Financial Advisor, Managing Director

Presidio, California

Job Description:

Atlas Capital Advisors is a sophisticated and growing investment advisory firm in San Francisco. We specialize in applying systematic market factors to client portfolios, and most client assets are invested directly in strategies developed by our partners.

Our financial advisors succeed by demonstrating a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. This is an excellent opportunity for someone who enjoys working hard while maintaining a balanced lifestyle. This position offers unlimited earning potential, a great working environment, and an incredible support system. We work hard but are well rewarded.

responsibilities include:

  • Develop and maintain long-term relationships with high-net-worth clients
  • Meeting with high-net-worth clients to understand their needs and demands
  • Providing periodic updates on the performance of investment portfolios
  • Keep abreast of new industry’s trends and research market to back up financial consulting


We are looking for highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas.

  • A minimum of 10 years work experience as an investment representative from a wealth management firm
  • Strong community presence with a strong network of personal and business contacts
  • Charisma and strong conversational skills. You’re going to need to invest a lot of energy into connecting with lots of different people, and we need people that can do it effectively
  • Bachelor’s degree in business, finance, sales, marketing or a related field
Apply Now