Our client is a boutique RIA located in the Pasadena area managing $600+ mil AUM and servicing HNW clients over $1 mil++ in assets. The firm seeks a personable Wealth Advisor with an equities investment background and competency with financial planning. The Wealth Advisor’s key role focuses on high-touch communication with HNW client relationships collaboratively working with the exceptional team specializing in planning, research, and investment strategies. A candidate who can demonstrate the ability to provide “white glove” service is strongly desired. The Wealth Advisor is an integral part of the wealth management team with a values-based firm culture.
Duties & Responsibilities
- Proactively communicate with pre-retiree and retired HNW individuals, non-profit and corporate client relationships, thoroughly meeting current and changing needs.
- Client relationship development and retention, including consistent client contact and communications to be tracked, updated in CRM on a daily basis.
- Engage with multigeneration and related households to identify new opportunities and provide planning services.
- Manage client meetings using video platforms or in person, thoroughly handle meeting prep and post follow-up meetings.
- Collaborate with investment team on client portfolio updates and reviews, performance returns and new opportunity identification.
- Keep client service team members adequately informed on all active and pending client matters.
- Adhere to and follow firm processes and systems around team based subject matter expertise services and client relationship management.
Qualifications
- CFP or CFA preferred but not required
- Bachelor’s degree preferably in business, accounting, finance, economics, or related experience.
- 5+ years of experience in RIA, financial advisory, investment management or fiduciary fee based financial services background preferred
- Schwab custodian platform experience a plus
- Experience with Tamarac a plus
Compensation:
- $150,000-$185,000+ base salary depending on experience
- Full-time in-office position
Benefits:
- Annual bonus eligibility
- Health and Dental Coverage
- Profit Sharing Plan
- Parking Included
Click here to apply for Wealth Advisor
About Us
Advisor Business Solutions provides staffing, strategic marketing and training services for financial services, government, and corporations nationwide. Our 20+ year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.
