Jobs
>
Los Angeles

    Senior Wealth Advisor - Los Angeles, United States - Atlas

    Atlas
    Atlas Los Angeles, United States

    2 weeks ago

    Default job background
    Description

    Atlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently.

    As a VC-backed FinTech company, our technology is a structural competitive advantage, but we put clients and advisors at the center of everything we do.

    The wealth management industry is massive (>$50T AUM) but still archaic. The lack of innovation has hamstrung advisors' ability to grow their businesses and left clients feeling underwhelmed by the legacy offerings. Atlas aims to fix that.

    About the role

    Were looking for an entrepreneurial wealth advisor to join our team as a founding member. You will be responsible for attracting and servicing HNW clients to the Atlas platform. Additionally, you will provide world-class investment advice to clients and work with the Atlas investment team to build and manage customized portfolios for your clients.

    As a founding member of Atlas, you will also work closely with the product and engineering teams to build the best wealth management platform in the world, complete with every feature imaginable to run and scale your business beyond what you previously thought possible.

    This is a once a career opportunity.

    What youll do for us

    • Establish, cultivate, and enhance relationships with HNW clients
    • Work with the product and engineering teams to build out the Atlas technology platform and new features
    • Appear on camera in Atlas video content, boosting your personal brand
    • Build and implement iterative financial plans and wealth strategies
    • Maintain an in-depth understanding of financial planning, investments, and tax planning
    • Be an active part of a collaborative team and share best practices
    • Assist our engineering and product teams with creating product plans and roadmaps
    • Research and present investment strategies
    • Coordinate tax filing and estate planning

    What will set you apart

    • Currently advising a $50m+ book of business
    • Active designation(s) as a CFP, CPWA, CFA or similar
    • 5-8+ years experience in client-facing financial services roles
    • Significant experience in delivering financial advice directly to consumers
    • Exceptional investment acumen and knowledge of broader planning topics
    • Significant experience using financial services technology is preferred but not required
    • Strong organizational, leadership, and written communication skills
    • BS or BA in Finance, Accounting, or other related major preferred

    Benefits

    • Top-of-Market compensation, including a base salary, industry best splits on AUM fees, and equity in a hyper-growth startup.
    • Comprehensive health coverage: Medical, dental and vision
    • 401k plan
    • Hybrid workplace
    • Technology allowance
    • PTO
    • Paid parental leave

    Atlas is proud to be an equal-opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.

  • Premier America Credit Union

    Wealth Advisor

    2 weeks ago

    Premier America Credit Union Los Angeles, United States

    Job Title:Wealth Advisor · At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet todays needs and reach tomorrows dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accou ...

  • Premier America Credit Union

    Wealth Advisor

    1 week ago

    Premier America Credit Union Los Angeles, United States

    Job Title: · Wealth Advisor · At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of ...

  • Premier America Credit Union

    Wealth Advisor

    3 weeks ago

    Premier America Credit Union Los Angeles, United States

    Job Title:Wealth Advisor · At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of acc ...

  • Premier America Credit Union

    Wealth Advisor

    1 week ago

    Premier America Credit Union Los Angeles, United States

    Job Title: · Wealth Advisor · At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of ...

  • OneDigital

    Wealth Advisor

    2 weeks ago

    OneDigital Los Angeles, United States

    Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the servi ...

  • Judson Group

    Wealth Advisor

    2 weeks ago

    Judson Group Los Angeles, United States

    Judson Group has been retained by an exponentially growing RIA in the search for a Wealth Advisor - CFP. This individual will support the firms Managing Directors by actively participating in client meetings, assisting with the development of investment and financial planning str ...

  • Advisor Business Solutions

    Wealth Advisor Cfp

    1 week ago

    Advisor Business Solutions Pasadena, United States

    Our client is an RIA located in the Pasadena area managing $500+ mil AUM and servicing HNW clients over $1 mil++ in assets. The firm seeks a Wealth Advisor CFP responsible for solid planning knowledge and HNW client relationship management skills with a high pace of daily activit ...

  • Advisor Business Solutions

    Wealth Advisor Cfa

    1 week ago

    Advisor Business Solutions Pasadena, United States

    Our client is an RIA located in the Pasadena area managing $500+ mil AUM and servicing HNW clients over $1 mil++ in assets. The firm seeks a Wealth Advisor CFA responsible for solid planning knowledge and HNW client relationship management skills with a high pace of daily activit ...

  • Atlas

    Senior Wealth Advisor

    2 weeks ago

    Atlas Los Angeles, United States

    Atlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. · As a VC-backed FinTech company, our t ...

  • GT Investment Management

    Private Wealth Advisor

    2 weeks ago

    GT Investment Management Los Angeles, United States

    Unhappy with your current RIA? · Interested in higher payouts? · Want access to a best-in-class, turnkey asset management platform? · That also provides private equity and alternative investment options? · If so, GT Investment Management might be for you. · Who We Are · GT Invest ...

  • GT Investment Management

    Private Wealth Advisor

    1 week ago

    GT Investment Management Los Angeles, United States

    Unhappy with your current RIA? · Interested in higher payouts? · Want access to a best-in-class, turnkey asset management platform? · That also provides private equity and alternative investment options? · If so, GT Investment Management might be for you. · Who We Are · GT ...

  • Beacon Pointe

    Associate Wealth Advisor

    2 weeks ago

    Beacon Pointe Los Angeles, United States

    Job Description · We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Los Angeles, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects ...

  • Scout Recruiting Group

    Wealth Management Advisor

    2 weeks ago

    Scout Recruiting Group Los Angeles, United States

    Who We Are · A licensed Registered Investment Advisor dedicated to helping clients achieve their financial goals. · We manage Wealth for Businesses, Families, Trusts, and Individuals, and do so on an Assets Under Management (AUM), Financial Planning "Fee for Service" and Transact ...

  • Citi

    Senior Wealth Advisor

    2 weeks ago

    Citi Los Angeles, CA, United States Full time

    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...

  • M&T Bank

    Senior Wealth Advisor

    3 days ago

    M&T Bank Los Angeles, United States

    Overview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management ...

  • Citi

    Senior Wealth Advisor

    2 weeks ago

    Citi Los Angeles, United States

    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...

  • Wilmington Trust

    Senior Wealth Advisor

    2 weeks ago

    Wilmington Trust Los Angeles, United States

    Overview: · Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management ...

  • Citi

    Senior Wealth Advisor

    6 days ago

    Citi Los Angeles, United States

    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...

  • GT Investment Management

    Private Wealth Advisor

    2 weeks ago

    GT Investment Management Los Angeles, United States

    Unhappy with your current RIA? · Interested in higher payouts? · Want access to a best-in-class, turnkey asset management platform? · That also provides private equity and alternative investment options? · If so, GT Investment Management might be for you. · Who We Are · GT ...

  • Citigroup Inc

    Senior Wealth Advisor

    2 weeks ago

    Citigroup Inc Los Angeles, United States

    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...