Roklyn Consulting · 2 days ago
Wealth Management Associate
Santa Monica, CA
Full-time
Onsite
Entry, Mid Level
$85K/yr - $130K/yr
2+ years expRoklyn Consulting is a rapidly expanding independent wealth management firm known for its innovative approach and influential market presence. They are seeking a motivated Associate Wealth Advisor to work alongside senior leadership, providing bespoke financial strategies to a diverse and sophisticated client base.
Staffing & Recruiting
Hiring Manager
Darci Smith, MBA
Responsibilities
Partner with Lead Advisors to manage high-net-worth client relationships and execute complex financial planning initiatives
Develop and refine comprehensive financial plans, investment reports, and customized presentations for client reviews
Active participation in client meetings, including capturing key takeaways, managing follow-up deliverables, and ensuring a seamless client experience
Oversee the client onboarding process and coordinate with the operations department to handle account servicing and portfolio maintenance
Perform market research and provide actionable recommendations regarding investment vehicles and wealth-building strategies
Maintain a deep mastery of financial planning software, investment products, and evolving market trends
Qualification
Required
Bachelor's degree in Finance, Economics, or a related field
Active FINRA Series 7 and 65 (or Series 66) are required
2+ years of professional experience in financial planning or wealth management, specifically working with high-net-worth (HNW) individuals
You should be a proactive problem-solver who thrives in a collaborative, fast-paced environment
Preferred
An MBA or advanced financial degree is highly desirable
CFP® designation is strongly preferred (or significant progress toward completion)
Company
Roklyn Consulting
Roklyn Consulting specializes in placing Financial Advisors and Support Staff at California Wealth Management Firms.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase