Senior Private Wealth Advisor for UHNW Growth

Manhattan West; Los Angeles (CA); Hybrid; USD 120,000 - 300,000; Full time

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

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.