What are the responsibilities and job description for the Senior Wealth Manager Role position at LourdMurray?
About the Role: As a Senior Wealth Manager at LourdMurray, you will play a vital part in our wealth solutions team. Your primary responsibility will be to collaborate closely with our Wealth Advisors to develop tailored financial solutions for our clients. This includes creating customized plans that consider cash flow, net worth, estate planning, charitable giving, and tax optimization based on each client's unique circumstances.
We are seeking an experienced professional with a strong background in wealth management and financial planning. You will join a dynamic team of experts who provide independent advice and personalized service to our high-net-worth clients.
This is a hybrid role that offers a great work-life balance. You will spend four days a week working at our Los Angeles office and have the flexibility to work remotely on the remaining days. Our hybrid model is subject to change as we continue to evaluate its effectiveness.
