Senior Portfolio Manager & Client Investment Advisor
Listed on 2026-10-12
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Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
The Well is assisting a San Francisco‑based, fee-only boutique independent RIA seeking a Portfolio Manager and Investment Counselor. You will contribute to the investment process and build trusted, long‑term relationships with high‑net-worth clients, working on-site in San Francisco.
Ideal candidates have CFA and 5+ years in investment management, strong research in fixed income and equities, and a record of client-focused advisory excellence within an entrepreneurial, collaborative team.
This role, Senior Portfolio Manager & Client Investment Advisor at The Well, could be your next move.
Our group is growing, and we are hiring a Senior Portfolio Manager & Client Investment Advisor in San Francisco, CA, United States.
This opening is for the Senior Portfolio Manager & Client Investment Advisor role at The Well.
We are seeking a motivated Senior Portfolio Manager & Client Investment Advisor to join The Well in San Francisco, CA, United States.
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