Wealth Strategist

Jimmy Jazz; San Francisco (CA); On-site; USD 92,000 - 127,000; Full time

Benefits offered by this job

ESOP

Strong retirement plans

Tuition reimbursement

Healthcare/Dental/Vision coverage

Paid Time Off (PTO)

Job summary

NorthRock Partners is seeking a strategic Client Experience professional to deliver personalized financial guidance in collaboration with Advisors. You’ll support the development and execution of client strategies in a fast-paced, client-centric environment, using advanced planning tools and maintaining meticulous records.

The role requires 3–5 years in financial services, strong communication, and relevant certifications.

Qualifications

• Bachelor’s degree required or equivalent in finance/economics/accounting
• 3–5 years in financial services (B2B advisor support or client advising)
• Experience with financial planning software and CRM systems

Responsibilities

• Prepare and deliver client-ready meeting materials and follow-ups with Advisors
• Provide client-facing financial advice and support with Advisors
• Analyze and develop financial strategies using planning software
• Create and present customized financial plans
• Maintain high level of client service while managing multiple priorities
• Support account opening, transfers, and documentation processes
• Ensure AML, SEC, and internal policy compliance
• Maintain accurate client records and generate reports
• Collaborate with tax, estate, investment, and operations teams

Skills

Client-focused

Detail-oriented

Collaborative

Excellent communication

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

CFP or Series 65 (or equivalent) within 180 days

Tools

eMoney

MoneyGuidePro

RightCapital

CRM systems

Microsoft Office

Job description

• Employee Type FT Exempt

About You

• Client-Focused: You prioritize delivering exceptional, personalized experiences and build trust through thoughtful, tailored advice
• Detail-Oriented: You ensure accuracy across financial plans, documentation, and compliance requirements
• Collaborative: You work effectively across advisors, specialists, and operations teams to deliver seamless client outcomes

The Role

We’re looking for a strategic, detail-oriented professional to join our Client Experience team. In this role, you’ll deliver personalized financial advice and support the development and execution of client strategies in partnership with Advisors. The ideal candidate thrives in a fast-paced, client-centric environment and is known for strong analytical capabilities and exceptional communication skills.

What You’ll Do

• Partner with advisors and team members to prepare and deliver client-ready meeting materials and follow-ups
• Provide client-facing financial advice and support in collaboration with Advisors
• Analyze and develop financial strategies using financial planning software
• Assist in the creation and presentation of customized financial plans
• Manage multiple priorities while maintaining a high level of client service
• Support operational processes including account opening, transfers, and documentation
• Ensure compliance with AML, SEC, and internal policies
• Maintain accurate client records, prepare reports, and track key milestones
• Collaborate cross-functionally with tax professionals, estate attorneys, investment specialists, and operations teams

What You Bring

• Bachelor’s degree in Finance, Economics, Accounting, or related field preferred
• 3-5 years of experience in financial services (B2B advisor support or direct client advising)
• Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office
• Strong communication skills with the ability to explain complex financial strategies
• Series 65 and/or CFP (or equivalent) or ability to obtain within 180 days
• Understanding of financial regulations and compliance processes
• Must be authorized to work in the United States
• Successful completion of a credit and criminal background check is required

The estimated base salary range for this role is $92,000 - $127,000 per year. Compensation is based on job-related knowledge, skills, experience, and geographical work location. Many roles are also eligible for variable pay such as bonuses, commissions, and/or long-term incentives.

Benefits Include a company-funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO).

About NorthRock Partners

At NorthRock Partners, we help people reach their potential through impactful advice. Our Personal Office model integrates financial and lifestyle guidance tailored to each client’s unique goals.

We’re proud to be an equal opportunity employer and are committed to providing reasonable accommodation during the application process. Contact [e-mail] for assistance.