Senior Portfolio Manager & Client-Focused Advisor

NACBA; San Francisco, Northern (CA, KY); Hybrid; USD 150,000 - 230,000; Full time

Job summary

NACBA is seeking a Portfolio Manager/Investment Counselor in San Francisco for a full-time, in-office role. You will join a fiduciary, fee-only RIA and help grow client relationships while delivering tailored investment guidance.

You will conduct research, construct and monitor portfolios, and collaborate with peers to align investments with objectives, serving high-net-worth individuals and families.

Qualifications

• Minimum of 7+ years of relevant experience at an RIA or Top-Tier Bank.
• Excellent interpersonal skills and ability to work as a trusted advisor.
• Extensive experience in securities analysis and investment advice for HNWI.
• Undergraduate degree plus CFA, CFP or equivalent advanced degree required.

Responsibilities

• Conduct fixed income and equity research and make recommendations to the committee.
• Engage in model and individual portfolio construction and monitoring.
• Trade client portfolios and collaborate with other portfolio managers.

Skills

Investment research

Portfolio construction

Securities analysis

Client advisory

Relationship building

Independent thinking

Education

Undergraduate degree

CFA

CFP

Series 65

IAR or comparable

Job description

NACBA is seeking a Portfolio Manager/Investment Counselor in San Francisco for a full-time, in-office role. You will join a fiduciary, fee-only RIA and help grow client relationships while delivering tailored investment guidance.

You will conduct research, construct and monitor portfolios, and collaborate with peers to align investments with objectives, serving high-net-worth individuals and families.