Senior Wealth Advisor (Los, Angeles, CA)
Core
Deepen relationships with high net worth clients and organically grow the practice through referrals while leveraging an in-house team of experts to achieve financial goals.
Role type
Senior Wealth Advisor (fiduciary)
Builds
Comprehensive financial solutions including tax, estate, and insurance planning
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, investment management, tax planning, estate planning, relationship building, compliance, fiduciary standards
Preferred skills
Sales aptitude, entrepreneurial spirit, growth mindset, financial planning software proficiency
Technologies
Financial planning software
Responsibilities
Identify client financial goals and develop recommendations, communicate complex financial solutions, ensure client retention, leverage broad solutions for comprehensive offerings, adhere to compliance policies, act as a fiduciary
Seniority
Senior, hands-on IC
