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CyberCoders · 12 hours ago

Wealth Counselor

San Francisco, CA

Full-time

Hybrid

Mid, Senior Level

CyberCoders is a full-service Wealth Management firm serving the greater San Francisco area for over 40 years. They are seeking a knowledgeable and experienced Wealth Counselor to provide tailored financial advice to high-net-worth individuals and families, helping them manage and grow their wealth effectively.

RecruitingSearch Engine

Growth Opportunities

No H1B

Responsibilities

Develop and maintain strong relationships with clients, understanding their financial needs and goals

Provide expert advice on investment strategies and financial planning to high-net-worth and ultra-high-net-worth clients

Create customized wealth management plans that encompass multi-asset investment strategies

Monitor client portfolios and recommend adjustments based on market conditions and client objectives

Assist clients in understanding complex financial concepts and the implications of their investment choices

Collaborate with other financial professionals, including tax and estate planning specialists, to ensure comprehensive client service

Stay up-to-date with market trends, economic news, and regulatory changes that may impact client portfolios

Qualification

Certified Financial Planner (CFP)Wealth Management PrinciplesCFA designationFinancial Planning TechniquesPortfolio ManagementCommunication SkillsInterpersonal Skills