Job Description

Job Description

Job Description

Harrison Gray has partnered with a growing wealth management firm in Los Angeles to find their next Wealth Advisor/CFP. This role is responsible for maintaining existing clients and helping to grow and expand the firm.

Responsibilities

The Wealth Advisor/Certified Financial Planner can expect to focus on the following areas:

• Manage client relationships with extensive client contact.
• Actively manages a client portfolio for the overall development and management of an investment strategy.
• Provides financial planning to the clients.
• Oversee the processes of opening accounts, drafting correspondence to clients, and transferring/distributing assets.
• Respond to direct client requests.
• Continued development of new business. Developed through independent means and utilizing professional networking and direct solicitation.

Qualifications

The Wealth Advisor/Certified Financial Planner position typically requires the following qualifications:

• Minimum of 5 years of general Wealth Advisory and Portfolio Management experience interfacing with HNW clients.
• Bachelors degree is required, an advanced degree is preferred but not required.
• Established network of accounting and legal professionals in the local and regional markets.
• Familiarity with Junxure, Advyzon, e-money, Morningstar, Zoom, Slack, and other client reporting applications is preferred.
• Strong communication skills
• Self-starter, takes initiative
• Transferable book of business a plus

Designations: CFP Preferred

Salary and Benefits

Pay/benefits are competitive based on industry standards

• Salary will be based on experience
• Benefits include health care and 401(k) and PTO

Rewards:

• Competitive base, bonus, and comp structure with excellent benefits.
• Rewarding culture and team within a client-focused, family-oriented firm.

This is an in-office position.

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