If you are interested, please view my Linkedin under Charlie O'Brien and shoot me a message! Our client is an independent registered investment advisor (RIA) based in San Francisco. Their expertise lies in delivering tailored investment management strategies and solutions to a diverse clientele, encompassing institutions, limited partnerships, family offices, executives, entrepreneurs, and private clients. They offer a wide array of financial services with guiding clients towards the attainment of their financial and investment objectives as the core of their approach. Role DescriptionThe role involves providing comprehensive financial planning and investment advisory services to clients. The Financial Advisor will be responsible for developing personalized investment strategies and providing financial guidance to clients. The Financial Advisor will have clients assigned to them and is responsible for ensuring exceptional client service and ongoing support. This role requires direct, daily interactions with clients and team. This individual should be comfortable working with sophisticated clients in a team-based environment. This is a hybrid role with the ability to work from San Francisco Bay Area offices.