Wealth Advisor

The Rogan Group, Inc; Los Angeles (CA); On-site; USD 120,000 - 260,000; Full time

Job summary

The Rogan Group, Inc. is seeking a Wealth Advisor in Los Angeles to support and grow a sophisticated client base with a $1 billion+ book of business. The role focuses on high-net-worth client service, relationship management and expanding the practice.

You will collaborate with senior advisors and internal teams to deliver comprehensive financial planning and investment solutions, participate in client meetings, and pursue business development opportunities to grow the book of business.

Qualifications

• Experience working with high-net-worth clients in wealth management or financial advisory.
• Strong understanding of financial planning and investment strategies.
• Demonstrated ability to develop and maintain trusted client relationships.
• Excellent communication, presentation and interpersonal skills.
• Entrepreneurial mindset and appetite for growth.
• Ability to work collaboratively while owning client relationships.

Responsibilities

• Serve as a trusted advisor to high-net-worth individuals, families, and business owners.
• Support management and growth of a substantial client portfolio.
• Develop and maintain long-term client relationships.
• Collaborate with wealth management team to deliver financial planning and investment solutions.
• Lead client meetings, portfolio reviews, and ongoing relationship management.
• Identify opportunities to deepen relationships and introduce additional services.
• Contribute to business development and new client acquisition.

Skills

Relationship management

Business development

Financial planning

Client communication

Job description

A well-established and growing wealth management organization is seeking a Wealth Advisor to join its team and support a sophisticated client base, including responsibility for helping service and grow a $1 billion+ book of business.

This is an excellent opportunity for an experienced advisor who enjoys working closely with high-net-worth clients and is interested in taking on increasing responsibility in both relationship management and business development.

Position Responsibilities

• Serve as a trusted advisor to high-net-worth individuals, families, and business owners.
• Support the management and growth of a substantial existing client portfolio.
• Develop and maintain strong, long‑term client relationships.
• Work closely with senior advisors and the broader wealth management team to deliver comprehensive financial planning and investment solutions.
• Participate in client meetings, financial planning, portfolio reviews, and ongoing relationship management.
• Identify opportunities to deepen existing relationships and introduce additional services.
• Contribute to business development and new client acquisition, including networking, referrals, prospecting, and relationship‑building activities.
• Collaborate with internal investment, planning, and operational teams to provide a high level of client service.
• Take an active role in the continued growth and development of the practice.

Ideal Candidate

The successful candidate will be have 2-5 years experience in wealth management with strong client-facing skills and a genuine interest in building relationships and growing a business.

Qualifications:

• Experience working with high-net-worth clients in a wealth management or financial advisory environment.
• Strong understanding of financial planning, investments, and wealth management strategies.
• Demonstrated ability to develop and maintain trusted client relationships.
• Strong communication, presentation, and interpersonal skills.
• Entrepreneurial mindset and an appetite for business development.
• Ability to work collaboratively while also taking ownership of client relationships and opportunities.

For additional information contact Ryan Rogan, [e-mail] or call 443-913-6397.