Financial Advisor

Eurevion Danışmanlık A.Ş.; Los Angeles (CA); On-site; USD 100,000 - 145,000; Full time

Benefits offered by this job

Medical coverage

Dental

Vision

Life insurance

Long-term disability

Short-term disability

FSA

401(k) match

Traditional 401(k)

Roth 401(k)

Job summary

Eurevion Danışmanlık A.Ş. in Los Angeles is seeking an experienced wealth manager to serve as the first contact for clients and drive comprehensive planning and portfolio strategies. You will tailor investments, cash flow, tax and risk plans while collaborating across teams.

The role offers opportunities to specialize in Investments or Financial Planning and to participate on the investment committee, supporting client-first strategies with integrity and organization.

Qualifications

• 3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships.
• Broad knowledge of financial planning, investments, tax, estates and risk management.
• Detail-oriented and highly organized with client-first mentality.
• CFP or CFA designation preferred or in progress.
• Bachelor's degree from an accredited university.

Responsibilities

• Serve as the first point of contact for the team’s clients.
• Drive clients’ financial planning strategies and portfolio management comprehensively.
• Review clients' investments and objectives to tailor portfolios within guidelines.
• Opportunity to specialize in Investments, Financial Planning, or Business Development.
• Collaborate cross-departmentally to drive business strategies.
• Potential to participate on the firm’s investment committee.

Skills

Wealth management

Client relationships

Portfolio management

Financial planning

Investments

Business development

Attention to detail

Integrity

Education

Bachelor's degree

CFP/CFA designation preferred

Job description

• Serve as the first point of contact for a number of the team's clients.
• Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans.
• Review a client's current investments and objectives and provide a custom portfolio within the firm's guidelines.
• Opportunity to specialize in a technical area including but not limited to:
• Investments: participate on the firm's investment committee and cover a segment of the investment universe.
• Financial Planning: option to specialize in one area of financial planning serving as the firm's internal subject matter expert.
• Business Development: Work cross-departmentally to drive business strategies.
• 3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships
• Either the CFP or CFA designation, or having passed the exam for the designation, is preferred
• Bachelor's degree from an accredited university
• Detail-oriented and highly organized
• Of the highest integrity
• Maintain a client-first mentality

Compensation Range: $100,000 – $145,000 base (excluding potential incentives). This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time.

Generous benefits include:

• Fully Paid Medical Plan (with no in-network co-pays or deductibles)
• Dental
• Vision
• Life and AD & D
• Long-Term Disability
• Short-Term Disability
• FSA
• Generous 401(k) match
• Traditional 401(k)
• Roth 401(k)