Russell Tobin ยท 2 hours ago
Associate, Private Wealth Financial Advisory
San Francisco Bay Area
Full-time
Onsite
Mid, Senior Level
$115K/yr - $160K/yr
3+ years expRussell Tobin is a global multi-family office RIA seeking an individual to join their Financial Advisory team. The role involves portfolio construction, management, and analysis for ultra-high-net-worth clients, contributing to investment and wealth planning strategies.
ConsultingHuman ResourcesLegalStaffing Agency
Responsibilities
Prepare client balance sheets and conduct asset allocation analyses
Monitor portfolio performance and manage quarterly reporting with accuracy and consistency
Support portfolio construction and gain exposure to various asset classes, investment products, and client-specific strategies
Perform ad hoc analyses to support equity planning and trust and estate planning needs
Assist with equity and options trading and other investment execution activities
Collect, organize, and manage client tax and financial documentation
Participate in direct private investments and gain exposure to broader family office operations
Qualification
Required
3-7+ years of relevant experience in investment management, financial advisory, or professional services
Strong analytical, quantitative, and communication skills
Passion for investment management and client service excellence
Bachelor's degree required
Preferred
advanced degrees or certifications a plus
Benefits
Medical, Dental, and Vision
Life and Disability Insurance
401(k) match program
Commuter and Wellness benefits
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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