Senior Wealth Manager - Westwood, United States - LourdMurray

Description

The Senior Wealth Manager is a vital collaborative role within our wealth solutions team. Working closely with our Wealth Advisors, the Senior Wealth Manager will be tasked with meaningfully impacting clients financial standing by creating tailored financial solutions with special consideration towards cash flow, overall net worth, estate plans, charitable planning, and tax planning based upon their distinctive facts and circumstances. The successful candidate will join an established wealth management and financial planning team providing independent advice and customized service to clients.

This is currently a hybrid role. The selected colleague will work at our Los Angeles office four days per week with the remainder worked remotely. Our hybrid model is being evaluated by management and is subject to change.

Our commitment to providing employees with the best opportunities for growth and development, paired with your drive for career achievement, will provide you with the necessary experience and knowledge to succeed in this role.

COMPENSATION

$135,000 - $175,000 annually, + discretionary annual bonus

RESPONSIBILITIES

Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy.

Provides clients a high level of consultative financial advice by utilizing the full breadth of internal and external resources for our affluent / high-end private client needs.

Conducts regular client reviews in conjunction with the assigned Wealth Advisor.

Generates specific action plans for clients relative to the specific recommendations made within their financial plan.

Serves as mentor for the Wealth Managers on financial planning strategies through regular training or as part of client relationship reviews.

Becoming a subject matter expert, staying current on planning issues, and communicating updates to internal staff.

Assisting with development and presentation of training programs for internal staff.

Impacting the future strategy of the Firms service model.

Provides support to the client services team.

Special projects as assigned.

SKILLS/EXPERIENCE

7+ years of related industry experience: wealth management, financial planning for high-net-worth clients.

Strong interpersonal skills: the ability to communicate effectively with executives, wealthy individuals, and family office-type clients.

Strong organizational skills: the ability to multi-task without sacrificing accuracy or quality.

QUALIFICATIONS

CERTIFIED FINANCIAL PLANNER (CFP) designation required.

Bachelors degree (MBA is a plus).

A fundamental understanding of personal tax issues.

Familiarity with eMoney or similar portfolio accounting systems.

Thorough, attentive to the details, and accountable to deadlines and clients.

Entrepreneurial-minded: a self-starter who excels in a fast-paced, dynamic environment.

ABOUT LOURDMURRAY

Founded in 2006, LourdMurray is a boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, artists, entertainers, athletes, and other extraordinary individuals and their families. Our deep experience working with such accomplished people gives us an intimate understanding of the unusual financial challenges they face. We provide simplicity for their lives by helping them make more informed, confident, financial decisions so they can continue to focus on what they do best.