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Team Tristar

Strategic Asset Management Director: Lead & Grow Portfolios

west hollywood, CA

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Job description

Team Tristar in West Hollywood, CA is seeking a Director of Asset Management to lead our investment and financial planning division. You will oversee portfolio strategy, drive growth, and mentor a high-caliber team to deliver exceptional client service.

We expect 10+ years in asset management with at least 5 years in leadership, holding appropriate licenses (FINRA Series 7; 63/65 or 66; CFP/CFA preferred). Located in the Los Angeles area, you will uphold compliance and integrity while expanding

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Worksite address

west hollywood, CA, 90069, US

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