Senior Wealth Advisor | Los Angeles
Core
Provide comprehensive financial and investment advice to Affluent and High-Net Worth clients, including ultra-high-net-worth individuals and family offices.
Role type
Senior Wealth Advisor (Financial Planning & Sales)
Builds
Client relationships, new bank and brokerage assets, and managed account solutions.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial advisory, sales, financial planning, securities recommendations, risk assessment, regulatory compliance (KYC/AML), client profiling
Preferred skills
Financial planning software, investment strategies, Microsoft Office
Technologies
Financial planning software, Microsoft Office (Excel, Outlook, Word)
Responsibilities
Build relationships with new clients to acquire assets, deepen relationships with existing clients, respond to referrals, make securities recommendations, manage client follow-up, ensure regulatory compliance, partner with branch team, coach new recruits
Seniority
Mid-Senior level (5-8 years experience), hands-on IC with leadership responsibilities