Executive Wealth Advisor & Strategic Client Leader

NFP Corp; Los Angeles (CA); On-site; USD 170,000 - 200,000; Full time

Benefits offered by this job

401(k) with match

PTO & paid holidays

Performance-based incentives

Job summary

NFP Corp is hiring a Wealth Advisor at the SVP level in Los Angeles. This role involves working closely with the ground control team to address client needs and inquiries while providing integrated wealth management solutions.

The ideal candidate should have a strong background in wealth management, preferably with a professional designation like CFP or CFA, and over 10 years of relevant experience. A competitive salary between $170,000 and $200,000 is offered along with performance-based incentives.

Qualifications

• 10+ years of experience in wealth management or related financial services.
• Professional designation like CFP or CFA preferred.
• Strong organizational skills with attention to detail.

Responsibilities

• Partner with managing directors to manage client relationships.
• Analyze investment objectives and recommend asset allocations.
• Monitor client portfolios and recommend adjustments.

Skills

Wealth management

Investment planning

Client relationship management

Financial analysis

Communication skills

Education

Bachelor's degree in financial planning, business, or related field

Tools

Microsoft Office

CRM systems

Financial planning software

Job description

NFP Corp is hiring a Wealth Advisor at the SVP level in Los Angeles. This role involves working closely with the ground control team to address client needs and inquiries while providing integrated wealth management solutions.

The ideal candidate should have a strong background in wealth management, preferably with a professional designation like CFP or CFA, and over 10 years of relevant experience. A competitive salary between $170,000 and $200,000 is offered along with performance-based incentives.