RK Partners · 2 months ago
Financial Advisor-Service
Manhattan Beach, CA, US
Full-time
Hybrid
Mid, Senior Level
$130K/yr - $165K/yrRK Partners is a boutique wealth management firm dedicated to helping clients achieve financial peace of mind. They are seeking an experienced Private Wealth Service Advisor to deliver best-in-class financial planning and enhance the client experience by collaborating with Private Wealth Advisors and contributing to client education.
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
Once acclimated to our planning philosophy, contributing directly to client education and plan delivery
Partnering across the firm to enhance our service model and drive client satisfaction
Qualification
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
RK Partners is an independent advisory firm that specializes in complex corporate reorganizations.
Founded in 2003
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase