Description
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA


Compensation: Up to $120K + Bonus (up to 20%) + Profit Sharing

Location: San Francisco Financial District (Hybrid – 2 days/week)


If you're looking for a role that goes far beyond spreadsheets and support work, this could be the career move you've been waiting for.


Join a highly respected wealth management firm that advises ultra-high-net-worth individuals and multi-generational families, where you'll work directly alongside experienced Wealth Managers and gain meaningful exposure to investment management, portfolio strategy, and comprehensive financial planning.


This is an exceptional opportunity for someone who wants to become a trusted advisor—not just another analyst.

What You'll Do

✔ Build and refine comprehensive financial plans

✔ Analyze investment portfolios and pr...