Private Wealth Service Advisor

Lead-Advisor • Full-time • Manhattan Beach, California, United States • $100k - $150k / year • 3w ago

Our client is a wealth management firm managing approximately $700 million in assets, while providing a boutique wealth management experience for high-net worth clients with a focus on holistic financial planning.

We are seeking an experienced and client-focused Private Wealth Service Advisor to join their team. This role involves working with clients to create and update their financial plans alongside a Private Wealth Advisor to provide customized, comprehensive financial solutions. The ideal candidate is a Certified Financial Planner® with a consultative approach, a deep understanding of financial planning strategies, and a passion for guiding clients toward their financial goals.

Key Responsibilities

• To create comprehensive financial plans for new clients in addition to updating plans for existing clients. This includes both working collaboratively with Private Wealth Advisors and other team members, in addition to having your own aligned thinking, to best construct a customized financial plan for a client.

• Interpret and input client data, understand time-lined goals and synchronize areas of planning into one plan. Plans may address:

• Investments

• Retirement Planning

• Retirement Income Distribution Planning

• Estate Planning Concepts

• Life insurance, Disability and Long-Term Care insurance analysis

• Asset/Liability management and cash flow scenarios

• Tax implications

• Education Funding

• Major Purchase Planning

• Saving Strategies

• Business Planning

• Create and/or update investment proposals and insurance illustrations for clients. Ensure the advisors understand planning and investment updates prior to meetings.

• Ensure all client data is entered and tracked appropriately in CRM.

• Once proficient in the planning philosophy, there may be an opportunity to educate clients directly on the analysis and recommendations.

• Work collaboratively within the firm to enhance client experience and optimize financial outcomes.

Qualifications

○ Bachelor’s Degree

○ Certified Financial Planner® designation

○ Operates with a caring and collaborative attitude

○ Ability to be in our Manhattan Beach office 3x/week.

Compensation will be determined by experience and expertise. Compensation range is between $100,000 - $150,000.

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