Logo
CFA Institute

Private Wealth Investment Strategist | PWM Team Lead

CFA Institute, San Francisco, California, United States, 94199

Save Job

A leading global financial services firm in San Francisco seeks a Financial Investment Professional to support Private Wealth Advisors. The role includes managing client relationships, conducting portfolio analyses, and executing various transactions. Candidates should possess a Bachelor's degree and have over 5 years of experience in investment management or banking. This position offers a competitive salary of $75,000-$160,000 with eligibility for a bonus. #J-18808-Ljbffr