A leading financial services firm in San Francisco is seeking a skilled Family Office Advisor. The ideal candidate will manage client relationships, providing comprehensive financial planning and advisory services targeting ultra-high net worth individuals. This role requires advanced degrees in finance or related fields and 7+ years of experience in wealth management, emphasizing tax and estate planning. A competitive salary between $85,000 and $270,000 is offered, along with potential bonuses and valuable benefits.
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...MPF Federal is seeking a Customer Service Representative to work remotely with strong customer service experience; must be computer savvy - able to maneuver between multiple windows, and application systems simultaneously, ability to create, copy, edit, save, and send...