Wealth Management Associate Jobs in San Francisco, CA
Wealth Management Associate jobs in San Francisco concentrate in the Financial District, South of Market, and around the Embarcadero, across private banking, independent RIA firms, and family offices serving high-net-worth clients. Employers actively hiring right now include Morgan Stanley, Citi, and JPMorganChase. Scan the live roles below and apply to whichever ones fit.
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Goldman Sachs Alternatives
Bringing together traditional and alternative investments, Goldman Sachs Asset Management provides clients around the world with a dedicated partnership and focus on long-term performance. As the primary investing area within Goldman Sachs (NYSE: GS), we deliver investment and advisory services for the world’s leading institutions, financial advisors and individuals, drawing from our deeply connected global network and tailored expert insights, across every region and market—overseeing approximately $3.6 trillion in assets under supervision worldwide as of December 31, 2025. Driven by a passion for our clients’ performance, we seek to build long-term relationships based on conviction, sustainable outcomes, and shared success over time.
Growth Equity Investing
Goldman Sachs Asset Management invests in the full spectrum of alternatives, including private equity, growth equity, private credit, real estate and infrastructure. Since 2003 the Growth Equity business within Goldman Sachs Asset Management comprising more than 65 individuals has invested over $16 billion in companies led by visionary founders and CEOs. We focus exclusively on investments in growth stage and technology-driven companies spanning multiple industries, including enterprise technology, financial technology and healthcare.
Responsibilities
Associates in Growth Equity Investing will be integrally involved with all aspects of the investment cycle including:
- Sourcing, identifying and evaluating attractive investment themes and opportunities;
- Building relationships with management teams, senior advisors and external industry experts;
- Performing due diligence;
- Financing and closing investments as well as developing, monitoring and implementing value creation strategies at our existing portfolio companies.
We are looking for a team member who will thrive in a lean organization, operating in a fast-moving, entrepreneurial environment.
Experience Required
- Bachelor's degree or equivalent qualification and have an excellent academic and professional record.
- Between 2-4 years of experience at a leading investment bank, strategy consulting firm and/or an investment role, ideally within the technology sector.
- We are looking for highly motivated, well-rounded, team players who are passionate about investing and want to build a long-term career at Goldman Sachs.
Skills & Competencies
- Passionate and intellectually curious about technology and growth equity investing. Eager to learn about new concepts and committed to ongoing personal development.
- Entrepreneurial and tenacious, relentlessly working past obstacles to achieve exceptional outcomes. Consistently taking the initiative to drive progress.
- Strong financial analysis/modelling experience with robust analytical/problem-solving skills.
- Ability to interact and build relationships with a wide range of people, work effectively under pressure and keen to take on responsibility.
- Excellent verbal and written communication skills.
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Opportunity Overview
CORPORATE TITLE Associate
OFFICE LOCATION(S) San Francisco
JOB FUNCTION Investing & Portfolio Management - Private
DIVISION Asset & Wealth Management
SALARY RANGE USD 150,000 - 225,000
See All 24 Wealth Management Associate Jobs in San Francisco
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Find JobsWealth Management Associate Job Market in San Francisco
Who's Hiring
- Morgan Stanley6

- Citi5

- JPMorganChase5

- Goldman Sachs2

- HSBC1

Top Industries Hiring
- Investment & Asset Management11
- Banking & Financial Services10
- Fintech5
- Law & Legal Services5
- Technology & Software4
Wealth Management Associate Jobs in San Francisco: Frequently Asked Questions
How do I get a wealth management associate job in San Francisco?
Focus your search on the Financial District and Embarcadero corridor, where private banks, boutique RIA firms, and multi-family offices cluster. These San Francisco employers favor candidates who can support complex portfolios and client relationships directly. A Series 65 or Series 7 license sharpens your edge, as does experience with high-net-worth clientele. Networking through the local CFA Society chapter and wealth management events moves candidates faster than applying cold.
Which companies hire wealth management associates in San Francisco?
San Francisco wealth management associate roles are posted by Morgan Stanley, Citi, and JPMorganChase and others right now, based on current listings on Migrate Mate as of June 2026. The San Francisco market skews toward established private banks, independent registered investment advisors, and technology-sector-focused wealth management firms serving equity-rich clients.
Are there remote wealth management associate jobs in San Francisco?
Yes, though most wealth management associate roles remain client-facing and largely in-office given the relationship-driven nature of the work. About 0% of wealth management associate openings tied to San Francisco are remote or hybrid as of June 2026, with flexibility more common in analytical, reporting, or portfolio support functions than in direct client advisory roles.
How can I get a wealth management associate job in San Francisco with little or no experience?
The most realistic entry path in San Francisco is through a client services associate or financial planning support role at one of the city's independent RIA firms or regional bank branches, where smaller teams train generalists. Internships at wealth management firms in the Financial District convert to full-time offers regularly. Demonstrating familiarity with financial planning software and earning a Series 65 license before applying puts entry-level candidates ahead of the field locally.
Which industries hire the most wealth management associates in San Francisco?
Most wealth management associate openings in San Francisco sit in Investment & Asset Management, Banking & Financial Services, and Fintech, per current listings on Migrate Mate as of June 2026. San Francisco's concentration of technology industry wealth, venture-backed founders, and multi-generational family assets drives sustained demand across those sectors for associates who can serve sophisticated client bases.
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