Associate Client Advisor – Manage Wealth for the Elite and Experience Tremendous Growth
Employer
International Search Consultants
Salary
$80k-$100k (estimated pay)
Location
San Francisco, CA
Employment Type
Full-time
Сategory
Financial Advisors
Description
Join our team as an Associate Client Advisor with International Search Consultants in San Francisco and help manage wealth advisory services for high-net-worth clients!
Qualifications
- 2+ years of UHNW client support and investment experience
- Excellent communication and analytical skills
Responsibilities
- Manage account transactions for UHNW clients
- Support Senior Advisors with client management
- Coordinate asset transfers and tax-related information
Benefits
- Opportunities to work with large, complex portfolios
- Professional development and growth opportunities
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