A global financial services company is seeking an experienced Investment Counselor in San Francisco, California. This role requires managing investment relationships with High Net Worth clients, providing tailored investment advice, and ensuring compliance with regulations. Candidates should have over 10 years of experience, with a CFA or an MBA as a plus. The position offers a competitive salary range of $200,000 to $300,000 and comprehensive employee benefits, including medical coverage and paid time off.
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Investment Counselor • San Francisco, California, United States