| Location: |
CA-San Francisco
West Coast (CA, OR, WA, AK & HI) |
| Salary Range: |
Excellent compensation package |
| Bonus & Incentives: |
Excellent compensation package
|
| Position Responsibilities: |
Consult with Ultra High Net Worth Individuals regarding Investments and overall planning issues ~Open architecture platform, not product based ~Extensive client contact
|
| Education and Certifications/Licenses: |
Bachelors, CFA preferred, MBA a plus |
| Mandatory Minimum Qualifications: |
10+ years financial services background; experience advising clientele with 25mm+ of investable assets ~Strong knowledge of alternative investments with good overall investment/planning background
|
| Preferred Qualifications: |
|
| Additional Comments: |
Top Rated Multi Family Office
|
| Benefits: |
standard
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
Yes |
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