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Wealth Transfer Strategies jobs in United States

Browse 4 Wealth Transfer Strategies jobs in United States on Venture Capital Careers.

4 jobs
ICONIQ Capital logoIC

Senior Analyst - Associate, Family Office Advisory (New York and San Francisco)

ICONIQ Capital

San Francisco, California, United States (Hybrid)

$110K – $150K Yearly1w ago
Client Advisory
Family Office
Revocable Trusts
CRM
ICONIQ Capital logoIC

Senior Associate, Family Office Advisory (New York and San Francisco)

ICONIQ Capital

San Francisco, California, United States (Hybrid)

$170K – $200K Yearly1w ago
Relationship Management
Family Office
High Net Worth Client Service
Private Wealth
ICONIQ Capital logoIC

Senior Analyst- Associate, Financial Advisory (New York and San Francisco)

ICONIQ Capital

San Francisco, California, United States (On-site)

$110K – $150K Yearly1w ago
Financial Planning
Financial Advisory
Private Investments
Scenario-based Analyses
ICONIQ Capital logoIC

Senior Associate, Financial Advisory (New York and San Francisco)

ICONIQ Capital

San Francisco, California, United States (Hybrid)

$170K – $200K Yearly1w ago
Investment Management
Family Office
High Net Worth Client Service
Client Advisory
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