CFA Institute
Private Wealth Investment Strategist | PWM Team Lead
CFA Institute, San Francisco, California, United States, 94199
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.
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