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Wealth Advisor

3 months ago

Irvine, United States First Foundation Bank Full time
Job DescriptionJob Description

Summary: The Wealth Advisor will be responsible for working with one or more Managing Directors to support business development initiatives manage the client’s portfolio, maintain periodic contact with existing clients to help build and further the client relationship, and act as a liaison between the client and the rest of the organization for cross-selling relationship improvement opportunities to existing clients. The Wealth Advisor will be engaged in asset allocation, investment strategy, and financial planning solutions with clients and prospects using discretionary and independent judgment.

Salary Range: The salary range budgeted for this position is $78,200/yr to $112,700/yr and represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.

The Company also offers various benefits, including medical, dental, vision, and 401K match. Other rewards may include annual performance-based bonuses and wellness days.

Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.

Duties and Responsibilities:

  • The employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates
  • Support Managing Directors in business development activities and in determining client wealth management needs
  • Work with Managing Director to maintain and build client relationships
  • Work independently and alongside the Wealth Planning department to provide and present financial planning solutions for a high-net-worth client base
  • Manage client requests including account setup/paperwork, daily maintenance, execution of service requests, and resolution of service issues
  • Attend and participate in client and prospect meetings and conference calls with clients and the Managing Director
  • Prioritize and take ownership of client post-meeting action items
  • Document client correspondence utilizing the company CRM and maintain client databases according to firm processes and compliance requirements
  • Work with the team to prepare for client and prospect meetings by compiling portfolio allocation and performance reports, ensuring accuracy, and providing status updates on all client wealth management issues
  • Prepare investment proposals to address the complex needs of prospective clients
  • Responsible for working both independently and with the trading desk to accurately and properly invest, rebalance, and maintain client portfolios relative to their investment strategy.
  • You must be familiar with investment solutions, trade rationale, and market activity and be able to relay or answer client questions when necessary.
  • Responsible for working with the Trust Department to perform annual portfolio reviews.
  • Participate in department discussions to improve efficiencies and the client experience
  • Perform other duties as assigned

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education and/or Experience:

  • Bachelor’s degree and/or MBA required in Finance
  • Series 65 required
  • Minimum of 3-5 years of strong investment management experience
  • Experience analyzing and assessing personal financial planning and investment strategy

Skills:

  • Must have effective verbal and written communication skills
  • Ability to interface effectively with all levels of personnel
  • Must be able to multitask, often under pressure.
  • Must be proficient with MS Word and Excel, database or other marketing software, and the internet

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms, and talk or hear. The employee is occasionally required to stand and walk; climb or balance, and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.

First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, and status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.