Wealth Foundations Advisor

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

WEALTH FOUNDATIONS ADVISOR

As an independent, nationally ranked investment advisory firm with offices nationwide, including in Los Angeles, San Francisco, Seattle, New York, and Chicago, they specialize in providing sophisticated financial planning and investment advice to high-net-worth families and they love what we do. Their firm has received multiple awards and has been named A Best Place to Work by Investment News multiple years in a row. As the firm rapidly expands, they have some amazing career opportunities for self-motivated, team-oriented professionals.

As a Wealth Foundations Advisor, you will take ownership of client relationships, drive financial strategies, and execute solutions that help individuals and families achieve their financial goals. You will be at the forefront of financial planning, using best-in-class tools and industry expertise to deliver tailored, results-driven advice.

Your Role:

• Cultivate deep, long-term client relationships by delivering comprehensive financial guidance, including investment analysis, strategic financial planning, tax optimization, charitable giving, and estate strategies.
• Develop and execute financial plans by analyzing client data, identifying opportunities, and implementing strategies for cash flow, investments, and risk management.
• Deliver insightful recommendations that help clients make informed financial decisions, presenting plans with clarity and confidence.
• Manage portfolio strategies by monitoring investments, identifying rebalancing opportunities, and optimizing tax efficiency.
• Own client meetings by crafting agendas, leading discussions, and driving follow-through on key action items.
• Drive business growth by identifying new planning opportunities, optimizing internal processes, and contributing to firm-wide initiatives.
• Champion client success by proactively seeking ways to enhance their financial journey and delivering a seamless, high-touch advisory experience.

Desired Skills and Experience

• Bachelor’s or Master’s Degree.
• Series 65 required.
• CFP required or ability to obtain within one year of hire.
• 3+ years of industry experience in a client facing role working with high-net-worth individuals.
• Experience with eMoney or other financial planning tools preferred.
• Highly motivated, the affinity towards a self-starting work environment, and a sense of humor.

As an Advisor you will be provided with:

• A dedicated support ecosystem including estate strategy, investment management, client service, and
• compliance administration.
• A comprehensive, modular planning process embedded into the digital client experience.
• Access to best-of-breed technology and open architecture structure of services and products.
• Professionally developed marketing, business development, and succession planning resources.
• Direct equity participation in the firm’s collective growth.

At our firm, we foster a supportive, advisor-focused environment that allows us to concentrate on helping clients write the next chapter in their financial story and ultimately achieve their life goals. If you want to carve your own path while sharing our vision, we invite you to join us.