Investment Advisor

This role
is with a large Portfolio Management firm with over $200 billion in assets
under management. Each client would have a separately managed portfolio based
on their risk tolerance and asset allocation preference. Portfolios are managed
on a discretionary basis. 

 This
is a relationship manager role where you are given a book of 150-200 households
($100 million to $150 million in assets) of high net worth clients with assets
in excess of 500k (per household). You are responsible for managing these
client relationships and speaking to clients about their
portfolios/investments.

As the
central point of contact for your assigned client base, you would educate each
of our clients on the firms investment philosophy, explaining why we've made
certain decisions for their particular portfolio, and helping them understand
events in the stock market - all to help each of our clients stay on track to
achieve their long-term financials goals. 

Due to
the pay transparency laws that have gone in effect, I am disclosing the full
salary range for the position. This includes the highest paid employee at the
firm $85,000-$120,000 + discretionary bonuses.

However,
realistically new hires should expect to start on the lower end of the
compensation range, at around $85,000-$95,000 + bonuses ($20,000-30,000).

Benefits:
100% coverage on all health/medical, dental and vision care for you and any dependents
and 401k matching.