and external advisors (e.g., CPAs, attorneys).
• Assist in compliance processes, including internal relationship reviews and annual account reviews.
• Support special projects and provide coverage for other teams as needed.

Account Management

• Oversee account opening and closing processes, including documentation, KYC, and online access.
• Process client requests and assist in resolving inquiries.
• Maintain and update client records and documentation.
• Execute checks, wires, and ACH transfers per client instructions.
• Assist with required tax filings, tax payments, and retirement contributions.
• Collaborate with internal teams to ensure smooth operations.

Financial & Fiduciary Planning

• Collect and input data for financial plans using eMoney and related software.
• Prepare client presentation materials, including cash flows, estate plans, financial analyses, and trust summaries.

Specific Qualifications

• 2-8 years of experience in wealth management or trust administration, preferably in a client service role.
• Strong client service skills with experience in client coordination.
• High attention to detail with excellent problem-solving abilities.
• Strong organizational skills and ability to work independently and collaboratively.
• Proficiency in Fidelity, Black Diamond, Microsoft Office Suite; experience with eMoney, Schwab, Trust 3000, APX, Salesforce, or Practifi is a plus.
• Ability to manage multiple tasks in a fast-paced environment and communicate complex information clearly.
• Commitment to delivering high-quality client service.
• This position requires valid United States work authorization and is not eligible for visa sponsorship.

Expected Base Salary Range

$80,000 - $120,000

In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:

• Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
• 401(k) Retirement Plan
• Life and disability insurance, including additional voluntary financial protection insurance
• Well‑being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well‑being events, and targeted on‑site health services
• Family‑building and family‑support benefits
• Paid parental, caregiver, marriage and bereavement leave
• Commuter benefits, health club membership discounts, and other corporate discounts
• Paid holidays, vacation days, personal days, sick days, and volunteer opportunities

About Evercore

Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit www.evercore.com.

Inclusion and Equal Opportunity Employment

Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as “protected status”), in accordance with applicable federal, state and local laws.