HB Wealth
HB Wealth is seeking a Family Office Associate to serve as a financial assistant and concierge for ultra-high net worth families. This role involves acting as a liaison between financial planners, service providers, and clients to deliver exceptional service and manage various financial and administrative tasks. The position requires strong communication skills, attention to detail, and the ability to handle sensitive information with discretion.
Expert Advice. Exceptional Care. Enduring Peace of Mind.™
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for HB Wealth.
HB Wealth didn’t post a salary, so this is our estimate from similar listings.
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