What are the responsibilities and job description for the Wealth Advisor position at Advisor Business Solutions?
Our client is a boutique RIA located in the Pasadena area managing $500 mil AUM and servicing HNW clients over $1 mil in assets. The firm seeks a Wealth Advisor with strong investments experience, financial planning background and UHNW client relationship management skills with a high pace of daily activity and thorough client contact. The Wealth Advisor is an integral part of the wealth management team, this is an office fulltime position.
Duties & Responsibilities
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Proactively communicate with existing pre-retiree and retired HNW and UHNW individuals, non-profit and corporate client relationships, thoroughly meeting current and changing needs.
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Client relationship development and management, including ongoing and regular client contact and communications to be tracked, updated in CRM and reported to team on a regular basis.
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Engage with multigeneration and related households to identify new opportunities and provide planning services.
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Manage client meetings using video platforms or in person, thoroughly prepare and post follow-up meetings.
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Communication with investment team on client portfolio updates and reviews, returns and new opportunity identification.
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Maintain accurate notes and records regarding client matters in the CRM.
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Keep client service team members adequately informed on all active and pending client matters.
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Adhere to and follow firm processes and systems around team based subject matter expertise services and client relationship management.
Qualifications
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CFP or CFA preferred
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Bachelor’s degree preferably in business, accounting, finance, economics, or related experience.
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10 years of experience in financial advisory, investment management with individual equities or fee based financial services background
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Demonstrate ability to provide exceptional comprehensive “white glove” planning service to HNW clients
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Schwab custodian platform experience a plus
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Experience with Tamarac a plus
Compensation:
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$150,000-$175,000 base salary depending on experience
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Full-time in office position
Benefits:
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Annual bonus eligibility
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Health and Dental Coverage
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Profit Sharing Plan
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Parking Included
Salary : $150,000 - $175,000