Private Wealth Advisor
2 weeks ago
Unhappy with your current RIA?
Interested in higher payouts?
Want access to a best-in-class, turnkey asset management platform?
That also provides private equity and alternative investment options?
If so, GT Investment Management might be for you.
Who We Are
GT Investment Management is a licensed Registered Investment Advisor dedicated to helping clients achieve their financial goals.
We manage Wealth for Businesses, Families, Trusts, and Individuals, and do so on an Assets Under Management (AUM), Financial Planning “Fee for Service” and Transactional Basis.
Key differentiators of our platform include:
- A Best-in-Class FinTech Wealth Management Platform with Charles Schwab as Funds Custodian, Amplify as Turnkey Asset Management Platform (TAMP), S&P for Market Intelligence, Markel for Insurance, and Evalueserve for Research Support & Analytics
- Access to Alternatives. Via our investment banking, distribution and wholesale partnerships, access to best-in-class private equity and alternative investments, including, Secondaries and Co-Investment, Alternative Credit, Real Estate, Structured Settlements, and more
Are You Right for Our Platform?
The GT Investment Management Platform is built for ambitious, ultra-high integrity investment advisors who seek:
- A Turnkey Investment Management Platform (TAMP). A comprehensive solution designed by financial advisors for financial advisors that provides all the necessary tools and services to manage investment portfolios for clients of all types and sizes.
- Revenue Model Flexibility. A flexible, modern, technology-driven RIA platform on which to manage and grow their investment management practice via an AUM, Financial Planning Fees, and / or Commission Basis
- Interest in Alternatives. Desirous of offering clients true investment value-add through a blended, risk-managed public markets / alternatives-driven investment approach
- Comprehensive Wealth Management and Business Exit Planning. For wealth managers serving entrepreneurial, small business, and family business clients, our dual RIA and broker-dealer structure empowers earning investment banking fees on client M&A liquidity events and then advising upon and managing the investment proceeds
Your Role
Your core functions, under the direction of the firm’s Managing Director, would include:
- Via GT Investment Management, offer and provide - to businesses, individuals and families - wealth and investment management advisory services
- Via our affiliated advisor practices Growthink Capital and Growthink and in collaboration with your practice professionals, offer and provide - to operating companies - investment banking and strategic advisory services as capital-raising, mergers, sales and acquisitions, and growth and exit planning and execution
- As we are mid-sized firms, naturally become involved with other company-building activities, including participation in general Company marketing, branding, business development, technology initiatives, and operational activities.
Qualifications
- 10 Years+ of relevant investment advisory / wealth management origination and client management experience
- Clean compliance and regulatory history, including currently active IA (Series 65) and Series 7 / 63 (or 79) licensing
- Business development and client management experience in the "Owner / Operator" client demographic, especially as to the "dual value-add" for this demographic of wealth management PLUS business exit planning and M&A
- A passion and enthusiasm for relationships and a deep understanding of their importance in the modern deal environment
- Ability and desire to work and win in a hybrid (virtual and in-person), highly collaborative, highly professional team environment
-
Private Wealth Advisor
3 days ago
Los Angeles, United States GT Investment Management Full timeUnhappy with your current RIA? Interested in higher payouts? Want access to a best-in-class, turnkey asset management platform? That also provides private equity and alternative investment options? If so, GT Investment Management might be for you. Who We Are GT Investment Managementis a licensed Registered Investment Advisor dedicated to helping clients...
-
SVP, Private Wealth Advisor
1 week ago
Los Angeles, United States Capital Group Companies Full timeWithin the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades ago as a family office managing the assets of Capital Groups founders, senior executives a Wealth Advisor, Advisor, Wealth, Private, Financial Planning, Client Service, Banking
-
Private Wealth Advisor
3 weeks ago
Los Angeles, United States GT Investment Management Full timeUnhappy with your current RIA? Interested in higher payouts? Want access to a best-in-class, turnkey asset management platform? That also provides private equity and alternative investment options? If so, GT Investment Management might be for you. Who We Are GT Investment Management is a licensed Registered Investment Advisor dedicated to helping...
-
Private Wealth Advisor
1 month ago
Los Angeles, United States GT Investment Management Full timeUnhappy with your current RIA?Interested in higher payouts?Want access to a best-in-class, turnkey asset management platform?That also provides private equity and alternative investment options?If so, GT Investment Management might be for you.Who We AreGT Investment Management is a licensed Registered Investment Advisor dedicated to helping clients achieve...
-
SVP, Private Wealth Advisor
4 days ago
Los Angeles, United States Capital Group Full timeWithin the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades ago as a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra-high net worth (UHNW) families, endowments and...
-
SVP-Wealth Advisor
3 days ago
Los Angeles, United States ECG Resources Full timeJob DescriptionJob DescriptionPrivately Held Multi-Trillion Dollar Investment Firm seeks an SVP/Private Wealth Advisor in LA to join an exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in addition to wealth management services, with a focus on developing and cultivating...
-
Private Wealth Associate
5 days ago
Los Angeles, United States Harrison Gray Search Full timeHarrison Gray Search has partnered with a premier investment management firm seeking their next Private Wealth Associate in Los Angeles.Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of the...
-
Private Wealth Associate
5 days ago
Los Angeles, United States Harrison Gray Search and Consulting LLC Full timeHarrison Gray Search has partnered with a premier investment management firm seeking their next Private Wealth Associate in Los Angeles. Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of the...
-
Private Wealth Associate
4 days ago
Los Angeles, United States Harrison Gray Search Full timeHarrison Gray Search has partnered with a premier investment management firm seeking their next Private Wealth Associate in Los Angeles.Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of the...
-
Private Wealth Associate
4 days ago
Los Angeles, United States Harrison Gray Search Full timeHarrison Gray Search has partnered with a premier investment management firm seeking their next Private Wealth Associate in Los Angeles.Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help propel the growth of the...
-
Private Wealth Associate
3 days ago
Los Angeles, United States Harrison Gray Search & Consulting Full timeJob DescriptionJob DescriptionHarrison Gray Search has partnered with a premier investment management firm seeking their next Private Wealth Associate in Los Angeles.Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with Financial Advisors, help...
-
Wealth Advisor
3 weeks ago
Los Angeles, CA, United States M&T Bank Full timeOverview:Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.Primary...
-
Private Wealth Management Associate
3 days ago
Los Angeles, United States IDR, Inc. Full timeIDR is looking for an eager Private Wealth Management Associate to join a well known client of theirs' permanently! This client is greatly known for diversity, room for growth within the company, and will allow you to be client facing from month one. If this sounds like the role for you, please apply today! Must be local to Los Angeles, CA!Position Overview...
-
Vice President Private Wealth
2 weeks ago
Los Angeles, United States Suncap Technology Full timePrivate Wealth VPThe Vice President is a critical member of the Wealth Management Team and is the firm’s face to the market. The principal role of the VP is to constantly develop new clients and raise assets for the firm, and maintain a close, ongoing relationship with their existing base of clients.Qualifications Is a professional with approximately 10...
-
Wealth Management Advisor
2 days ago
Los Angeles, United States US Bank Full timeJob DescriptionAt U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank...
-
Wealth Advisor
4 days ago
Los Angeles, United States Premier America Credit Union Full timeJob Title: Wealth Advisor At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service,...
-
Senior Wealth Advisor
4 days ago
Los Angeles, United States Atlas Full timeAtlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. As a VC-backed FinTech company, our technology is a structural competitive advantage, but we put clients and advisors...
-
Wealth Advisor
3 days ago
Los Angeles, United States Premier America Credit Union Full timeJob DescriptionJob DescriptionDescription:Job Title: Wealth AdvisorAt Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and...
-
Senior Wealth Advisor
5 days ago
Los Angeles, United States Atlas Full timeAtlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. As a VC-backed FinTech company, our technology is a structural competitive advantage, but we put clients and advisors...
-
Senior Wealth Advisor
4 days ago
Los Angeles, United States Atlas Full timeAtlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently.As a VC-backed FinTech company, our technology is a structural competitive advantage, but we put clients and advisors at...
