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 Associate Wealth Advisor with strong investment knowledge and ability to provide exceptional client experiences. The Associate Wealth Advisor role focuses on HNW client relationships supporting the lead advisor and collaboratively working with the financial planning and investment team. Candidates who demonstrate their ability to provide clear, definitive methods of service is preferred.
Duties & Responsibilities
- Managing HNW client relationships and retention, including high touch client contact on a regular basis.
- Engage with multigeneration households to identify new opportunities.
- Ability to provide meeting preparation, participate in meetings and capture notes which will be entered into CRM
- Tracking account activity in CRM, collaborating with client service team on tasks and follow up needed.
- As needed, provide research and manage assigned client review meetings using video platforms or in person.
- Adhere to and follow firm processes and systems around team based subject matter expertise services and client relationship management.
Qualifications
- 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:
- $90,000-$125,000+ 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 Associate Wealth Advisor in Pasadena, CA
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.
