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Wealth Management

Senior Investment Counselor & Wealth Director

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Citi
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 200000 - 300000 USD Yearly USD 200000.00 300000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in San Francisco is seeking an experienced Investment Counselor to serve high net worth clients. The ideal candidate will have over 10 years of experience providing investment advice and managing client relationships. A Bachelor's degree is required; advanced degrees like CFA or MBA are preferred. This full-time role offers a base salary of $200,000 to $300,000, along with competitive employee benefits.
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Position Requirements
10+ Years work experience
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