Wealth Management Advisor

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

Job summary

Jobtailor in Los Angeles is seeking an experienced financial advisor to work with affluent clients, identifying goals and crafting tailored financial plans. You will analyze the financial landscape, develop recommendations, and communicate complex solutions to build lasting client relationships.

The role requires deep licensing and certifications (Series 7/63/65/66, CFP or CFA Level I) and a strong track record in wealth management. Compliance with licensing timelines is expected.

Qualifications

• Experience handling a book of business for affluent clients.
• Active licensing and certifications in financial planning and securities.
• Ability to translate complex financial concepts for high-net-worth clients.

Responsibilities

• Partners with affluent clients to identify their financial goals.
• Analyzes financial landscape and develops recommendations.
• Communicates complex financial solutions to clients.
• Builds meaningful and long‑lasting relationships.
• Develops and implements appropriate financial solutions.

Skills

Financial analysis

Client relationship management

Investment strategies

Portfolio management

Risk assessment

Financial planning

Education

Series 7

Series 63

Series 65

Series 66

Life & Health Insurance License

CFP

CFA Level I

Job description

Responsibilities

• Partners with affluent clients to identify their financial goals
• Analyzes financial landscape and develops recommendations
• Communicates complex financial solutions to clients
• Builds meaningful and long‑lasting relationships
• Develops and implements appropriate financial solutions

Requirements

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience
• 5+ years building long‑lasting relationships with affluent clients or equivalent experience
• FINRA Registrations: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications
• Life and Health Insurance License (Resident State) - Multiple Issuers required
• Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred
• Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute
• All licenses must be obtained within 120 days from start date

Core Competencies

Demonstrates expertise in financial analysis and client relationship management, with a strong focus on developing tailored financial solutions for affluent clients. Holds necessary financial licenses and certifications to provide comprehensive financial planning and investment advice.

Hard Skills

• Financial Recommendations
• Investment Strategies
• Portfolio Management
• Risk Assessment
• Financial Planning

Soft Skills

• Communication
• Interpersonal Skills
• Relationship Building
• Problem Solving