Jordan Park Group
Financial Analyst, Client Advisory
San Francisco, California, United States
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About the role
- Our clients have made extraordinary contributions to business, philanthropy, government, and society.
- Our team is composed of empathetic problem solvers with depth and diversity of experience.
- We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.
Responsibilities
- Working with custodian client service and partner advisory (tax, legal, etc.) teams to complete client requests
Requirements
- Hold a bachelor's degree or will hold one upon your hiring date
- Considered but not required:
Compensation
- Annual Professional Development and Mindfulness Stipend
- Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits, and other perks.
- We apply a total reward philosophy when determining compensation terms.
- The expected base salary for this role in San Francisco, California will be $100,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Company info
- Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.
- Our mission is to enhance lives and legacies.
- Financial Analyst - Client Advisory (For Immediate Start)
- San Francisco, California
- Program Overview
- Jordan Park's Financial Analyst Program is a two-year experience that provides exposure to all facets of the wealth management business.
- High-performing analysts will be eligible for a third-year extension as a Senior Analyst and will have the potential opportunity to continue their career as a member of one of the firm's functional areas (e.g., Client Advisory, Investment Team, etc.).
- Work well independently and as part of a team
This listing is sourced directly from Jordan Park Group's careers page and normalized into a canonical job model.