Investment Associate at Wetherby Asset Management in San Francisco, CA

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Investment Associate

You will support senior Client Service members (Wealth Managers, Advisors) in servicing our client relationships.

Your Role and Responsibilities:

  • Communicating effectively and concisely with clients and responding to clients’ questions as required
  • Collaborating with a cross-functional team to serve our clients
  • Completing all your work in a timely and accurate manner while actively communicating with your team
  • Preparing error-free materials and reports for client meetings
  • Executing trades on behalf of clients without error
  • Reviewing and rebalancing portfolios at least quarterly
  • Ensuring portfolios are aligned with all investment policy statements
  • Actively seeking ways to improve your clients’ experience and client-facing content such as meeting materials
  • Delighting our clients through your excellent customer service

More About You:

  • Hold a 4-year college degree and have strong analytical skills
  • Have at least 2 years previous experience in the wealth management/advisory/consulting industry or related industry
  • Demonstrate general knowledge of markets, investments and financial planning
  • Exhibit an understanding of financial operational processes in serving clients
  • Display excellent organizational, communication and social skills, and take immediate ownership of your work
  • Strong work ethic and a standout colleague
  • Real passion for and an interest in investing and wealth management
  • Proven understanding of Microsoft Office suite (emphasis on Excel)
  • CFA, CFP or other advanced qualifications are a plus (but not required)

Our Team:

You will be joining a team that is dedicated to helping our clients achieve their goals by providing exceptional investment management and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring and trusted relationships.

We love working in a professional yet relaxed working environment. We encourage openness, active listening, mutual respect, candor and integrity. We cultivate a diverse and inclusive work environment where we encourage a work/life balance through a generous PTO policy and flexible work hours. We enjoy each other's company at team and semi-annual firm wide outings.

Our Certified SF Green Business office space, fully equipped with standing desks, is close to BART, Muni and cable cars in San Francisco's Financial District.

Our Compensation and Benefits:

We provide a competitive salary commensurate with your experience and skills and offer an annual bonus based on company and individual performance.

  • Choice of a PPO or HMO medical plan (100% covered); HSA and FSA plans are also offered
  • Dental and vision insurance (partial contribution)
  • HealthCPA services for you and your family
  • Quarterly retirement plan profit-sharing contributions after one year of employment
  • Educational reimbursement, including partial sponsorship of the CFP and CFA with manager approval

About Us:

Wetherby Asset Management is a San Francisco-based wealth management firm founded in 1990. We are 100% privately-owned and currently have 74 employees. Our minimum account size is $10 million and our assets under advisement total over $4.5 billion. Wetherby provides services to individuals, families, and institutions. Wetherby, a B Corp, was recognized as a B Corp Best for the World for Workers in 2017 and 2018.

Additional Information:

Our firm aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves. Our diversity drives us forward and helps us build deeper relationships with our clients and our community.

Wetherby is an equal opportunity employer. Wetherby prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).

*Please submit your resume and a cover letter describing your reasons for interest in this position.


Not Set
San Francisco, California, United States
Job Type
Full Time

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