Jobs
>
Los Angeles

    Lead Client Advisor - Los Angeles, United States - Judson Group

    Judson Group
    Judson Group Los Angeles, United States

    2 weeks ago

    Default job background
    Description

    Judson Group has been retained by a fee-only, independently owned RIA with over $1.5B AUM in the search for a Lead Client Advisor to take over existing client relationships as part of a succession plan and capacity creation hire. The Lead Client Advisor at this fully virtual RIA is responsible for leading planning and investment work for assigned clients with support from client service team members.

    The ideal candidate has great experience working with clients in the $1-10MM range, knowledge of financial planning, capability of delivering the firms investment message, and organically growing a client base through referrals and other activities. Success in this role is dependent on top notch client service and not business development. The firm has great tenure among employees and a path to partnership. The position is fully remote with travel to the firms home office in Palo Alto one to two times per quarter. We are considering candidates in Mountain or Pacific time zones only with a preference for metro areas.

    Responsibilities:

    • Maintain client relationships as the primary relationship manager for HNW clients.
    • Introduce holistic financial plans and investment management needs to current and prospective HNW clients.
    • Prepare for and attend meetings with current clients and prospects.
    • Work with clients to ensure action items are thoroughly executed and documented.
    • Participate in business development initiatives through COIs, referrals, and community events.
    • Effectively communicate wealth strategy, planning solutions, and value proposition.
    • Gather client data including financial constraints and goals.
    • Work with various firm members to ensure the clients financial needs are met.
    • Work with client support team to provide an exceptional client experience.

    Requirements:

    • 7+ years of wealth management experience preferably with exposure to complex investment and financial planning strategies for HNW/UHNW relationships.
    • Bachelors degree required; MBA or other advanced degrees preferred.
    • Current designations highly preferred: CFP, CFA, CPA
    • Must have Series 65 or be willing to obtain immediately up hire.
    • Strong investment knowledge.
    • Exceptional ability to create and present various financial plans.
    • Successful business development track record required.

    Compensation:

    Attractive base salary and bonus potential along with excellent benefits package. Path to partnership.

    Location: Los Angeles, California (Remote)

    Mountain or Pacific Time Zones Only

  • Maison Valentino

    Client Advisor

    2 weeks ago

    Maison Valentino Los Angeles, United States

    **Location**: · Los Angeles, US · ID: 9250 · WHY WORK FOR VALENTINO · A career in Maison Valentino is your chance to grow in a reality where business and creativity meet and thrive in an inclusive, and open-minded community. · WHAT WE BELIEVE IN · Maison Valentino believes in a c ...

  • Banana Republic

    Client Advisor

    1 week ago

    Banana Republic Los Angeles, United States

    Job Overview: · THE BRAND · Born from two California creatives fueled by their explorer spirits, Banana Republic has repositioned itself as a premium, experiential lifestyle brand for today's modern world. Designed for a life where anything is possible, we use the finest material ...

  • Giorgio Armani Corporation

    Client Advisor

    6 days ago

    Giorgio Armani Corporation Los Angeles, United States Part time

    Client Advisor | A|X Beverly Center | Part-Time · As an associate with Giorgio Armani Corporation, you will be part of a **diverse team**, who you will work with to **drive sales** and provide an **excellent client experience** that represents the brand. Your ability to combine * ...

  • City Venue Management Pty Ltd

    Client Advisor

    21 hours ago

    City Venue Management Pty Ltd Los Angeles, United States

    Silk Laundry was born in 2015 from a desire to explore the intersection of natural fibres, quality construction & conscious living. · Our brand's purpose; "to create modern luxury for conscious living". · We are a fast-growing emerging fashion brand with a strong presence in the ...

  • Neuberger Berman

    Alternatives Client Advisor

    3 weeks ago

    Neuberger Berman Los Angeles, United States

    Summary · The Alternative Investment Product Specialist will work with Neuberger's Investment, National Accounts and Intermediary Sales teams to educate them about Alternative offerings to advocate, educate and sell Neuberger's Alternatives suite of products. The role will involv ...

  • Tiffany & Co.

    Client Advisor- Topanga, Ca

    2 weeks ago

    Tiffany & Co. Los Angeles, United States

    **Overview**: · We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise. We expect all employees to Live our brand ethics of optimism, love, inc ...

  • Neiman Marcus

    Client Advisor, Ladies Shoes

    3 weeks ago

    Neiman Marcus Los Angeles, United States

    **NEIMAN MARCUS GROUP** · As an organization, NMG is on a transformational journey to become the preeminent luxury customer platform. NMG continues to deliver the best integrated customer experience and has evolved the business to succeed in the ever-changing retail landscape. NM ...

  • Neiman Marcus

    Client Advisor, Fine Apparel

    1 week ago

    Neiman Marcus Los Angeles, United States

    **NEIMAN MARCUS GROUP** · As an organization, NMG is on a transformational journey to become the preeminent luxury customer platform. NMG continues to deliver the best integrated customer experience and has evolved the business to succeed in the ever-changing retail landscape. NM ...

  • Vinfast US

    Client Advisor

    1 week ago

    Vinfast US Santa Monica, United States

    The role of the store sales team is to provide a client experience consistent with the VinFast US brand and vision, engage with clients to generate brand and product excitement, and to guide clients through the process of becoming VinFast vehicle owners. The Client Advisor is res ...

  • Giorgio Armani Corporation

    Client Advisor

    1 week ago

    Giorgio Armani Corporation Cerritos, United States Full time

    Client Advisor | A|X Los Cerritos | Part-Time · As an associate with Giorgio Armani Corporation, you will be part of a **diverse team**, who you will work with to **drive sales** and provide an **excellent client experience** that represents the brand. Your ability to combine **e ...

  • Giorgio Armani Corporation

    Client Advisor

    1 week ago

    Giorgio Armani Corporation Cerritos, United States Part time

    Client Advisor | A|X Los Cerritos | Full-Time · As an associate with Giorgio Armani Corporation, you will be part of a **diverse team**, who you will work with to **drive sales** and provide an **excellent client experience** that represents the brand. Your ability to combine **e ...

  • Banana Republic, Inc.

    Client Advisor

    2 weeks ago

    Banana Republic, Inc. Los Angeles, United States

    As a Banana Republic Client Advisor, you will create aspirational and on trend looks that enhance the customer's emotional connection to the brand. You are an expert on styling and fashion, with a thorough understanding of designers, brands, and seas Client Advisor, Farmer, Advis ...

  • International Search Consultants

    Client Advisor

    3 weeks ago

    International Search Consultants Los Angeles, United States

    Client Advisor · South Pasadena, CA · ISCs team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continu ...

  • Fendi S.r.l

    Client Advisor

    2 weeks ago

    Fendi S.r.l Los Angeles, United States

    **Client Advisor - Los Angeles, CA - Rodeo Drive** · **Reference:** · FEND01853 **Job title:** · Client Advisor - Los Angeles, CA - Rodeo Drive **Job function:** · Retail **Experience:** · Minimum 2 years **Country:** · United States **Contract Type:** · Permanent Job **Po ...

  • Moncler

    Client Advisor

    3 weeks ago

    Moncler Los Angeles, United States Part time

    POSITION OVERVIEW: · Delivers on stage the Stone Island Customer Experience. With passion and authenticity, welcomes and guides each Client across our values and heritage, gets to know the Client and advises honestly and genuinely. As the direct and trusted point of reference i ...

  • Retail For The People

    Client Advisor

    2 weeks ago

    Retail For The People Los Angeles, United States

    We are seeking top retail talent for a full-time Client Advisor role for a European luxury fashion brand. This individual is someone who is a true fashionista at heart. Our ideal Client Advisor is not only fashion-minded but also tech-savvy, possessing an interest in fabrics, des ...

  • Burberry

    Client Advisor

    2 weeks ago

    Burberry Los Angeles, United States

    INTRODUCTION · At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founde ...

  • Valentino

    Client Advisor

    1 week ago

    Valentino Los Angeles, United States

    WHY WORK FOR VALENTINO · A career in Maison Valentino is your chance to grow in a reality where business and creativity meet and thrive in an inclusive, and open-minded community. · WHAT WE BELIEVE IN · Maison Valentino believes in a colleague-centric approach, where our contribu ...

  • Retail for the People

    Client Advisor

    2 weeks ago

    Retail for the People Los Angeles, United States

    We are seeking top retail talent for a full-time Client Advisor role for a European luxury fashion brand. This individual is someone who is a true fashionista at heart. Our ideal Client Advisor is not only fashion-minded but also tech-savvy, possessing an interest in fabrics, des ...

  • MOBOLISE

    Client Advisor

    3 weeks ago

    MOBOLISE Los Angeles, United States

    INTRODUCTION · At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founde ...