Private Wealth Service Advisor
1 week ago
Join a team where your expertise truly shapes client outcomes.
At our firm, we help clients Achieve Financial Peace of Mind™ through a boutique, high-touch wealth management experience. By deeply understanding what matters most to our clients and delivering comprehensive, sophisticated planning, we are proud to serve high-net-worth families with clarity, care, and excellence.
Our firm currently advises on approximately $700M AUM and over 450 households. Our culture is collaborative, client-centered, and driven by a commitment to doing the right thing, every time.
We are seeking an experienced, relationship-focused Private Wealth Service Advisor who takes pride in delivering best-in-class planning. You will partner closely with a Private Wealth Advisor to design, refine, and implement holistic financial plans, while playing a key role in elevating the client experience. This is an opportunity to join a respected firm where your technical skill, strategic thinking, and passion for client outcomes will be valued and rewarded.
What you can expect...
You will be a core contributor in delivering a world-class planning experience by:
Comprehensive Planning & Analysis
- Building and updating holistic financial plans for both new and existing clients.
- Collaborating with Private Wealth Advisors while bringing your own professional insight to tailor recommendations.
- Translating client goals, timelines, and data into an integrated plan covering:
- Investments & portfolio construction
- Retirement planning & income distribution
- Estate planning concepts
- Insurance analysis (Life, Disability, Long-Term Care)
- Cash flow & liability management
- Tax-aware strategies
- Education funding
- Major purchases & long-term savings strategies
- Business planning
- Creating and updating investment proposals and insurance illustrations.
- Preparing advisors with planning insights and investment updates prior to client meetings.
- Ensuring all planning data and client information is accurately captured in our CRM.
- Once acclimated to our planning philosophy, contributing directly to client education and plan delivery.
- Partnering across the firm to enhance our service model and drive client satisfaction
We're looking for a professional who brings both technical excellence and genuine care:
- Bachelor's Degree required
- Certified Financial Planner® (CFP®) designation strongly preferred
- Experience working with high-net-worth or mass-affluent clients
- Thoughtful, collaborative, detail-oriented, and committed to doing work that improves clients' lives
- Able to be in our Manhattan Beach office 3x per week to support client meetings and teamwork
- Partner with a team that values your ideas, expertise, and professional growth
- Direct impact on clients' most important financial decisions
- A culture built on integrity, collaboration, and excellence
- Opportunities to deepen client-facing responsibilities over time
- Compensation is aligned with experience, expertise, and ongoing client service. The structure provides predictable income with meaningful performance-based upside, reflecting both individual and team impact.
- Health Benefits, 401K with match, disability insurance, PTO
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