Wealth Management Client Solutions (TBD Based on Experience)

ABOUT OUR FIRM:

We are a rapidly growing independent wealth management firm located in Westlake Village, CA that manages money for high net worth families and foundations. We have an exciting opportunity for a hands on candidate to work as part of a small entrepreneurial team. The candidate will have the ability to add significant value to the firms’ portfolio management and analytics capabilities and help provide a full range of planning solutions to respond to the ongoing needs of a very affluent group of ultra-high net worth clients.

ROLE, RESPONSIBILITIES, AND QUALIFICATIONS:

  • Minimum of 7 years experience working as an advisor or supporting an advisor team
  • Advanced degree (MBA, Masters in Financial Planning, CFA, CPA etc.)
  • Financial planning background (CFP® etc.)
  • FINRA Series 66 (or 65) required (or can qualify for an exam waiver with a designation like the CFA or CFP or have an active FINRA Series 7)
  • Strong Analytical Skills
  • Experience with problem solving on complex high net worth client issues (i.e. portfolio strategy and allocation, portfolio analytics, estate planning, tax planning)
  • Excellent written and verbal communication skills, with an ability to express complex technical concepts in business terms. Ability to develop compelling proposals and presentations.
  • Detail oriented and organized
  • Managing Complexity: Is able to work effectively in a complex, diverse, changing environment; Adapts well to and is energized by change while maintaining focus on key business goals and personal objectives
  • Team Player
  • Desire to participate in the growth of a company (entrepreneurial attributes: self-starter, results driven)
    • Note: The role doesn’t require the generation of new business