Wealth Solutions Advisor — Hybrid LA

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

Benefits offered by this job

Medical, dental, vision coverage onDay

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Job summary

LourdMurray is a boutique wealth management firm seeking a Wealth Manager in Los Angeles, hybrid work model. You will collaborate with Wealth Advisors to tailor financial plans for high-net-worth clients and coordinate efforts across onboarding, implementation, and ongoing service.

The role emphasizes independent advice, client focus, and a proactive approach to opportunities, with a strong focus on growth and development within the team.

Qualifications

• CFP designation is required.
• Bachelor’s degree; MBA is a plus.
• Understanding of personal tax issues.
• Detail-oriented and accountable to deadlines and clients.
• Entrepreneurial-minded: self-starter in a fast-paced environment.

Responsibilities

• Identify planning opportunities and coordinate wealth management solutions for clients.
• Contribute to client meeting prep, financial plan development, and follow-up communications.
• Collaborate with external parties and internal teams to execute plan designs and onboarding.
• Support client services and portfolio operations teams to meet client needs.
• Handle special projects as assigned.

Skills

CFP designation

Entrepreneurial mindset

Attention to detail

Fast-paced environment

Education

Bachelor's degree (MBA a plus)

Job description

LourdMurray is a boutique wealth management firm seeking a Wealth Manager in Los Angeles, hybrid work model. You will collaborate with Wealth Advisors to tailor financial plans for high-net-worth clients and coordinate efforts across onboarding, implementation, and ongoing service.

The role emphasizes independent advice, client focus, and a proactive approach to opportunities, with a strong focus on growth and development within the team.