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Manhattan West · 1 day ago

Private Wealth Advisor

Los Angeles, CA

Full-time

Hybrid

Mid, Senior Level

$120K/yr - $300K/yr

5+ years exp

Manhattan West is a modern and fast-growing investment firm looking for a Wealth Advisor to join their Private Wealth team. The role involves developing and managing new client relationships, providing financial planning advice, and contributing to the growth of the firm's business.

Asset ManagementFinancePersonal FinanceReal Estate InvestmentVenture CapitalWealth Management

Hiring Manager

Tera Singh, MSHR, PHR

Responsibilities

Develop and manage new client relationships, including managing ongoing client communications

Act as the primary point of contact to existing and newly onboarded clients

Proactively engage in the development of new business and strategic networking opportunities to build out the high net worth and ultra-high net worth client base for the firm

Implementation of financial plans including coordination of estate planning, business management, and tax strategies

Work with the firm’s head of portfolio management to align clients’ investment strategies with their planning objectives

Work with the firm’s various fund managers to successfully advise and allocate client funds into appropriate alternative strategies

Must demonstrate a commitment to extraordinary client service through professional excellence and the highest ethical standards

Candidate must be in compliance with both company policies and regulatory obligations imposed as a registered investment advisor

Qualification

Wealth advisory experienceClient relationship managementBusiness developmentCertified Financial Planner™Client-centric focusEntrepreneurial personalityLeadership skills

Required

Minimum 5-7 years experience within wealth advisory services with demonstrated ability to develop and manage client relationships and develop new business opportunities

Must carry over a minimum $20 million book of business

Bachelor's Degree is required

Must be legally authorized to work in the United States

Successful completion of background check and pre-employment assessments

Ability to complete the essential functions of the job with or without reasonable accommodation