|Title:||Senior Investment Advisor|
|Job Location:||San Francisco, California - United States|
|Salary:||contact recruiter for details|
|Employer Will Recruit From:||Nationwide|
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.
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
Candidates must have a CFA or an MBA and 10+ years' experience.