Walnut Creek, California, 94596
Job description
**Investment Strategist**
The Investment Strategist offers expert guidance, portfolio development, and analytical assistance to regional advisor teams and affluent clients. Acting as the local liaison for the investment department, this role ensures that clients receive insightful and professional perspectives on investment strategies and methodologies. Candidates should possess a minimum of 10 years of experience in client-facing wealth management and hold a Series 65 license. An MBA or CFA designation is viewed favorably for eligible applicants.
STEMHUNTER is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity, and gender expression), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. We comply with all applicable equal employment opportunity and affirmative action regulations.
