Wealth Management Advisor jobs in United States
cer-icon
Apply on Employer Site
company-logo

Roklyn Consulting · 1 day ago

Wealth Management Advisor

positionThousand Oaks, CA
timeFull-time
remoteOnsite
senioritySenior Level
money$140K/yr - $225K/yr
date5+ years exp

Roklyn Consulting specializes in the California wealth management market, and they are seeking a Wealth Management Advisor for a highly successful independent RIA managing approximately $3 billion in assets. The role involves leading client portfolio strategy, maintaining proactive client stewardship, and driving exemplary service initiatives to foster client loyalty.

Staffing & Recruiting
Hiring Manager
Darci Smith, MBA
linkedin

Responsibilities

Lead the design and oversight of client portfolios, with a specific focus on integrating institutional-quality alternative investments
Maintain a high 'touchpoint' frequency through video, digital communication, and in-person gatherings to ensure clients feel consistently prioritized
Drive 'signature service' initiatives that go above and beyond standard expectations to foster lifelong loyalty and organic referrals
Act as the central point of contact between the client and the firm’s internal trading and planning departments to ensure precise execution
Expand the firm's impact through wallet-share optimization and by converting firm-generated leads and personal networking opportunities

Qualification

Certified Financial PlannerClient-facing advisory experiencePortfolio strategyAlternative investmentsTeam-centric mindsetExceptional communication

Required

Minimum of 5 years in a client-facing advisory role, preferably within an independent RIA or boutique wealth management setting
Certified Financial Planner (CFP®) designation is required
You are someone who values ethical transparency and thrives in a team-centric environment where continuous professional growth is the norm
Exceptional ability to translate complex financial concepts into relatable, empathetic advice

Benefits

Comprehensive health and retirement benefits.
Clear career tracks with long-term opportunities for internal advancement.

Company

Roklyn Consulting

twitter
company-logo
Roklyn Consulting specializes in placing Financial Advisors and Support Staff at California Wealth Management Firms.
dateFounded in 2020
location
Redwood City, CA, US
people-size2-10 employees
web-link
https://roklyn.com

Funding

Current Stage
Early Stage
Company data provided by crunchbase