PORTFOLIO MANAGER/ RELATIONSHIP MANAGER

Company: Robert Half
Location: San Francisco
Posted on: September 29, 2024

Job Description:

DescriptionPlease apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Our client is a growing wealth management firm in San Francisco that is seeking a strong wealth advisor to manage their existing clients portfolio. This role is 100% on site in SF.Requirements5+ years of wealth management experience ideally with portfolio review and management experience.Knowledge of SMA's and retirement account management preferred.CPA, CFP, or CRPC credentialsPlease contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have. -Job typePerm

Keywords: Robert Half, San Francisco , PORTFOLIO MANAGER/ RELATIONSHIP MANAGER, Executive , San Francisco, California

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