Wealth Advisor
cybercodersLos Angeles, CA
Wealth Advisor
cybercodersLos Angeles, CASenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)Position Overview:
A growing independent financial services firm is seeking an experienced Wealth Advisor to join its expanding advisory team. The organization provides comprehensive financial planning and investment advisory services to individuals and families and has built a strong reputation for helping clients navigate complex financial decisions through a personalized, goals-based planning approach. This opportunity is ideal for a seasoned advisor who enjoys working directly with clients and delivering high-quality financial advice, while leveraging the support of a well-resourced organization. Advisors are able to focus on relationship management and planning conversations rather than spending significant time on prospecting, administrative tasks, or portfolio operations. Client Acquisition & Growth SupportAdvisors are provided access to qualified prospective clients generated through the firm's marketing, educational outreach, referral initiatives, and business development activities. Dedicated teams assist with lead qualification, appointment coordination, and initial client engagement. Advisors can focus on understanding client needs and developing long-term relationships rather than managing extensive prospecting efforts.
Advanced Financial Planning Resources:
Advisors partner with experienced planning professionals who provide expertise across retirement, tax, estate, risk management, and wealth transfer strategies.
The planning team supports the development of detailed recommendations and comprehensive client deliverables.
Advisors have access to specialized resources to address complex financial situations and planning needs.
Investment & Portfolio Support:
Dedicated investment professionals assist with portfolio implementation, trading, rebalancing, tax-aware strategies, and ongoing portfolio management.
Advisors collaborate with investment specialists to help ensure portfolio recommendations align with client goals and financial objectives.
Ongoing research and portfolio oversight are managed by experienced investment teams. Client Service & Operational SupportAdvisors are supported by client service and operations professionals who coordinate account administration, documentation, service requests, and custodian interactions.
Administrative processes are streamlined to reduce operational burdens and improve efficiency.
Advisors spend more time advising clients and less time handling paperwork and account maintenance.
Professional Development & Continuing Education:
Ongoing training is provided on planning strategies, industry developments, regulatory updates, and best practices.
Advisors are encouraged to expand their expertise and continue developing professionally throughout their careers.
The organization promotes collaboration, knowledge sharing, and long-term career growth.
Responsibilities:
Build and maintain trusted relationships with clients.
Conduct discovery meetings to understand financial goals, priorities, and concerns.
Develop and present comprehensive financial planning recommendations.
Provide guidance related to retirement planning, tax-efficient strategies, estate considerations, risk management, investments, and cash flow planning.
Coordinate with internal specialists to deliver integrated planning solutions.
Support clients through major financial decisions and life transitions.
Deliver a high level of service while maintaining strong client engagement and satisfaction.
Qualifications:
CFP required.
Minimum of five years of experience providing comprehensive financial planning and wealth advisory services. Demonstrated ability to assess client objectives and develop tailored financial strategies.
Strong knowledge of retirement planning, estate planning, tax planning, investment management, asset allocation, risk management, and cash-flow analysis.
Excellent communication and presentation skills. Ability to explain complex financial concepts clearly and effectively to clients.
Strong relationship-building skills and a client-first mindset.
Preferred:
Experience presenting educational seminars, workshops, webinars, or client events.
Prior experience working with high-net-worth individuals and families.
Background within fee-based or fiduciary advisory environments.
Additional planning, tax, investment, or retirement-related credentials are a plus.
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Level
Senior L5
Location
Los Angeles, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
8 days ago