Wealth Advisor
- Employer
- WEST COAST FINANCIAL JOBS
- Location
- Irvine
- Salary
- Compensation is competitive.
- Closing date
- Feb 22, 2023
View more
- Job Function
- Relationship Management
- Industry Sector
- Private Wealth Management Firm
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
Seeking an experienced advisor to work with high-net-worth clients. In this role, advisors will build internal support from existing colleagues, develop new business with internal and external clients, coordinate client engagement teams serving existing clients, and manage current client relationships effectively over a long period. Lead practice development activities: meeting and networking with potential clients to identify new opportunities and grow practice. Coordinate and implement comprehensive financial plans that include estate, retirement, tax, and insurance considerations and discuss options with clients.
Undergraduate Degree and CFP® expected, CPA, CFA, or JD preferred. 10+ years in the wealth management or financial services related industry. Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems. Strong knowledge of capital markets and portfolio management. Ability to support the presentation of material to clients and prospective clients as part of a team.
Company
West Coast Financial Jobs is an Executive Search Firm specializing in the financial industry in California. Our professional commitment to the clients and candidates, coupled with our financial industry experience gives us an edge over other professional search firms. We truly search out and place candidates that are looking for a long term commitment.
- Telephone
- 5125020168
- Location
-
8820 Silverarrow Circle
Austin
TX
78759
US
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