Senior Wealth Advisor for High-Net-Worth Clients | Hybrid

Roklyn; Los Angeles (CA); Hybrid; USD 110,000 - 210,000; Full time

Benefits offered by this job

Hybrid work after 6 months

In-office role

Job summary

Roklyn is seeking a Wealth Advisor in the Los Angeles area to manage a select group of high-net-worth clients. The role focuses on tailored wealth management, investment strategies, and ongoing client engagement.

Requires a minimum of 3 years in wealth advisory, with expertise in portfolio management, financial planning, and strong client relationship development. Hybrid flexibility after 6 months in office.

Qualifications

• Minimum 3 years as Wealth Advisor
• Experience with high-net-worth clients and families
• Strong knowledge of investment vehicles, tax strategies, and estate planning

Responsibilities

• Develop and maintain deep, trusted relationships with high-net-worth clients as their primary advisor
• Conduct discovery meetings to understand client goals, risk tolerance and values
• Lead regular client reviews on portfolio performance and market conditions
• Proactively communicate portfolio adjustments and planning opportunities
• Create comprehensive wealth plans addressing investments, retirement, taxes, and estate planning

Skills

Client relations

Portfolio management

Financial planning

Risk assessment

Wealth advisory

Job description

Roklyn is seeking a Wealth Advisor in the Los Angeles area to manage a select group of high-net-worth clients. The role focuses on tailored wealth management, investment strategies, and ongoing client engagement.

Requires a minimum of 3 years in wealth advisory, with expertise in portfolio management, financial planning, and strong client relationship development. Hybrid flexibility after 6 months in office.