Wealth Management Professional
2 days ago
Harrison Gray Search & Consulting is partnering with a leading wealth management firm in Los Angeles to find their next Wealth Advisor. This role is responsible for helping to grow and expand the firm while servicing client relationships.
Key Responsibilities:
- Manage client relationships with extensive client contact.
- Actively manage a client portfolio for the overall development and management of an investment strategy.
- Provide financial planning to 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.
Qualifications:
- Minimum of 5 years of general Wealth Advisory and Portfolio Management experience interfacing with HNW clients.
- Bachelor's 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.
Designations: CFP Preferred
Salary and Benefits:
- Salary will be based on experience.
- Benefits include health care and 401(k) and PTO.
Rewards:
- Competitive base, bonus, and comp structure with excellent benefits.
- Rewarding culture and team within a client-focused, family-oriented firm.
This is an in-office position.
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