Wealth Management Director: Client Growth & Strategy

A leading wealth and asset management firm in San Francisco seeks an experienced Client Manager, Director. This role involves investment analysis, managing complex client relationships, and creating tailored financial plans. The ideal candidate will have 5+ years of investment-related experience, strong analytical skills, and a CFA or CFP designation. The position offers a competitive compensation package ranging from $150,000 to $250,000, along with comprehensive benefits and a great team culture.
#J-18808-Ljbffr