Company Description
We are an independent registered investment advisor (RIA) firm in the San Francisco Bay Area. We provide specialized investment management strategies and solutions for a range of clients, including institutions, limited partnerships, family offices, executives, entrepreneurs, and other private clients. Our comprehensive services include asset allocation and portfolio management, customized wealth management, and private equity distribution services. We prioritize building highly customized and collaborative relationships with our clients to help them achieve their financial and investment goals.
Role Description
This is a full-time Financial Advisor role at our firm. The role involves providing comprehensive financial planning and investment advisory services to clients. The Financial Advisor will be responsible for developing personalized investment strategies and providing financial guidance to clients. The Financial Advisor will have clients assigned to them and is responsible for ensuring exceptional client service and ongoing support. This role requires direct, daily interactions with our clients and our team. This individual should be comfortable working with sophisticated clients in a team-based environment. This is a hybrid role with the ability to work from our San Francisco Bay Area offices.
Qualifications
- Proven ability to service private client advisory relationships
- Retain existing clients and cultivate additional business from existing and new clients
- Proactively contact clients for portfolio reviews and updates
- Experience in financial advisory and planning
- Strong knowledge of investments and staying current on economic/market events
- Effective communication and interpersonal skills
- Minimum 5 years of relevant finance advisory experience
- Bachelor's degree in finance, business administration, economics, or related field
- Series 65 license or willingness to obtain within first 90 days of employment
- Professional certification(s), such as CFA or CFP designations, strongly preferred
