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Wealth Management Associate

Wealth Management Associate

Hybrid

San francisco, United states

$ 160,000 /year

Full Time

29-12-2025

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Skills

Communication Critical Thinking Salesforce CRM Attention to detail Organizational Skills

Job Specifications

Our client is seeking a highly motivated Wealth Management Associate to join their team. This is a unique opportunity for someone early in their career to gain hands-on experience in private wealth management and build a long-term path within a growing, collaborative, and high-performing firm.

Responsibilities

Support senior team members and Partners with core operational tasks, including money movement (wires, journals), account creation, maintenance, and transfers, portfolio performance tracking and reporting, database and CRM management, and ad hoc project coordination and process improvements
Serve as a point of contact for clients regarding transactions and account procedures
Participate in educational sessions and mentorship opportunities with senior professionals to deepen knowledge of financial markets and client service

Qualifications

1–2+ years of relevant work or internship experience (wealth management, financial services, or related field preferred)
Demonstrated curiosity about financial markets and investment advisory services
Exceptional organizational skills and strong attention to detail
Clear and confident written and verbal communication skills
Critical thinking abilities and a proactive mindset
Comfortable operating in a high-volume, fast-paced environment
Relationship-oriented with strong interpersonal skills
Experience with Salesforce is a plus
Willingness to grow with the role
Bachelor’s degree required

Salary

$80,000 - $100,000

Please submit your resume for a full job description. Only considering local Bay Area candidates.

About the Company

Innovations is a leading West Coast Recruiting firm. We have actively served the California market for over 25 years, providing staffing services to companies in the financial services, technology, consumer and other professional services industries, evolving along with our clients to deliver exceptional results. We work with all types of professional services firms, with a history of expertise in the financial services industry. In addition to serving a variety of other industries, we are the preeminent hedge fund recruitin... Know more