CyberCoders · 19 hours ago
Wealth Counselor
San Francisco, CA
Full-time
Hybrid
Mid, Senior LevelCyberCoders is a full-service Wealth Management firm serving the greater San Francisco area for over 40 years. They are seeking a knowledgeable and experienced Wealth Counselor to provide tailored financial advice to high-net-worth individuals and families, helping them manage and grow their wealth effectively.
RecruitingSearch Engine
No H1B
Responsibilities
Develop and maintain strong relationships with clients, understanding their financial needs and goals
Provide expert advice on investment strategies and financial planning to high-net-worth and ultra-high-net-worth clients
Create customized wealth management plans that encompass multi-asset investment strategies
Monitor client portfolios and recommend adjustments based on market conditions and client objectives
Assist clients in understanding complex financial concepts and the implications of their investment choices
Collaborate with other financial professionals, including tax and estate planning specialists, to ensure comprehensive client service
Stay up-to-date with market trends, economic news, and regulatory changes that may impact client portfolios
Qualification
Required
Bachelor's degree in Finance, Economics, or a related field
Certified Financial Planner (CFP) designation is required
Experience as a Wealth Advisor or similar role, with a strong understanding of wealth management principles
Demonstrated success in managing assets under management (AUM) for high-net-worth clients
Strong knowledge of financial planning and portfolio management techniques
Excellent communication and interpersonal skills to build trust and rapport with clients
Preferred
CFA designation is a plus
Benefits
Medical
Dental
Vision
401k w/ match
PTO
Hybrid flex
Company
CyberCoders
CyberCoders is a recruiting firm locating job positions across all industries, including finance, education, engineering and healthcare.
Founded in 1999
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2013-12-02Acquired
Leadership Team
Nate Shuman
Lead Recruiter (Tech) CEO Club
Matt Miller
CTO
Recent News
2025-04-12
Company data provided by crunchbase