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Wealth Management Advisor at Jobot
Los Angeles, CA 90067
About the Job
Hybrid Opportunity- Wealth Management Firm
This Jobot Job is hosted by: Heather Burnach
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $150,000 - $200,000 per year
A bit about us:
With offices in Los Angeles, California, and Memphis, Tennessee, we are dedicated to delivering the highest quality investment management and related services to its clients. We are a registered investment adviser* founded in 2006, originally built on the back of a thriving CPA firm which was founded in 1986. Drawing from its legacy experience, its wealth team includes CPAs, CFAs, personal financial planners, tax specialists and economists - all to provide clients with the sound perspectives they need to invest intelligently. *Registration of an investment advisor does not imply any level of skill or training.
Why join us?
Support and Resources: Our 20-person team is equipped with vast technical resources, marketing support, and an internal advisory team passionate about client success.
Comprehensive Benefits: World-class medical and pension benefits, including FSA, HSA, dental, and vision.
Stability and Growth: We have no intention of selling or merging, ensuring a long-term home for you and your clients.
Custodial Relationships: Partnerships with Schwab, Fidelity, and RBC to meet diverse client needs.
Client-Centric Approach: As a Fee-Only firm, we are committed to an evidence-based, objective approach to wealth management.
Reputation: Active members of the Schwab Advisor Network with a commitment to transparency and integrity.
Job Details
If you're a wealth advisor seeking a long-term home that offers growth, support, and generous compensation, we are the place for you.
Key Responsibilities:
Grow and manage client portfolios.
Provide holistic financial planning, leveraging our CPA and business management resources.
Collaborate with tax and estate planning attorneys, TPAs, and 401K solution providers.
Offer access to objectively selected and appropriate insurance coverages through RVW Insurance Solutions LLC.
Maintain and uphold the firm's clean ADV/compliance record.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Heather Burnach
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $150,000 - $200,000 per year
A bit about us:
With offices in Los Angeles, California, and Memphis, Tennessee, we are dedicated to delivering the highest quality investment management and related services to its clients. We are a registered investment adviser* founded in 2006, originally built on the back of a thriving CPA firm which was founded in 1986. Drawing from its legacy experience, its wealth team includes CPAs, CFAs, personal financial planners, tax specialists and economists - all to provide clients with the sound perspectives they need to invest intelligently. *Registration of an investment advisor does not imply any level of skill or training.
Why join us?
Support and Resources: Our 20-person team is equipped with vast technical resources, marketing support, and an internal advisory team passionate about client success.
Comprehensive Benefits: World-class medical and pension benefits, including FSA, HSA, dental, and vision.
Stability and Growth: We have no intention of selling or merging, ensuring a long-term home for you and your clients.
Custodial Relationships: Partnerships with Schwab, Fidelity, and RBC to meet diverse client needs.
Client-Centric Approach: As a Fee-Only firm, we are committed to an evidence-based, objective approach to wealth management.
Reputation: Active members of the Schwab Advisor Network with a commitment to transparency and integrity.
Job Details
If you're a wealth advisor seeking a long-term home that offers growth, support, and generous compensation, we are the place for you.
Key Responsibilities:
Grow and manage client portfolios.
Provide holistic financial planning, leveraging our CPA and business management resources.
Collaborate with tax and estate planning attorneys, TPAs, and 401K solution providers.
Offer access to objectively selected and appropriate insurance coverages through RVW Insurance Solutions LLC.
Maintain and uphold the firm's clean ADV/compliance record.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
150,000 - 200,000 /year