Current jobs related to Private Client Advisor - Sausalito - Main Street Research

  • Client Service Associate

    4 days ago

    Sausalito, United States Virtual Full time

    Job Responsibilities • Provide operational and administrative support to Client Advisors in their daily business practices • Act as a key point of contact for client issues and concerns • Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation,...

  • Client Service Associate

    4 days ago

    Sausalito, United States Vaco Full time

    Job Responsibilities • Provide operational and administrative support to Client Advisors in their daily business practices • Act as a key point of contact for client issues and concerns • Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation,...

  • Branch Office Administrator

    1 month ago

    Sausalito, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Customer Success Representative

    2 months ago

    Sausalito, United States ReviewPoint Full time

    Job DescriptionJob DescriptionJoin ReviewPoint as a Customer Success Representative!Are you ready to make waves in the dynamic world of start-ups? ReviewPoint, a fast-growing tech company located in the picturesque town of Sausalito, CA, is on the lookout for a passionate and driven Customer Success Representative to join our innovative team. This is not...

  • Account Manager

    2 months ago

    Sausalito, United States ReviewPoint Full time

    Job DescriptionJob DescriptionJoin ReviewPoint as an Account Manager!Are you ready to make waves in the dynamic world of start-ups? ReviewPoint, a fast-growing tech company located in the picturesque town of Sausalito, CA, is on the lookout for a passionate and driven Account Manager to join our innovative team. This is not your typical 9-to-5 job; it's...

  • Territory Sales Representative

    4 weeks ago

    Sausalito, United States UpTerra Full time

    UpTerra – Territory Sales Representative (Sod / Turf Market ) Opportunity - Job RecAbout UpTerra: It all starts with water! UpTerra's system makes water more hydrating and delivers energetic frequencies for improved crop, soil, and animal health, reducing the need for physical inputs. Our highly scalable and affordable solution decreases water usage while...

  • Psychologist - Adult - Hybrid

    2 weeks ago

    Sausalito, United States Kaiser Full time

    Job Summary: Provides mental health assessment, diagnosis, treatment and crisis intervention services for adult and/or child members who present themselves from psychiatric evaluation with a broad range of mental health needs. Collaborates with treating physician, psychiatric and allied health professional team to plan and direct each individual members...

  • Environmental Project Manager

    1 month ago

    Sausalito, United States Ecosystem Investment Partners Full time

    About Us:Ecosystem Investment Partners, LLC (EIP) is a private equity fund manager, based in Baltimore, Maryland. Founded in 2006, EIP is currently investing in its fourth fund and has approximately $1 billion in assets under management. Visit www.ecosystempartners.com to learn more about your large-scale ecological restoration and conservation projects....

  • Environmental Project Manager

    1 month ago

    Sausalito, United States Ecosystem Investment Partners Full time

    About Us:Ecosystem Investment Partners, LLC (EIP) is a private equity fund manager, based in Baltimore, Maryland. Founded in 2006, EIP is currently investing in its fourth fund and has approximately $1 billion in assets under management. Visit to learn more about your large-scale ecological restoration and conservation projects.  Job Summary: Ecosystem...

Private Client Advisor

4 months ago

Sausalito, United States Main Street Research Full time

Main Street Research is a privately held, registered investment advisor serving a select group of individuals and institutions since 1993. We are looking for someone who likes to be a part of a team that is working toward a common goal. Compensation and benefits are very competitive. We are a fast-growing RIA seeking an investment and financial planning professional with knowledge of financial markets and excellent communication skills. The right candidate is interested in client communication, institutional relationships, and financial markets. This multi-faceted role includes everything from creating in-depth financial plans to communicating directly with clients about our investment strategy. Financial planning experience along with being a CFP® Certificant is required for this role to cultivate long lasting client relationships. Organization and writing skills are essential for client calls and emails for the high touch service we provide for our clients.


Responsibilities

  • Deliver excellent client service and create deep relationships with individual high net worth clients
  • Maintain an extremely high level of client retention and service
  • Support all assigned prospective, current clients and their requests, needs for analysis, and deliverables including portfolio reviews and personalized financial plans
  • Provide support to the Chief Investment Officer and Investment Team to communicate investment strategies to clients and business partners
  • Assist business development team in sharing firm differentiators and closing business on an as needed basis
  • Maintain an awareness and understanding of competitors and influencers in the marketplace
  • Implement quarterly goals of client outreach and communication
  • Create a personal brand on social media (e.g. LinkedIn)
  • Initiate and pursue ideas furthering our key results, increased efficiency, and improved client experience
  • Support one-off projects for Investment & Planning Team members
  • Be intellectually dynamic and want to learn


Qualifications

  • Bachelor’s degree and a minimum of 7 years relevant experience as an Investment Advisor Representative
  • CFP® Certificant
  • A demonstrated track record of client service in the investing and/or wealth management industry
  • Continuously exhibits personal integrity and professional initiative
  • Reliable, follows through on commitments, self-starter when it comes to new challenges
  • Must be organized, detail-oriented and able to manage and prioritize tasks
  • Excellent written and verbal communication
  • Collaborative and able to work effectively with others
  • Flexible team player who is highly adaptable to change and open to new ideas


What We Offer

Main Street Research values our team members and offers a broad range of employee benefits. As such, we are proud to offer a competitive salary, medical/dental/vision coverage, generous PTO, 401(k) retirement plans, a flexible work environment, “dress for the day” work attire, and many more great benefits. Our culture focuses on building a lifelong career through relationships with our employees and clients.

  

The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition, this role is eligible for an annual incentive bonus. Compensation may vary based upon, but not limited to – the individual's skills, experience, qualifications, and internal equity.