Job description


  • Entry level
  • No Education
  • Salary to negotiate
  • San Francisco


If interested, please email Ren Friedman, Recruiting Manager, at, or call (415) 434-1900

Looking for your next opportunity as Portfolio Management Associate? A top financing planning firm, delivering comprehensive financial services to successful Bay Area clients, is looking for a new member to join their team!

The firm is a top Registered Investment Advisor with over 200 complex and high profile clients.

As Portfolio Management Associate, you will leverage your strong communication and relationship building skills to excel within the firm and increase your knowledge of wealth management. This firm is looking for an Associate to facilitate the firm's operations and investment processes through technology, working with team members, custodians, and clients. Other responsibilities and duties include:

** Managing daily processes through Tamarac Rebalancer and AdvisorView software

** Identifying opportunities for greater efficiency

** Executing client transactions and maintaining trading records

This a tremendous opportunity to be exposed to a variety of work one of the most reputable wealth management firms in the Bay Area. The work culture is exceptional and perks and benefits are second to none such as the following:

** Low turnover and growth opportunity to become an Advisor

** 5% performance bonus and 401K

** The firm is cover costs for educational expense, up to 5% of the person's compensation

Don't wait to apply! Please email Ren Friedman, Recruiting Manager, at, or call (415) 434-1900

The firm is looking for a candidate with the following skills and experience:

** 1+ years' experience in financial services

** Strong interest in building a career in investment or client services

** Experience in RIA, or have worked in an operational/trading capacity is ideal

** TD Ameritrade, Schwab, Portfolio Center, Tamarac experience is a major plus

  • excel
  • relationship
  • software

About the company

Unrivaled Industry Insight. Sophisticated Matching Technology.
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