Advanced Planning Senior Associate
San Francisco, CA
At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here.
Incredible teams doing exceptional work, every day
First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients’ unique needs and support them throughout a lifetime of financial goals.
See service from a higher perspective
As Advanced Planning Senior Associate, you will support First Republic’s Financial Planners who are responsible for the development, design and implementation of comprehensive financial plans as well as other wealth planning deliverables. The Financial Planning group services multiple client segments but the Financial Planning Senior Associate will primarily support the Financial Planners for the $15 million net worth client; on average $50 million net worth client. The position offers an excellent opportunity for an individual seeking to build a career in financial planning. Responsibilities range from supporting our financial planning professionals to acting as the first point of contact for individual clients.
What you’ll do as a Advanced Planning Senior Associate:
You could be a great fit if you have:
Own your work and your career — apply now
Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.
We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records, to the extent consistent with applicable federal and/or state law.