I'm partnering with a growing and highly respected wealth management firm on a confidential Director-level role. This is a fantastic opportunity for an experienced advisor who enjoys building relationships with sophisticated clients while continuing to grow into leadership.
What We're Looking For: 5+ years of experience within an RIA or wealth management environment
Experience working directly with HNW and UHNW clients
Strong client relationship management and advisory skills
Asset allocation
Performance analysis
Investment strategy discussions
Ability to mentor junior team members and collaborate across teams
Why This Opportunity Stands Out
Clear path to Advisor and leadership roles
Strong promote-from-within culture
Opportunity to build and deepen client relationships
Exposure to sophisticated investment strategies and portfolios
High-growth environment with long-term career advancement
Work alongside a highly collaborative and accomplished team
Currently working within an RIA, family office, or private wealth management firm
Direct client-facing advisory experience
Comfortable discussing investments with sophisticated investors and wealthy families
Humble, collaborative, and team-oriented approach
Growth mindset with a desire to continue advancing professionally
This role is ideal for someone who enjoys combining relationship management with investment expertise and wants to make a meaningful impact while positioning themselves for future leadership opportunities.
Interested or know someone who may be a great fit? Feel free to message me directly. Happy to network and connect with wealth management professionals as well.
Equal Opportunity Employer/Veterans/Disabled
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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers