Wealth Director: Growth Leader for HNW Clients (LA)

Franklin Templeton; Los Angeles (CA); Hybrid; USD 180,000 - 225,000; Full time

Benefits offered by this job

Competitive salary

401(k) plan with generous match

Comprehensive benefits package

Job summary

A leading investment firm is seeking a Wealth Director to focus on business development in Los Angeles, California. This role involves securing new business from high-net-worth individuals and institutions, leading business strategies, and maintaining client relationships. Ideal candidates will have 8-10 years in financial services, proven sales success, and strong communication skills. The position offers competitive compensation ranging from $180K to $225K, with bonuses and other benefits, all within a supportive, hybrid work environment.

Qualifications

• 8-10 years' experience in financial services focused on high net worth individuals.
• Proven track record of sales success servicing HNW individuals and institutions.
• Knowledge of various asset classes and investment management tools.

Responsibilities

• Pursue prospective new business from high-net-worth individuals.
• Lead business strategies for the Los Angeles market.
• Maintain contact with existing clients to identify additional opportunities.
• Coordinate presentations of the firm’s capabilities to potential clients.

Skills

Sales success servicing high net worth individuals

Strong communication skills

Motivated self-starter

Knowledge of investment management

Education

8-10 years of experience in financial services

CFP designation preferred

Job description

A leading investment firm is seeking a Wealth Director to focus on business development in Los Angeles, California. This role involves securing new business from high-net-worth individuals and institutions, leading business strategies, and maintaining client relationships. Ideal candidates will have 8-10 years in financial services, proven sales success, and strong communication skills. The position offers competitive compensation ranging from $180K to $225K, with bonuses and other benefits, all within a supportive, hybrid work environment.