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    Wealth Planner/Certified Financial Planner - Los Angeles, United States - Harrison Gray Search and Consulting LLC

    Harrison Gray Search and Consulting LLC
    Harrison Gray Search and Consulting LLC Los Angeles, United States

    1 week ago

    Default job background
    Description

    Harrison Gray has partnered with a growing wealth management firm in Los Angeles to find their next Wealth Advisor/CFP. This role is responsible for maintaining existing clients and helping to grow and expand the firm.

    Responsibilities

    The Wealth Advisor/Certified Financial Planner can expect to focus on the following areas:

    • Manage client relationships with extensive client contact.
    • Actively manages a client portfolio for the overall development and management of an investment strategy.
    • Provides financial planning to the clients.
    • Oversee the processes of opening accounts, drafting correspondence to clients, and transferring/distributing assets.
    • Respond to direct client requests.
    • Continued development of new business. Developed through independent means and utilizing professional networking and direct solicitation.
    Qualifications

    The Wealth Advisor/Certified Financial Planner position typically requires the following qualifications:
    • Minimum of 5 years of general Wealth Advisory and Portfolio Management experience interfacing with HNW clients.
    • Bachelor's degree is required, an advanced degree is preferred but not required.
    • Established network of accounting and legal professionals in the local and regional markets.
    • Familiarity with Junxure, Advyzon, e-money, Morningstar, Zoom, Slack, and other client reporting applications is preferred.
    • Strong communication skills
    • Self-starter, takes initiative
    • Transferable book of business a plus
    Designations: CFP Preferred

    Salary and Benefits

    Pay/benefits are competitive based on industry standards
    • Salary will be based on experience
    • Benefits include health care and 401(k) and PTO
    Rewards:
    • Competitive base, bonus, and comp structure with excellent benefits.
    • Rewarding culture and team within a client-focused, family-oriented firm.
    This is an in-office position.
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