- Proactively communicate with existing pre-retiree and retired HNW individuals, non-profit and corporate client relationships, thoroughly meeting current and changing needs.
- Engage with multigeneration and related households to identify new opportunities and provide planning services.
- Thoroughly plan client meetings, maintain accurate notes and records regarding client matters in the CRM.
- Work closely with Client Service team to review required paperwork or updated documentation prior to meetings.
- Keep client service team members adequately informed on all active and pending client matters.
- Client relationship development and management, including ongoing and regular client contact and communications to be tracked, updated in CRM and reported to team regularly.
- Communication with investment team on client portfolio updates and reviews, returns and new opportunity identification.
- Adhere to and follow firm processes and systems around team based subject matter expertise services and client relationship management.
- Bachelor's degree preferably in business, accounting, finance, economics, or related experience.
- 10+ years of experience in financial advisory, investment management or fee based financial services
- Demonstrate ability to provide exceptional comprehensive "white glove" planning service to HNW clients
- CFP or CFA preferred
- Schwab custodian platform experience a plus
- Proficiency in eMoney preferred, experience with financial planning a plus
- Experience with Orion and Microsoft Office a plus
- $130,000-$175,000+ base salary depending on experience
- Full-time
- Health and Dental
- Profit Sharing Plan
- Parking included
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Wealth Advisor CFP - Los Angeles, United States - Advisor Business Solutions
Description
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 activity and thorough client contact. The wealth advisor is an integral part of the wealth management team.
Duties & Responsibilities
