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Senior Investment Advisor
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: San Francisco, CA
JOB DESCRIPTION

Job #: 12441
Title: Senior Investment Advisor
Job Location: San Francisco, California - United States
Employment Type:
Salary: contact recruiter for details
Employer Will Recruit From: Nationwide
Relocation Paid?: Yes

WHY IS THIS A GREAT OPPORTUNITY?

Senior Investment Advisor - San Francisco Bay area, CA - HNW clientele (10mm-100mm+)

* This is a front line advisory role with a solid base salary in addition to profit and performance based bonuses
* Excellent benefits package
* No portable book of business required

Relocation assistance available.

JOB DESCRIPTION

Top Tier National Wealth Management Firm seeks Senior Investment Advisor to take on and develop an existing book of HNW/UHNW relationships including individuals, families and foundations.

* Work in a collaborative team environment to design and implement sophisticated investment and asset allocation strategies
* Surround clients with subject matter experts in all areas of holistic wealth management
* Counsel clients in a fee-based, fiduciary capacity with regards to best in class strategic and tactical investment advice and performance

QUALIFICATIONS

Candidates must have a CFA or an MBA and 10+ years` experience.


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