Wealth Advisor

Description:

A boutique RIA in San Francisco/East Bay is looking to hire a lead wealth advisor. This lead advisor role on a partnership track would be expected to help the firm grow and help manage a book of high-net-worth clients. 7+ years of experience and CFP required.

- Act as the main point of contact for the firm’s clients

- Conduct regular portfolio reviews with clients (quarterly – phone/email/in-person)

- Work with clients and the investment team to create appropriate asset allocations for clients’ multi-asset class

portfolios.

- Create complex financial plans for clients through in-depth discussions

- Act as liaison between clients, the investment team, and Client Service Specialists

- Serve as the "eye of the investment portfolio"