Private Wealth Advisor
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-02-06
Listing for:
JL Klein Executive Search
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor, Financial Services
Job Description & How to Apply Below
We are seeking a highly motivated and client-focused Private Wealth Advisor to join our clients growing wealth management team. The ideal candidate will hold the Certified Financial Planner (CFP®) designation and have a strong track record of building trusted client relationships, delivering comprehensive financial advice, and helping individuals and families achieve their long-term financial goals.
Responsibilities- Serve as the primary point of contact for a portfolio of high-net-worth and ultra-high-net-worth clients.
- Develop personalized wealth management strategies that integrate investment management, financial planning, tax efficiency, retirement planning, estate planning, and risk management.
- Conduct detailed discovery meetings to assess clients’ financial situations, objectives, and risk tolerance.
- Manage and grow client relationships through proactive communication, portfolio reviews, and ongoing financial guidance.
- Collaborate with internal teams, including investment strategists, tax advisors, and estate planning professionals, to deliver holistic solutions.
- Stay informed on market trends, regulatory changes, and industry best practices.
- Maintain compliance with firm policies, FINRA/SEC regulations, and fiduciary standards.
- Prospect new clients through referrals, networking, and business development efforts.
- CFP® designation required (additional credentials such as CPA, CFA, or ChFC a plus).
- Bachelor’s degree in Finance, Business, Economics, or related field.
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