For faster consideration, please view my Linkedin under Charlie O'Brien and email me your resume. Our client is a rapidly growing Registered Investment Advisor (RIA) based in San Francisco, managing over $500 million in assets under management (AUM). They have a strong client base and a proven track record in growth portfolio management. Responsibilities:Take charge of managing portfolios, including equities, fixed income, and mutual funds/ETFs, overseeing asset allocations, trades, position balances, and year-end tax management.Provide exemplary client services by leading meetings, offering financial planning guidance, and contributing to the monthly newsletter.Engage in business development activities, fostering networking opportunities, and attracting new clients to the firm. Cultivate relationships with key influencers and supervise website content. The Role:Focus on client servicing, portfolio management, and business development through networking and organic growth strategies.Embrace close-knit team culture, with an emphasis on in-office collaboration and flexibility in working hours.Customize separate accounts for each client, tailoring portfolios to their individual needsThis is a low pressure office and role