Wealth Manager- LourdMurray

RiseMe; Los Angeles (CA); Hybrid; USD 85,000 - 145,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Job summary

LourdMurray is seeking a Wealth Manager to join the Los Angeles-based wealth solutions team, delivering tailored financial plans and independent advice to high-net-worth clients.

You'll collaborate with Wealth Advisors and Senior Wealth Managers, identify planning opportunities, prepare client meetings, and oversee plan implementation in a hybrid setup with four days in the LA office and remote work the rest.

Qualifications

• CFP designation required or in progress.
• Bachelor’s degree; MBA is a plus.
• General understanding of personal tax issues.
• Strong attention to detail and accountability to deadlines.
• Entrepreneurial mindset and ability to thrive in a fast-paced environment.

Responsibilities

• Identify planning opportunities and coordinate comprehensive wealth management solutions.
• Prepare client meetings, develop financial plans, and follow up communications.
• Collaborate with external parties and internal departments for seamless plan execution.
• Support client services and portfolio operations to meet client needs.
• Handle special projects as assigned.

Skills

CFP designation

Attention to detail

Entrepreneurial mindset

Deadline-oriented

Education

Bachelor’s degree

MBA (plus)

Job description

Your Future Team

Founded in 2006, LourdMurray is a boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, artists, entertainers, athletes and other extra ordinary individuals and their families. Our deep experience working with such accomplished people gives us an intimate understanding of the unusual financial challenges they face. We provide simplicity for their lives by helping them make more informed, confident, financial decisions so they can continue to pursue their passions.

The Wealth Manager is a vital collaborative role within our wealth solutions team. Working closely with our Wealth Advisors and Senior Wealth Managers, the Wealth Manager will be tasked with meaningfully impacting clients’ financial standing by creating tailored financial solutions based upon their distinctive facts and circumstances. As a valuable internal and external partner, the Wealth Manager is tasked with identifying planning issues and opportunities and channeling them upwards to the senior members of the team. The successful candidate will join an established wealth management and financial planning team providing independent advice and customized service to clients.

This is currently a hybrid role. The selected colleague will work at our Los Angeles office four days per week with the remainder worked remotely. Our hybrid model is being evaluated by management and subject to change.

Our focus on employee growth and development, combined with your ambition, will equip you with the experience and knowledge needed for success in this role.

What You’ll Do

• Identifies planning opportunities and coordinates on the delivery of solutions for a comprehensive wealth management strategy to clients and and/or their advisers.
• Will directly contribute to client meeting preparation, development of financial plans, and meeting follow-up communications efforts.
• Collaborate with external parties and internal departments to provide seamless execution of plan designs including but not limited to onboarding, implementation, and general account maintenance.
• Works with the client services and portfolio operations team in supporting the client needs.
• Special projects as assigned.

Skills/Experience

• Identifies planning opportunities and coordinates on the delivery of solutions for a comprehensive wealth management strategy to clients and and/or their advisers.
• Will directly contribute to client meeting preparation, development of financial plans, and meeting follow-up communications efforts.
• Collaborate with external parties and internal departments to provide seamless execution of plan designs including but not limited to onboarding, implementation, and general account maintenance.
• Works with the client services and portfolio operations team in supporting the client needs.
• Special projects as assigned.

What You’ll Bring

• CERTIFIED FINANCIAL PLANNER (CFP) designation.
• Bachelor’s degree (MBA is a plus).
• A general understanding of personal tax issues.
• Thorough, attentive to the details, and accountable to deadlines and clients.
• Entrepreneurial-minded: a self-starter who excels in a fast-paced, dynamic environment.

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base salary of $85,000-$145,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Hightower’s Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER:

Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.