Associate Wealth Advisor

Santa Monica, CA - USA

Monthly Salary: Not Disclosed

Posted on: 7 days ago

Vacancies: 1 Vacancy

Job Summary

Join a rapidly expanding independent wealth management firm. Known for its innovative approach and influential market presence our client is seeking a motivatedAssociate Wealth Advisorto join their high-performing team.

This role is designed for a finance professional who is eager to work at an independent Wealth Management Firm. You will work directly alongside senior leadership to provide bespoke financial strategies ensuring a world-class experience for a diverse and sophisticated client base.

Primary Responsibilities

Strategic Advisor Support:Partner with Lead Advisors to manage high-net-worth client relationships and execute complex financial planning initiatives.
Financial Planning & Analysis:Develop and refine comprehensive financial plans investment reports and customized presentations for client reviews.
Client Engagement:Active participation in client meetings including capturing key takeaways managing follow-up deliverables and ensuring a seamless client experience.
Operational Excellence:Oversee the client onboarding process and coordinate with the operations department to handle account servicing and portfolio maintenance.
Research & Strategy:Perform market research and provide actionable recommendations regarding investment vehicles and wealth-building strategies.
Professional Development:Maintain a deep mastery of financial planning software investment products and evolving market trends.

Qualifications & Requirements

Education:Bachelors degree in Finance Economics or a related field. An MBA or advanced financial degree is highly desirable.
Licensing:ActiveFINRA Series 7 and 65(or Series 66) are required.
Certification:CFP designationis strongly preferred (or significant progress toward completion).
Experience:2 years of professional experience in financial planning or wealth management specifically working with high-net-worth (HNW) individuals.
You should be a proactive problem-solver who thrives in a collaborative fast-paced environment.

Why This Firm

Our client prides itself on a culture of mentorship and internal mobility. They offer a clear career trajectory where dedicated professionals are given the tools coaching and support necessary to transition into lead advisory roles. This is a chance to join a firm that values diversity teamwork and the long-term success of its employees.

If youd like to contact the recruiter directly please send an email to Darci at to express your interest in the role or ask any questions.

Dont worry about submitting a cover letter we probably will not read it!

Required Experience: