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Director of Client Advisory: Wealth & Portfolio Strategy
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-07-06
Listing for:
B Capital
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
B Capital is seeking a Director of Client Advisory to support U.S. clients in developing sophisticated financial plans and managing multi-asset portfolios. This role involves partnership with clients to design tailored strategies, ensuring compliance with fiduciary standards while educating them about investment options.
The ideal candidate will have at least 10 years of experience in financial planning and hold securities qualifications. The compensation is competitive, with structured salary bands for different experience levels and areas of expertise.
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