Evergreen GaveKal (Evergreen) is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments. Since 1983, one key directive has guided how we operate: the unwavering commitment to our clients and their investments. Our strategic array of financial services provides a wide spectrum of investment solutions to tackle today’s increasingly complex global markets.
Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.
Evergreen is continuing to expand its San Francisco Bay Area office. We are looking for a professional who is passionate about working in wealth management. This person should be personable, detail-oriented and be able to work with limited supervision.
We are a small team and are looking to invest in someone for the long term. The new Associate would work in Schwab Advisor Center, Tamarac, among other platforms. Job responsibilities include the following:
Duties and Responsibilities
Client Service and Account Maintenance
Quarterly Reporting
Private Investments
Qualifications/Competencies
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