Wealth Strategist | Los Angeles, California

Reference Number: HRJ6959
Location: Los Angeles, California

Judson Group has been engaged by a $1.5B RIA in the search for a Wealth Strategist. This individual will support Senior Wealth Advisors by participating in client meetings, assisting with the development of investment and financial planning strategies, and performing research in regard to complex client issues.

The ideal candidate has 5+ years of client facing wealth management experience with a strong background in financial planning. This person will need to be a team player, with strong leadership skills who has the desire/ability to work successfully in a small company environment where it is expected that you will wear many hats with varied responsibilities.

Responsibilities:

  • Client relationship management for UHNW family office clients, including ongoing and regular client contact and communications.
  • Comprehensive financial planning including coordination of asset management, estate and tax planning, and risk management.
  • Assisting with client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management)
  • Collaborate with clients’ CPAs, estate planning attorneys and other professionals to ensure their holistic wealth management strategies are implemented.

Requirements:

  • Bachelor’s Degree required.
  • CFP or CFA required.
  • Experience with holistic financial planning required.
  • Client facing experience required.
  • Excellent written and oral communication skills and listening skills.
  • Detail-oriented focus and a professional demeanor.
  • Ability to recognize and empathize with a given client situation.

Compensation: Attractive compensation package with base salary, bonus, and benefits

Location: Los Angeles, California

Reference Number: HRJ6959

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