Associate Wealth Advisor — Independent Wealth Management

Roklyn Consulting; Santa Monica (CA); On-site; USD 85,000 - 130,000; Full time

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.