Private Wealth Advisor - California, United States - Scout Recruiting Group

Description

Position Overview

For an ambitious and experienced Investment Advisor, this is a unique and exciting opportunity to join a start-up that is part of an established financial services organization that is team-oriented and highly collaborative with a successful track record of client retention.

This is a licensed RIA dedicated to helping clients achieve financial goals and manage wealth for businesses, families, trusts and individuals – AUM, Financial Planning "Fee for Service" and Transactional Basis.

Based in Los Angeles, the role is hybrid with great flexibility to work remotely.

Key Differentiators

• Best-in-Class Fintech WM Platform
• Ability to offer clients true investment value-add via blended, risk-managed public markets / alternatives-driven investment approach
• Access to Alternatives – PE and alternative investments, including Secondaries and Co-Investment, Alternative Credit, Real Estate, Structured Settlements, and more
• Dual platform access – enables and empowers earning IB fees on client M&A liquidity events, then advising upon and managing investment proceeds

Core Focus

• Offer and provide wealth and investment management advisory services
• In collaboration with operating companies, provide opportunities to expand offerings in areas of capital raising, M&A, strategy advisory, exit planning and execution, etc.

Qualifications

• 10+ years of relevant investment advisory / wealth management experience for clientele, including HNWI (or UHNWI)
• Clean compliance/regulatory history with active FINRA licenses (i.e., 7, 63, 65, 66, 79)
• Previous wealth management and M&A experience is a plus

Compensation

The role offers target base salary in the range of $100-120K plus commission plus bonus.

This is a retained, exclusive search with a longstanding client. Great leadership team. Entrepreneurial spirit. Will provide you with the tools to succeed. Unique opportunity to cross-sell investment banking services (directly or referral). Three-tier compensation structure. Start date is flexible but can commence immediately upon offer acceptance.