Senior Wealth Advisor & Client Relationship Lead

Lenox Advisors; Los Angeles (CA); On-site; USD 90,000 - 150,000; Full time

Job summary

Lenox Advisors is a premier wealth and insurance advisory firm headquartered in Los Angeles, serving high-net-worth individuals and families nationwide. We are seeking ambitious Sales Professionals to develop new client opportunities across the wealth management spectrum, including insurance, asset management, and estate planning.

You will proactively establish relationships, present customized recommendations, and work with a collaborative team to deliver exceptional client service and grow the

Qualifications

• The Lenox brand represents trust, teamwork, and accountability, and your values should align.
• Willingness to learn through actionable training and development.
• Strong client-service orientation and ability to build client relationships.
• Excellent interpersonal and communication skills, with active listening.
• Finance background is not required; sales, business development or relationship management experience helps.

Responsibilities

• Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations.
• Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice and complete sales.
• Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends.
• Network regularly with existing clients and referrals to build relationships and gain referral business.
• Be your clients’ main point of contact and accountable for responding to their questions and concerns.
• Be part of a broader team all working together to build client loyalty through a “one team” approach.

Skills

Client relationships

Communication skills

Active listening

Sales

Networking

Education

Bachelor's degree

FINRA Series 7/66 license

SIE license

Job description

Lenox Advisors is a premier wealth and insurance advisory firm headquartered in Los Angeles, serving high-net-worth individuals and families nationwide. We are seeking ambitious Sales Professionals to develop new client opportunities across the wealth management spectrum, including insurance, asset management, and estate planning.

You will proactively establish relationships, present customized recommendations, and work with a collaborative team to deliver exceptional client service and grow the