Wealth Management Client Associate (Hybrid)

Bailard, Inc.; San Francisco (CA); Hybrid; USD 90,000 - 105,000; Full time

Job summary

Bailard, Inc. is seeking a motivated, client-focused individual for a wealth management role in the San Francisco Bay Area. The position offers a hybrid work model and a salary range of $90,000 to $105,000, with opportunities for growth based on qualifications and performance.

Ideal candidates bring an undergraduate degree or equivalent practical experience, strong communication, and a willingness to learn in a collaborative team. Travel may be required in this open, supportive environment.

Qualifications

• Client-focused mindset and consistently acts in the clients’ best interests
• Strong operational and client service skills
• Excellent written and verbal communication skills
• Strong attention to detail
• Capacity to multitask with competing priorities to meet deadlines
• Capability to think critically and creatively problem-solve
• Ability to work well in a team to build relationships
• Outstanding work ethic and initiative
• Proficiency in Microsoft Office applications
• Undergraduate degree or equivalent practical experience

Responsibilities

• We are seeking a colleague who is dedicated to a career in wealth management.
• If you are an energetic self-starter, you will be part of a collegial, open-door environment.
• Demonstrated client-focused service and strong communication are valued.
• Hybrid position based in the San Francisco Bay Area with travel as required.

Skills

Client-focused mindset

Excellent communication

Operational and client service

Attention to detail

Multitasking

Team collaboration

Microsoft Office

Education

Undergraduate degree or equivalent practical experience

Job description

Bailard, Inc. is seeking a motivated, client-focused individual for a wealth management role in the San Francisco Bay Area. The position offers a hybrid work model and a salary range of $90,000 to $105,000, with opportunities for growth based on qualifications and performance.

Ideal candidates bring an undergraduate degree or equivalent practical experience, strong communication, and a willingness to learn in a collaborative team. Travel may be required in this open, supportive environment.