2018 Tax Review

View Sand Hill's current assessment of the sweeping U.S. tax code overhaul signed into law in late 2017.

banner image

current opening

Senior Associate

About Sand Hill

Sand Hill Global Advisors is a wealth management firm focused on helping clients lead financially independent and enriching lives through empowering long-term planning and investment management. Based in Palo Alto for over 30 years, our setting in the heart of Silicon Valley allows us to stay connected and up-to-date on the evolving needs of local entrepreneurs, private families, and corporate executives.

Perks and Benefits
  • Fully stocked kitchen with free snacks and beverages.
  • Competitive salaries.
  • Awesome benefits: Health, Dental, Vision, and 401(k) match.
  • Your own cell phone stipend.
  • Tight-knit and collaborative environment where your ideas are heard.
  • Transit pass and easy access to public transportation.
  • High visibility to management.
  • Casual Fridays. Casual Summers.
  • Client referral incentive program.
  • Quarterly happy hours, holiday parties.
  • Full financial support in the pursuit of the CFP® or CFA designation.
  • Amazing downtown Palo Alto location.
Responsibilities

Sand Hill is looking for an extremely talented, passionate, and experienced person to join our client service and operations team. The Senior Associate will be a primary team member for a group of Sand Hill’s high net worth families.The right candidate brings creative thought and diverse experience from the financial services industry, from building visions to leading projects from concept to implementation. You are organized, efficient, and work effectively across functions to maintain the highest quality of product and service. You know that great teamwork can make a difference in a growing environment and building a strong brand.