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Wealth Advisors

NPAworldwide Recruitment Network

Last Updated: 9/29/22

Job Description

Job description:

Privately Held Multi-Billion Investment Firm seeks multiple Wealth Advisors in LA to join a small exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in addition to wealth management services, with a focus on developing and cultivating relationships.

Position Offers:

  • Work directly with clients to drive business and expand client base
  • Meet with prospects and referral sources in order to develop and cultivate a book of business
  • Trailing commission structure vs. yearly reseton new business goals
  • Multi-year guaranteed compensation structure, withalong-term focusonsuccess for their Advisors, in addition toupside potential


Position Specifications:

  • 8 + years' experience required with a strong track record of developing new business and client relationship management
  • Established COI network
  • Excellent client relationship management skills
  • Target clients are in the 5mm to 100mm+ level
  • No portable book required

Why is This a Great Opportunity:
  • No territorial restrictions
  • Strong growth opportunity with high earning potential
  • Firm has excellent track record of long-term employee and client retention

Company Details

Grand Rapids, Michigan, United States
NPAworldwide connects you to premier independent recruiting firms located throughout Europe, Asia, Australia, Africa and the Americas. Get connected with members around the world to widen your employer pool, get specialized placements, and find perfect matches -- all at no cost. Our members are placement professionals seeking long-term fits. Working with our recruiters gets you access to relocatio...