Current jobs related to Experienced Wealth Management Consultant - Los Angeles, California - Farther LLC
-
Experienced Financial Management Consultant
4 weeks ago
Los Angeles, California, United States West Monroe Experienced Full timeTransform Financial Management LandscapesWest Monroe is seeking an Experienced Consultant to join our Financial Management team within our Operations Excellence practice. This role involves helping clients streamline operations through process and technology improvements, driving value from strategy through execution.Key Responsibilities:Serve on client...
-
Experienced Financial Management Consultant
4 weeks ago
Los Angeles, California, United States West Monroe Experienced Full timeTransform Financial Management LandscapesWest Monroe is seeking an Experienced Consultant to join our Financial Management team within our Operations Excellence practice. This role will bring business and technology experience to help clients streamline operations through process and technology improvements.Key Responsibilities:Serve on client delivery...
-
Senior Manager, Wealth Consultant
2 months ago
Los Angeles, California, United States Charles Schwab Full timePosition Type: RegularYour OpportunityAt Schwab, you are empowered to influence your career trajectory. Here, innovative thinking converges with creative problem-solving, enabling us to "challenge the status quo" and reshape the finance sector collaboratively.As a Senior Wealth Consultant within Schwab Wealth Advisory (SWA), you will be part of a premier,...
-
Wealth Management Director
2 weeks ago
Los Angeles, California, United States Bank of Montreal Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Management Director to join our team at Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional client service and developing strategic relationships with high net worth clients.Key ResponsibilitiesDevelop and execute business...
-
Wealth Management Principal
2 weeks ago
Los Angeles, California, United States Cerity Partners Full timeJob OpportunityCerity Partners is seeking a highly skilled and experienced Wealth Management Principal to join our team. As a key member of our team, you will be responsible for providing exceptional financial planning and investment management services to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients, providing...
-
Wealth Management Specialist
5 days ago
Los Angeles, California, United States Bank of America Full timeJob DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.As a...
-
Wealth Management Principal
6 days ago
Los Angeles, California, United States Cerity Partners Full timeJob SummaryCerity Partners is seeking a highly skilled Wealth Management Principal to join our experienced Los Angeles-based team of client-facing senior partners. As a key member of our team, you will have the opportunity to work with clients to analyze their current financial health, help set short/long-term financial goals, and design a realistic plan of...
-
Wealth Management Advisor
2 weeks ago
Los Angeles, California, United States Harrison Gray Search and Consulting LLC Full timeJob Title: Wealth Planner/Certified Financial PlannerHarrison Gray Search and Consulting LLC 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...
-
Wealth Management Professional
1 month ago
Los Angeles, California, United States Harrison Gray Search & Consulting Full timeJob OpportunityHarrison Gray Search & Consulting is partnering with a leading wealth management firm in Los Angeles to find their next Wealth Advisor/Certified Financial Planner.Job SummaryThe successful candidate will be responsible for managing client relationships, actively managing client portfolios, and providing financial planning services to high net...
-
Senior Wealth Manager
1 month ago
Los Angeles, California, United States Wilmington Trust Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Wilmington Trust. As a Wealth Advisor, you will be responsible for providing comprehensive wealth management services to high net worth individuals, families, and businesses.Key ResponsibilitiesDevelop and implement customized wealth management strategies for...
-
Wealth Management Specialist
6 days ago
Los Angeles, California, United States M&T Bank Full timeJob Summary:We are seeking a highly skilled and experienced Wealth Advisor to join our team at M&T Bank. As a key member of our wealth management team, you will be responsible for providing comprehensive wealth management solutions to high net worth individuals, business owners, and families.Key Responsibilities:Lead the client relationship team and ensure...
-
Wealth Management Advisor
1 month ago
Los Angeles, California, United States Harrison Gray Search & Consulting Full timeJob OpportunityHarrison Gray Search & Consulting is partnering with a leading wealth management firm in Los Angeles to find their next Wealth Advisor/Certified Financial Planner.Key ResponsibilitiesThe successful candidate will be responsible for:Managing client relationships and providing exceptional service.Developing and implementing investment strategies...
-
Wealth Management Professional
2 weeks ago
Los Angeles, California, United States Harrison Gray Search & Consulting Full timeJob DescriptionHarrison 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...
-
Senior Wealth Management Advisor
2 weeks ago
Los Angeles, California, United States Capital Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Management Advisor to join our Private Client Services team at Capital Group. As a key member of our team, you will be responsible for providing exceptional investment advice and wealth planning services to our high net worth clients.Key ResponsibilitiesDevelop and implement...
-
Wealth Management Specialist
1 month ago
Los Angeles, California, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of...
-
Wealth Management Professional
2 weeks ago
Los Angeles, California, United States Harrison Gray Search & Consulting Full timeJob SummaryHarrison Gray Search & Consulting is partnering with a leading investment management firm to find their next Private Wealth Associate in Los Angeles.This is an exciting opportunity to work with senior professionals and build relationships with clients and prospective clients to understand and support all aspects of their servicing needs.As a...
-
Wealth Management Director
1 week ago
Los Angeles, California, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Wealth Management Director to join our team at BMO Financial Group. As a key member of our wealth management team, you will be responsible for providing exceptional client service and developing strategic relationships with high net worth individuals and families.Key Responsibilities:Develop and implement...
-
Wealth Management Professional
6 days ago
Los Angeles, California, United States Harrison Gray Search and Consulting LLC Full timeHarrison Gray Search and Consulting LLC 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 ResponsibilitiesManage client relationships with extensive client contact, fostering strong relationships and...
-
Senior Associate, Wealth Manager
2 weeks ago
Los Angeles, California, United States BNY Mellon Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate Wealth Manager to join our team at BNY Mellon. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesPrepare balance sheets and calculate wealth projections to help...
-
Wealth Management Advisor
6 days ago
Los Angeles, California, United States U.S. Bank Full timeJob SummaryU.S. Bank is seeking a highly skilled Wealth Management Advisor to join our team. As a key member of our Wealth Management Team, you will be responsible for providing exceptional financial planning and investment services to our affluent clients.Key ResponsibilitiesMeet with clients to understand their financial goals and objectivesDevelop and...
Experienced Wealth Management Consultant
2 months ago
Company Overview
Farther LLC is an innovative Registered Investment Advisor (RIA) that merges seasoned financial experts with advanced technology to provide a customized wealth management experience.
Founded by pioneers in the private wealth sector, our leadership team combines extensive knowledge in traditional wealth management, fintech, and technology development. We are supported by prominent venture capitalists and industry innovators.
Becoming a part of Farther means engaging with a dynamic group of entrepreneurs dedicated to enhancing the financial well-being of our clients and colleagues alike. If you are someone who thrives on overcoming challenges to achieve results, we invite you to help us reshape the future of wealth management.
Position OverviewAs a Senior Financial Advisor, you will operate as an independent entrepreneur under the Farther umbrella, establishing a client-centric practice with the support of modern tools. You will have the freedom to expand your client portfolio and provide exceptional service.
Your responsibilities will include:
- Identifying and addressing client needs, articulating how you and Farther can enhance their wealth management.
- Utilizing your proven success in building client relationships and your comprehensive financial expertise to onboard new clients and deliver outstanding service.
- Leveraging advanced technology to streamline prospecting, reduce administrative burdens, and distinguish yourself from other financial advisors.
This role is not just another wealth management position; it is a chance to significantly influence the company and revolutionize the wealth management industry for the benefit of clients and advisors alike.
Candidate Profile
Successful candidates will exhibit ambition and resilience, with a strong commitment to excellence and a genuine concern for client welfare. Joining Farther represents a unique opportunity to shape the future of wealth management while enjoying the associated rewards.
Key Responsibilities- Convert prospects into clients and foster loyalty among existing clients.
- Source and manage potential clients using proprietary, data-driven tools, while nurturing deep relationships.
- Advise clients on wealth management strategies to help them achieve their financial aspirations.
Qualifications
- Demonstrated success in acquiring new wealth management clients.
- Consistent display of ambition, determination, and perseverance.
- Expertise in investment products and services related to personal finance.
- Ability to communicate financial advice with empathy and confidence.
- Passion for enhancing the personal finance experience.
- Existing transferable client base.
- Possession of Series 65 or equivalent; clean U4.
Preferred Qualifications
- CFA or CFP certification.
Additional Information
Client Transition Support
We facilitate a seamless transition for your existing client base, assisting you in creating a transition plan and managing communications, along with handling operational tasks.
Compensation Structure
Our compensation model is designed to attract top talent, offering industry-leading payouts. If you are interested in rapidly expanding your client base with superior products and minimal operational hassle, we are eager to collaborate.
Work Environment
As a firm that emerged during the pandemic, we are equally comfortable with remote and in-person work arrangements, ensuring flexibility regardless of your location.
