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


Looking to take your wealth management career beyond the traditional client service role?


This is an opportunity to join a highly respected boutique advisory firm that partners with founders, elite investors, and billionaire multi-generational families to build and operate sophisticated single-family offices.


100% Remote (Hybrid office option available in San Francisco)

Competitive Base + Discretionary Bonus (15–30%)

Unlimited PTO | 401(k) Match | Excellent Benefits


This isn't just another client service position.

You'll work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives—all while gaining exposure to the inner workings of some of the most sophisticated weal...