Client Support Specialist
1 day ago
**Join Our Team:** Private Wealth Management Associate
Location: West Los Angeles, CA
Salary Estimate: $90,000 - $130,000 per year
Fortify Capital is a leading financial services firm in Los Angeles, and we are seeking an experienced Private Wealth Management Associate to join our team. As a Private Wealth Management Associate, you will work closely with our high-net-worth clients, providing exceptional support and guidance to help them achieve their financial goals.
Key Responsibilities:
- Assist with portfolio rebalancing, distributions, and ongoing account maintenance
- Ensure compliance and reporting by monitoring alerts and maintaining detailed client files
- Provide operational and client support by resolving client inquiries and coordinating with advisors
Requirements:
- Bachelor's degree
- FINRA Registration (Series 7, 63, or 66)
- Actively holds or working towards CFP, CIMA, or WMCP certification
- 5+ years of experience in financial operations, including trades, tax loss harvesting, and servicing a book of business
- California Life & Health license (or must obtain within 45 days of employment)
Benefits:
- Competitive base salary commensurate with experience
- Hybrid work environment, requiring 2+ days a week in office
- Competitive medical, dental, and disability insurance provided by employer
- Sizable bonus opportunity commensurate with outcomes
- Profit-sharing plan
- Employer-sponsored licensing, professional development, and education opportunities
- Paid vacation, sick, and holiday pay
- Growth Opportunity: Potential to become a lead advisor and take on significant leadership responsibilities
We are committed to providing our employees with a comprehensive benefits package and opportunities for growth and development.
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