Client Advisor
$150,000–$175,000 year
On-site · San Francisco, California, United States
Job Summary
Client Advisor role in San Francisco focusing on building and nurturing relationships with high-net-worth clients through sophisticated investment analysis, holistic financial planning, tax and estate strategies, and collaboration with CPAs and attorneys. Leverages an integrated platform (investment team, wealth planning, trust and estate, client service, legal/compliance, business development, marketing) to secure client relationships via internal transitions, channel partners, SAN, and referrals. Requires a Bachelor's degree or higher (CFP/S65 preferred; 6+ years in investment management or advisory), strong communication and relationship-building skills, and proficiency with MS Office. Compensation includes base salary with upside potential, and comprehensive benefits, with an emphasis on growth within a fee-only, client-first model.
Required Qualifications
- A Bachelor’s degree or higher
- CFP or industry designation preferred; S65 or equivalent required
- 6+ years of experience in investment management or financial advisory services
- Exceptional communication and relationship-building skills
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
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