Boutique Portfolio Manager & Investment Counselor
CFA Institute
CFA Institute is seeking a seasoned Portfolio Manager/Investment Counselor in San Francisco. The role combines portfolio construction and direct client advisory, emphasizing fiduciary duties and long‑term value creation. You will leverage an established client base while expanding relationships with high‑net‑worth individuals. The ideal candidate has 7+ years of experience in RIAs or top-tier banks, deep investment analytics skills, and credentials such as CFA/CFP. #J-18808-Ljbffr CFA Institute
Vacancy posted 4 days ago
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