Director, Asset Management - West Hollywood, CA, US

Only for registered members West Hollywood, CA, US, United States

6 days ago

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Job summary

We are a leading financial services and business management, family office firm serving high-net-worth and ultra-high-net-worth clients.

Qualifications

  • Licensing: Must hold all required financial services licenses (FINRA Series 7, 63/65 or 66; CFP and/or CFA strongly preferred).
  • Experience: 10+ years in asset management with at least 5 years in a leadership role.
  • Track Record: Demonstrated success in building and scaling teams within financial planning and asset management.

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