Financial Advisor

Our San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point of contact for the firm's existing and future clients to build long-term relationships.

As the Client Relationship Manager, you will be providing financial planning guidance, educating clients on their customized portfolios through phone calls, email, and face-to-face meetings, and explaining the firm's investment philosophy.

Qualifications

• 7+ years of investment industry experience (being the main point of contact for clients is preferred)
• Certified Financial Planner designation is required (ideally, 5+ years experience creating thorough plans)
• 4-year college degree with a preferred emphasis in economics, business, finance, accounting, or similar field
• Excellent interpersonal skills

Responsibilities

• Conducting quarterly portfolio reviews with clients
• Creating financial plans through in-depth discussions using eMoney
• Act as liaison between clients, the investment team, and operations/back-office support