This entry-level position is a great opportunity for someone who is new to the financial services industry, and wealth management in particular. The ideal candidate will be comfortable with analyzing and consolidating client data and able to work collaboratively with the advisors to prepare accurate and informative meeting materials for clients. They can expect to communicate via phone and email with clients but will not be responsible for presenting or participating in client meetings.
The Humphreys Group is a women-owned and -operated wealth management firm that serves the unique financial needs, aspirations, and strengths of women. A Certified B Corporation, we’ve long championed values-aligned investing, and during the last 20 years have seen how ESG investing has become more compelling, rigorous and impactful. Located in the Financial District of San Francisco, in the historic Hunter-Dulin building, we are one block from the Montgomery BART/MUNI station.
This person will work collaboratively with financial advisors to assist them in consolidating information gathered from clients, managing client data and documents, and preparing client meeting materials. Tasks may include: