Senior HNW Wealth Advisor

PowerToFly; Los Angeles (CA); On-site; USD 83,920 - 125,880; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Wellness programs

Job summary

A financial services company in Los Angeles seeks a seasoned Wealth Relationship Management Sr. Analyst to build and deepen client relationships, especially in the affluent segment. This role requires strong analytical, financial skills and the ability to anticipate client needs through a suite of financial products. Candidates should have 5-8 years of experience, a Bachelor's degree, and relevant certifications. Compliance with industry regulations is essential in this full-time position.

Qualifications

• 5-8 years of experience in financial services.
• Self-starter, problem solver and goal-oriented.
• Knowledge of investment and financial planning strategies preferred.

Responsibilities

• Identify and deepen relationships with affluent clients.
• Anticipate complex financial needs and offer solutions.
• Ensure compliance with KYC/AML and other norms.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Organizational skills

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

NaviPlan Select or similar financial planning software

Job description

A financial services company in Los Angeles seeks a seasoned Wealth Relationship Management Sr. Analyst to build and deepen client relationships, especially in the affluent segment. This role requires strong analytical, financial skills and the ability to anticipate client needs through a suite of financial products. Candidates should have 5-8 years of experience, a Bachelor's degree, and relevant certifications. Compliance with industry regulations is essential in this full-time position.