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    Financial Advisor - Los Angeles, United States - Selective Insight

    Selective Insight
    Selective Insight Los Angeles, United States

    3 weeks ago

    Default job background
    Description
    Actively hiring

    Financial Advisors

    for our client, a

    high-growth investment management firm . The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.

    Responsibilities
    Drive the expansion of high-net-worth and ultra-high-net-worth clientele by seizing strategic networking opportunities.
    Forge and nurture new client relationships while maintaining rapport with existing ones.
    Be the go-to person for both current and newly acquired clients, ensuring their needs are met.
    Execute financial plans, integrating estate planning, business management, and tax strategies seamlessly.
    Collaborate with portfolio management head to tailor investment strategies to clients' goals.
    Liaise with diverse fund managers to guide and allocate client funds into optimal alternative strategies.
    Exemplify dedication to outstanding client service through professional excellence and ethical standards.
    Adhere to company policies and regulatory requirements as a registered investment advisor.

    This Role is for You IF...
    You are a go-getter with an entrepreneurial spirit.
    You have a knack for attracting and onboarding clients with your proven track record.
    You put clients at the heart of everything you do, demonstrating a client-centric approach.
    You thrive in a team environment, equipped with strong leadership abilities.
    You have a high level of business acumen that allows you to expedite trust.

    Requirements

    3+ years experience in financial advisory services, with a flair for building and managing client relationships and cultivating new business opportunities.

    Exceptional interpersonal skills and strong ability to build trusting relationships.
    Bachelor's Degree.
    Legally authorized to work in the U.S.

    #J-18808-Ljbffr
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