Associate Financial Advisor Jobs in San Rafael, CA

Senior Analyst or Associate, Financial Advisory (Talent Pipeline)
As a Senior Analyst or Associate within our Financial Advisory team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world's most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and uncommon care, ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.
You will be joining a collaborative advisory team that values learning, partnership and shared ownership. We work closely across levels and alongside specialists so that every client benefits from the full strength of the ICONIQ platform.
This is a role for professionals who are energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel effortless, this is your opportunity to join a team built on trust, care, and excellence.
Given our ongoing talent needs, we are consistently looking for high quality individuals to join our team. However, please note that this opening is intended to pipeline candidates for future opportunities, and we will reach out when the timing is right.
Core Responsibilities for All Candidates:
You will support clients across a broad set of investment, planning, and relationship activities, including:

• Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials.
• Assisting with investment operations, including trading coordination, cash flow monitoring, and private investment updates.
• Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations.
• Partnering with accountants, attorneys, and external advisors to gather information and support planning conversations.
• Preparing client meeting materials, managing follow ups, and maintaining accurate data in Salesforce, Addepar, and other systems.
• Collaborating closely with Investment Strategy Group, Legal, Compliance, and Operations to ensure seamless client service.

If You Are a Senior Analyst:
Senior Analysts take on increasing ownership, judgment, and communication responsibility. In addition to the core responsibilities, you will:

• Own key deliverables such as preparing asset allocation reviews, rebalancing recommendations, and planning analyses.
• Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based analyses.
• Build knowledge of trusts, estate strategies, and gifting structures.
• Participate in parts of client meetings and proactively identify opportunities such as refinancing, liquidity needs, or strategic planning considerations.
• Mentor Analysts on processes, systems, and best practices as you grow into a leadership mindset.

Sr. Analyst Qualifications:
A bachelor's degree and 3+ years of relevant experience in financial services or wealth management.
If You Are an Associate:
Associates deepen their role as strategic advisors and trusted client partners. You will:

• Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions.
• Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the ICONIQ investment philosophy.
• Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning.
• Manage complex client processes such as 10b5 1 plans, lending evaluations, private investment coordination, and other high impact deliverables.
• Coach junior teammates, strengthen team workflows, and help elevate the quality and clarity of client outputs.

Associate Qualifications:
A bachelor's degree and 5+ years of experience working with high net worth or ultra-high net worth clients.
Ideal Candidate Background:
Across both levels, successful candidates demonstrate:

• Strong analytical and communication skills and comfort explaining complex topics simply.
• Strong attention to detail and a commitment to accuracy.
• Intellectual curiosity, proactive thinking, and a passion for client service.
• High integrity in handling confidential and sensitive information.
• A collaborative mindset and enthusiasm for working as part of a team.

What We Offer:

• Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.
• Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
• A matching 401(k) program.
• Commuter Benefits program.
• Stipends to support wellness and hybrid working arrangements.
• We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
• Smart-casual dress code.

Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy.
Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $110,000 - $120,000 for Senior Analysts and $130,000 - $150,000 for Associates together with the benefits listed above.
About ICONIQ
ICONIQ is a global investment firm elevated by an extraordinary community. With over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society.
When you submit a job application as a prospective employee ("your" or "your") of ICONIQ Capital LLC ("ICONIQ," "we," "us," or "our"), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ's Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].
Use of AI in the Application Process
We expect candidates to be fluent in using AI tools to enhance their work. You're welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.
We care most about how you think, what you've personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.
Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.
Equal Employment Opportunity Statement:
We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.