Wealth Manager

Wealth Manager

Boutique, Independent RIA
May 10, 2021
East Bay Area, California, United States


Wealth Manager
Boutique, Independent RIA
East Bay Area, California


Boutique Independent RIA seeks a Wealth Manager to play a key role in the continued growth and success of the firm with a focus on goals-based planning, comprehensive wealth management and high touch client service.



  • Collaborate with the Managing Partners to organize and systemize the through providing wealth and investment management support across the client base of an ensemble practice
  • Opportunity to be mentored in all areas of wealth management including Impact Investing/ESG
  • Collaborative culture offering excellent work/life balance
  • Not a commission sales role. No portable book of business required.
  • Competitive compensation package including significant base salary, and bonuses, 401k match, profit sharing, full health insurance and opportunity to participate in equity ownership



  •  7+ years’ overall experience with 2+ years tax, wealth or investment management experience with high-net-worth clientele providing comprehensive wealth management services
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