Wealth Advisory Manager - San Francisco

Only for registered members San Francisco, United States

1 month ago

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OTHER

Job Summary

BakerAvenue has guided clients through personal and professional transitions since 2004. We provide comprehensive wealth management and investment expertise for high-net-worth individuals.

Responsibilities

  • Work with Advisor to assess client's overall financial picture.
  • Coverage of existing clients by phone conversations, email, and face-to-face meetings.

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