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    Wealth Management Advisor - Los Angeles, United States - Scout Recruiting Group

    Scout Recruiting Group
    Scout Recruiting Group Los Angeles, United States

    3 weeks ago

    Default job background
    Description
    Who We Are
    A licensed Registered Investment Advisor dedicated to helping clients achieve their financial goals.

    We manage Wealth for Businesses, Families, Trusts, and Individuals, and do so on an Assets Under Management (AUM), Financial Planning "Fee for Service" and Transactional Basis.


    Key differentiators of our platform include:
    A Best-in-Class FinTech Wealth Management Platform

    with Charles Schwab as Funds Custodian, Amplify as Turnkey Asset Management Platform (TAMP), S&P for Market Intelligence, Markel for Insurance, and Evalueserve for Research Support & Analytics
    Access to Alternatives . Via our investment banking, distribution and wholesale partnerships, access to best-in-class private equity and alternative investments, including, Secondaries and Co-Investment, Alternative Credit, Real Estate, Structured Settlements, and more

    Are You Right for Our Platform?
    The platform is built for ambitious, ultra-high integrity investment advisors who seek:
    A Turnkey Investment Management Platform (TAMP) .

    A comprehensive solution designed by financial advisors for financial advisors that provides all the necessary tools and services to manage investment portfolios for clients of all types and sizes.

    Revenue Model Flexibility . A flexible, modern, technology-driven RIA platform on which to manage and grow their investment management practice via an AUM, Financial Planning Fees, and / or Commission Basis
    Interest in Alternatives . Desirous of offering clients true investment value-add through a blended, risk-managed public markets / alternatives-driven investment approach
    Comprehensive Wealth Management and Business Exit Planning . For wealth managers serving entrepreneurial, small business, and family business clients, our dual RIA and broker-dealer structure empowers earning investment banking fees on client M&A liquidity events and then advising upon and managing the investment proceeds

    Your Role
    Your core functions, under the direction of the firm's Managing Director, would include:
    Provide - to businesses, individuals and families - wealth and investment management advisory services
    Via our affiliated advisor practices, and in collaboration with your practice professionals, offer and provide - to operating companies - investment banking and strategic advisory services as capital-raising, mergers, sales and acquisitions, and growth and exit planning and execution

    As we are mid-sized firms, naturally become involved with other company-building activities, including participation in general company marketing, branding, business development, technology initiatives, and operational activities.

    Qualifications
    10 Years+ of relevant investment advisory / wealth management origination and client management experience
    Clean compliance and regulatory history, including currently active licenses (i.e., 7, 63, 65, 66, 79)
    Business development and client management experience in the "Owner / Operator" client demographic, especially as to the "dual value-add" for this demographic of wealth management PLUS business exit planning and M&A
    A passion and enthusiasm for relationships and a deep understanding of their importance in the modern deal environment
    Ability and desire to work and win in a hybrid (virtual and in-person), highly collaborative, highly professional team environment

    #J-18808-Ljbffr
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