Job Details

A registered investment advisory firm is seeking an Associate Director in San Francisco. This role involves managing client relationships, providing investment advice, and constructing performance reports. Ideal candidates should have 3-5+ years of experience in wealth management, excellent communication skills, and a bachelor's degree. The position offers a competitive compensation range of $135,000-$175,000 based on experience, with onsite flexibility required at San Francisco and Foster City locations.#J-18808-Ljbffr