Senior Wealth Advisor (Los Angeles)

Senior Wealth Advisor

About the Company

Respected investment management firm

Industry

Investment Management

Type

Privately Held

About the Role

The Company is in search of a Senior Wealth Advisor to join its well-established Ultra High Net Worth Private Client Division. The successful candidate will be responsible for building and growing a client base, with a focus on external networking and leveraging extensive internal referral channels. The role involves providing comprehensive financial, estate, tax, and retirement planning services to ultra-high-net-worth individuals, foundations, and endowments. The ideal candidate will have a strong background in client relationship management, a deep understanding of the financial needs of high-net-worth individuals, and the ability to work within a multi-billion-dollar AUM team.

Applicants for the Senior Wealth Advisor position at the company should have a proven track record in the financial services industry, with a preference for those with experience in a similar role. The role requires a high level of professionalism, integrity, and the ability to maintain a client-centric approach. A deep understanding of investment products, estate planning, and philanthropic services is essential. The candidate should be adept at networking, both externally and within the organization, and be able to demonstrate the ability to grow and manage a substantial client base. A relevant degree in finance, business, or a related field is typically required, along with industry certifications such as CFP, CFA, or equivalent.

Travel Percent

Less than 10%

Functions

• Finance