Financial Advisor-Service jobs in United States
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RK Partners · 1 day ago

Financial Advisor-Service

RK Partners is a firm dedicated to helping clients achieve financial peace of mind through a high-touch wealth management experience. They are seeking an experienced Private Wealth Service Advisor to partner with Private Wealth Advisors in designing and implementing holistic financial plans while enhancing client satisfaction.

Consulting

Responsibilities

Building and updating holistic financial plans for both new and existing clients
Collaborating with Private Wealth Advisors while bringing your own professional insight to tailor recommendations
Translating client goals, timelines, and data into an integrated plan covering: Investments & portfolio construction, Retirement planning & income distribution, Estate planning concepts, Insurance analysis (Life, Disability, Long-Term Care), Cash flow & liability management, Tax-aware strategies, Education funding, Major purchases & long-term savings strategies, Business planning
Creating and updating investment proposals and insurance illustrations
Preparing advisors with planning insights and investment updates prior to client meetings
Ensuring all planning data and client information is accurately captured in our CRM
Contributing directly to client education and plan delivery once acclimated to our planning philosophy
Partnering across the firm to enhance our service model and drive client satisfaction

Qualification

Certified Financial Planner®Holistic financial planningHigh-net-worth client experienceInvestment portfolio constructionClient engagementDetail-orientedCollaborative

Required

Bachelor's Degree required
Experience working with high-net-worth or mass-affluent clients
Thoughtful, collaborative, detail-oriented, and committed to doing work that improves clients' lives
Able to be in Manhattan Beach office 3x per week to support client meetings and teamwork

Preferred

Certified Financial Planner® (CFP®) designation strongly preferred

Benefits

Health Benefits
401K with match
Disability insurance
PTO

Company

RK Partners

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RK Partners is an independent advisory firm that specializes in complex corporate reorganizations.

Funding

Current Stage
Early Stage
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