Senior Investment Advisor Jobs in California

3+ years of client service experience within the private wealth management industry required

Due diligence and research of new and existing investment managers, alternative investments, and related financial partners, products, and services

Maintain relationships with various managers and key investment, financial advisory, and service support partners

Excellent client facing, interpersonal, organizational, and client service skills

Ability to adapt to constantly changing market conditions, reporting needs and requirements

Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions

Strong project management and organizational skills.

$130,000 to $150,000 + Bonus (50% of Salary) + Highly Competitive Benefits

A minimum of four years’ successful work experience in investment banking, private equity, consulting, accounting, or mezzanine financing

Quantitative reasoning and problem-solving skills, with strong attention to detail.

Excellent written and oral communication skills.

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