Portfolio Manager/Investment Counselor

CFA Institute; San Francisco (CA); On-site; USD 180,000 - 240,000; Full time

Job summary

CFA Institute is seeking a seasoned Portfolio Manager/Investment Counselor in San Francisco. The role combines portfolio construction and direct client advisory, emphasizing fiduciary duties and long‑term value creation.

You will leverage an established client base while expanding relationships with high‑net‑worth individuals. The ideal candidate has 7+ years of experience in RIAs or top-tier banks, deep investment analytics skills, and credentials such as CFA/CFP.

Qualifications

• Undergraduate degree required; CFA/CFP or equivalent advanced credential preferred.
• Extensive experience in investment analysis and client advisory for HNWI.
• Series 65 or similar registration preferred.

Responsibilities

• Portfolio Manager: assist in selecting securities, conduct fixed income and equity research, and monitor portfolios.
• Investment Counselor: directly advise clients, understand goals, and provide comprehensive financial guidance.

Skills

Interpersonal skills

Independent thinking

Entrepreneurial spirit

Team player

Securities analysis

Investment advice

Series 65

Education

Bachelor’s degree

CFA

CFP

Advanced degree

Job description

This is a full-time, in-office position.

Portfolio Manager/Investment Counselor

This is a unique opportunity for a skilled, long-term oriented investment professional to join our fee-only San Francisco-based boutique independent RIA. The successful candidate will embrace their work as a fiduciary, putting clients first, and have a strong commitment to creating lasting value for our clients. You will build on a strong foundation of existing relationships while forging your own path. It is an expectation that you will build, cultivate and grow new client and professional relationships. You will be supported by the organization’s significant resources and willingness to invest in talented team members.

The ideal candidate must demonstrate high integrity, ability to think independently, and possess the ambition and entrepreneurial spirit to seek increased responsibilities within our organization.

Portfolio Manager Responsibilities

As a Portfolio Manager, you will be a member of our investment policy committee and will be responsible for assisting in the selection of approved securities used to construct and manage client investment portfolios.

• You will conduct fixed income and equity research, make recommendations to our committee regarding the purchase and sale of publicly traded securities, and be engaged in both model and individual portfolio construction.
• You will share in the ongoing monitoring of securities held in client portfolios to ensure that these investments remain aligned with portfolio objectives, as well as overall firm investment strategy.
• You will trade client portfolios and collaborate with other firm portfolio managers during this process.

Investment Counselor Responsibilities

As an Investment Counselor, you will interact directly with the firm’s clients. You will support our clients and have an excellent command of client goals, circumstances and objectives. During your interactions with firm clients, you will provide extensive financial advice pertaining to many aspects of their financial lives.

As a trusted advisor, you will use your training and prior experience to provide high-quality, top-tier personalized guidance and advice.

• Innovative and self-starting
• Minimum of 7+ years of relevant experience at an RIA or Top-Tier Bank
• Excellent interpersonal skills
• Effective team player
• Extensive experience in securities analysis
• Expertise in providing investment advice and solutions to HNWI
• Undergraduate degree + CFA, CFP or other advanced degree required
• Series 65, IAR or comparable preferred