Senior Wealth Foundations Advisor - Growth & Client Impact

Gaynor Staffing; Los Angeles (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Dedicated support ecosystem

Access to best-of-breed technology

Professionally developed marketing resources

Direct equity participation

Job summary

An established industry player is seeking a Wealth Foundations Advisor to join their expanding team in Los Angeles. This role involves taking ownership of client relationships and delivering tailored financial strategies to high-net-worth families. You'll leverage best-in-class tools and industry expertise to provide insightful recommendations, helping clients navigate their financial journeys. The firm is recognized for its supportive, advisor-focused environment, offering a unique opportunity for professionals who are self-motivated and passionate about making a difference in clients' lives. Join this innovative firm and help clients achieve their financial goals while growing your career in a dynamic setting.

Qualifications

• 3+ years of experience in a client-facing role with high-net-worth individuals.
• Bachelor's or Master's Degree required, Series 65 and CFP preferred.

Responsibilities

• Cultivate long-term client relationships with comprehensive financial guidance.
• Develop and execute financial plans tailored to clients' needs.

Skills

Client Relationship Management

Financial Planning

Investment Analysis

Tax Optimization

Estate Strategies

Risk Management

Communication Skills

Self-Motivation

Education

Bachelor’s Degree

Master’s Degree

Tools

eMoney

Job description

An established industry player is seeking a Wealth Foundations Advisor to join their expanding team in Los Angeles. This role involves taking ownership of client relationships and delivering tailored financial strategies to high-net-worth families. You'll leverage best-in-class tools and industry expertise to provide insightful recommendations, helping clients navigate their financial journeys. The firm is recognized for its supportive, advisor-focused environment, offering a unique opportunity for professionals who are self-motivated and passionate about making a difference in clients' lives. Join this innovative firm and help clients achieve their financial goals while growing your career in a dynamic setting.