Our Client is a prominent & growing RIA based in Southern, CA. The firm specializes in providing investment management and financial planning services to UHNW Clients throughout the US, and Internationally. The Wealth Advisor position is open due to growth and provides long term growth opportunities as the firm continues to expand. Overall, an excellent opportunity for a junior to mid-level professional with a background in financial planning/wealth management to continue learning & advancing within the UHNW Wealth Management space.
Key responsibilities for Wealth Advisor include:
Requirements for Wealth Advisor: