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Private Client Advisor
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$180,000 a year
Full-time
- Main Street Research is a privately held, registered investment advisor serving a select group of individuals and institutions since 1993.
- We are a fast-growing RIA seeking an investment and financial planning professional with knowledge of financial markets and excellent communication skills.
- Financial planning experience along with being a CFP® Certification is required for this role to cultivate long lasting client relationships.
- Deliver excellent client service and create deep relationships with individual high net worth clients
- Provide support to the Chief Investment Officer and Investment Team to communicate investment strategies to clients and business partners
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