Wealth Management Advisor

GRN Shoreline; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

GRN Shoreline is seeking a Wealth Management Advisor II in Los Angeles to partner with senior leaders and manage high-net-worth client relationships. You will oversee investment portfolios, develop financial plans, and deliver sophisticated wealth solutions.

The role emphasizes collaboration with wealth planning, trading, and trust professionals, with a focus on expanding client relationships and delivering exceptional service within regulatory guidelines.

Qualifications

• 7–10 years of strong investment management experience.
• Bachelor's degree and/or MBA in Finance.
• Strong understanding of portfolio construction, asset allocation, investment strategies, and personal financial planning.
• Experience working with high-net-worth individuals and families.
• Proven business development capabilities and strong relationship-building skills.
• Exceptional interpersonal skills and professional judgment.
• Collaborative mindset with ability to work independently and take ownership of client relationships.

Responsibilities

• Partner with Managing Directors to maintain, deepen, and expand high-net-worth client relationships.
• Manage and co-manage client portfolios, including asset allocation, investment strategy, portfolio rebalancing, and ongoing investment oversight.
• Develop and present comprehensive financial planning strategies and customized investment proposals.
• Participate in client and prospective client meetings, providing investment guidance and relationship support.
• Collaborate with wealth planning, trading, and trust professionals to deliver integrated wealth management solutions.
• Identify business development opportunities and expand existing client relationships.
• Provide high level client service while maintaining documentation and regulatory compliance.

Skills

Investment management

Client relationships

Portfolio construction

Asset allocation

Investment strategies

Financial planning

Business development

Relationship-building

Interpersonal skills

Collaboration

Education

Bachelor's degree

MBA in Finance

Job description

OPPORTUNITY FOR WEALTH MANAGEMENT ADVISORS

Bank-Based High-Net-Worth Advisory Platform

An established bank-based wealth management organization is seeking an experienced Wealth Management Advisor II to join its Los Angeles team.

This opportunity is designed for an accomplished wealth management professional who enjoys developing meaningful client relationships, delivering sophisticated investment and financial planning solutions, and working collaboratively with senior leadership.

The successful candidate will partner closely with Managing Directors to serve an established high-net-worth client base, manage investment portfolios, and contribute to the continued growth of client relationships.

Key Responsibilities

• Partner with Managing Directors to maintain, deepen, and expand high-net-worth client relationships.
• Manage and co-manage client portfolios, including asset allocation, investment strategy, portfolio rebalancing, and ongoing investment oversight.
• Develop and present comprehensive financial planning strategies and customized investment proposals.
• Participate in client and prospective client meetings, providing thoughtful investment guidance and relationship support.
• Collaborate with wealth planning, trading, and trust professionals to deliver integrated wealth management solutions.
• Identify business development opportunities, strengthen centers of influence, and expand existing client relationships.
• Provide a high level of client service while maintaining appropriate documentation and regulatory compliance.
  

Ideal Candidate

We are interested in speaking with experienced wealth management professionals who demonstrate:

• 7–10 years of strong investment management experience.
• Bachelor's degree and/or MBA in Finance.
• Strong understanding of portfolio construction, asset allocation, investment strategies, and personal financial planning.
• Experience working with high-net-worth individuals and families.
• Proven business development capabilities and strong relationship-building skills.
• Exceptional interpersonal skills, emotional intelligence, and professional judgment.
• A collaborative mindset combined with the ability to work independently and take ownership of client relationships.
  

Why Explore This Opportunity?

This position offers the opportunity to work alongside experienced wealth management leadership, help manage established client relationships, and deliver comprehensive investment and planning solutions.

For professionals seeking a role that combines investment expertise, client engagement, business development, and increasing relationship-management responsibilities, this opportunity warrants a confidential conversation.