Private Wealth Advisor

Manhattan West

Los Angeles (CA)

Hybrid

USD 120,000 - 300,000

Full time

14 days+

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Benefits offered by this job

Medical, vision and dental insurance

Stock market holidays

Paid time off (PTO)

Job summary

A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative environment. The ideal candidate will have a strong background in wealth advisory services with a proven ability to handle high net worth clients. Position offers a competitive incentive-based salary structure.

Qualifications

Minimum 5-7 years experience within wealth advisory services.
Must carry over a minimum $20 million book of business.
Must be legally authorized to work in the United States.

Responsibilities

Develop and manage new client relationships.
Act as the primary point of contact for existing clients.
Engage in development of new business opportunities.

Skills

Client-centric focus and attitude

Proven ability to actively pitch and onboard prospective clients

Strong leadership skills

Highly motivated and driven personality

Education

Bachelor’s Degree

Job description

Base pay range

$120,000.00/yr - $300,000.00/yr

Direct message the job poster from Manhattan West

Manhattan West Enterprise Company ("Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern and fast-growing investment firm that provides proprietary alternative investments across multiple asset classes including Private Equity, Venture Capital, Real Estate, Private Debt, and traditional equity and fixed income portfolios, as well as financial services including wealth management, business management, tax, and insurance services.

The Wealth Advisor will be a key member of our team and will be primarily responsible for developing and managing new client relationships. The Wealth Management Advisor will serve as the firm’s primary point of contact for a select group of private clients and will be instrumental in introducing new business development opportunities to the firm. In this essential role, you will manage client relationships, providing expert and sound financial planning advice and will liaise with all internal teams to exceed client expectations. You will be expected to help grow the firm’s book of business by effectively and efficiently managing your time working with existing clients and new prospects, while contributing to the overall success and growth of the firm.

About this Position

Full-time, Exempt
Position can be on-site, hybrid, or remote
Reports to the CEO

Responsibilities

Develop and manage new client relationships, including managing ongoing client communications
Act as the primary point of contact to existing and newly onboarded clients
Proactively engage in the development of new business and strategic networking opportunities to build out the high net worth and ultra-high net worth client base for the firm
Implementation of financial plans including coordination of estate planning, business management, and tax strategies
Work with the firm’s head of portfolio management to align clients’ investment strategies with their planning objectives
Work with the firm’s various fund managers to successfully advise and allocate client funds into appropriate alternative strategies
Must demonstrate a commitment to extraordinary client service through professional excellence and the highest ethical standards
Candidate must be in compliance with both company policies and regulatory obligations imposed as a registered investment advisor

Skills

This role requires a highly motivated, driven and entrepreneurial personality
Proven ability to actively pitch and onboard prospective clients
Client-centric focus and attitude
A team player with strong leadership skills
Ability to succeed in a small but fast-growing entrepreneurial company

Requirements

Minimum 5-7 years experience within wealth advisory services with demonstrated ability to develop and manage client relationships and develop new business opportunities
Must carry over a minimum $20 million book of business
Bachelor’s Degree is required
Must be legally authorized to work in the United States
Successful completion of background check and pre-employment assessments
Ability to complete the essential functions of the job with or without reasonable accommodation

Preferences

Certified Financial Planner™ designation is preferred but not required

Compensation

This is an incentive-based compensation position. As such, the pay scale for this position will vary depending on employee performance. However, the anticipated pay scale is $120,000 - $300,000+, comprised of a draw and incentive compensation.

Featured Benefits

Medical, vision and dental insurance
Stock market holidays + Paid time off (PTO)
Other fringe benefits as are made available to other similarly situated employees

Manhattan West is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Manhattan West is committed to hiring practices that are free from unlawful discrimination. Manhattan West strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered persons, including interns, by co-workers, supervisors, managers, or third parties on the basis of a person\'s race, color, age, religious creed, religious belief, observance, and practice, dress or grooming practices, national origin, ancestry, physical disability, mental disability, medical condition including any cancer-related physical or mental health impairment from a diagnosis, record, or history of cancer, a genetic characteristic genetic information including information about an individual\'s genetic tests, family members\' genetic tests, family members\' diseases or disorders, an individual\'s or family member\'s receipt of, or request for, genetic services, participation by an individual or their family member in clinical research that includes genetic services, marital status, sex, pregnancy, childbirth, breast feeding, medical conditions related to pregnancy, childbirth, or breast feeding, gender, gender expression, meaning a person\'s gender-related appearance or behavior, the perception of such appearance or behavior, whether or not stereotypically associated with the person's sex at birth, gender identity, meaning a person\'s internal understanding of their gender, or the perception of a person\'s gender identity, which may include male, female, a combination of male and female, neither male or female, a gender different from the person\'s sex assigned at birth, or transgender, sexual orientation including heterosexuality, homosexuality, bisexuality, military or veteran status, including past, current, or prospective service in the uniformed services, or any other characteristic protected under applicable federal, state, or local law.

Seniority level