Senior Investment Advisor

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San Francisco Bay area, CA
Job Type
Direct Hire
Jan 21, 2019
Job ID
Top Tier Wealth Management Firm seeks Senior Investment Advisor to develop and implement portfolio investment strategies for an existing book of UHNW relationships including individuals, families and foundations.

* Work in a collaborative team environment to design and implement sophisticated investment and asset allocation strategies

* Counsel clients in a fee-based, fiduciary capacity with regards to best in class strategic and tactical investment advice and performance

* Interface with research group to understand firm's investment recommendations and effectively communicate strategy to clients

* Surround clients with subject matter experts in all areas of holistic wealth management

* This is a front line advisory role with a solid base salary in addition to profit and performance based bonuses

* No portable book of business required

* Candidates must have a CFA or an MBA and 10+ years' experience