Associate Wealth Advisor — Independent Wealth Management
Roklyn Consulting
14 days+
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Job summary
A leading independent wealth management firm is seeking an Associate Wealth Advisor to join their high-performing team in Santa Monica, California. This role involves supporting lead advisors with high-net-worth client relationships and financial planning initiatives. Ideal candidates should have a bachelor's degree in Finance, relevant licenses, and at least 2 years' experience in wealth management. The firm values mentorship and offers a clear career trajectory, ensuring a supportive environment for growth.
Qualifications
- 2+ years of professional experience in financial planning or wealth management.
- Active FINRA Series 7 and 65 (or Series 66) licenses required.
- CFP® designation strongly preferred.
Responsibilities
- Partner with Lead Advisors to manage high-net-worth client relationships.
- Develop and refine comprehensive financial plans and investment reports.
- Participate in client meetings, capturing key takeaways.
Skills
Financial planning
Client engagement
Market research
Analytical skills
Problem-solving
Education
Bachelor's degree in Finance, Economics, or related field
MBA or advanced financial degree
Job description
A leading independent wealth management firm is seeking an Associate Wealth Advisor to join their high-performing team in Santa Monica, California. This role involves supporting lead advisors with high-net-worth client relationships and financial planning initiatives. Ideal candidates should have a bachelor's degree in Finance, relevant licenses, and at least 2 years' experience in wealth management. The firm values mentorship and offers a clear career trajectory, ensuring a supportive environment for growth.
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