Our client is a boutique RIA located in the Pasadena area managing $800+ mil AUM and servicing UHNW clients over $1 mil++ in assets. The firm seeks a personable Wealth Advisor CFP with a strong background and in-depth competency with financial planning. The Wealth Advisor CFP key role focuses on building UHNW client relationships and creating complex financial plans, collaboratively working with the exceptional team specializing in planning, research and investment strategies. Candidate who can demonstrate experience creating comprehensive financial plans and presenting to UHNW clients with an ability to provide "white glove" service is strongly desired. The Wealth Advisor CFP is an integral part of the wealth management team with a values based firm culture.
Duties & Responsibilities
- Proactively communicate with pre-retiree and retired UHNW individuals, non-profit and corporate client relationships, thoroughly meeting current and changing needs.
- Client relationship management with a focus on managing meetings using firm protocols, engaging proactive follow through with creating and/or updating customized financial plans on a monthly basis.
- Providing consistent client contact and ongoing communications which you will capture and track notes, update in CRM on a daily basis.
- Engage with multigeneration and related households to identify new opportunities and provide planning services.
- Manage client meetings using video platforms or in person, thoroughly handle meeting prep and post follow-up meetings.
- Collaborate with investment team on client portfolio updates and reviews, key planning elements and new opportunity identification.
- Keep client service team members adequately informed on all active and pending client matters.
- Adhere to and follow firm processes and systems around team based subject matter expertise services and client relationship management.
Qualifications
- CFP preferred with in-depth financial planning experience
- Bachelor's degree preferably in business, accounting, finance, economics, or related experience.
- 10+ years of experience in RIA, financial advisory, investment management or fiduciary fee based financial services background preferred
- Schwab custodian platform experience a plus
- Experience with Moneytree software a plus
Compensation
- $165,000-$200,000+ base salary depending on experience
- Full-time hybrid position (after 90 days)
Benefits
- Annual bonus eligibility
- Health and Dental Coverage
- Profit Sharing Plan
- Parking Included