About You

• Relationship-Driven: You build trust quickly and maintain strong, credible client relationships
• Proactive Partner: You anticipate needs, solve problems, and support advisors with precision
• Detail-Oriented: You manage multiple priorities while maintaining accuracy and organization

The Role

We’re looking for a proactive and client-focused professional to join our Personal Office team. In this role, you’ll serve as a right-hand partner to a Lead Advisor, supporting day-to-day client experience, financial planning activities, and relationship management. This is a special opportunity to work directly with seasoned advisors, and to transition a significant portion of clients from a retiring advisor. The ideal candidate thrives in a fast-paced, collaborative environment and is known for strong follow-through and service excellence.

This role can be based in our San Francisco or Berkeley office, with up to two remote days per week.

What You’ll Do

• Partner closely with the Lead Advisor, client service team, and internal stakeholders to deliver a seamless client experience
• Own day-to-day client experience including meeting preparation, follow-up, and ongoing service needs
• Support financial planning processes, portfolio reviews, and related operational activities
• Act as a liaison between advisors, clients, and internal teams to address urgent requests and inquiries
• Participate in and lead client meetings as appropriate
• Coordinate onboarding of new clients in partnership with the client service team
• Maintain accurate client records and documentation in CRM systems (e.g., Salesforce)
• Collaborate with internal and external professionals (tax, legal, insurance) to support client needs
• Assist with new business development initiatives and practice growth strategies
• Ensure compliance with regulatory standards and internal policies
• Support special projects and continuous improvement initiatives

What You Bring

• Bachelor’s degree or equivalent experience; 7+ years of related experience
• Series 65 or CFP designation (CFP preferred)
• Experience with financial planning software (e.g., eMoney, MoneyGuidePro, Naviplan)
• Strong client service mindset with excellent communication and organizational skills
• Proven ability to manage multiple priorities and improve processes
• Experience with CRM systems such as Salesforce
• Must be authorized to work in the United States
• Successful completion of a credit and criminal background check is required

Compensation & Benefits

The estimated base salary range for this role is $133,000 – $183,000 per year. Compensation is based on job-related knowledge, skills, experience, and geographical work location. Many roles are also eligible for variable pay such as bonuses, commissions, and/or long-term incentives.

Benefits Include a company-funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO).

About NorthRock Partners

At NorthRock Partners, we help people reach their potential through impactful advice. Our Personal Office® model integrates financial and lifestyle guidance tailored to each client’s unique goals.

We’re proud to be an equal opportunity employer and are committed to providing reasonable accommodation during the application process. Contact [email protected] for assistance.