Client Support Specialist

1 day ago


Los Angeles, California, United States Fortify Capital Full time

**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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