Wealth Management Director: Client Strategy & Service

A financial advisory firm is seeking a Director to manage client relationships and provide tailored investment strategies. The ideal candidate will have 6-9+ years of wealth management experience and possess strong organizational and communication skills. Responsibilities include portfolio analysis, client interaction, and constructing performance reports. The role also requires flexibility to work onsite in San Francisco and Foster City. Compensation ranges from $170,000 to $225,000, depending on skills and experience. #J-18808-Ljbffr