Asset Management - Client Advisor - RIA Channel, Northern California
On-site · San Francisco, California, United States
Job Summary
Client Advisor in the Institutional Advisor Channel covering Northern California/San Francisco Bay Area; lead the Integrated Client Team to deliver consultative investment solutions including mutual funds, ETFs, separately managed accounts, and alternatives; establish and grow relationships with RIAs, Bank & Trusts, and Family Offices; travel regularly within the territory to meet with clients and prospects; responsible for communicating market views and portfolio insights, presenting at client meetings and events, and collaborating with internal partners to deliver seamless client service. Requires Bachelor’s degree, Series 7 & 63 licenses, 3 years of client relationship management experience, strong communication/presentation skills, teamwork, professionalism, and willingness to travel weekly; experience in wholesaling and an innovation-driven, emotionally intelligent mindset are preferred.
Required Qualifications
- Bachelor’s degree
- Series 7 license
- Series 63 license
- 3 years of experience in client relationship management
- Strong communication, presentation, and interpersonal skills
- Willingness to travel weekly within the assigned territory
- Consultative mindset with a focus on delivering client-centric solutions
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