Senior Investment Advisor
San Francisco, California, United States of America
Full Time
2 weeks ago
$121,900 - $262,100 USD
Visa Sponsor
Key skills
CommunicationSales
About this role
Role Overview
- Provides exemplary client service as the investment expert
- Grows AUM through business development activities
- Engages with WMAs to acquire new investment-related business opportunities
- Sets client goals and develops an Investment Policy Statement
- Achieves annual sales goals by supporting acquisition of new households
- Maintains proactive communication with clients and team members
Requirements
- BS/BA required
- Business Administration, Finance, Economics preferred
- 8+ years of investment management experience
- Excellent investment acumen
- Significant sales and client retention experience
- Strong interpersonal, verbal, and written communication skills
- Demonstrated effective problem-solving and analytical skills
Benefits
- Comprehensive benefits
- Differentiated compensation offerings