Financial Advisor
1 month ago
For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn
We're Hiring: Wealth Advisor/Portfolio Manager
Competitive salary ($120-$175k Base + Bonus), structure of the package is negotiable.
Are you looking for a challenging role in a thriving investment counsel firm? Want to work in a low-stress environment with impressive benefits? Our client is currently seeking a Wealth Advisor/Portfolio Manager to join their team in San Francisco
About the Firm: We're a growing firm with over $500 million in AUM. With our stable client base and excellent track record in managing growth portfolios, we are looking to expand our team. We're big on culture and maintain an in-house work ethic unless representing the firm at industry events.
Responsibilities:
- Managing a diverse portfolio with a range from equities to mutual funds/ETFs
- Overseeing asset allocations, trades, position balances, and year-end tax management
- Leading meetings, financial planning activities, and contributing to our monthly newsletter
- Establishing and maintaining business development via networking
The Ideal Candidate:
- Has at least 5 years' wealth management experience with portfolio review and management
- Knowledge of SMA’s and retirement account management preferred
- Holds professional certifications such as CPA, CFP, CRPC, or an equivalent
Benefits: The firm offers a comprehensive benefits package, fully paid medical coverage through PPO via Anthem, a 3.5% 401k match, and a possible path to equity ownership.
For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn
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