- Manage client relationships with extensive client contact.
- Actively manages a client portfolio for the overall development and management of an investment strategy.
- Provides financial planning to the clients.
- Oversee the processes of opening accounts, drafting correspondence to clients, and transferring/distributing assets.
- Respond to direct client requests.
- Continued development of new business. Developed through independent means and utilizing professional networking and direct solicitation.
- Minimum of 5 years of general Wealth Advisory and Portfolio Management experience interfacing with HNW clients.
- Bachelors degree is required, an advanced degree is preferred but not required.
- Established network of accounting and legal professionals in the local and regional markets.
- Familiarity with Junxure, Advyzon, e-money, Morningstar, Zoom, Slack, and other client reporting applications is preferred.
- Strong communication skills
- Self-starter, takes initiative
- Transferable book of business a plus
- Salary will be based on experience
- Benefits include health care and 401(k) and PTO
- Competitive base, bonus, and comp structure with excellent benefits.
- Rewarding culture and team within a client-focused, family-oriented firm.
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Wealth Planner/Certified Financial Planner - Los Angeles, United States - Harrison Gray Search & Consulting
Description
Job Description
Job DescriptionHarrison Gray has partnered with a growing wealth management firm in Los Angeles to find their next Wealth Advisor/CFP. This role is responsible for maintaining existing clients and helping to grow and expand the firm.
Responsibilities
The Wealth Advisor/Certified Financial Planner can expect to focus on the following areas:
Qualifications
The Wealth Advisor/Certified Financial Planner position typically requires the following qualifications:
Designations: CFP Preferred
Salary and Benefits
Pay/benefits are competitive based on industry standards
Rewards:
This is an in-office position.
