Portfolio Management Associate – San Francisco, CA

ISC’s team of Financial Services Recruiters are partnering with a leading Investment Firm on a Portfolio Management Associate opportunity in San Francisco. The Firm’s a growing RIA that takes a holistic approach and serves as their clients’ most trusted Advisor counseling on investment portfolio construction, cash flow and income tax…...

Client Advisory Associate – San Francisco, CA

ISC’s team of Financial Services Recruiters are partnering with a leading Investment Firm on a Client Advisory Associate opportunity in San Francisco. The Firm’s a growing RIA that takes a holistic approach and serves as their clients’ most trusted Advisor counseling on investment portfolio construction, cash flow and income tax…...

Client Advisor – Menlo Park, CA

(Ability to be located in San Francisco or Menlo Park, CA) ISC’s team of Financial Services Recruiters are partnering with a leading Investment Firm / Multi-Family Office on a Wealth Advisory role. The firm prides themselves on high touch relationships with their clients and a supportive, collaborative team environment. They…...

Wealth Advisor – San Francisco Bay area

ISC’s team of Financial Services Recruiters are partnering with a leading Investment Firm / Multi-Family Office on a Wealth Advisory role. The firm prides themselves on high touch relationships with their clients and a supportive, collaborative team environment. They embrace a culture where every employee is valued, has a voice,…...

Senior Trust Officer – Wilmington, DE

ISC’s team of Financial Services and Banking Recruiters are partnering on a Trust Officer search for a leading Wealth Management firm with a well-established and growing Trust Company in Wilmington. The Trust Officer will provide support and advice to UHNW Clients on trust and estate administration and planning. Excellent opportunity…...

Trust Officer – Madison, WI

ISC’s team of Financial Services Recruiters are partnering on a Trust Officer search for a leading Trust Company with a strong presence in the Midwest.   The Trust Officer will provide support and advice to UHNW Clients on trust and estate administration and planning. Excellent opportunity to serve as a…...

Trust Officer – Denver, CO

ISC’s team of Financial Services and Banking Recruiters are partnering on a Trust Officer search for a leading Bank with a strong Wealth Management arm. The Trust Officer will provide support and advice to UHNW Clients on trust and estate administration and planning. Excellent opportunity to serve as a Relationship…...

Client Service Associate – San Francisco, CA

ISC’s team of Financial Services Recruiters is partnering with a prominent Investment Firm (RIA) with offices throughout the U.S. The firm is looking for a Client Servicing Associate to join their Client Advisory team in San Francisco. Tremendous long-term career development and continued growth opportunities as they continue to expand.…...

Senior Tax Accountant – Plymouth Meeting, PA

Our Client is a prominent Investment firm that specializes in managing assets for high net worth individuals, families, institutions, trusts and foundations. The Senior Tax Accountant will be instrumental in partnering with UHNW Clients and preparing individual federal, state and local tax returns, as well as trust, partnership and foundation…...