Wealth Management Advisor

Roklyn; Los Angeles (CA); Hybrid; USD 110,000 - 210,000; Full time

Benefits offered by this job

Hybrid work after 6 months

In-office role

Job summary

Roklyn is seeking a Wealth Advisor in the Los Angeles area to manage a select group of high-net-worth clients. The role focuses on tailored wealth management, investment strategies, and ongoing client engagement.

Requires a minimum of 3 years in wealth advisory, with expertise in portfolio management, financial planning, and strong client relationship development. Hybrid flexibility after 6 months in office.

Qualifications

• Minimum 3 years as Wealth Advisor
• Experience with high-net-worth clients and families
• Strong knowledge of investment vehicles, tax strategies, and estate planning

Responsibilities

• Develop and maintain deep, trusted relationships with high-net-worth clients as their primary advisor
• Conduct discovery meetings to understand client goals, risk tolerance and values
• Lead regular client reviews on portfolio performance and market conditions
• Proactively communicate portfolio adjustments and planning opportunities
• Create comprehensive wealth plans addressing investments, retirement, taxes, and estate planning

Skills

Client relations

Portfolio management

Financial planning

Risk assessment

Wealth advisory

Job description

Please only apply if you can be in office or plan to relocate to the area

Position Type: Full Time

Experience Required: Minimum 3 years as a Wealth Advisor

We are seeking an experienced and client-focused Wealth Advisor to join a growing RIA in Beverly Hills, CA. This full-time position offers the opportunity to work with high-net-worth individuals and families, providing comprehensive wealth management solutions that align with their financial goals and values. The ideal candidate will bring a minimum of 3 years of proven experience in wealth advisory services, demonstrating expertise in portfolio management, financial planning, and client relationship development.

As a Wealth Advisor, you will serve as the primary point of contact for a select group of affluent clients, delivering personalized financial strategies and investment solutions. You will be responsible for understanding each client's unique financial situation, risk tolerance, and long-term objectives, then crafting and implementing tailored wealth management plans. This position requires a sophisticated understanding of investment vehicles, tax strategies, estate planning considerations, and market dynamics, combined with exceptional interpersonal skills to build lasting client relationships based on trust and results.

Key Responsibilities

• Develop and maintain deep, trusted relationships with high-net-worth clients, serving as their primary financial advisor and advocate
• Conduct comprehensive discovery meetings to understand clients' financial goals, family dynamics, risk tolerance, and values
• Schedule and lead regular client review meetings to discuss portfolio performance, market conditions, and life changes
• Proactively communicate with clients regarding market events, portfolio adjustments, and planning opportunities
• Respond promptly to client inquiries and concerns with professionalism and expertise
• Create comprehensive financial plans addressing investment strategy, retirement planning, tax optimization, estate planning, insurance needs, and philanthropic goals

Compensation and Benefits

• Base + Bonus Compensation Structure (Range 110k - 210k, we know that's a large range - compensation will depend on experience)
• Investment and support in furthering licensing and industry education
• In office role with hybrid flexibility after 6 months of employment