VP, Client Advisor

Focus Financial Partners; Los Angeles (CA); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package

401(k) plan

Medical, dental, vision insurance

Job summary

Focus Financial Partners is looking for a Vice President to join its Los Angeles office. The VP will play a crucial role in maintaining client relationships, ensuring they receive top-tier service and support.

Qualified candidates will have at least 5 years of relevant experience in investment or wealth management and possess a Bachelor's degree. Strong communication skills and attention to detail are essential. The position offers a competitive salary between $150,000 and $175,000 annually.

Qualifications

• 5-7+ years of experience in investment or wealth management.
• Fluency in planning and investment topics.
• Strong written and oral communication skills.

Responsibilities

• Manage and oversee clients' financial plans.
• Prepare client presentations and report coordination.
• Assist clients with inquiries and requests.

Skills

Organizational skills

Communication skills

Analytical skills

Self-motivation

Attention to detail

Education

Bachelor's degree or equivalent

CFP or CFA designation

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

Position Summary

SCS is seeking a Vice President (“VP”) to join the Los Angeles, California office. As part of a client relationship team dedicated to serving the financial and investment needs of clients, the VP will work with the team to ensure that SCS clients continue to receive a world class experience.

We are seeking candidates who are well organized, energetic, and team-oriented. The right candidate is a self-starter with a strong work ethic and excellent communication skills and attention to detail. This person must be willing to provide the highest level of client service, professionalism, and confidentiality. Furthermore, this person must be able to efficiently prioritize tasks and consistently meet deadlines.

This role is located in Los Angeles, CA.

Primary Responsibilities

• Actively manage and oversee the client’s investment and financial plans;
• Prepare client meeting presentations and oversee any manual reporting coordination;
• Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner;
• Participate in client meetings and assist with client inquiries and requests in a timely manner;
• Serve as first point of contact for some clients;
• Think creatively and strategically about client needs;
• Capitalize on experience to drive process and efficiency improvements;
• Support new business development activities

Qualifications

• Minimum of a Bachelor’s degree; CFP or CFA designation preferred
• 5-7+ years of relevant professional experience in investment, wealth management, estate planning, or tax/accounting environment
• Fluency in planning and/or investment topics
• Proficient in Microsoft Word, Excel, PowerPoint and Outlook applications
• Excellent organizational, prioritization, and time management skills
• Analytical with a strong attention to detail; Problem solves effectively
• High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
• Strong written and oral communication skills
• Willingness to travel on occasion for client meetings

This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$175,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Equal Opportunity Employment

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail].

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law.