About this role
Wealth Advisor at Ci. Location: San Francisco, California, United States. Role: Develop client relationships, Generate new business, Deliver wealth solutions Requirements: Minimum 8-10 years in wealth management or financial services; strong network of centers of influence; CFA/CFP/CPA/JD/MBA or equivalent; bachelor's in Finance/Economics; excellent communication and analytical skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, CRM tools, Portfolio management software, Financial planning software, Data analytics tools Certifications: cfa, cfp, cpa, jd, mba Commitment: Full Time Workplace: Hybrid Languages: English