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

    Scout Recruiting Group
    Scout Recruiting Group Los Angeles, United States

    3 weeks ago

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    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.

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