About this role
Sr. Portfolio Advisor - San Francisco at Northern Trust. Location: San Francisco or Menlo Park or Mill Valley. Role: managing portfolios, generating business, analyzing strategy Requirements: 10+ years investment management experience managing complex UHNW personal trust and individual portfolios; strong decision-making, sales, and technical investment expertise; MBA/CFA/CFP/CIMA/CPWA/CAIA preferred. Category: Finance and Accounting Seniority: Senior Level Certifications: cfa, cfp, cima, cpwa, caia Commitment: Full Time Workplace: Onsite Languages: English